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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 12 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CX CEMEX SA EURO MTN BE 144A Basic Materials 3,646,000.0 $41.7M 0.07% +3.4M +1747.0% $11.44 +9.8%
222 WPM WHEATON PRECIOUS METALS CORP Basic Materials 311,454.0 $40.9M 0.07% +252K +420.8% $131.22 -0.6%
223 FCX FREEPORT MCMORAN INC Basic Materials 694,569.0 $40.8M 0.07% +158K +29.4% $58.78 +7.2%
224 STANDARDAERO INC 1,575,000.0 $40.7M 0.07% -247K -13.6% $25.83
225 THOMSON REUTERS CORP 450,968.0 $40.6M 0.07% +123K +37.4% $89.98
226 KKR KKR & CO INC Financial Services 436,213.0 $40.3M 0.07% +209K +92.0% $92.50 +4.8%
227 CB CHUBB LTD SWITZ Financial Services 122,845.0 $40.0M 0.06% -38K -23.4% $325.93 +1.3%
228 CFG CITIZENS FINL GROUP INC Financial Services 664,705.0 $39.9M 0.06% +170K +34.3% $59.97 +2.0%
229 TMO THERMO FISHER SCIENTIFIC INC Healthcare 81,049.0 $39.8M 0.06% -41K -33.6% $491.53 -10.8%
230 CRH PLC 376,384.0 $39.6M 0.06% +147K +64.4% $105.12
231 CCL CARNIVAL CORP Consumer Cyclical 1,527,262.0 $39.5M 0.06% +1.5M +3458.1% $25.88 -3.7%
232 DOV DOVER CORP Industrials 189,472.0 $39.5M 0.06% +184K +3395.2% $208.45 +1.1%
233 FUTU FUTU HLDGS LTD Financial Services 287,000.0 $39.3M 0.06% +245K +576.9% $136.76 -1.6%
234 INTU INTUIT Technology 90,005.0 $38.9M 0.06% -19K -17.6% $432.38 -9.1%
235 APP APPLOVIN CORP Technology 97,554.0 $38.8M 0.06% -7K -7.0% $398.00 +23.7%
236 AIR LEASE CORP 597,000.0 $38.8M 0.06% +365K +157.3% $64.94
237 V VISA INC Financial Services 128,061.0 $38.7M 0.06% +61K +92.0% $302.24 +7.8%
238 BHF BRIGHTHOUSE FINL INC Financial Services 642,800.0 $38.5M 0.06% +252K +64.5% $59.88 +4.7%
239 SMH VANECK ETF TRUST 100,000.0 $38.3M 0.06% -350K -77.8% $383.40 +42.5%
240 CPRT COPART INC Industrials 1,150,831.0 $38.2M 0.06% +819K +247.0% $33.20 -2.7%
Page 12 of 74  ·  1,469 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%