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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 49 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MCY MERCURY GENL CORP NEW Financial Services 25,898.0 $2.3M 0.00% -30K -53.2% $88.15 +11.3%
962 WDFC WD 40 CO Basic Materials 11,182.0 $2.3M 0.00% -873.0 -7.2% $203.94 -1.3%
963 VMC VULCAN MATLS CO Basic Materials 8,302.0 $2.3M 0.00% +3K +59.0% $272.30 -1.6%
964 ACMR ACM RESH INC Technology 57,148.0 $2.2M 0.00% NEW $39.35 +60.7%
965 ITT ITT INC Industrials 11,800.0 $2.2M 0.00% NEW $190.53 +2.1%
966 HMY HARMONY GOLD MNG LTD Basic Materials 146,266.0 $2.2M 0.00% NEW $15.37 +2.2%
967 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,796.0 $2.2M 0.00% +1K +59.2% $588.68 -5.1%
968 NTB BANK OF N T BUTTERFIELD & SO Financial Services 42,422.0 $2.2M 0.00% $52.48 +4.2%
969 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 628,537.0 $2.2M 0.00% $3.51 -1.7%
970 ONON ON HLDG AG Consumer Cyclical 64,800.0 $2.2M 0.00% -235K -78.4% $34.02 +9.5%
971 LEGATO MERGER CORP III 200,000.0 $2.2M 0.00% $10.99
972 VTRS VIATRIS INC Healthcare 158,870.0 $2.1M 0.00% +113K +248.9% $13.51 +22.0%
973 OUTFRONT MEDIA INC 80,600.0 $2.1M 0.00% NEW $26.50
974 MTRN MATERION CORP Basic Materials 14,694.0 $2.1M 0.00% -10K -39.8% $144.65 +41.7%
975 WOLFSPEED INC 1,480,000.0 $2.1M 0.00% $1.43
976 SMCI SUPER MICRO COMPUTER INC Technology 92,745.0 $2.1M 0.00% +73K +367.9% $22.77 +36.3%
977 CXM SPRINKLR INC Technology 349,489.0 $2.1M 0.00% $6.00 -14.8%
978 BLOCK INC 34,411.0 $2.1M 0.00% +13K +58.9% $60.18
979 MWA MUELLER WTR PRODS INC Industrials 75,315.0 $2.1M 0.00% $27.49 -7.2%
980 WING WINGSTOP INC Consumer Cyclical 13,358.0 $2.1M 0.00% +11K +377.1% $154.97 -16.6%
Page 49 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%