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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 5 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VICI VICI PPTYS INC Real Estate 97,918.0 $3.2M 0.07% NEW $32.61 -19.4%
82 CL COLGATE PALMOLIVE CO Consumer Defensive 37,502.0 $3.0M 0.07% NEW $79.94 +11.9%
83 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 76,393.0 $3.0M 0.07% NEW $39.19 -17.1%
84 PII POLARIS INC Consumer Cyclical 51,224.0 $3.0M 0.07% NEW $58.13 +22.8%
85 ALARM COM HLDGS INC 3,000,000.0 $3.0M 0.07% NEW $0.98
86 NXST NEXSTAR MEDIA GROUP INC Communication Services 14,850.0 $2.9M 0.07% NEW $197.74 -17.0%
87 POST PUT POST HLDGS INC Consumer Defensive 26,500.0 $2.8M 0.07% NEW $107.48 -17.7%
88 USFD US FOODS HLDG CORP Consumer Defensive 35,137.0 $2.7M 0.06% NEW $76.62 +20.0%
89 APTIV PLC 30,636.0 $2.6M 0.06% NEW $86.22
90 AEP AMERICAN ELEC PWR CO INC Utilities 23,362.0 $2.6M 0.06% NEW $112.50 +13.5%
91 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 27,990.0 $2.6M 0.06% NEW $93.25 -8.6%
92 LOW LOWES COS INC Consumer Cyclical 10,167.0 $2.6M 0.06% NEW $251.31 -11.6%
93 ORA ORMAT TECHNOLOGIES INC Utilities 26,163.0 $2.5M 0.06% NEW $96.25 +32.7%
94 GNTX GENTEX CORP Consumer Cyclical 84,895.0 $2.4M 0.06% NEW $28.30 -8.3%
95 UNITY SOFTWARE INC 2,500,000.0 $2.4M 0.06% NEW $0.95
96 CUZ COUSINS PPTYS INC Real Estate 79,726.0 $2.3M 0.05% NEW $28.94 -2.3%
97 CCI CROWN CASTLE INC Real Estate 23,173.0 $2.2M 0.05% NEW $96.49 -15.0%
98 OGS ONE GAS INC Utilities 27,584.0 $2.2M 0.05% NEW $80.94 -5.2%
99 PSA PUBLIC STORAGE OPER CO Real Estate 7,726.0 $2.2M 0.05% NEW $288.85 +10.1%
100 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8,433.0 $2.2M 0.05% NEW $259.44 +34.5%
Page 5 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%