Filed: 4/24/2025ACC: 0001876496-25-000002
📋 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 $4.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$4.88M
Total AUM (reported)
39.17M
Total Shares
Allocation by class
COMMON STOCK$4.23M86.7%
ETP$351.9K7.2%
REIT$264.4K5.4%
ADR$24.9K0.5%
CLOSED-END FUND$10.4K0.2%
Portfolio Concentration
Top 3$885.8K18.1%
4–10$1.07M21.8%
11–25$1.08M22.1%
Rest$1.85M37.9%
Top 3 weight
18.1%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 39.17M
Sole
Full voting authority
39.17M
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:
Vanguard Mid-Cap ETF
SOLEShares1.21M
TypeSH
Market value$313.0K
6.41%
Sole
1.21M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares814.59K
TypeSH
Market value$305.8K
6.26%
Sole
814.59K
Shared
0.00
None
0.00
Apple Inc
SOLEShares1.20M
TypeSH
Market value$267.1K
5.47%
Sole
1.20M
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares2.42M
TypeSH
Market value$262.5K
5.38%
Sole
2.42M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares1.07M
TypeSH
Market value$204.0K
4.18%
Sole
1.07M
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares1.17M
TypeSH
Market value$180.8K
3.70%
Sole
1.17M
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares231.34K
TypeSH
Market value$123.2K
2.52%
Sole
231.34K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares649.44K
TypeSH
Market value$108.7K
2.23%
Sole
649.44K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares164.91K
TypeSH
Market value$95.0K
1.95%
Sole
164.91K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares373.86K
TypeSH
Market value$91.7K
1.88%
Sole
373.86K
Shared
0.00
None
0.00
Visa Inc
SOLEShares247.92K
TypeSH
Market value$86.9K
1.78%
Sole
247.92K
Shared
0.00
None
0.00
NextEra Energy Inc
SOLEShares1.22M
TypeSH
Market value$86.2K
1.77%
Sole
1.22M
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares102.44K
TypeSH
Market value$84.6K
1.73%
Sole
102.44K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares377.18K
TypeSH
Market value$82.1K
1.68%
Sole
377.18K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares923.38K
TypeSH
Market value$81.1K
1.66%
Sole
923.38K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares210.54K
TypeSH
Market value$77.2K
1.58%
Sole
210.54K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares141.64K
TypeSH
Market value$74.2K
1.52%
Sole
141.64K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares130.34K
TypeSH
Market value$71.4K
1.46%
Sole
130.34K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares404.98K
TypeSH
Market value$69.0K
1.41%
Sole
404.98K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares277.27K
TypeSH
Market value$65.5K
1.34%
Sole
277.27K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares461.62K
TypeSH
Market value$64.5K
1.32%
Sole
461.62K
Shared
0.00
None
0.00
UBS Group AG
SOLEShares2.09M
TypeSH
Market value$63.5K
1.30%
Sole
2.09M
Shared
0.00
None
0.00
Netflix Inc
SOLEShares65.40K
TypeSH
Market value$61.0K
1.25%
Sole
65.40K
Shared
0.00
None
0.00
Coca-Cola Co/The
SOLEShares788K
TypeSH
Market value$56.4K
1.16%
Sole
788K
Shared
0.00
None
0.00
Equinix Inc
SOLEShares67.50K
TypeSH
Market value$55.0K
1.13%
Sole
67.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Mid-Cap ETFSOLE | ETP | 1.21M | SH | $313.0K 6.41% | 1.21M | 0.00 | 0.00 |
Microsoft CorpSOLE | Common Stock | 814.59K | SH | $305.8K 6.26% | 814.59K | 0.00 | 0.00 |
Apple IncSOLE | Common Stock | 1.20M | SH | $267.1K 5.47% | 1.20M | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common Stock | 2.42M | SH | $262.5K 5.38% | 2.42M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common Stock | 1.07M | SH | $204.0K 4.18% | 1.07M | 0.00 | 0.00 |
Alphabet IncSOLE | Common Stock | 1.17M | SH | $180.8K 3.70% | 1.17M | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common Stock | 231.34K | SH | $123.2K 2.52% | 231.34K | 0.00 | 0.00 |
Broadcom IncSOLE | Common Stock | 649.44K | SH | $108.7K 2.23% | 649.44K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common Stock | 164.91K | SH | $95.0K 1.95% | 164.91K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common Stock | 373.86K | SH | $91.7K 1.88% | 373.86K | 0.00 | 0.00 |
Visa IncSOLE | Common Stock | 247.92K | SH | $86.9K 1.78% | 247.92K | 0.00 | 0.00 |
NextEra Energy IncSOLE | Common Stock | 1.22M | SH | $86.2K 1.77% | 1.22M | 0.00 | 0.00 |
Eli Lilly & CoSOLE | Common Stock | 102.44K | SH | $84.6K 1.73% | 102.44K | 0.00 | 0.00 |
American Tower CorpSOLE | REIT | 377.18K | SH | $82.1K 1.68% | 377.18K | 0.00 | 0.00 |
Walmart IncSOLE | Common Stock | 923.38K | SH | $81.1K 1.66% | 923.38K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common Stock | 210.54K | SH | $77.2K 1.58% | 210.54K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | Common Stock | 141.64K | SH | $74.2K 1.52% | 141.64K | 0.00 | 0.00 |
Mastercard IncSOLE | Common Stock | 130.34K | SH | $71.4K 1.46% | 130.34K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | Common Stock | 404.98K | SH | $69.0K 1.41% | 404.98K | 0.00 | 0.00 |
Union Pacific CorpSOLE | Common Stock | 277.27K | SH | $65.5K 1.34% | 277.27K | 0.00 | 0.00 |
Oracle CorpSOLE | Common Stock | 461.62K | SH | $64.5K 1.32% | 461.62K | 0.00 | 0.00 |
UBS Group AGSOLE | Common Stock | 2.09M | SH | $63.5K 1.30% | 2.09M | 0.00 | 0.00 |
Netflix IncSOLE | Common Stock | 65.40K | SH | $61.0K 1.25% | 65.40K | 0.00 | 0.00 |
Coca-Cola Co/TheSOLE | Common Stock | 788K | SH | $56.4K 1.16% | 788K | 0.00 | 0.00 |
Equinix IncSOLE | REIT | 67.50K | SH | $55.0K 1.13% | 67.50K | 0.00 | 0.00 |
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