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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 50 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NEPTUNE INS HLDGS INC 85,000.0 $2.1M 0.00% $24.19
982 RMD RESMED INC Healthcare 9,153.0 $2.1M 0.00% +3K +58.6% $224.48 -7.9%
983 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 300,000.0 $2.0M 0.00% $6.83 +0.7%
984 DVA DAVITA INC Healthcare 13,327.0 $2.0M 0.00% +12K +855.3% $153.69 +27.2%
985 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 61,742.0 $2.0M 0.00% +21K +49.9% $33.07 +2.1%
986 KYIVSTAR GROUP LTD 583,333.0 $2.0M 0.00% $3.50
987 CAL REDWOOD ACQUISITION CORP 200,000.0 $2.0M 0.00% -500K -71.4% $10.15
988 IRT INDEPENDENCE RLTY TR INC Real Estate 135,700.0 $2.0M 0.00% NEW $14.89 +10.0%
989 PLXS PLEXUS CORP Technology 9,969.0 $2.0M 0.00% -2K -16.6% $202.54 +23.6%
990 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,856.0 $2.0M 0.00% +8K +59.0% $96.47 +0.1%
991 JJSF J & J SNACK FOODS CORP Consumer Defensive 25,365.0 $2.0M 0.00% +4K +18.2% $79.27 -8.2%
992 COUR COURSERA INC Consumer Defensive 345,100.0 $2.0M 0.00% NEW $5.82 -6.2%
993 SLDE SLIDE INS HLDGS INC Financial Services 111,300.0 $2.0M 0.00% -189K -62.9% $18.00 +4.5%
994 CCS CENTURY COMMUNITIES INC Consumer Cyclical 34,849.0 $2.0M 0.00% -76K -68.6% $57.38 -15.9%
995 UGI UGI CORP NEW Utilities 54,617.0 $2.0M 0.00% NEW $36.42 -4.3%
996 RUN SUNRUN INC Energy 146,537.0 $2.0M 0.00% -342K -70.0% $13.56 -2.4%
997 PAGS PAGSEGURO DIGITAL LTD Technology 198,300.0 $2.0M 0.00% NEW $10.02 -9.4%
998 ITHA ITHAX ACQUISITION CORP III Financial Services 200,000.0 $2.0M 0.00% NEW $9.90 +0.6%
999 MTB M & T BK CORP Financial Services 9,539.0 $2.0M 0.00% +3K +57.0% $206.72 +0.4%
1000 DVN DEVON ENERGY CORP NEW Energy 38,973.0 $2.0M 0.00% -1.9M -98.0% $50.32 -1.4%
Page 50 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%