Filed: 1/15/2025ACC: 0001876496-25-000001
📋 What this filing means
BORDER TO COAST PENSIONS PARTNERSHIP LTD filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $5.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$5.10M
Total AUM (reported)
38.81M
Total Shares
Allocation by class
COMMON STOCK$4.44M87.0%
ETP$353.3K6.9%
REIT$275.3K5.4%
ADR$24.1K0.5%
CLOSED-END FUND$9.4K0.2%
Portfolio Concentration
Top 3$959.9K18.8%
4–10$1.20M23.5%
11–25$1.08M21.1%
Rest$1.87M36.5%
Top 3 weight
18.8%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 38.81M
Sole
Full voting authority
38.81M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
Microsoft Corp
SOLEShares786.05K
TypeSH
Market value$331.1K
6.49%
Sole
786.05K
Shared
0.00
None
0.00
Vanguard Mid-Cap ETF
SOLEShares1.21M
TypeSH
Market value$319.4K
6.26%
Sole
1.21M
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares2.31M
TypeSH
Market value$309.3K
6.06%
Sole
2.31M
Shared
0.00
None
0.00
Apple Inc
SOLEShares1.21M
TypeSH
Market value$303.5K
5.95%
Sole
1.21M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares1.08M
TypeSH
Market value$237.2K
4.65%
Sole
1.08M
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares1.17M
TypeSH
Market value$221.2K
4.33%
Sole
1.17M
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares664.50K
TypeSH
Market value$154.0K
3.02%
Sole
664.50K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares231.34K
TypeSH
Market value$104.8K
2.05%
Sole
231.34K
Shared
0.00
None
0.00
NextEra Energy Inc
SOLEShares1.27M
TypeSH
Market value$90.7K
1.78%
Sole
1.27M
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares373.86K
TypeSH
Market value$89.6K
1.75%
Sole
373.86K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares151.39K
TypeSH
Market value$88.6K
1.74%
Sole
151.39K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares923.38K
TypeSH
Market value$83.4K
1.63%
Sole
923.38K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares160K
TypeSH
Market value$80.9K
1.58%
Sole
160K
Shared
0.00
None
0.00
Visa Inc
SOLEShares247.92K
TypeSH
Market value$78.3K
1.53%
Sole
247.92K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares198.74K
TypeSH
Market value$77.3K
1.51%
Sole
198.74K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares459.15K
TypeSH
Market value$76.5K
1.50%
Sole
459.15K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares95.22K
TypeSH
Market value$73.5K
1.44%
Sole
95.22K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares382.18K
TypeSH
Market value$70.0K
1.37%
Sole
382.18K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares130.34K
TypeSH
Market value$68.6K
1.34%
Sole
130.34K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares404.98K
TypeSH
Market value$67.8K
1.33%
Sole
404.98K
Shared
0.00
None
0.00
KKR & Co Inc
SOLEShares450K
TypeSH
Market value$66.5K
1.30%
Sole
450K
Shared
0.00
None
0.00
UBS Group AG
SOLEShares2.09M
TypeSH
Market value$63.9K
1.25%
Sole
2.09M
Shared
0.00
None
0.00
Equinix Inc
SOLEShares67.50K
TypeSH
Market value$63.6K
1.25%
Sole
67.50K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares277.27K
TypeSH
Market value$63.2K
1.24%
Sole
277.27K
Shared
0.00
None
0.00
Accenture PLC
SOLEShares157.72K
TypeSH
Market value$55.4K
1.09%
Sole
157.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | Common Stock | 786.05K | SH | $331.1K 6.49% | 786.05K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | ETP | 1.21M | SH | $319.4K 6.26% | 1.21M | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common Stock | 2.31M | SH | $309.3K 6.06% | 2.31M | 0.00 | 0.00 |
Apple IncSOLE | Common Stock | 1.21M | SH | $303.5K 5.95% | 1.21M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common Stock | 1.08M | SH | $237.2K 4.65% | 1.08M | 0.00 | 0.00 |
Alphabet IncSOLE | Common Stock | 1.17M | SH | $221.2K 4.33% | 1.17M | 0.00 | 0.00 |
Broadcom IncSOLE | Common Stock | 664.50K | SH | $154.0K 3.02% | 664.50K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common Stock | 231.34K | SH | $104.8K 2.05% | 231.34K | 0.00 | 0.00 |
NextEra Energy IncSOLE | Common Stock | 1.27M | SH | $90.7K 1.78% | 1.27M | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common Stock | 373.86K | SH | $89.6K 1.75% | 373.86K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common Stock | 151.39K | SH | $88.6K 1.74% | 151.39K | 0.00 | 0.00 |
Walmart IncSOLE | Common Stock | 923.38K | SH | $83.4K 1.63% | 923.38K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | Common Stock | 160K | SH | $80.9K 1.58% | 160K | 0.00 | 0.00 |
Visa IncSOLE | Common Stock | 247.92K | SH | $78.3K 1.53% | 247.92K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common Stock | 198.74K | SH | $77.3K 1.51% | 198.74K | 0.00 | 0.00 |
Oracle CorpSOLE | Common Stock | 459.15K | SH | $76.5K 1.50% | 459.15K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | Common Stock | 95.22K | SH | $73.5K 1.44% | 95.22K | 0.00 | 0.00 |
American Tower CorpSOLE | REIT | 382.18K | SH | $70.0K 1.37% | 382.18K | 0.00 | 0.00 |
Mastercard IncSOLE | Common Stock | 130.34K | SH | $68.6K 1.34% | 130.34K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | Common Stock | 404.98K | SH | $67.8K 1.33% | 404.98K | 0.00 | 0.00 |
KKR & Co IncSOLE | Common Stock | 450K | SH | $66.5K 1.30% | 450K | 0.00 | 0.00 |
UBS Group AGSOLE | Common Stock | 2.09M | SH | $63.9K 1.25% | 2.09M | 0.00 | 0.00 |
Equinix IncSOLE | REIT | 67.50K | SH | $63.6K 1.25% | 67.50K | 0.00 | 0.00 |
Union Pacific CorpSOLE | Common Stock | 277.27K | SH | $63.2K 1.24% | 277.27K | 0.00 | 0.00 |
Accenture PLCSOLE | Common Stock | 157.72K | SH | $55.4K 1.09% | 157.72K | 0.00 | 0.00 |
Page 1 of 4