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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 23 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AVY AVERY DENNISON CORP Industrials 4,856.0 $839K 0.00% +2K +59.0% $172.68 -8.7%
442 RL RALPH LAUREN CORP Consumer Cyclical 2,429.0 $836K 0.00% +897.0 +58.5% $343.99 -4.8%
443 PLUS EPLUS INC Technology 10,871.0 $818K 0.00% +9K +592.0% $75.25 +9.8%
444 IAUX I-80 GOLD CORP Basic Materials 521,102.0 $790K 0.00% +223K +75.0% $1.52 -3.4%
445 CLX CLOROX CO DEL Consumer Defensive 7,598.0 $787K 0.00% +3K +57.6% $103.63 -11.3%
446 MAS MASCO CORP Industrials 12,793.0 $772K 0.00% +5K +55.8% $60.37 +8.7%
447 FOXA FOX CORP Communication Services 12,610.0 $736K 0.00% +4K +53.1% $58.40 +12.0%
448 GNRC GENERAC HLDGS INC Industrials 3,693.0 $721K 0.00% +1K +59.2% $195.33 +35.7%
449 ALGN ALIGN TECHNOLOGY INC Healthcare 4,191.0 $718K 0.00% +2K +58.9% $171.43 -7.0%
450 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,956.0 $702K 0.00% +728.0 +59.3% $358.79 -15.2%
451 SWK STANLEY BLACK & DECKER INC Industrials 9,730.0 $691K 0.00% +4K +58.9% $71.06 +5.8%
452 TBBK BANCORP INC DEL Financial Services 12,524.0 $673K 0.00% +5K +71.0% $53.73 +2.4%
453 GEN GEN DIGITAL INC Technology 34,629.0 $652K 0.00% +12K +56.1% $18.83 +27.5%
454 SJM SMUCKER J M CO Consumer Defensive 6,703.0 $646K 0.00% +2K +59.0% $96.44 +6.5%
455 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,090.0 $646K 0.00% +1K +54.4% $209.08 +24.2%
456 RVTY REVVITY INC Healthcare 7,122.0 $624K 0.00% +3K +58.9% $87.61 +9.2%
457 UHS UNIVERSAL HLTH SVCS INC Healthcare 3,477.0 $622K 0.00% +1K +59.3% $178.97 -4.7%
458 SOLV SOLVENTUM CORP Healthcare 9,265.0 $605K 0.00% +3K +59.0% $65.30 +15.9%
459 NWSA NEWS CORP NEW Communication Services 23,263.0 $580K 0.00% +8K +57.1% $24.93 +4.6%
460 BAX BAXTER INTL INC Healthcare 32,327.0 $543K 0.00% +12K +59.1% $16.80 +6.0%
Page 23 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%