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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 4 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMY BRISTOL-MYERS SQUIBB CO Healthcare 107,507.0 $5.0M 0.10% NEW $46.29 +23.1%
62 INCY INCYTE CORP Healthcare 72,671.0 $4.9M 0.10% NEW $68.10 +43.4%
63 UHS UNIVERSAL HLTH SVCS INC Healthcare 26,938.0 $4.9M 0.10% NEW $181.15 -5.8%
64 EA ELECTRONIC ARTS INC Communication Services 30,057.0 $4.8M 0.10% NEW $159.70 +25.7%
65 DAYFORCE INC 5,000,000.0 $4.8M 0.10% NEW $0.96
66 NSA NATIONAL STORAGE AFFILIATES Real Estate 148,095.0 $4.7M 0.10% NEW $31.99 +32.9%
67 VLO VALERO ENERGY CORP Energy 34,691.0 $4.7M 0.10% NEW $134.42 +82.1%
68 CNI CANADIAN NATL RY CO Industrials 44,510.0 $4.6M 0.10% NEW $104.26 +7.8%
69 KGC KINROSS GOLD CORP Basic Materials 295,900.0 $4.6M 0.10% NEW $15.62 +97.7%
70 OHI OMEGA HEALTHCARE INVS INC Real Estate 125,292.0 $4.6M 0.10% NEW $36.65 +30.8%
71 CL COLGATE PALMOLIVE CO Consumer Defensive 50,248.0 $4.6M 0.09% NEW $90.90 -3.0%
72 EMERA INC 98,057.0 $4.5M 0.09% NEW $45.84
73 FNV FRANCO NEV CORP Basic Materials 27,111.0 $4.5M 0.09% NEW $164.28 +44.9%
74 FE FIRSTENERGY CORP Utilities 108,286.0 $4.4M 0.09% NEW $40.26 +10.5%
75 COST COSTCO WHSL CORP NEW Consumer Defensive 4,403.0 $4.4M 0.09% NEW $989.94 +5.2%
76 CMS CMS ENERGY CORP Utilities 62,134.0 $4.3M 0.09% NEW $69.28 +5.7%
77 EVRG EVERGY INC Utilities 62,154.0 $4.3M 0.09% NEW $68.93 +20.0%
78 MAA MID-AMER APT CMNTYS INC Real Estate 28,921.0 $4.3M 0.09% NEW $148.01 -14.0%
79 OPCH OPTION CARE HEALTH INC Healthcare 128,062.0 $4.2M 0.09% NEW $32.48 -38.6%
80 YETI YETI HLDGS INC Consumer Cyclical 131,371.0 $4.1M 0.09% NEW $31.52 +29.1%
Page 4 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%