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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IDA IDACORP INC Utilities 4,441.0 $587K 0.01% NEW $132.15 +7.7%
162 KVUE KENVUE INC Consumer Defensive 34,554.0 $561K 0.01% NEW $16.23 +11.6%
163 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 3,137.0 $546K 0.01% NEW $173.91 +0.7%
164 NJR NEW JERSEY RES CORP Utilities 11,269.0 $543K 0.01% NEW $48.15 +14.5%
165 CMCSA COMCAST CORP NEW Communication Services 17,035.0 $535K 0.01% NEW $31.42 -28.6%
166 DUK DUKE ENERGY CORP NEW Utilities 4,085.0 $506K 0.01% NEW $123.75 +0.1%
167 MTN VAIL RESORTS INC Consumer Cyclical 3,237.0 $484K 0.01% NEW $149.57 -3.2%
168 TKO TKO GROUP HOLDINGS INC Communication Services 2,060.0 $416K 0.01% NEW $201.96 -1.6%
169 EPR EPR PPTYS Real Estate 6,813.0 $395K 0.01% NEW $58.01 -0.9%
170 VTR VENTAS INC Real Estate 5,208.0 $365K 0.01% NEW $69.99 +16.6%
171 HOG HARLEY DAVIDSON INC Consumer Cyclical 10,829.0 $302K 0.01% NEW $27.90 -8.0%
172 BYD BOYD GAMING CORP Consumer Cyclical 3,392.0 $293K 0.01% NEW $86.45 -2.0%
173 POOL POOL CORP Industrials 818.0 $254K 0.01% NEW $310.07 -35.8%
174 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,295.0 $245K 0.01% NEW $106.91 +7.6%
175 PG PROCTER AND GAMBLE CO Consumer Defensive 1,586.0 $244K 0.01% NEW $153.65 -2.1%
176 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,631.0 $220K 0.01% NEW $134.67 +4.8%
Page 9 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%