SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Border to Coast Pensions Partnership Ltd

CIK 0001876496 · TORONTO SQUARE, TORONTO STREET, FLOOR 5, LEEDS, X0, LS1 2HJ · 0113 532 4396

Reported Value
$3.1B
Q4 2022
Positions
89
Filings on Record
25
2019–present window
Filed
Feb 8, 2023
original filing

Summary

Border To Coast Pensions Partnership Ltd reported $3.1B in U.S.-listed holdings across 89 positions for Q4 2022.

Its largest position, VO, represents 5.4% of the portfolio.

Compared with Q3 2022, the fund opened 2 new positions and exited 9.

Portfolio Metrics

Turnover
+8.3%
vs prior filed quarter
Top-10 Concentration
+31.9%
share of reported value
Largest Position
+5.4%
Vanguard Mid Cap Etf
New / Exited
2 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’22: $3.1BQ3 ’22Q4 ’22: $3.1BQ1 ’23: $3.7BQ1 ’23Q2 ’23: $4.0BQ3 ’23: $3.8BQ3 ’23Q4 ’23: $4.1BQ1 ’24: $4.5BQ1 ’24Q2 ’24: $4.2BQ3 ’24: $4.9BQ3 ’24Q4 ’24: $5.1BQ1 ’25: $4.9BQ1 ’25Q2 ’25: $5.4BQ3 ’25: $5.7BQ3 ’25Q4 ’25: $5.7BQ1 ’26: $5.9BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 80.0%REIT: 10.4%ETP: 6.9%Other: 2.3%ADR: 0.4%
  • Common Stock · 80.0% · $2.5B
  • REIT · 10.4% · $325M
  • ETP · 6.9% · $214M
  • Other · 2.3% · $72M
  • ADR · 0.4% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
EMBiShares JP Morgan USD Emerging Markets Bond ETFNEW+403.0K403.0K+$34M$34M
VBRVanguard Small-Cap Value ETFNEW+68.0K68.0K+$11M$11M
BIPCBrookfield Infrastructure Partners LPSOLD OUT718.9K0$26M$0
SPGIS&P Global IncSOLD OUT65.9K0$20M$0
CRMSalesforce IncSOLD OUT117.0K0$17M$0
MDTMedtronic PLCSOLD OUT198.0K0$16M$0
CCitigroup IncSOLD OUT367.5K0$15M$0
APHAmphenol CorpSOLD OUT186.2K0$12M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

84 positions
#IssuerClass% PortfolioValueShares
1VOVanguard Mid-Cap ETFhistory →ETP5.41%$169M828.4K
2MSFTMicrosoft Corphistory →Common Stock5.24%$163M681.5K
3AAPLApple Inchistory →Common Stock5.01%$156M1.20M
4GOOGLAlphabet Inchistory →Common Stock3.10%$97M1.10M
5NEENextEra Energy Inchistory →Common Stock2.49%$78M927.8K
6AMTAmerican Tower Corphistory →REIT2.42%$75M355.6K
7AMZNAmazon.com Inchistory →Common Stock2.37%$74M880.1K
8EQIXEquinix Inchistory →REIT2.00%$62M95.2K
9UNHUnitedHealth Group Inchistory →Common Stock1.94%$60M114.1K
10VVisa Inchistory →Common Stock1.88%$59M282.6K
11BRK/BBerkshire Hathaway Inchistory →Common Stock1.84%$58M186.2K
12CVXChevron Corphistory →Common Stock1.70%$53M295.9K
13PGProcter & Gamble Co/Thehistory →Common Stock1.62%$51M334.0K
14JPMJPMorgan Chase & Cohistory →Common Stock1.53%$48M354.9K
15ARCCAres Capital Corphistory →Common Stock1.51%$47M2.55M
16HDHome Depot Inc/Thehistory →Common Stock1.48%$46M146.0K
17MRKMerck & Co Inchistory →Common Stock1.45%$45M406.9K
18AREAlexandria Real Estate Equities Inchistory →REIT1.41%$44M302.9K
19NVDANVIDIA Corphistory →Common Stock1.40%$44M298.0K
20JNJJohnson & Johnsonhistory →Common Stock1.39%$43M245.6K
21ENBEnbridge Inchistory →Common Stock1.37%$43M1.10M
22KKRKKR & Co Inchistory →Common Stock1.37%$43M917.8K
23LLYEli Lilly & Cohistory →Common Stock1.35%$42M115.2K
24UNPUnion Pacific Corphistory →Common Stock1.33%$42M201.1K
25WELLWelltower Inchistory →REIT1.25%$39M596.6K
26KOCoca-Cola Co/Thehistory →Common Stock1.20%$38M590.5K
27COPConocoPhillipshistory →Common Stock1.20%$37M316.6K
28MCDMcDonald's Corphistory →Common Stock1.19%$37M140.9K
29BACBank of America Corphistory →Common Stock1.16%$36M1.09M
30Linde PLCCommon Stock1.15%$36M110.1K
31IRMIron Mountain Inchistory →REIT1.13%$35M706.0K
32PFEPfizer Inchistory →Common Stock1.09%$34M665.3K
33EMBiShares JP Morgan USD Emerging Markets Bond ETFhistory →ETP1.09%$34M403.0K
34WMTWalmart Inchistory →Common Stock1.08%$34M237.0K
35ABTAbbott Laboratorieshistory →Common Stock1.08%$34M305.8K
36UBSUBS Group AGhistory →Common Stock1.06%$33M1.79M
37HONHoneywell International Inchistory →Common Stock1.06%$33M153.9K
38TMOThermo Fisher Scientific Inchistory →Common Stock1.05%$33M59.3K
39DEDeere & Cohistory →Common Stock1.04%$32M75.7K
40AVGOBroadcom Inchistory →Common Stock1.02%$32M57.1K
41ORCLOracle Corphistory →Common Stock0.97%$30M369.1K
42DHRDanaher Corphistory →Common Stock0.96%$30M112.6K
43MPTMedical Properties Trust Inchistory →REIT0.95%$30M2.65M
44CVSCVS Health Corphistory →Common Stock0.94%$29M313.0K
45RTXRaytheon Technologies Corphistory →Common Stock0.91%$28M280.1K
46DGDollar General Corphistory →Common Stock0.91%$28M114.7K
47ACNAccenture PLChistory →Common Stock0.89%$28M103.5K
48TJXTJX Cos Inc/Thehistory →Common Stock0.88%$28M346.0K
49BXMTBlackstone Mortgage Trust Inchistory →REIT0.87%$27M1.28M
50TXNTexas Instruments Inchistory →Common Stock0.86%$27M162.6K
51CSCOCisco Systems Inchistory →Common Stock0.86%$27M563.2K
52OBDCOwl Rock Capital Corphistory →Common Stock0.84%$26M2.26M
53COSTCostco Wholesale Corphistory →Common Stock0.81%$25M55.3K
54AXPAmerican Express Cohistory →Common Stock0.81%$25M170.5K
55ELVElevance Health Inchistory →Common Stock0.79%$25M47.8K
56ADPAutomatic Data Processing Inchistory →Common Stock0.76%$24M98.8K
57Activision Blizzard IncCommon Stock0.75%$23M306.3K
58ADBEAdobe Inchistory →Common Stock0.75%$23M69.4K
59NKENIKE Inchistory →Common Stock0.71%$22M189.5K
60HESHess Corphistory →Common Stock0.70%$22M153.1K
61HASIHannon Armstrong Sustainable Infrastructure Capital Inchistory →REIT0.68%$21M734.5K
62AONAon PLChistory →Common Stock0.68%$21M70.9K
63DISWalt Disney Co/Thehistory →Common Stock0.66%$21M236.0K
64STZConstellation Brands Inchistory →Common Stock0.64%$20M86.2K
65Outfront Media IncREIT0.64%$20M1.20M
66RSGRepublic Services Inchistory →Common Stock0.62%$19M150.9K
67METMetLife Inchistory →Common Stock0.61%$19M263.6K
68ESEversource Energyhistory →Common Stock0.60%$19M223.4K
69OTISOtis Worldwide Corphistory →Common Stock0.56%$17M223.3K
70XYLXylem Inc/NYhistory →Common Stock0.54%$17M153.2K
71WABWestinghouse Air Brake Technologies Corphistory →Common Stock0.53%$17M165.8K
72ZBHZimmer Biomet Holdings Inchistory →Common Stock0.52%$16M128.0K
73Ferguson PLCCommon Stock0.51%$16M127.0K
74STLAStellantis NVhistory →Common Stock0.51%$16M1.11M
75GBDCGolub Capital BDC Inchistory →Common Stock0.50%$16M1.19M
76HTGCHercules Capital Inchistory →Common Stock0.48%$15M1.12M
77FISFidelity National Information Services Inchistory →Common Stock0.45%$14M208.9K
78PNCPNC Financial Services Group Inc/Thehistory →Common Stock0.45%$14M88.8K
79METAMeta Platforms Inchistory →Common Stock0.44%$14M114.4K
80NFLXNetflix Inchistory →Common Stock0.43%$14M45.9K
81PSXPhillips 66history →Common Stock0.43%$13M128.5K
82IBNICICI Bank Ltdhistory →ADR0.40%$13M575.0K
83AVBAvalonBay Communities Inchistory →REIT0.40%$13M77.4K
84VBRVanguard Small-Cap Value ETFhistory →ETP0.35%$11M68.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.9B96Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.7B88Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$5.7B87Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$5.4B86Jul 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$4.9B87Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.1B89Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.9B91Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.2B85Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.5B85Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.1B84Jan 16, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.8B85Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$4.0B88Jul 19, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.7B89May 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.1B89Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.1B96Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022Under review97Jan 30, 2023RESTATEMENTchanges · EDGAR ↗
Q1 2022Under review99Jan 30, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2021Under review84Jan 30, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2021Under review83Jan 30, 2023RESTATEMENTchanges · EDGAR ↗
Q2 2021Under review89Jan 30, 2023RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.