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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
+3.36%
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
-$1.85M
Cap. Flow
-$128M
Cap. Flow %
-2.23%
Top 10 Hldgs %
44.51%
Holding
91
New
8
Increased
22
Reduced
25
Closed
7

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$67.7M
2
AMD icon
Advanced Micro Devices
AMD
+$44.1M
3
MS icon
Morgan Stanley
MS
+$42.3M
4
SNPS icon
Synopsys
SNPS
+$35M
5
TSLA icon
Tesla
TSLA
+$32.7M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$56.7M
2
AMZN icon
Amazon
AMZN
+$54M
3
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$41M
4
ACN icon
Accenture
ACN
+$40M
5
AON icon
Aon
AON
+$36.6M

Sector Composition

Rank Sector Weight
1 Technology 29.11%
2 Financials 16.79%
3 Communication Services 9.64%
4 Consumer Discretionary 8.26%
5 Healthcare 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$406M 7.08%
2,174,805
-125,301
-5% -$23.3M
MSFT icon
2
Microsoft
MSFT
$2.84T
$400M 6.96%
824,773
– –
AAPL icon
3
Apple
AAPL
$4.89T
$335M 5.84%
1,230,462
– –
VO icon
4
Vanguard Mid-Cap ETF
VO
$106B
$332M 5.79%
4,572,328
-268,272
-6% -$19.5M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$308M 5.36%
980,688
-198,274
-17% -$56.7M
AMZN icon
6
Amazon
AMZN
$2.5T
$223M 3.89%
965,647
-236,176
-20% -$54M
AVGO icon
7
Broadcom
AVGO
$1.82T
$187M 3.25%
538,493
+26,555
+5% +$9.5M
JPM icon
8
JPMorgan Chase
JPM
$939B
$139M 2.42%
430,237
– –
TMO icon
9
Thermo Fisher Scientific
TMO
$211B
$116M 2.03%
200,442
+30,245
+18% +$17.1M
META icon
10
Meta Platforms (Facebook)
META
$1.51T
$109M 1.9%
164,912
– –
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.07T
$109M 1.89%
215,985
-15,360
-7% -$7.64M
UBS icon
12
UBS Group
UBS
$170B
$108M 1.88%
2,307,000
– –
NEE icon
13
NextEra Energy
NEE
$187B
$96.8M 1.69%
1,203,306
-12,496
-1% -$1.04M
CSCO icon
14
Cisco
CSCO
$450B
$92M 1.6%
1,191,987
+130,966
+12% +$9.72M
RTX icon
15
RTX Corp
RTX
$287B
$89.4M 1.56%
486,647
+40,043
+9% +$6.96M
WMT icon
16
Walmart Inc
WMT
$871B
$83.9M 1.46%
751,460
-120,381
-14% -$12.9M
UNP icon
17
Union Pacific
UNP
$183B
$79M 1.38%
340,866
-12,500
-4% -$2.85M
LLY icon
18
Eli Lilly
LLY
$1.07T
$78.2M 1.36%
72,663
+7,499
+12% +$7.17M
BAC icon
19
Bank of America
BAC
$435B
$77M 1.34%
1,397,521
– –
DIS icon
20
Walt Disney
DIS
$165B
$75.5M 1.32%
662,524
+85,101
+15% +$9.37M
MA icon
21
Mastercard
MA
$477B
$74.5M 1.3%
130,340
– –
TSLA icon
22
Tesla
TSLA
$1.24T
$73M 1.27%
162,118
+73,669
+83% +$32.7M
HD icon
23
Home Depot
HD
$332B
$71.4M 1.24%
207,242
-15,132
-7% -$5.54M
AMT icon
24
American Tower
AMT
$77.7B
$70.3M 1.22%
399,764
+7,500
+2% +$1.36M
UNH icon
25
UnitedHealth
UNH
$382B
$68.6M 1.19%
207,338
– –
1
2 3 4

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Border to Coast Pensions Partnership's Q4 2025 Portfolio in Review

As of Q4 2025, Border to Coast Pensions Partnership held 91 positions worth $5.74B, down 0.03% from $5.74B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Border to Coast Pensions Partnership's Q4 2025 filing shows 8 new, 22 increased, 25 reduced and 7 closed positions. Its largest new stake was Intuit: 102,446 shares worth $68M. The largest sale was Alphabet (Google) Class A, an estimated $56.7M.

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

  • Border to Coast Pensions Partnership's largest Q4 2025 buy was Intuit: 102,446 shares worth $68M.
  • Border to Coast Pensions Partnership added most to Tesla in Q4 2025, an estimated $32.7M increase.
  • Border to Coast Pensions Partnership's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $56.7M.
  • Border to Coast Pensions Partnership fully exited Coca-Cola Europacific Partners in Q4 2025, selling an estimated $41M.
  • Border to Coast Pensions Partnership's ten largest holdings make up 45% of its $5.74B portfolio in Q4 2025.
  • Border to Coast Pensions Partnership opened 8 new positions and closed 7 in Q4 2025.
  • Border to Coast Pensions Partnership's portfolio value fell 0.03% quarter-over-quarter to $5.74B.

Based on Border to Coast Pensions Partnership's 13F filing for Q4 2025, filed 26 Jan 2026.