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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 18 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 D DOMINION ENERGY INC Utilities 53,634.0 $3.3M 0.01% +20K +58.8% $61.82 -0.1%
342 COHR COHERENT CORP Technology 13,820.0 $3.3M 0.01% +13K +1049.8% $238.21 +52.3%
343 ENTERGY CORP NEW 28,421.0 $3.2M 0.01% +11K +61.0% $112.36
344 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 254,373.0 $3.2M 0.01% +123K +93.3% $12.43 -4.1%
345 LITE LUMENTUM HLDGS INC Technology 4,483.0 $3.2M 0.01% +4K +10000.0% $702.76 +38.1%
346 CBRE CBRE GROUP INC Real Estate 22,634.0 $3.1M 0.01% +11K +95.3% $135.46 -3.7%
347 ENVA ENOVA INTL INC Financial Services 22,570.0 $3.1M 0.01% +13K +129.2% $135.83 +20.8%
348 KEYS KEYSIGHT TECHNOLOGIES INC Technology 10,776.0 $3.0M 0.01% +4K +58.6% $282.37 +23.6%
349 AVB AVALONBAY CMNTYS INC Real Estate 18,300.0 $3.0M 0.01% +3K +22.1% $163.35 +10.7%
350 OMC OMNICOM GROUP INC Communication Services 37,845.0 $2.9M 0.01% +25K +200.1% $75.31 -5.9%
351 BDX BECTON DICKINSON & CO Healthcare 17,884.0 $2.8M 0.01% +7K +57.9% $157.23 -9.5%
352 CVNA CARVANA CO Consumer Cyclical 8,881.0 $2.8M 0.00% +3K +58.9% $314.38 -78.6%
353 CARR CARRIER GLOBAL CORPORATION Industrials 49,352.0 $2.8M 0.00% +18K +57.7% $56.31 +14.6%
354 RSG REPUBLIC SVCS INC Industrials 12,638.0 $2.8M 0.00% +5K +58.9% $219.02 -4.9%
355 POOL POOL CORP Industrials 13,463.0 $2.7M 0.00% +12K +939.6% $202.33 -13.3%
356 WAB WABTEC Industrials 10,713.0 $2.7M 0.00% +4K +58.5% $249.91 +5.6%
357 TSN TYSON FOODS INC Consumer Defensive 40,623.0 $2.6M 0.00% +29K +263.1% $64.07 +2.7%
358 JBLU JETBLUE AIRWAYS CORP Industrials 584,923.0 $2.6M 0.00% +79K +15.6% $4.42 +3.6%
359 EBAY EBAY INC. Consumer Cyclical 28,401.0 $2.6M 0.00% +11K +59.0% $91.02 +27.6%
360 ALLE ALLEGION PLC Industrials 17,785.0 $2.6M 0.00% +14K +422.9% $145.29 -13.5%
Page 18 of 24  ·  475 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%