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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 22 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LUV SOUTHWEST AIRLS CO Industrials 30,872.0 $1.2M 0.00% +10K +51.0% $37.57 +2.5%
422 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 12,451.0 $1.1M 0.00% +5K +58.9% $90.42 -7.4%
423 EL LAUDER ESTEE COS INC Consumer Defensive 15,532.0 $1.1M 0.00% +6K +59.8% $71.77 +11.9%
424 MRNA MODERNA INC Healthcare 21,850.0 $1.1M 0.00% +8K +59.0% $50.80 -3.5%
425 FTV FORTIVE CORP Technology 19,690.0 $1.1M 0.00% +7K +56.8% $55.28 +6.2%
426 AKAM AKAMAI TECHNOLOGIES INC Technology 9,040.0 $1.0M 0.00% +3K +59.0% $114.85 +31.3%
427 FFIV F5 INC Technology 3,550.0 $1.0M 0.00% +1K +55.7% $289.33 +25.3%
428 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,705.0 $1.0M 0.00% +2K +55.3% $153.10 -22.2%
429 BALL BALL CORP Consumer Cyclical 16,839.0 $995K 0.00% +6K +59.0% $59.11 -5.6%
430 JBHT HUNT J B TRANS SVCS INC Industrials 4,695.0 $995K 0.00% +2K +57.9% $211.90 +23.7%
431 ESS ESSEX PPTY TR INC Real Estate 4,054.0 $981K 0.00% +2K +59.2% $242.00 +10.4%
432 TRMB TRIMBLE INC Technology 14,949.0 $975K 0.00% +6K +59.0% $65.23 -15.5%
433 CNC CENTENE CORP DEL Healthcare 29,353.0 $961K 0.00% +11K +59.0% $32.74 +77.9%
434 HII HUNTINGTON INGALLS INDS INC Industrials 2,471.0 $939K 0.00% +920.0 +59.3% $379.90 -14.1%
435 LII LENNOX INTL INC Industrials 2,009.0 $932K 0.00% +748.0 +59.3% $464.13 +7.7%
436 APTIV PLC 13,368.0 $928K 0.00% +5K +56.5% $69.44
437 PODD INSULET CORP Healthcare 4,420.0 $927K 0.00% +2K +59.0% $209.84 -29.7%
438 TYL TYLER TECHNOLOGIES INC Technology 2,708.0 $927K 0.00% +1K +59.3% $342.38 -8.9%
439 COOPER COS INC 12,314.0 $880K 0.00% +4K +56.7% $71.50
440 TKO TKO GROUP HOLDINGS INC Communication Services 4,164.0 $840K 0.00% +2K +58.9% $201.65 -5.7%
Page 22 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%