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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 15 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MCD MCDONALDS CORP Consumer Cyclical 95,331.0 $29.6M 0.05% +67K +238.6% $310.79 -9.1%
282 WCN WASTE CONNECTIONS INC Industrials 182,252.0 $29.6M 0.05% NEW $162.43 -2.1%
283 AFL AFLAC INC Financial Services 268,521.0 $29.5M 0.05% -689K -72.0% $109.71 +7.9%
284 CBOE CBOE GLOBAL MKTS INC Financial Services 104,674.0 $29.4M 0.05% +101K +2430.8% $281.07 +31.4%
285 FOX FOX CORP Communication Services 550,995.0 $29.3M 0.05% +3K +0.6% $53.10 +10.3%
286 CVX CHEVRON CORPORATION Energy 140,947.0 $29.2M 0.05% +66K +88.4% $206.90 -6.2%
287 OXY OCCIDENTAL PETE CORP Energy 446,190.0 $29.0M 0.05% -612K -57.8% $65.00 -7.6%
288 GRANITE CONSTR INC 17,500,000.0 $28.9M 0.05% +12.5M +250.0% $1.65
289 VTR VENTAS INC Real Estate 351,842.0 $28.8M 0.05% +333K +1794.8% $81.78 +8.4%
290 KGC KINROSS GOLD CORP Basic Materials 939,372.0 $28.7M 0.05% +611K +186.5% $30.56 -8.2%
291 AEM AGNICO EAGLE MINES LTD Basic Materials 139,241.0 $28.3M 0.04% +61K +78.5% $202.91 -12.9%
292 INCY INCYTE CORP Healthcare 297,504.0 $28.0M 0.04% +85K +40.0% $94.12 +0.6%
293 LYV LIVE NATION ENTERTAINMENT IN Communication Services 182,922.0 $27.9M 0.04% +4K +2.0% $152.51 +8.0%
294 FHN FIRST HORIZON CORPORATION Financial Services 1,200,000.0 $27.3M 0.04% NEW $22.76 +3.3%
295 SOFI SOFI TECHNOLOGIES INC Financial Services 1,704,000.0 $27.1M 0.04% NEW $15.88 -3.5%
296 CANADIAN PACIFIC KANSAS CITY 338,926.0 $26.7M 0.04% -93K -21.5% $78.66
297 ADP AUTOMATIC DATA PROCESSING IN Industrials 130,887.0 $26.6M 0.04% -73K -35.8% $203.18 +10.5%
298 POR PORTLAND GEN ELEC CO Utilities 498,815.0 $26.3M 0.04% NEW $52.77 -8.5%
299 CAR AVIS BUDGET GROUP INC Industrials 180,400.0 $26.3M 0.04% +2K +0.9% $145.85 +0.2%
300 SYF SYNCHRONY FINANCIAL Financial Services 384,841.0 $26.2M 0.04% +371K +2602.9% $68.02 +2.8%
Page 15 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%