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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 3 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTC INTEL CORP Technology 4,462,861.0 $196.9M 0.32% +2.8M +164.7% $44.13 +162.7%
42 BLK BLACKROCK INC Financial Services 200,087.0 $192.4M 0.31% +130K +187.1% $961.71 +12.5%
43 MCK MCKESSON CORP Healthcare 214,693.0 $185.8M 0.30% +210K +4300.4% $865.36 -13.7%
44 WELL WELLTOWER INC Real Estate 923,823.0 $182.6M 0.29% +897K +3305.1% $197.71 +10.1%
45 HCA HCA HEALTHCARE INC Healthcare 381,433.0 $180.5M 0.29% +375K +5941.1% $473.24 -8.6%
46 ENB ENBRIDGE INC Energy 3,196,000.0 $173.2M 0.28% +2.8M +787.8% $54.19 +3.7%
47 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,601,121.0 $168.1M 0.27% +899K +52.8% $64.61 +50.2%
48 PDD PDD HOLDINGS INC Consumer Cyclical 1,609,370.0 $164.4M 0.26% +899K +126.4% $102.18 -6.5%
49 CL COLGATE PALMOLIVE CO Consumer Defensive 1,927,630.0 $164.3M 0.26% +1.9M +5949.4% $85.23 +3.4%
50 ASML ASML HLDG NV Technology 123,443.0 $163.0M 0.26% +47K +60.6% $1320.83 +13.7%
51 HAL HALLIBURTON CO Energy 4,163,259.0 $162.3M 0.26% +4.1M +10000.0% $38.99 +5.9%
52 LLY ELI LILLY & CO Healthcare 174,541.0 $160.5M 0.26% +139K +393.1% $919.77 +9.5%
53 NFLX NETFLIX INC. Communication Services 1,615,131.0 $155.3M 0.25% +21K +1.3% $96.15 -9.6%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 614,710.0 $149.0M 0.24% +306K +99.0% $242.39 -9.9%
55 HBAN HUNTINGTON BANCSHARES INC Financial Services 9,397,728.0 $147.1M 0.24% +1.8M +24.4% $15.65 -0.9%
56 AMD ADVANCED MICRO DEVICES INC Technology 712,839.0 $145.0M 0.23% +125K +21.2% $203.43 +108.5%
57 HYG ISHARES TR 1,785,122.0 $142.0M 0.23% +250K +16.3% $79.56 -0.1%
58 COF CAPITAL ONE FINL CORP Financial Services 741,222.0 $135.2M 0.22% +279K +60.4% $182.43 +1.8%
59 VAL VALARIS LTD Energy 1,363,230.0 $133.7M 0.21% +551K +67.8% $98.04 +5.3%
60 PG PROCTER & GAMBLE CO Consumer Defensive 903,429.0 $130.5M 0.21% +674K +294.0% $144.44 -1.2%
Page 3 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%