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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 20 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GOGO GOGO INC Communication Services 486,820.0 $2.0M 0.00% +324K +199.4% $4.02 -3.5%
382 ATO ATMOS ENERGY CORP Utilities 10,393.0 $1.9M 0.00% +4K +63.8% $184.72 -3.4%
383 AEE AMEREN CORP Utilities 17,366.0 $1.9M 0.00% +7K +62.4% $109.92 -2.3%
384 DTE DTE ENERGY CO Utilities 13,050.0 $1.9M 0.00% +5K +59.0% $146.22 -4.4%
385 OTIS OTIS WORLDWIDE CORP Industrials 24,424.0 $1.9M 0.00% +9K +58.5% $77.08 -7.9%
386 NSIT INSIGHT ENTERPRISES INC Technology 28,024.0 $1.9M 0.00% +15K +113.5% $67.01 +32.7%
387 DOW DOW HLDGS INC Basic Materials 45,081.0 $1.9M 0.00% +17K +60.5% $41.65 -7.0%
388 UAL UNITED AIRLS HLDGS INC Industrials 20,320.0 $1.9M 0.00% +8K +58.8% $92.07 +0.8%
389 IQVIA HLDGS INC 10,656.0 $1.8M 0.00% +4K +58.3% $170.54
390 TDY TELEDYNE TECHNOLOGIES INC Technology 2,956.0 $1.8M 0.00% +1K +59.3% $605.01 +1.9%
391 CNP CENTERPOINT ENERGY INC Utilities 41,021.0 $1.8M 0.00% +15K +58.9% $43.16 -3.3%
392 JBL JABIL INC Technology 6,635.0 $1.8M 0.00% +2K +57.1% $265.63 +27.9%
393 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 5,974.0 $1.7M 0.00% +2K +57.8% $290.70 -14.6%
394 TPL TEXAS PACIFIC LAND CORPORATI Energy 3,645.0 $1.7M 0.00% +1K +59.2% $474.56 -18.8%
395 EXPE EXPEDIA GROUP INC Consumer Cyclical 7,351.0 $1.7M 0.00% +3K +58.9% $230.89 -5.7%
396 AWK AMERICAN WTR WKS CO INC NEW Utilities 12,264.0 $1.7M 0.00% +5K +59.0% $136.09 -8.3%
397 HUBB HUBBELL INC Industrials 3,344.0 $1.6M 0.00% +1K +59.2% $490.74 -2.2%
398 PTON PELOTON INTERACTIVE INC Consumer Cyclical 381,722.0 $1.6M 0.00% +99K +35.0% $4.29 +23.3%
399 GTY GETTY RLTY CORP NEW Real Estate 49,708.0 $1.6M 0.00% +3K +5.8% $31.80 +2.7%
400 BOX BOX INC Technology 64,940.0 $1.5M 0.00% +54K +491.1% $23.64 +9.0%
Page 20 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%