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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 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 50,676,250.0 $8.66B 54.90% NEW $170.86
2 GFL GFL ENVIRONMENTAL INC Industrials 22,450,784.0 $824.7M 5.23% -1.8M -7.6% $36.73 +11.7%
3 HYG ISHARES TR 8,950,000.0 $715.7M 4.54% +3.9M +75.5% $79.97 -0.5%
4 LQD ISHARES TR 6,350,000.0 $692.6M 4.39% NEW $109.07 -2.9%
5 ENB ENBRIDGE INC Energy 8,634,722.0 $467.8M 2.97% NEW $54.17 -6.9%
6 WMB WILLIAMS COS INC Energy 4,426,879.0 $329.1M 2.09% NEW $74.34 -5.2%
7 AMT AMERICAN TOWER CORP Real Estate 1,784,357.0 $291.9M 1.85% NEW $163.57 +7.5%
8 TRP TC ENERGY CORP Energy 4,140,461.0 $273.9M 1.74% NEW $66.16 -6.3%
9 KMI KINDER MORGAN INC DEL Energy 7,488,168.0 $239.4M 1.52% NEW $31.97 -3.1%
10 TRGP TARGA RES CORP Energy 820,971.0 $220.1M 1.40% NEW $268.14 +11.5%
11 OKE ONEOK INC NEW Energy 2,354,175.0 $204.7M 1.30% NEW $86.94 +7.3%
12 SRE SEMPRA Utilities 2,075,296.0 $192.4M 1.22% NEW $92.71 -10.6%
13 LNG CHENIERE ENERGY INC Energy 794,662.0 $189.9M 1.20% NEW $239.01 +16.1%
14 EXC EXELON CORP Utilities 3,852,951.0 $179.6M 1.14% NEW $46.62 -6.1%
15 XE X-ENERGY INC Industrials 8,464,443.0 $155.4M 0.98% NEW $18.36 +1.7%
16 ED CONSOLIDATED EDISON INC Utilities 1,388,306.0 $153.6M 0.97% +1.4M +10000.0% $110.63 -3.9%
17 PONY AI INC 21,641,766.0 $150.4M 0.95% +15.1M +233.3% $6.95
18 FERROVIAL NV 2,154,592.0 $147.6M 0.94% NEW $68.51
19 CCI CROWN CASTLE INC Real Estate 1,668,256.0 $126.3M 0.80% +1.6M +7099.1% $75.73 -0.3%
20 FTS FORTIS INC Utilities 2,001,045.0 $114.5M 0.73% NEW $57.23 -4.1%
Page 1 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%