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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 23 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 QXO QXO INC Industrials 725,000.0 $14.1M 0.02% $19.42 -14.0%
442 RDN RADIAN GROUP INC Financial Services 420,378.0 $13.9M 0.02% +40K +10.5% $33.08 +14.4%
443 ROL ROLLINS INC Consumer Cyclical 258,438.0 $13.8M 0.02% +247K +2127.5% $53.41 +2.2%
444 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 643,738.0 $13.8M 0.02% NEW $21.44 +0.4%
445 TU TELUS CORPORATION Communication Services 1,073,616.0 $13.8M 0.02% NEW $12.85 -4.3%
446 CVE CENOVUS ENERGY INC Energy 518,700.0 $13.8M 0.02% -14.9M -96.6% $26.53 +19.0%
447 VSAT VIASAT INC Technology 299,459.0 $13.7M 0.02% -248K -45.3% $45.80 +56.2%
448 CNO CNO FINL GROUP INC Financial Services 333,823.0 $13.7M 0.02% -97K -22.5% $41.06 +16.5%
449 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 400,000.0 $13.6M 0.02% $33.95 +13.6%
450 NUTANIX INC 15,000,000.0 $13.6M 0.02% +7.5M +100.0% $0.90
451 ECG EVERUS CONSTR GROUP Industrials 114,800.0 $13.6M 0.02% NEW $118.06 +25.7%
452 FERROVIAL SE 206,854.0 $13.5M 0.02% -36K -14.8% $65.05
453 BCE BCE INC Communication Services 532,508.0 $13.4M 0.02% +449K +535.8% $25.23 -5.0%
454 SBXE SILVERBOX CORP V Financial Services 1,350,000.0 $13.4M 0.02% NEW $9.92 +1.1%
455 SRE SEMPRA Utilities 137,489.0 $13.4M 0.02% +112K +432.9% $97.17 -7.1%
456 INDA ISHARES TR 284,880.0 $13.3M 0.02% -145K -33.7% $46.84 +0.9%
457 SNA SNAP ON INC Industrials 36,582.0 $13.3M 0.02% -8K -18.8% $363.22 +0.1%
458 EXR EXTRA SPACE STORAGE INC Real Estate 100,335.0 $13.2M 0.02% +5K +5.2% $131.13 +6.2%
459 MMM 3M CO Industrials 90,582.0 $13.2M 0.02% $145.23 +5.0%
460 ENVIRI CORP 670,000.0 $13.1M 0.02% $19.62
Page 23 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%