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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 7 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OMC OMNICOM GROUP INC Communication Services 18,693.0 $1.5M 0.04% NEW $81.53 -12.5%
122 JETBLUE AIRWAYS CORP 1,500,000.0 $1.5M 0.03% NEW $0.97
123 TJX TJX COS INC NEW Consumer Cyclical 10,014.0 $1.4M 0.03% NEW $144.54 +13.3%
124 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 96,575.0 $1.4M 0.03% NEW $14.68 +12.5%
125 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 13,183.0 $1.4M 0.03% NEW $104.04 -0.4%
126 AES AES CORP Utilities 103,860.0 $1.4M 0.03% NEW $13.16 +11.1%
127 SUI SUN CMNTYS INC Real Estate 10,374.0 $1.3M 0.03% NEW $129.00 -8.2%
128 BBY BEST BUY INC Consumer Cyclical 16,790.0 $1.3M 0.03% NEW $75.62 -1.2%
129 BMO BANK MONTREAL QUE Financial Services 9,618.0 $1.3M 0.03% NEW $130.16 +31.2%
130 VZ VERIZON COMMUNICATIONS INC Communication Services 28,404.0 $1.2M 0.03% NEW $43.95 +3.2%
131 O REALTY INCOME CORP Real Estate 19,980.0 $1.2M 0.03% NEW $60.79 -0.9%
132 VC VISTEON CORP Consumer Cyclical 10,011.0 $1.2M 0.03% NEW $119.86 -5.0%
133 CHTR CHARTER COMMUNICATIONS INC N Communication Services 4,295.0 $1.2M 0.03% NEW $275.11 -54.1%
134 DKNG DRAFTKINGS INC NEW Consumer Cyclical 31,201.0 $1.2M 0.03% NEW $37.40 -29.4%
135 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 10,801.0 $1.2M 0.03% NEW $107.81 -19.5%
136 CHDN CHURCHILL DOWNS INC Consumer Cyclical 11,933.0 $1.2M 0.03% NEW $97.01 -9.0%
137 AAL PUT AMERICAN AIRLS GROUP INC Industrials 101,600.0 $1.1M 0.03% NEW $11.24 +42.3%
138 TSLA TESLA INC Consumer Cyclical 2,481.0 $1.1M 0.03% NEW $444.72 -9.9%
139 MZTI MARZETTI COMPANY Consumer Defensive 6,374.0 $1.1M 0.03% NEW $172.79 -38.0%
140 CROX CROCS INC Consumer Cyclical 12,985.0 $1.1M 0.03% NEW $83.55 +49.7%
Page 7 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%