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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 21 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TSCO TRACTOR SUPPLY CO Consumer Cyclical 33,201.0 $1.5M 0.00% +12K +59.0% $45.30 -32.5%
402 TNET TRINET GROUP INC Industrials 41,010.0 $1.5M 0.00% +30K +283.3% $36.43 +11.2%
403 RF REGIONS FINANCIAL CORP NEW Financial Services 54,537.0 $1.4M 0.00% +20K +57.3% $26.12 +2.1%
404 PHM PULTE GROUP INC Consumer Cyclical 12,072.0 $1.4M 0.00% +4K +56.7% $117.61 -6.4%
405 NI NISOURCE INC Utilities 30,067.0 $1.4M 0.00% +11K +59.4% $46.66 -0.8%
406 LH LABCORP HOLDINGS INC Healthcare 5,209.0 $1.4M 0.00% +2K +59.0% $266.81 -6.2%
407 STE STERIS PLC Healthcare 6,161.0 $1.4M 0.00% +2K +58.8% $221.13 -4.1%
408 STZ CONSTELLATION BRANDS INC Consumer Defensive 8,824.0 $1.3M 0.00% +3K +58.4% $150.00 -5.1%
409 SMURFIT WESTROCK PLC 32,824.0 $1.3M 0.00% +12K +59.0% $39.85
410 CORPAY INC 4,395.0 $1.3M 0.00% +2K +59.0% $290.99
411 CF CF INDUSTRIES HOLD Basic Materials 9,801.0 $1.3M 0.00% +4K +59.0% $129.84 -3.6%
412 DLTR DOLLAR TREE INC Consumer Defensive 11,619.0 $1.3M 0.00% +4K +55.0% $109.51 -18.2%
413 LEIDOS HOLDINGS INC 8,033.0 $1.2M 0.00% +479.0 +6.3% $155.52
414 ASTE ASTEC INDS INC Industrials 23,131.0 $1.2M 0.00% +6K +32.7% $53.84 -11.8%
415 WRB BERKLEY W R CORP Financial Services 18,721.0 $1.2M 0.00% +7K +57.7% $66.28 +0.3%
416 CHRW C H ROBINSON WORLDWIDE IN Industrials 7,453.0 $1.2M 0.00% +3K +59.6% $166.07 +2.2%
417 EXPD EXPEDITORS INTL WASH INC Industrials 8,420.0 $1.2M 0.00% +3K +58.9% $143.23 +8.5%
418 IP INTERNATIONAL PAPER CO Consumer Cyclical 33,177.0 $1.2M 0.00% +12K +58.9% $35.70 -15.2%
419 DD DUPONT DE NEMOURS INC Basic Materials 25,710.0 $1.2M 0.00% +9K +55.2% $45.80 +7.7%
420 LEN LENNAR CORP Consumer Cyclical 13,557.0 $1.2M 0.00% +5K +59.0% $86.84 -5.2%
Page 21 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%