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Portfolio (Quarterly) Guide ↗

ONTARIO TEACHERS PENSION PLAN BOARD

· CIK 0000937567
13F Portfolio $15.8B AUM 60 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 37 New 9 Added 6 Reduced 153 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GFL GFL ENVIRONMENTAL INC Industrials 22,450,784.0 $824.7M 5.23% -1.8M -7.6% $36.73 +11.7%
2 ROST ROSS STORES INC Consumer Cyclical 163,810.0 $34.9M 0.22% -329K -66.8% $212.85 +12.3%
3 WMT WALMART INC Consumer Defensive 299,561.0 $33.9M 0.21% -1.4M -82.3% $113.26 -8.4%
4 BURL BURLINGTON STORES INC Consumer Cyclical 106,954.0 $33.9M 0.21% -9K -7.9% $316.80 +3.1%
5 ROK ROCKWELL AUTOMATION INC Industrials 60,143.0 $29.8M 0.19% -286K -82.6% $495.08 -11.7%
6 UBER TECHNOLOGIES INC 5,000,000.0 $6.0M 0.04% -10.0M -66.7% $1.19

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 38.6%
Utilities 23.5%
Industrials 22.9%
Real Estate 7.9%
Consumer Cyclical 3.1%
Technology 1.9%
Communication Services 1.5%
Consumer Defensive 0.6%