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BTCPP

Border to Coast Pensions Partnership Portfolio holdings

AUM $6.78B
1-Year Est. Return 31.6%
This Fund
S&P 500
This Quarter Est. Return
-2%
1 Year Est. Return
+31.6%
3 Year Est. Return
+108.6%
5 Year Est. Return
+137.69%
10 Year Est. Return
–
AUM
$5.92B
AUM Growth
+$179M
Cap. Flow
+$504M
Cap. Flow %
8.51%
Top 10 Hldgs %
42.14%
Holding
98
New
14
Increased
37
Reduced
30
Closed
6

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$395M
2
TTE icon
TotalEnergies
TTE
+$85.3M
3
AMAT icon
Applied Materials
AMAT
+$69.1M
4
PEP icon
PepsiCo
PEP
+$48.2M
5
LLY icon
Eli Lilly
LLY
+$43.9M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$85.4M
2
TMO icon
Thermo Fisher Scientific
TMO
+$61M
3
KO icon
Coca-Cola
KO
+$55.2M
4
ABT icon
Abbott
ABT
+$45.6M
5
HD icon
Home Depot
HD
+$38.4M

Sector Composition

Rank Sector Weight
1 Technology 25.34%
2 Financials 14.31%
3 Healthcare 13.13%
4 Communication Services 9.36%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
1
AstraZeneca
AZN
$250B
$398M 6.73%
+2,049,658
New +$395M
NVDA icon
2
NVIDIA
NVDA
$5.3T
$393M 6.64%
2,248,250
+73,445
+3% +$13.5M
AAPL icon
3
Apple
AAPL
$4.56T
$309M 5.22%
1,213,399
-17,063
-1% -$4.44M
VO icon
4
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$293M 4.95%
4,072,748
-499,580
-11% -$37.1M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.38T
$292M 4.94%
1,013,789
+33,101
+3% +$10.4M
MSFT icon
6
Microsoft
MSFT
$3.71T
$230M 3.89%
620,612
-204,161
-25% -$85.4M
AMZN icon
7
Amazon
AMZN
$2.94T
$207M 3.49%
989,296
+23,649
+2% +$5.21M
AVGO icon
8
Broadcom
AVGO
$2T
$144M 2.43%
462,579
-75,914
-14% -$25M
JPM icon
9
JPMorgan Chase
JPM
$947B
$118M 1.99%
399,401
-30,836
-7% -$9.36M
NEE icon
10
NextEra Energy
NEE
$176B
$110M 1.85%
1,178,306
-25,000
-2% -$2.22M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.13T
$109M 1.84%
226,374
+10,389
+5% +$5.1M
META icon
12
Meta Platforms (Facebook)
META
$1.5T
$108M 1.82%
187,949
+23,037
+14% +$14.8M
LLY icon
13
Eli Lilly
LLY
$1.06T
$107M 1.81%
115,949
+43,286
+60% +$43.9M
TTE icon
14
TotalEnergies
TTE
$191B
$104M 1.76%
+1,115,885
New +$85.3M
RTX icon
15
RTX Corp
RTX
$301B
$94.2M 1.59%
486,647
– –
UBS icon
16
UBS Group
UBS
$173B
$88.5M 1.49%
2,307,000
– –
WMT icon
17
Walmart Inc
WMT
$892B
$78.8M 1.33%
631,922
-119,538
-16% -$14.7M
AMD icon
18
Advanced Micro Devices
AMD
$798B
$77.7M 1.31%
380,762
+184,236
+94% +$39.3M
CVX icon
19
Chevron
CVX
$371B
$76.7M 1.3%
369,753
+49,588
+15% +$9.04M
AMT icon
20
American Tower
AMT
$79.8B
$75.6M 1.28%
437,005
+37,241
+9% +$6.7M
CSCO icon
21
Cisco
CSCO
$476B
$75.5M 1.28%
970,046
-221,941
-19% -$17.4M
NFLX icon
22
Netflix
NFLX
$307B
$71.8M 1.21%
744,607
+90,617
+14% +$7.98M
AMAT icon
23
Applied Materials
AMAT
$419B
$70.4M 1.19%
+205,377
New +$69.1M
MA icon
24
Mastercard
MA
$505B
$70.1M 1.18%
139,844
+9,504
+7% +$5.01M
TSLA icon
25
Tesla
TSLA
$1.26T
$66.8M 1.13%
179,012
+16,894
+10% +$6.96M
1
2 3 4

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Border to Coast Pensions Partnership's Q1 2026 Portfolio in Review

As of Q1 2026, Border to Coast Pensions Partnership held 98 positions worth $5.92B, up 3.1% from $5.74B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Border to Coast Pensions Partnership deployed $504M of net new capital in Q1 2026, opening 14 new positions and adding to 37 existing holdings. Its largest new stake was AstraZeneca: 2,049,658 shares worth $398M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 29% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Microsoft, an estimated $85.4M trimmed.

  • Border to Coast Pensions Partnership's largest Q1 2026 buy was AstraZeneca: 2,049,658 shares worth $398M.
  • Border to Coast Pensions Partnership added most to Eli Lilly in Q1 2026, an estimated $43.9M increase.
  • Border to Coast Pensions Partnership's biggest Q1 2026 reduction was Microsoft, cutting an estimated $85.4M.
  • Border to Coast Pensions Partnership fully exited Coca-Cola in Q1 2026, selling an estimated $55.2M.
  • Border to Coast Pensions Partnership's ten largest holdings make up 42% of its $5.92B portfolio in Q1 2026.
  • Border to Coast Pensions Partnership opened 14 new positions and closed 6 in Q1 2026.
  • Border to Coast Pensions Partnership's portfolio value rose 3.1% quarter-over-quarter to $5.92B.

Based on Border to Coast Pensions Partnership's 13F filing for Q1 2026, filed 22 Apr 2026.