AI Portfolio Summary
In 2026 Q1, Border to Coast Pensions Partnership Ltd maintained a portfolio of 98 distinct positions. The most significant new addition to the portfolio was AstraZeneca PLC, which now represents 6.73% of the total fund value. The fund also reduced its exposure to Thermo Fisher Scient by 56.1%.
Total Positions
98
Quarter
2026 Q1
Top Holding
AZNCF (6.7%)
Top 10 Concentration
42.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 98
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AZNCF
AstraZeneca PLC
|
Unknown | 6.73% | — |
#1
Prev: #—
|
8.2 | 2,049,658 | no change |
NEW
|
2,049,658 | $398,270 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NVDA
NVIDIA Corp
|
Technology | 6.64% | 7.08% |
#2
1
Prev: #1
|
4.7 | 73,445 | 3.4% |
P
S
|
2,248,250 | $393,296 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
Apple Inc
|
Technology | 5.22% | 5.84% |
#3
Prev: #3
|
3.6 | -17,063 | -1.4% |
P
S
|
1,213,399 | $308,892 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VO
Vanguard Mid-Ca...
|
ETF | 4.95% | 5.79% |
#4
Prev: #4
|
3.0 | -124,895 | -10.9% |
P
S
|
1,018,187 | $293,299 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOOGL
Alphabet Inc
|
Communication Services | 4.94% | 5.36% |
#5
Prev: #5
|
3.0 | 33,101 | 3.4% |
P
S
|
1,013,789 | $292,418 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
Microsoft Corp
|
Technology | 3.89% | 6.96% |
#6
4
Prev: #2
|
1.6 | -204,161 | -24.8% |
P
S
|
620,612 | $230,436 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 3.49% | 3.89% |
#7
1
Prev: #6
|
1.9 | 23,649 | 2.4% |
P
S
|
989,296 | $206,672 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVGO
Broadcom Inc
|
Technology | 2.43% | 3.25% |
#8
1
Prev: #7
|
1.5 | -75,914 | -14.1% |
P
S
|
462,579 | $143,611 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.99% | 2.42% |
#9
1
Prev: #8
|
1.3 | -30,836 | -7.2% |
P
S
|
399,401 | $117,848 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NEE
NextEra Energy ...
|
Utilities | 1.85% | 1.69% |
#10
3
Prev: #13
|
1.2 | -25,000 | -2.1% |
P
S
|
1,178,306 | $109,776 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 1.84% | 1.89% |
#11
Prev: #11
|
1.2 | 10,389 | 4.8% |
P
S
|
226,374 | $108,811 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
META
Meta Platforms ...
|
Communication Services | 1.82% | 1.90% |
#12
2
Prev: #10
|
2.7 | 23,037 | 14.0% |
P
S
|
187,949 | $107,861 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
LLY
Eli Lilly & Co
|
Healthcare | 1.81% | 1.36% |
#13
5
Prev: #18
|
3.7 | 43,286 | 59.6% |
P
S
|
115,949 | $106,973 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TTFNF
TotalEnergies S...
|
Unknown | 1.76% | — |
#14
Prev: #—
|
4.2 | 1,115,885 | no change |
NEW
|
1,115,885 | $104,347 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
RTX
RTX Corp
|
Industrials | 1.59% | 1.56% |
#15
Prev: #15
|
1.6 | no change | no change |
P
S
|
486,647 | $94,162 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
UBS
UBS Group AG
|
Financial Services | 1.49% | 1.88% |
#16
4
Prev: #12
|
1.6 | no change | no change |
P
S
|
2,307,000 | $88,496 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WMT
Walmart Inc
|
Consumer Defensive | 1.33% | 1.46% |
#17
1
Prev: #16
|
1.0 | -119,538 | -15.9% |
P
S
|
631,922 | $78,776 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMD
Advanced Micro ...
|
Technology | 1.31% | 0.73% |
#18
29
Prev: #47
|
3.5 | 184,236 | 93.7% |
P
S
|
380,762 | $77,696 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CVX
Chevron Corp
|
Energy | 1.30% | 0.85% |
#19
21
Prev: #40
|
2.5 | 49,588 | 15.5% |
P
S
|
369,753 | $76,736 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMT
American Tower ...
|
Real Estate | 1.28% | 1.22% |
#20
4
Prev: #24
|
2.5 | 37,241 | 9.3% |
P
S
|
437,005 | $75,649 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CSCO
Cisco Systems I...
|
Technology | 1.28% | 1.60% |
#21
7
Prev: #14
|
1.0 | -221,941 | -18.6% |
P
S
|
970,046 | $75,496 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NFLX
Netflix Inc
|
ETF | 1.21% | 1.07% |
#22
7
Prev: #29
|
2.5 | 90,617 | 13.9% |
P
S
|
744,607 | $71,813 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMAT
Applied Materia...
|
Technology | 1.19% | — |
#23
Prev: #—
|
4.0 | 205,377 | no change |
NEW
|
205,377 | $70,411 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MA
Mastercard Inc
|
Financial Services | 1.18% | 1.30% |
#24
3
Prev: #21
|
2.5 | 9,504 | 7.3% |
P
S
|
139,844 | $70,089 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TSLA
Tesla Inc
|
Consumer Cyclical | 1.13% | 1.27% |
#25
3
Prev: #22
|
2.5 | 16,894 | 10.4% |
P
S
|
179,012 | $66,752 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
COP
ConocoPhillips
|
Energy | 1.07% | 0.55% |
#26
30
Prev: #56
|
2.9 | 142,141 | 42.3% |
P
S
|
478,554 | $63,363 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
INTU
Intuit Inc
|
Technology | 1.07% | 1.18% |
#27
1
Prev: #26
|
2.9 | 43,020 | 42.0% |
P
S
|
145,466 | $63,089 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TXN
Texas Instrumen...
|
Technology | 1.02% | 1.05% |
#28
2
Prev: #30
|
0.9 | -37,820 | -10.9% |
P
S
|
310,144 | $60,396 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WELL
Welltower Inc
|
Real Estate | 1.01% | 0.97% |
#29
5
Prev: #34
|
1.4 | no change | no change |
P
S
|
300,000 | $59,495 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.99% | 1.01% |
#30
2
Prev: #32
|
1.4 | no change | no change |
P
S
|
404,977 | $58,674 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DE
Deere & Co
|
Industrials | 0.99% | 1.02% |
#31
Prev: #31
|
0.9 | -22,066 | -17.6% |
P
S
|
103,492 | $58,476 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WAB
Westinghouse Ai...
|
Industrials | 0.99% | 0.80% |
#32
10
Prev: #42
|
2.4 | 19,253 | 9.0% |
P
S
|
232,826 | $58,364 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WST
West Pharmaceut...
|
Healthcare | 0.96% | 1.13% |
#33
6
Prev: #27
|
0.9 | -9,450 | -4.0% |
P
S
|
226,857 | $57,034 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MAR
Marriott Intern...
|
Consumer Cyclical | 0.95% | 0.93% |
#34
4
Prev: #38
|
1.4 | no change | no change |
P
S
|
171,235 | $56,177 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TJX
TJX Cos Inc/The
|
Consumer Cyclical | 0.94% | 0.93% |
#35
2
Prev: #37
|
1.4 | no change | no change |
P
S
|
346,355 | $55,482 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NRG
NRG Energy Inc
|
Utilities | 0.92% | 0.65% |
#36
15
Prev: #51
|
3.4 | 139,748 | 60.1% |
P
S
|
372,371 | $54,585 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BAC
Bank of America...
|
Financial Services | 0.91% | 1.34% |
#37
18
Prev: #19
|
0.4 | -297,279 | -21.3% |
P
S
|
1,100,242 | $53,801 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
UNP
Union Pacific C...
|
Industrials | 0.85% | 1.38% |
#38
21
Prev: #17
|
0.3 | -133,783 | -39.2% |
P
S
|
207,083 | $50,397 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ENB
Enbridge Inc
|
Energy | 0.82% | 0.93% |
#39
3
Prev: #36
|
0.8 | -215,000 | -19.3% |
P
S
|
900,000 | $48,781 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
UNH
UnitedHealth Gr...
|
Healthcare | 0.82% | 1.19% |
#40
15
Prev: #25
|
0.8 | -27,717 | -13.4% |
P
S
|
179,621 | $48,753 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 0.81% | — |
#41
Prev: #—
|
3.8 | 309,269 | no change |
NEW
|
309,269 | $48,174 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IRM
Iron Mountain I...
|
Real Estate | 0.81% | 0.72% |
#42
6
Prev: #48
|
0.8 | -30,000 | -6.0% |
P
S
|
470,000 | $48,153 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AXP
American Expres...
|
Financial Services | 0.78% | 0.99% |
#43
10
Prev: #33
|
1.3 | no change | no change |
P
S
|
152,856 | $46,378 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DG
Dollar General ...
|
Consumer Defensive | 0.78% | 0.79% |
#44
1
Prev: #45
|
2.3 | 48,563 | 14.3% |
P
S
|
387,729 | $46,176 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MS
Morgan Stanley
|
Financial Services | 0.78% | 0.78% |
#45
1
Prev: #46
|
2.3 | 25,468 | 10.1% |
P
S
|
278,808 | $46,024 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.76% | — |
#46
Prev: #—
|
3.8 | 182,850 | no change |
NEW
|
182,850 | $44,833 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TMO
Thermo Fisher S...
|
Healthcare | 0.73% | 2.03% |
#47
38
Prev: #9
|
0.3 | -112,452 | -56.1% |
P
S
|
87,990 | $43,382 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SNPS
Synopsys Inc
|
Technology | 0.71% | 0.64% |
#48
4
Prev: #52
|
2.8 | 27,429 | 34.9% |
P
S
|
106,116 | $42,202 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
KKR
KKR & Co Inc
|
Financial Services | 0.68% | 0.85% |
#49
8
Prev: #41
|
2.3 | 55,000 | 14.5% |
P
S
|
435,000 | $40,361 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ARCC
Ares Capital Co...
|
Financial Services | 0.67% | 0.70% |
#50
1
Prev: #49
|
2.3 | 225,000 | 11.4% |
P
S
|
2,200,000 | $39,765 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 98 holdings