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Portfolio (Quarterly) Guide ↗

ONTARIO TEACHERS PENSION PLAN BOARD

· CIK 0000937567
13F Portfolio $4.3B AUM 176 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 176 New 174 Exited
Page 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 28,334.0 $4.7M 0.11% NEW $166.15 +7.0%
62 CDP COPT DEFENSE PROPERTIES Real Estate 159,401.0 $4.6M 0.11% NEW $29.06 +15.3%
63 BKH BLACK HILLS CORP Utilities 71,611.0 $4.4M 0.10% NEW $61.59 +18.1%
64 NFG NATIONAL FUEL GAS CO Energy 47,453.0 $4.4M 0.10% NEW $92.37 -17.8%
65 KHC KRAFT HEINZ CO Consumer Defensive 161,397.0 $4.2M 0.10% NEW $26.04 -12.4%
66 LOPE GRAND CANYON ED INC Consumer Defensive 18,720.0 $4.1M 0.10% NEW $219.52 -35.5%
67 BKNG BOOKING HOLDINGS INC Consumer Cyclical 743.0 $4.0M 0.09% NEW $5399.27 -96.8%
68 FE FIRSTENERGY CORP Utilities 86,689.0 $4.0M 0.09% NEW $45.82 +1.4%
69 DPZ DOMINOS PIZZA INC Consumer Cyclical 8,941.0 $3.9M 0.09% NEW $431.71 -27.6%
70 SPECTRUM BRANDS INC 4,000,000.0 $3.7M 0.09% NEW $0.93
71 YETI YETI HLDGS INC Consumer Cyclical 109,606.0 $3.6M 0.08% NEW $33.18 +47.6%
72 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 60,510.0 $3.6M 0.08% NEW $59.74 +25.7%
73 AVTR AVANTOR INC Healthcare 289,022.0 $3.6M 0.08% NEW $12.48 -23.2%
74 SPG SIMON PPTY GROUP INC NEW Real Estate 19,171.0 $3.6M 0.08% NEW $187.67 +12.6%
75 SNAP INC 4,000,000.0 $3.6M 0.08% NEW $0.89
76 BC BRUNSWICK CORP Consumer Cyclical 52,694.0 $3.3M 0.08% NEW $63.24 +32.1%
77 RINGCENTRAL INC 3,311,000.0 $3.2M 0.07% NEW $0.98
78 EA ELECTRONIC ARTS INC Communication Services 16,011.0 $3.2M 0.07% NEW $201.70 +0.2%
79 GLPI GAMING & LEISURE PPTYS INC Real Estate 69,190.0 $3.2M 0.07% NEW $46.61 -4.3%
80 MUSA MURPHY USA INC Consumer Cyclical 8,238.0 $3.2M 0.07% NEW $388.26 +42.0%
Page 4 of 9  ·  176 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
Industrials 47.2%
Technology 13.9%
Financial Services 11.4%
Communication Services 6.9%
Consumer Defensive 6.4%
Consumer Cyclical 4.9%
Healthcare 3.7%
Real Estate 2.7%
Utilities 1.7%
Basic Materials 1.0%