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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 44 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 VIRT VIRTU FINL INC Financial Services 73,562.0 $3.2M 0.01% NEW $43.98 +25.2%
862 PG&E CORP 75,000.0 $3.2M 0.01% NEW $42.99
863 ENTERGY CORP NEW 28,421.0 $3.2M 0.01% +11K +61.0% $112.36
864 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 254,373.0 $3.2M 0.01% +123K +93.3% $12.43 -5.0%
865 LITE LUMENTUM HLDGS INC Technology 4,483.0 $3.2M 0.01% +4K +10000.0% $702.76 +25.9%
866 NFG NATIONAL FUEL GAS CO Energy 33,495.0 $3.1M 0.01% NEW $93.96 -11.7%
867 RAAQ REAL ASSET ACQUISITION CORP Financial Services 300,000.0 $3.1M 0.01% $10.49 +6.8%
868 ZTS ZOETIS INC Healthcare 26,513.0 $3.1M 0.01% -115K -81.2% $118.21 -34.3%
869 AIT APPLIED INDL TECHNOLOGIES IN Industrials 11,800.0 $3.1M 0.01% $265.32 +14.1%
870 APLE APPLE HOSPITALITY REIT INC Real Estate 271,560.0 $3.1M 0.01% NEW $11.51 +21.5%
871 PGNY PROGYNY INC Healthcare 183,166.0 $3.1M 0.01% NEW $16.98 +41.6%
872 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 1,021,000.0 $3.1M 0.01% $3.04 +41.1%
873 AME AMETEK INC Industrials 14,458.0 $3.1M 0.01% -8K -36.0% $214.36 +3.2%
874 LIVN LIVANOVA PLC Healthcare 48,657.0 $3.1M 0.01% -53K -51.9% $63.56 +13.6%
875 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 23,400.0 $3.1M 0.01% NEW $131.74 +19.3%
876 XP XP INC Financial Services 161,300.0 $3.1M 0.01% NEW $19.04 -8.9%
877 AR ANTERO RESOURCES CORP Energy 72,290.0 $3.1M 0.01% -127K -63.8% $42.44 -8.2%
878 CBRE CBRE GROUP INC Real Estate 22,634.0 $3.1M 0.01% +11K +95.3% $135.46 -5.4%
879 ENVA ENOVA INTL INC Financial Services 22,570.0 $3.1M 0.01% +13K +129.2% $135.83 +21.7%
880 RERE ATRENEW INC Consumer Cyclical 652,400.0 $3.1M 0.01% -814K -55.5% $4.69 -4.1%
Page 44 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%