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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 9 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCD MCDONALDS CORP Consumer Cyclical 95,331.0 $29.6M 0.05% +67K +238.6% $310.79 -11.5%
162 CBOE CBOE GLOBAL MKTS INC Financial Services 104,674.0 $29.4M 0.05% +101K +2430.8% $281.07 +29.2%
163 FOX FOX CORP Communication Services 550,995.0 $29.3M 0.05% +3K +0.6% $53.10 +10.4%
164 CVX CHEVRON CORPORATION Energy 140,947.0 $29.2M 0.05% +66K +88.4% $206.90 -9.8%
165 GRANITE CONSTR INC 17,500,000.0 $28.9M 0.05% +12.5M +250.0% $1.65
166 VTR VENTAS INC Real Estate 351,842.0 $28.8M 0.05% +333K +1794.8% $81.78 +10.0%
167 KGC KINROSS GOLD CORP Basic Materials 939,372.0 $28.7M 0.05% +611K +186.5% $30.56 +1.1%
168 AEM AGNICO EAGLE MINES LTD Basic Materials 139,241.0 $28.3M 0.04% +61K +78.5% $202.91 -11.1%
169 INCY INCYTE CORP Healthcare 297,504.0 $28.0M 0.04% +85K +40.0% $94.12 +3.7%
170 LYV LIVE NATION ENTERTAINMENT IN Communication Services 182,922.0 $27.9M 0.04% +4K +2.0% $152.51 +11.5%
171 CAR AVIS BUDGET GROUP INC Industrials 180,400.0 $26.3M 0.04% +2K +0.9% $145.85 +2.9%
172 SYF SYNCHRONY FINANCIAL Financial Services 384,841.0 $26.2M 0.04% +371K +2602.9% $68.02 +4.8%
173 GEV GE VERNOVA INC Utilities 29,582.0 $25.8M 0.04% +19K +175.8% $872.90 +24.9%
174 SSRM SSR MINING IN Basic Materials 878,192.0 $25.8M 0.04% +710K +423.4% $29.40 +16.5%
175 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 454,638.0 $25.8M 0.04% +401K +752.6% $56.77 -9.0%
176 AVPT AVEPOINT INC Technology 2,675,587.0 $25.4M 0.04% +535K +25.0% $9.51 +4.4%
177 HOOD ROBINHOOD MKTS INC Financial Services 361,741.0 $25.1M 0.04% +331K +1063.7% $69.30 +16.5%
178 CTAS CINTAS CORP Industrials 147,226.0 $24.9M 0.04% +11K +7.8% $169.14 -1.9%
179 XLF CALL SELECT SECTOR SPDR TR 500,000.0 $24.7M 0.04% +250K +100.0% $49.37 +3.6%
180 CSGS CSG SYS INTL INC Technology 308,247.0 $24.6M 0.04% +276K +861.9% $79.94 -0.1%
Page 9 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%