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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 15 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NNN NNN REIT INC Real Estate 178,678.0 $7.5M 0.01% +89K +99.2% $42.03 +4.0%
282 ATKR ATKORE INC Industrials 125,800.0 $7.4M 0.01% +63K +99.7% $58.91 +26.5%
283 EW EDWARDS LIFESCIENCES CORP Healthcare 92,109.0 $7.4M 0.01% +69K +301.5% $80.08 +1.6%
284 LW LAMB WESTON HLDGS INC Consumer Defensive 174,006.0 $7.4M 0.01% +129K +288.0% $42.26 +4.3%
285 TRIPLE FLAG PRECIOUS METAL 211,098.0 $7.3M 0.01% +19K +9.8% $34.71
286 OTTR OTTER TAIL CORP Utilities 81,968.0 $7.2M 0.01% +19K +30.3% $87.77 +0.0%
287 NESR NATIONAL ENERGY SERVICES REU Energy 334,823.0 $7.2M 0.01% +179K +115.6% $21.47 +18.6%
288 DAL DELTA AIR LINES INC Industrials 107,799.0 $7.2M 0.01% +82K +320.4% $66.48 +5.6%
289 PAYO PAYONEER GLOBAL INC Technology 1,461,782.0 $7.1M 0.01% +335K +29.7% $4.83 -4.8%
290 RXST RXSIGHT INC Healthcare 1,131,400.0 $7.0M 0.01% +1.0M +761.0% $6.16 -7.8%
291 A AGILENT TECHNOLOGIES INC Healthcare 60,573.0 $6.9M 0.01% +49K +440.5% $113.98 -1.6%
292 UDR UDR INC Real Estate 200,897.0 $6.8M 0.01% +189K +1589.9% $33.78 +9.3%
293 EXLS EXLSERVICE HLDGS INC Technology 221,870.0 $6.8M 0.01% +86K +63.9% $30.45 -9.8%
294 SO SOUTHERN CO Utilities 69,159.0 $6.7M 0.01% +26K +58.9% $96.52 -4.1%
295 EME EMCOR GROUP INC Industrials 9,017.0 $6.7M 0.01% +7K +409.7% $738.31 +23.7%
296 WAT WATERS CORP Healthcare 20,893.0 $6.2M 0.01% +14K +184.1% $297.80 +10.6%
297 HWM HOWMET AEROSPACE INC Industrials 25,182.0 $5.8M 0.01% +9K +58.4% $230.46 +13.0%
298 MSCI MSCI INC Financial Services 10,685.0 $5.8M 0.01% +8K +259.8% $539.01 +4.2%
299 CVS CVS HEALTH CORP Healthcare 79,908.0 $5.7M 0.01% +30K +59.2% $71.82 +33.5%
300 AMN AMN HEALTHCARE SVCS INC Healthcare 302,174.0 $5.5M 0.01% +193K +175.6% $18.34 +57.4%
Page 15 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%