Filed: 7/19/2023ACC: 0001876496-23-000008
📋 What this filing means
BORDER TO COAST PENSIONS PARTNERSHIP LTD filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $3.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$3.98M
Total AUM (reported)
38.33M
Total Shares
Allocation by class
COMMON STOCK$3.34M83.9%
REIT$344.7K8.7%
ETP$278.1K7.0%
ADR$18.6K0.5%
Portfolio Concentration
Top 3$787.5K19.8%
4–10$742.9K18.7%
11–25$844.4K21.2%
Rest$1.61M40.4%
Top 3 weight
19.8%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 38.33M
Sole
Full voting authority
38.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:
Apple Inc
SOLEShares1.41M
TypeSH
Market value$273.4K
6.87%
Sole
1.41M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares775.71K
TypeSH
Market value$263.9K
6.63%
Sole
775.71K
Shared
0.00
None
0.00
Vanguard Mid-Cap ETF
SOLEShares1.14M
TypeSH
Market value$250.1K
6.28%
Sole
1.14M
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares1.26M
TypeSH
Market value$151.3K
3.80%
Sole
1.26M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares1.03M
TypeSH
Market value$133.9K
3.36%
Sole
1.03M
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares300.84K
TypeSH
Market value$127.2K
3.19%
Sole
300.84K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares445.88K
TypeSH
Market value$86.4K
2.17%
Sole
445.88K
Shared
0.00
None
0.00
NextEra Energy Inc
SOLEShares1.15M
TypeSH
Market value$85.4K
2.15%
Sole
1.15M
Shared
0.00
None
0.00
Visa Inc
SOLEShares339.75K
TypeSH
Market value$80.6K
2.02%
Sole
339.75K
Shared
0.00
None
0.00
Equinix Inc
SOLEShares99.78K
TypeSH
Market value$78.2K
1.96%
Sole
99.78K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares223.86K
TypeSH
Market value$76.3K
1.92%
Sole
223.86K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares137.16K
TypeSH
Market value$65.9K
1.65%
Sole
137.16K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares401.51K
TypeSH
Market value$60.9K
1.53%
Sole
401.51K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares414.49K
TypeSH
Market value$60.2K
1.51%
Sole
414.49K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares68.60K
TypeSH
Market value$59.5K
1.49%
Sole
68.60K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares123.52K
TypeSH
Market value$57.9K
1.45%
Sole
123.52K
Shared
0.00
None
0.00
Chevron Corp
SOLEShares355.75K
TypeSH
Market value$55.9K
1.40%
Sole
355.75K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares475.22K
TypeSH
Market value$54.8K
1.38%
Sole
475.22K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares175.47K
TypeSH
Market value$54.5K
1.37%
Sole
175.47K
Shared
0.00
None
0.00
Welltower Inc
SOLEShares671.59K
TypeSH
Market value$54.3K
1.36%
Sole
671.59K
Shared
0.00
None
0.00
McDonald's Corp
SOLEShares169.38K
TypeSH
Market value$50.5K
1.27%
Sole
169.38K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares419.94K
TypeSH
Market value$50.0K
1.26%
Sole
419.94K
Shared
0.00
None
0.00
Adobe Inc
SOLEShares100.25K
TypeSH
Market value$49.0K
1.23%
Sole
100.25K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares295.19K
TypeSH
Market value$48.8K
1.23%
Sole
295.19K
Shared
0.00
None
0.00
Linde PLC
SOLEShares120.94K
TypeSH
Market value$46.1K
1.16%
Sole
120.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Common Stock | 1.41M | SH | $273.4K 6.87% | 1.41M | 0.00 | 0.00 |
Microsoft CorpSOLE | Common Stock | 775.71K | SH | $263.9K 6.63% | 775.71K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | ETP | 1.14M | SH | $250.1K 6.28% | 1.14M | 0.00 | 0.00 |
Alphabet IncSOLE | Common Stock | 1.26M | SH | $151.3K 3.80% | 1.26M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common Stock | 1.03M | SH | $133.9K 3.36% | 1.03M | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common Stock | 300.84K | SH | $127.2K 3.19% | 300.84K | 0.00 | 0.00 |
American Tower CorpSOLE | REIT | 445.88K | SH | $86.4K 2.17% | 445.88K | 0.00 | 0.00 |
NextEra Energy IncSOLE | Common Stock | 1.15M | SH | $85.4K 2.15% | 1.15M | 0.00 | 0.00 |
Visa IncSOLE | Common Stock | 339.75K | SH | $80.6K 2.02% | 339.75K | 0.00 | 0.00 |
Equinix IncSOLE | REIT | 99.78K | SH | $78.2K 1.96% | 99.78K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common Stock | 223.86K | SH | $76.3K 1.92% | 223.86K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | Common Stock | 137.16K | SH | $65.9K 1.65% | 137.16K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | Common Stock | 401.51K | SH | $60.9K 1.53% | 401.51K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common Stock | 414.49K | SH | $60.2K 1.51% | 414.49K | 0.00 | 0.00 |
Broadcom IncSOLE | Common Stock | 68.60K | SH | $59.5K 1.49% | 68.60K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | Common Stock | 123.52K | SH | $57.9K 1.45% | 123.52K | 0.00 | 0.00 |
Chevron CorpSOLE | Common Stock | 355.75K | SH | $55.9K 1.40% | 355.75K | 0.00 | 0.00 |
Merck & Co IncSOLE | Common Stock | 475.22K | SH | $54.8K 1.38% | 475.22K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common Stock | 175.47K | SH | $54.5K 1.37% | 175.47K | 0.00 | 0.00 |
Welltower IncSOLE | REIT | 671.59K | SH | $54.3K 1.36% | 671.59K | 0.00 | 0.00 |
McDonald's CorpSOLE | Common Stock | 169.38K | SH | $50.5K 1.27% | 169.38K | 0.00 | 0.00 |
Oracle CorpSOLE | Common Stock | 419.94K | SH | $50.0K 1.26% | 419.94K | 0.00 | 0.00 |
Adobe IncSOLE | Common Stock | 100.25K | SH | $49.0K 1.23% | 100.25K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common Stock | 295.19K | SH | $48.8K 1.23% | 295.19K | 0.00 | 0.00 |
Linde PLCSOLE | Common Stock | 120.94K | SH | $46.1K 1.16% | 120.94K | 0.00 | 0.00 |
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