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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 54 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 250,000.0 $1.5M 0.00% $6.02 -24.1%
1062 TSCO TRACTOR SUPPLY CO Consumer Cyclical 33,201.0 $1.5M 0.00% +12K +59.0% $45.30 -32.5%
1063 CRVL CORVEL CORP Financial Services 27,458.0 $1.5M 0.00% -18K -39.6% $54.65 +4.5%
1064 FLUTTER ENTMT PLC 14,700.0 $1.5M 0.00% NEW $101.95
1065 REZI RESIDEO TECHNOLOGIES INC Industrials 44,413.0 $1.5M 0.00% NEW $33.71 -15.9%
1066 TNET TRINET GROUP INC Industrials 41,010.0 $1.5M 0.00% +30K +283.3% $36.43 +11.2%
1067 LPG DORIAN LPG LTD Energy 43,600.0 $1.5M 0.00% NEW $34.20 +19.5%
1068 BANF BANCFIRST CORP Financial Services 13,643.0 $1.5M 0.00% -14K -50.0% $108.50 -0.7%
1069 PRK PARK NATL CORP Financial Services 8,973.0 $1.5M 0.00% -12K -57.4% $163.45 +0.2%
1070 ICLR ICON PLC Healthcare 13,112.0 $1.5M 0.00% NEW $110.66 +5.2%
1071 LIVE OAK ACQUISITION CORP V 1,000,000.0 $1.4M 0.00% $1.45
1072 RPM RPM INTL INC Basic Materials 14,500.0 $1.4M 0.00% NEW $99.40 -4.2%
1073 CBSH COMMERCE BANCSHARES INC Financial Services 29,200.0 $1.4M 0.00% NEW $49.20 +5.5%
1074 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 353,000.0 $1.4M 0.00% $4.05 -1.0%
1075 RF REGIONS FINANCIAL CORP NEW Financial Services 54,537.0 $1.4M 0.00% +20K +57.3% $26.12 +2.1%
1076 PHM PULTE GROUP INC Consumer Cyclical 12,072.0 $1.4M 0.00% +4K +56.7% $117.61 -6.4%
1077 PATK PATRICK INDS INC Consumer Cyclical 12,778.0 $1.4M 0.00% -12K -49.1% $111.07 -17.9%
1078 DRI DARDEN RESTAURANTS INC Consumer Cyclical 7,235.0 $1.4M 0.00% -34K -82.5% $196.04 -0.1%
1079 NI NISOURCE INC Utilities 30,067.0 $1.4M 0.00% +11K +59.4% $46.66 -0.8%
1080 MEI METHODE ELECTRS INC Technology 253,000.0 $1.4M 0.00% $5.52 +90.8%
Page 54 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%