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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 61 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 NG NOVAGOLD RESOURCES INC Basic Materials 77,585.0 $699K 0.00% NEW $9.00 -9.7%
1202 GL GLOBE LIFE INC Financial Services 5,001.0 $696K 0.00% -68K -93.2% $139.17 +11.4%
1203 EXPI EXP WORLD HLDGS INC Real Estate 115,574.0 $692K 0.00% -116K -50.0% $5.99 +12.5%
1204 ICFI ICF INTL INC Industrials 10,600.0 $692K 0.00% $65.29 -6.4%
1205 SWK STANLEY BLACK & DECKER INC Industrials 9,730.0 $691K 0.00% +4K +58.9% $71.06 +5.7%
1206 AIZ ASSURANT INC Financial Services 3,151.0 $686K 0.00% -26K -89.1% $217.81 +18.5%
1207 IVZ INVESCO LTD Financial Services 27,897.0 $678K 0.00% -82K -74.5% $24.29 +11.7%
1208 TBBK BANCORP INC DEL Financial Services 12,524.0 $673K 0.00% +5K +71.0% $53.73 +0.9%
1209 GRPN GROUPON INC Communication Services 55,415.0 $659K 0.00% $11.90 +46.7%
1210 GEN GEN DIGITAL INC Technology 34,629.0 $652K 0.00% +12K +56.1% $18.83 +24.5%
1211 SA SEABRIDGE GOLD INC Basic Materials 23,007.0 $652K 0.00% NEW $28.34 +3.8%
1212 SJM SMUCKER J M CO Consumer Defensive 6,703.0 $646K 0.00% +2K +59.0% $96.44 +4.3%
1213 HYCROFT MINING HOLDING CORP 18,354.0 $646K 0.00% NEW $35.20
1214 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,090.0 $646K 0.00% +1K +54.4% $209.08 +24.0%
1215 BZH BEAZER HOMES USA INC Consumer Cyclical 33,500.0 $645K 0.00% $19.24 +13.8%
1216 TTD THE TRADE DESK INC Technology 27,665.0 $628K 0.00% -889K -97.0% $22.69 -6.8%
1217 KBH KB HOME Consumer Cyclical 12,108.0 $627K 0.00% NEW $51.75 -12.9%
1218 RVTY REVVITY INC Healthcare 7,122.0 $624K 0.00% +3K +58.9% $87.61 +7.3%
1219 UHS UNIVERSAL HLTH SVCS INC Healthcare 3,477.0 $622K 0.00% +1K +59.3% $178.97 -5.8%
1220 SOLV SOLVENTUM CORP Healthcare 9,265.0 $605K 0.00% +3K +59.0% $65.30 +13.7%
Page 61 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%