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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 57 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ACADIAN ASSET MANAGEMENT INC 21,300.0 $1.2M 0.00% -36K -63.1% $54.42
1122 ORLA ORLA MNG LTD NEW Basic Materials 71,848.0 $1.2M 0.00% NEW $16.08 -19.2%
1123 AMCOR PLC 29,030.0 $1.2M 0.00% NEW $39.75
1124 PERIMETER SOLUTIONS INC 47,000.0 $1.1M 0.00% NEW $24.42
1125 UWMC UWM HOLDINGS CORPORATION Financial Services 316,981.0 $1.1M 0.00% NEW $3.62 -17.0%
1126 ETORO GROUP LTD 37,922.0 $1.1M 0.00% NEW $30.03
1127 NKTR NEKTAR THERAPEUTICS Healthcare 15,813.0 $1.1M 0.00% NEW $71.95 -6.2%
1128 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 12,451.0 $1.1M 0.00% +5K +58.9% $90.42 -6.0%
1129 MORN MORNINGSTAR INC Financial Services 6,600.0 $1.1M 0.00% -17K -72.0% $169.05 +4.9%
1130 EL LAUDER ESTEE COS INC Consumer Defensive 15,532.0 $1.1M 0.00% +6K +59.8% $71.77 +11.6%
1131 MRNA MODERNA INC Healthcare 21,850.0 $1.1M 0.00% +8K +59.0% $50.80 -5.2%
1132 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 11,542.0 $1.1M 0.00% $95.60 +26.4%
1133 BCPC BALCHEM CORP Basic Materials 6,467.0 $1.1M 0.00% -2K -27.9% $169.48 -5.3%
1134 DCOM DIME CMNTY BANCSHARES INC Financial Services 32,332.0 $1.1M 0.00% $33.82 +7.3%
1135 FTV FORTIVE CORP Technology 19,690.0 $1.1M 0.00% +7K +56.8% $55.28 +6.3%
1136 COHU COHU INC Technology 35,391.0 $1.1M 0.00% -93K -72.5% $30.62 +44.7%
1137 BUNGE GLOBAL SA 8,504.0 $1.1M 0.00% -35K -80.7% $127.20
1138 GSHD GOOSEHEAD INS INC Financial Services 25,200.0 $1.1M 0.00% NEW $42.66 -4.0%
1139 PTC PTC INC Technology 7,477.0 $1.1M 0.00% -22K -74.3% $142.49 +0.8%
1140 ROG ROGERS CORP Technology 9,700.0 $1.0M 0.00% $107.33 +28.1%
Page 57 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%