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Portfolio (Quarterly) Guide ↗

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

· CIK 0001535845
13F Portfolio $62.2B AUM 1,469 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 361 New 475 Added 403 Reduced 259 Exited
Page 12 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NVR NVR INC Consumer Cyclical 2,280.0 $15.0M 0.02% +2K +1935.7% $6589.83 -14.0%
222 FITB FIFTH THIRD BANCORP Financial Services 321,118.0 $14.9M 0.02% +295K +1128.9% $46.46 +3.2%
223 RDN RADIAN GROUP INC Financial Services 420,378.0 $13.9M 0.02% +40K +10.5% $33.08 +14.1%
224 ROL ROLLINS INC Consumer Cyclical 258,438.0 $13.8M 0.02% +247K +2127.5% $53.41 +1.9%
225 NUTANIX INC 15,000,000.0 $13.6M 0.02% +7.5M +100.0% $0.90
226 BCE BCE INC Communication Services 532,508.0 $13.4M 0.02% +449K +535.8% $25.23 -5.4%
227 SRE SEMPRA Utilities 137,489.0 $13.4M 0.02% +112K +432.9% $97.17 -7.3%
228 EXR EXTRA SPACE STORAGE INC Real Estate 100,335.0 $13.2M 0.02% +5K +5.2% $131.13 +5.9%
229 TPR TAPESTRY INC Consumer Cyclical 92,721.0 $13.1M 0.02% +65K +230.1% $141.11 -6.7%
230 FELE FRANKLIN ELEC INC Industrials 141,338.0 $13.0M 0.02% +52K +58.5% $92.17 +4.6%
231 MET METLIFE INC Financial Services 183,585.0 $13.0M 0.02% +100K +118.9% $70.72 +14.5%
232 NMIH NMI HLDGS INC Financial Services 338,434.0 $12.7M 0.02% +48K +16.5% $37.51 +2.6%
233 WST WEST PHARMACEUTICAL SVSC INC Healthcare 50,520.0 $12.7M 0.02% +48K +1676.4% $250.64 +20.8%
234 ATI ATI INC Industrials 87,042.0 $12.7M 0.02% +34K +62.8% $145.46 +4.3%
235 DAR DARLING INGREDIENTS INC Consumer Defensive 204,615.0 $12.7M 0.02% +56K +37.5% $61.85 +0.9%
236 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 271,826.0 $12.6M 0.02% +266K +4321.4% $46.42 +0.2%
237 HSY HERSHEY CO Consumer Defensive 60,310.0 $12.5M 0.02% +54K +929.7% $207.89 -8.6%
238 HIG HARTFORD INSURANCE GROUP INC Financial Services 92,522.0 $12.5M 0.02% +82K +740.0% $135.23 +0.6%
239 RCI ROGERS COMMUNICATIONS INC Communication Services 317,533.0 $12.2M 0.02% +233K +277.6% $38.45 -7.6%
240 SPSC SPS COMM INC Technology 217,277.0 $12.1M 0.02% +104K +92.0% $55.67 -3.7%
Page 12 of 24  ·  475 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
Financial Services 27.2%
Technology 24.8%
Communication Services 9.2%
Energy 8.7%
Healthcare 7.9%
Consumer Cyclical 6.3%
Industrials 4.1%
Consumer Defensive 4.1%
Real Estate 3.0%
Basic Materials 2.6%