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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 43 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CHENGHE ACQUISITION III CO 350,000.0 $3.5M 0.01% NEW $10.09
842 OSIS OSI SYSTEMS INC Technology 13,264.0 $3.5M 0.01% +8K +142.1% $265.51 -21.7%
843 FNF FIDELITY NATL FINL INC Financial Services 75,900.0 $3.5M 0.01% NEW $46.38 +6.7%
844 CALUMET INC 97,741.0 $3.5M 0.01% +51K +107.0% $35.90
845 AJG GALLAGHER ARTHUR J & CO Financial Services 16,138.0 $3.5M 0.01% -7K -28.8% $216.58 -6.1%
846 CARG CARGURUS INC Consumer Cyclical 102,401.0 $3.5M 0.01% NEW $34.05 -16.6%
847 VMI VALMONT INDS INC Industrials 8,700.0 $3.5M 0.01% NEW $399.57 +25.3%
848 OYSTER ENTERPRISES II ACQUIS 340,000.0 $3.5M 0.01% $10.22
849 ACLX ARCELLX INC Healthcare 30,000.0 $3.4M 0.01% NEW $114.82 +0.2%
850 CIEN CIENA CORP Technology 8,845.0 $3.4M 0.01% NEW $388.23 +39.6%
851 IX ORIX CORP Financial Services 114,400.0 $3.4M 0.01% +49K +75.5% $29.99 +23.0%
852 QRVO QORVO INC Technology 44,200.0 $3.4M 0.01% NEW $77.40 +21.7%
853 SUPN SUPERNUS PHARMACEUTICALS Healthcare 66,000.0 $3.4M 0.01% NEW $51.69 -6.5%
854 TRGP TARGA RES CORP Energy 13,481.0 $3.4M 0.01% +5K +58.9% $250.73 +9.6%
855 BLDR BUILDERS FIRSTSOURCE INC Industrials 40,648.0 $3.3M 0.01% +36K +830.0% $82.33 -19.4%
856 D DOMINION ENERGY INC Utilities 53,634.0 $3.3M 0.01% +20K +58.8% $61.82 +9.3%
857 BETA BETA TECHNOLOGIES INC Industrials 225,000.0 $3.3M 0.01% -255K -53.2% $14.70 -0.7%
858 SWX SOUTHWEST GAS HLDGS INC Utilities 38,059.0 $3.3M 0.01% NEW $86.90 +2.3%
859 COHR COHERENT CORP Technology 13,820.0 $3.3M 0.01% +13K +1049.8% $238.21 +52.3%
860 CBT CABOT CORP Basic Materials 43,128.0 $3.2M 0.01% -89K -67.5% $75.31 +8.8%
Page 43 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%