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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 41 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FLO PUT FLOWERS FOODS INC Consumer Defensive 500,000.0 $4.1M 0.01% $8.15 -10.1%
802 COKE COCA COLA CONS INC Consumer Defensive 21,006.0 $4.0M 0.01% NEW $191.74 -10.2%
803 EVOX EVOLUTION GLOBAL ACQUISITION Financial Services 400,000.0 $4.0M 0.01% NEW $9.98 +0.2%
804 INSIGHT DIGITAL PARTNERS II 400,000.0 $4.0M 0.01% NEW $9.96
805 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 400,000.0 $4.0M 0.01% NEW $9.94 +0.5%
806 ROKU ROKU INC Communication Services 42,000.0 $4.0M 0.01% +9K +25.8% $94.62 +31.2%
807 LEG LEGGETT & PLATT INC Consumer Cyclical 401,513.0 $4.0M 0.01% +37K +10.1% $9.88 -5.6%
808 VENTURE GLOBAL INC 251,000.0 $4.0M 0.01% NEW $15.76
809 BP BP PLC Energy 83,657.0 $3.9M 0.01% -5.7M -98.5% $47.00 -1.8%
810 EHC ENCOMPASS HEALTH CORP Healthcare 40,558.0 $3.9M 0.01% NEW $96.73 +9.7%
811 DG DOLLAR GEN CORP Consumer Defensive 32,730.0 $3.9M 0.01% +24K +276.2% $118.73 -10.5%
812 AXGN AXOGEN INC Healthcare 116,108.0 $3.8M 0.01% NEW $33.13 +28.9%
813 JCAP JEFFERSON CAPITAL INC Financial Services 200,000.0 $3.8M 0.01% $19.23 -9.8%
814 AVT AVNET INC Technology 61,400.0 $3.8M 0.01% NEW $61.62 +33.6%
815 SLDP SOLID POWER INC Industrials 1,255,988.0 $3.8M 0.01% -582K -31.6% $3.00 -9.3%
816 NWS NEWS CORP NEW Communication Services 131,077.0 $3.7M 0.01% +126K +2586.6% $28.51 +6.0%
817 UCTT ULTRA CLEAN HLDGS INC Technology 60,000.0 $3.7M 0.01% $62.18 +24.9%
818 ASST STRIVE INC Communication Services 372,206.0 $3.7M 0.01% NEW $10.02 +61.3%
819 BRBR BELLRING BRANDS INC Consumer Defensive 229,700.0 $3.7M 0.01% -100K -30.3% $16.09 -44.7%
820 MYRG MYR GROUP INC Industrials 12,971.0 $3.7M 0.01% $282.32 +59.4%
Page 41 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%