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BTCPP

Border to Coast Pensions Partnership Portfolio holdings

AUM $5.92B
1-Year Est. Return 23.78%
This Fund
S&P 500
This Quarter Est. Return
+7.77%
1 Year Est. Return
+23.78%
3 Year Est. Return
+89.75%
5 Year Est. Return
+115.27%
10 Year Est. Return
–
AUM
$5.74B
AUM Growth
+$296M
Cap. Flow
-$50.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
45.58%
Holding
87
New
5
Increased
27
Reduced
17
Closed
4

Top Buys

1
CRH icon
CRH
CRH
+$38.5M
2
WST icon
West Pharmaceutical
WST
+$37.8M
3
CDW icon
CDW
CDW
+$31.6M
4
NRG icon
NRG Energy
NRG
+$26M
5
AAPL icon
Apple
AAPL
+$15.6M

Top Sells

1
ORCL icon
Oracle
ORCL
+$90.2M
2
ADP icon
Automatic Data Processing
ADP
+$44M
3
MCD icon
McDonald's
MCD
+$39.3M
4
NVDA icon
NVIDIA
NVDA
+$35.9M
5
AVGO icon
Broadcom
AVGO
+$34M

Sector Composition

1 Technology 27.7%
2 Financials 16.35%
3 Communication Services 9.62%
4 Consumer Discretionary 9.04%
5 Healthcare 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.89T
$429M 7.47%
2,300,106
-206,008
-8% -$35.9M
MSFT icon
2
Microsoft
MSFT
$2.94T
$427M 7.44%
824,773
– –
VO icon
3
Vanguard Mid-Cap ETF
VO
$105B
$355M 6.19%
4,840,600
– –
AAPL icon
4
Apple
AAPL
$4.9T
$313M 5.46%
1,230,462
+69,023
+6% +$15.6M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.21T
$287M 4.99%
1,178,962
+34,916
+3% +$7.31M
AMZN icon
6
Amazon
AMZN
$2.66T
$264M 4.6%
1,201,823
+65,512
+6% +$14.8M
AVGO icon
7
Broadcom
AVGO
$1.76T
$169M 2.94%
511,938
-110,864
-18% -$34M
JPM icon
8
JPMorgan Chase
JPM
$909B
$136M 2.36%
430,237
+31,538
+8% +$9.38M
META icon
9
Meta Platforms (Facebook)
META
$1.63T
$121M 2.11%
164,912
– –
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.06T
$116M 2.03%
231,345
– –
UBS icon
11
UBS Group
UBS
$172B
$94.3M 1.64%
2,307,000
– –
NEE icon
12
NextEra Energy
NEE
$185B
$91.8M 1.6%
1,215,802
-25,000
-2% -$1.83M
HD icon
13
Home Depot
HD
$338B
$90.1M 1.57%
222,374
– –
WMT icon
14
Walmart Inc
WMT
$913B
$89.9M 1.56%
871,841
– –
UNP icon
15
Union Pacific
UNP
$178B
$83.5M 1.45%
353,366
+46,099
+15% +$10.4M
TMO icon
16
Thermo Fisher Scientific
TMO
$198B
$82.5M 1.44%
170,197
+29,064
+21% +$13.5M
NFLX icon
17
Netflix
NFLX
$289B
$78.4M 1.37%
653,990
– –
AMT icon
18
American Tower
AMT
$79.3B
$75.4M 1.31%
392,264
+7,500
+2% +$1.56M
RTX icon
19
RTX Corp
RTX
$262B
$74.7M 1.3%
446,604
+72,721
+19% +$11.3M
MA icon
20
Mastercard
MA
$480B
$74.1M 1.29%
130,340
– –
CSCO icon
21
Cisco
CSCO
$442B
$72.6M 1.26%
1,061,021
+208,753
+24% +$14.2M
BAC icon
22
Bank of America
BAC
$428B
$72.1M 1.26%
1,397,521
– –
UNH icon
23
UnitedHealth
UNH
$391B
$71.6M 1.25%
207,338
+25,786
+14% +$7.8M
DIS icon
24
Walt Disney
DIS
$169B
$66.1M 1.15%
577,423
+74,462
+15% +$8.77M
PG icon
25
Procter & Gamble
PG
$349B
$62.2M 1.08%
404,977
– –
1
2 3 4

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Border to Coast Pensions Partnership's Q3 2025 Portfolio in Review

As of Q3 2025, Border to Coast Pensions Partnership held 87 positions worth $5.74B, up 5.4% from $5.45B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Border to Coast Pensions Partnership's Q3 2025 filing shows 5 new, 27 increased, 17 reduced and 4 closed positions. Its largest new stake was CRH: 364,899 shares worth $43.8M. The largest sale was Oracle, an estimated $90.2M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.

  • Border to Coast Pensions Partnership's largest Q3 2025 buy was CRH: 364,899 shares worth $43.8M.
  • Border to Coast Pensions Partnership added most to Apple in Q3 2025, an estimated $15.6M increase.
  • Border to Coast Pensions Partnership's biggest Q3 2025 reduction was Oracle, cutting an estimated $90.2M.
  • Border to Coast Pensions Partnership fully exited Automatic Data Processing in Q3 2025, selling an estimated $44M.
  • Border to Coast Pensions Partnership's ten largest holdings make up 46% of its $5.74B portfolio in Q3 2025.
  • Border to Coast Pensions Partnership opened 5 new positions and closed 4 in Q3 2025.
  • Border to Coast Pensions Partnership's portfolio value rose 5.4% quarter-over-quarter to $5.74B.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2025, filed 5 Nov 2025.