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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 39 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ESE ESCO TECHNOLOGIES INC Technology 17,370.0 $4.9M 0.01% -4K -17.3% $281.37 +3.7%
762 SEM SELECT MED HLDGS CORP Healthcare 300,000.0 $4.9M 0.01% NEW $16.29 +1.2%
763 CDW CDW CORP Technology 40,181.0 $4.9M 0.01% +19K +90.9% $121.02 -13.8%
764 KBR KBR INC Industrials 131,860.0 $4.9M 0.01% +54K +68.5% $36.86 -12.5%
765 FDX FEDEX CORP Industrials 13,587.0 $4.8M 0.01% +5K +58.3% $356.18 +3.8%
766 SLB SLB LIMITED Energy 93,920.0 $4.8M 0.01% +35K +59.0% $51.39 +11.2%
767 CRAI CRA INTL INC Industrials 29,776.0 $4.8M 0.01% +19K +166.2% $161.88 -10.5%
768 BANC BANC OF CALIFORNIA INC Financial Services 273,567.0 $4.8M 0.01% -163K -37.4% $17.58 +5.0%
769 OAKTREE ACQUISITION CORP III 450,000.0 $4.8M 0.01% $10.62
770 FRT FEDERAL RLTY INVT TR NEW Real Estate 44,932.0 $4.8M 0.01% +39K +661.2% $106.21 +8.2%
771 THR THERMON GROUP HLDGS INC Industrials 94,180.0 $4.7M 0.01% +26K +37.8% $50.40 +27.1%
772 NMRK NEWMARK GROUP INC Real Estate 315,169.0 $4.7M 0.01% +35K +12.6% $14.99 -4.6%
773 Q QNITY ELECTRONICS INC Technology 40,561.0 $4.7M 0.01% +32K +389.9% $115.38 +29.2%
774 SHW SHERWIN WILLIAMS CO Basic Materials 14,479.0 $4.6M 0.01% +1K +7.5% $320.55 -5.5%
775 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 99,990.0 $4.6M 0.01% +81K +423.0% $46.14 +10.3%
776 PSX PHILLIPS 66 Energy 25,306.0 $4.6M 0.01% +9K +58.9% $182.18 -1.3%
777 GTEN GORES HLDGS X INC Financial Services 450,443.0 $4.6M 0.01% $10.22 +1.3%
778 JENA ACQUISITION CORP II 450,000.0 $4.6M 0.01% $10.22
779 STEP STEPSTONE GROUP INC Financial Services 96,185.0 $4.6M 0.01% NEW $47.72 +12.4%
780 UPS UNITED PARCEL SVCS INC Industrials 46,416.0 $4.6M 0.01% -461K -90.8% $98.38 -2.9%
Page 39 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%