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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 59 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 APTIV PLC 13,368.0 $928K 0.00% +5K +56.5% $69.44
1162 PODD INSULET CORP Healthcare 4,420.0 $927K 0.00% +2K +59.0% $209.84 -30.2%
1163 TYL TYLER TECHNOLOGIES INC Technology 2,708.0 $927K 0.00% +1K +59.3% $342.38 -5.5%
1164 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,920.0 $893K 0.00% -11K -54.4% $100.09 -5.2%
1165 INFLEQTION INC 200,000.0 $885K 0.00% NEW $4.42
1166 COOPER COS INC 12,314.0 $880K 0.00% +4K +56.7% $71.50
1167 EVGO EVGO INC Consumer Cyclical 500,000.0 $860K 0.00% $1.72 +8.4%
1168 THRM GENTHERM INC Consumer Cyclical 30,306.0 $842K 0.00% $27.78 +10.3%
1169 KALU KAISER ALUMINIUM CORPORATION Basic Materials 6,971.0 $840K 0.00% -3K -31.5% $120.51 +38.0%
1170 TKO TKO GROUP HOLDINGS INC Communication Services 4,164.0 $840K 0.00% +2K +58.9% $201.65 -5.3%
1171 DIOD DIODES INC Technology 12,286.0 $839K 0.00% -44K -78.0% $68.26 +39.6%
1172 AVY AVERY DENNISON CORP Industrials 4,856.0 $839K 0.00% +2K +59.0% $172.68 -8.7%
1173 PKST PEAKSTONE REALTY TRUST Real Estate 40,000.0 $836K 0.00% -56K -58.5% $20.89 +0.5%
1174 RL RALPH LAUREN CORP Consumer Cyclical 2,429.0 $836K 0.00% +897.0 +58.5% $343.99 -4.8%
1175 FLS FLOWSERVE CORP Industrials 11,234.0 $826K 0.00% NEW $73.51 -10.5%
1176 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 7,400.0 $821K 0.00% $110.91 -14.1%
1177 GRAL GRAIL INC Healthcare 15,843.0 $819K 0.00% -23K -58.8% $51.68 +16.8%
1178 PLUS EPLUS INC Technology 10,871.0 $818K 0.00% +9K +592.0% $75.25 +9.8%
1179 ALLIED GOLD CORP 25,676.0 $796K 0.00% NEW $30.99
1180 CHE CHEMED CORP NEW Healthcare 2,100.0 $793K 0.00% $377.74 +17.5%
Page 59 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%