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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 17 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 265,424.0 $24.1M 0.04% -15K -5.4% $90.67 +0.7%
322 MKTX MARKETAXESS HLDGS INC Financial Services 145,628.0 $24.0M 0.04% +115K +374.4% $164.98 -14.0%
323 PUMP PROPETRO HLDG CORP Energy 1,653,600.0 $23.8M 0.04% +1.4M +561.4% $14.41 +25.9%
324 KIM KIMCO REALTY CORP Real Estate 1,055,429.0 $23.7M 0.04% -104K -8.9% $22.47 +3.9%
325 NRG NRG ENERGY INC Utilities 160,660.0 $23.5M 0.04% -37K -18.6% $146.14 -15.3%
326 FIVE FIVE BELOW INC Consumer Cyclical 102,600.0 $23.4M 0.04% NEW $228.48 -7.2%
327 TDS TELEPHONE & DATA SYS INC Communication Services 555,400.0 $23.4M 0.04% -295K -34.7% $42.10 -2.2%
328 M MACYS INC Consumer Cyclical 1,288,800.0 $23.3M 0.04% NEW $18.09 +2.4%
329 SMITHFIELD FOODS INC 831,100.0 $23.2M 0.04% +581K +232.4% $27.97
330 AEP AMERICAN ELEC PWR CO INC Utilities 175,816.0 $23.0M 0.04% -9K -4.8% $131.08 -2.6%
331 ROST ROSS STORES INC Consumer Cyclical 105,143.0 $22.8M 0.04% -207K -66.3% $216.63 -3.4%
332 BOYD GROUP SERVICES INC 177,576.0 $22.7M 0.04% -22K -11.2% $127.86
333 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 311,195.0 $22.6M 0.04% -209K -40.1% $72.69 +9.2%
334 GPCR STRUCTURE THERAPEUTICS INC Healthcare 467,800.0 $22.5M 0.04% $48.20 -25.0%
335 PGR PROGRESSIVE CORP Financial Services 113,113.0 $22.4M 0.04% -610K -84.4% $198.24 +2.8%
336 COIN COINBASE GLOBAL INC Financial Services 128,392.0 $22.4M 0.04% -402K -75.8% $174.61 +7.6%
337 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 76,985.0 $22.4M 0.04% -73K -48.6% $290.49 +1.0%
338 PEN PENUMBRA INC Healthcare 67,850.0 $22.3M 0.04% NEW $328.37 -0.4%
339 BMY BRISTOL-MYERS SQUIBB CO Healthcare 367,310.0 $22.3M 0.04% +287K +356.4% $60.65 -5.5%
340 MOOG INC 76,122.0 $22.3M 0.04% +63K +479.5% $292.64
Page 17 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%