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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 46 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FTRE FORTREA HLDGS INC Healthcare 314,800.0 $3.0M 0.01% -69K -18.0% $9.42 +43.4%
902 LINE LINEAGE INC Real Estate 88,013.0 $2.9M 0.01% NEW $32.76 +17.5%
903 CLEARWAY ENERGY INC 72,860.0 $2.9M 0.01% $39.17
904 OMC OMNICOM GROUP INC Communication Services 37,845.0 $2.9M 0.01% +25K +200.1% $75.31 -2.8%
905 BDX BECTON DICKINSON & CO Healthcare 17,884.0 $2.8M 0.01% +7K +57.9% $157.23 -9.3%
906 CVNA CARVANA CO Consumer Cyclical 8,881.0 $2.8M 0.00% +3K +58.9% $314.38 -79.4%
907 CARR CARRIER GLOBAL CORPORATION Industrials 49,352.0 $2.8M 0.00% +18K +57.7% $56.31 +11.5%
908 RSG REPUBLIC SVCS INC Industrials 12,638.0 $2.8M 0.00% +5K +58.9% $219.02 -1.4%
909 KARBON CAP PARTNERS CORP 275,000.0 $2.8M 0.00% NEW $10.05
910 KAI KADANT INC Industrials 9,427.0 $2.8M 0.00% NEW $292.35 +4.9%
911 HESM HESS MIDSTREAM LP Energy 70,591.0 $2.7M 0.00% -228K -76.4% $38.87 +4.0%
912 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 88,328.0 $2.7M 0.00% NEW $30.85 -6.5%
913 POOL POOL CORP Industrials 13,463.0 $2.7M 0.00% +12K +939.6% $202.33 -11.5%
914 WOLF WOLFSPEED INC Technology 166,322.0 $2.7M 0.00% $16.32 +258.2%
915 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 464,084.0 $2.7M 0.00% -73K -13.7% $5.80 +2.4%
916 SIM ACQUISITION CORP. I 250,000.0 $2.7M 0.00% $10.73
917 WAB WABTEC Industrials 10,713.0 $2.7M 0.00% +4K +58.5% $249.91 +2.7%
918 BTGO BITGO HOLDINGS INC Financial Services 325,000.0 $2.7M 0.00% NEW $8.23 +0.5%
919 OFG OFG BANCORP Financial Services 65,814.0 $2.7M 0.00% -63K -49.0% $40.46 +10.0%
920 KR KROGER CO Consumer Defensive 36,584.0 $2.6M 0.00% -88K -70.5% $72.36 -4.0%
Page 46 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%