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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
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EIX EDISON INTL Utilities 1,471,725.0 $109.6M 0.69% +1.4M +5137.8% $74.45 -3.8%
22 CNP CENTERPOINT ENERGY INC Utilities 2,410,776.0 $106.2M 0.67% NEW $44.04 -12.0%
23 PBA PEMBINA PIPELINE CORP Energy 2,292,937.0 $106.0M 0.67% +2.2M +4812.4% $46.22 +5.4%
24 ES EVERSOURCE ENERGY Utilities 1,437,437.0 $103.9M 0.66% +1.4M +10000.0% $72.27 -2.9%
25 ATO ATMOS ENERGY CORP Utilities 586,175.0 $101.0M 0.64% NEW $172.27 -3.1%
26 AWK AMERICAN WTR WKS CO INC NEW Utilities 707,069.0 $93.0M 0.59% NEW $131.58 +2.9%
27 NI NISOURCE INC Utilities 1,750,406.0 $83.2M 0.53% NEW $47.55 -14.6%
28 CARR CARRIER GLOBAL CORPORATION Industrials 890,797.0 $65.3M 0.41% NEW $73.35 -17.7%
29 RACE FERRARI N V Consumer Cyclical 147,354.0 $54.6M 0.35% NEW $370.47 +17.8%
30 ETN EATON CORP PLC Industrials 123,897.0 $52.8M 0.34% NEW $426.12 -1.6%
31 SNOW SNOWFLAKE INC Technology 203,751.0 $51.9M 0.33% NEW $254.50 +30.8%
32 SEABRIDGE GOLD INC 1,747,341.0 $45.0M 0.29% NEW $25.78
33 TMUS T-MOBILE US INC Communication Services 261,638.0 $43.9M 0.28% NEW $167.73 +9.1%
34 URI UNITED RENTALS INC Industrials 36,937.0 $41.8M 0.27% NEW $1132.89 -3.0%
35 COOK TRAEGER INC Consumer Cyclical 493,861.0 $38.9M 0.25% NEW $78.83 -29.7%
36 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 148,373.0 $37.1M 0.23% NEW $249.98 -4.1%
37 MMM 3M CO Industrials 220,680.0 $35.7M 0.23% NEW $161.91 +10.5%
38 ROST ROSS STORES INC Consumer Cyclical 163,810.0 $34.9M 0.22% -329K -66.8% $212.85 +12.3%
39 WMT WALMART INC Consumer Defensive 299,561.0 $33.9M 0.21% -1.4M -82.3% $113.26 -8.4%
40 BURL BURLINGTON STORES INC Consumer Cyclical 106,954.0 $33.9M 0.21% -9K -7.9% $316.80 +3.1%
Page 2 of 3  ·  60 positions

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%