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Portfolio (Quarterly) Guide ↗

ONTARIO TEACHERS PENSION PLAN BOARD

· CIK 0000937567
13F Portfolio $4.8B AUM 306 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 306 New
Page 5 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLF SUN LIFE FINANCIAL INC. Financial Services 61,113.0 $4.1M 0.08% NEW $66.58 +7.6%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 693.0 $4.0M 0.08% NEW $5789.24 -97.3%
83 BC BRUNSWICK CORP Consumer Cyclical 71,219.0 $3.9M 0.08% NEW $55.24 +40.4%
84 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 43,069.0 $3.9M 0.08% NEW $90.13 -0.5%
85 DOC HEALTHPEAK PROPERTIES INC Real Estate 220,030.0 $3.9M 0.08% NEW $17.51 +11.7%
86 NXST NEXSTAR MEDIA GROUP INC Communication Services 21,605.0 $3.7M 0.08% NEW $172.95 +14.1%
87 IMO IMPERIAL OIL LTD Energy 46,505.0 $3.7M 0.08% NEW $79.56 +66.4%
88 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 19,667.0 $3.7M 0.08% NEW $187.41 -5.5%
89 MUSA MURPHY USA INC Consumer Cyclical 8,948.0 $3.6M 0.07% NEW $406.80 +41.6%
90 CI THE CIGNA GROUP Healthcare 11,010.0 $3.6M 0.07% NEW $330.58 -13.7%
91 SPECTRUM BRANDS INC 4,000,000.0 $3.6M 0.07% NEW $0.91
92 MUR MURPHY OIL CORP Energy 158,545.0 $3.6M 0.07% NEW $22.50 +73.1%
93 AEP AMERICAN ELEC PWR CO INC Utilities 33,680.0 $3.5M 0.07% NEW $103.76 +20.6%
94 SNAP INC 4,000,000.0 $3.5M 0.07% NEW $0.87
95 COKE COCA COLA CONS INC Consumer Defensive 30,875.0 $3.4M 0.07% NEW $111.65 +46.4%
96 DVA DAVITA INC Healthcare 23,341.0 $3.3M 0.07% NEW $142.45 +35.2%
97 CM CANADIAN IMPERIAL BK COMM Financial Services 46,050.0 $3.3M 0.07% NEW $71.03 +56.7%
98 HOLOGIC INC 49,232.0 $3.2M 0.07% NEW $65.16
99 POTLATCHDELTIC CORPORATION 81,394.0 $3.1M 0.07% NEW $38.37
100 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 55,521.0 $3.1M 0.06% NEW $56.15 -41.9%
Page 5 of 16  ·  306 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
Industrials 44.5%
Financial Services 14.9%
Technology 12.6%
Communication Services 6.7%
Consumer Defensive 5.4%
Healthcare 5.3%
Consumer Cyclical 4.7%
Real Estate 1.9%
Utilities 1.5%
Energy 1.4%