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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 8 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NSC NORFOLK SOUTHN CORP Industrials 131,455.0 $37.7M 0.06% +74K +128.1% $287.00 +10.7%
142 ARES ARES MANAGEMENT CORPORATION Financial Services 343,116.0 $37.4M 0.06% +335K +4113.6% $109.10 +13.1%
143 DELL DELL TECHNOLOGIES INC Technology 224,671.0 $36.9M 0.06% +125K +126.0% $164.13 +51.0%
144 HOLOGIC INC 485,545.0 $36.7M 0.06% +312K +179.4% $75.59
145 ES EVERSOURCE ENERGY Utilities 522,274.0 $36.2M 0.06% +507K +3421.5% $69.28 -0.7%
146 SBAC SBA COMMUNICATIONS CORP Real Estate 209,290.0 $36.0M 0.06% +65K +45.1% $172.11 +16.9%
147 WY WEYERHAEUSER CO Real Estate 1,472,474.0 $36.0M 0.06% +915K +164.4% $24.43 -4.4%
148 F FORD MTR CO Consumer Cyclical 3,109,126.0 $35.9M 0.06% +3.0M +1909.6% $11.54 +25.5%
149 SOLARIS ENERGY INFRAS INC 15,000,000.0 $35.7M 0.06% +5.0M +50.0% $2.38
150 MDLZ MONDELEZ INTL INC Consumer Defensive 597,691.0 $34.5M 0.06% +152K +34.0% $57.64 +5.8%
151 CHD CHURCH & DWIGHT CO INC Consumer Defensive 361,872.0 $33.8M 0.05% +192K +113.5% $93.32 +0.8%
152 DGX QUEST DIAGNOSTICS INC Healthcare 170,912.0 $33.5M 0.05% +3K +1.5% $195.98 -4.1%
153 FNV FRANCO NEV CORP Basic Materials 132,612.0 $32.8M 0.05% +124K +1381.0% $247.49 -3.8%
154 GFS GLOBALFOUNDRIES INC Technology 715,000.0 $31.8M 0.05% +546K +322.8% $44.48 +66.0%
155 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 391,362.0 $31.7M 0.05% +372K +1883.4% $80.95 -4.0%
156 CCJ CAMECO CORP Energy 284,500.0 $30.9M 0.05% +104K +57.2% $108.71 -1.1%
157 KRG KITE REALTY GROUP TRUST Real Estate 1,251,733.0 $30.7M 0.05% +1.0M +499.9% $24.55 +6.8%
158 MTD METTLER TOLEDO INTERNATIONAL Healthcare 24,278.0 $30.6M 0.05% +471.0 +2.0% $1261.20 -17.4%
159 GLNG GOLAR LNG LTD Energy 554,943.0 $30.0M 0.05% +509K +1114.7% $54.11 +5.8%
160 ONESTREAM INC 1,234,961.0 $29.6M 0.05% +635K +105.8% $24.00
Page 8 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%