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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 24 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 28,606.0 $535K 0.00% +11K +59.0% $18.70 -16.7%
462 CRL CHARLES RIV LABS INTL INC Healthcare 3,097.0 $534K 0.00% +1K +59.2% $172.50 -13.1%
463 TECH BIO-TECHNE CORP Healthcare 9,831.0 $514K 0.00% +4K +59.6% $52.26 -17.2%
464 MOS MOSAIC CO Basic Materials 19,942.0 $509K 0.00% +7K +58.9% $25.50 -17.2%
465 FDS FACTSET RESH SYS INC Financial Services 2,329.0 $505K 0.00% +849.0 +57.4% $216.99 +0.5%
466 BXP BXP INC Real Estate 9,264.0 $481K 0.00% +3K +59.0% $51.90 +13.9%
467 CAG CONAGRA BRANDS INC Consumer Defensive 30,058.0 $473K 0.00% +11K +59.0% $15.72 -14.0%
468 EPAM EPAM SYS INC Technology 3,477.0 $471K 0.00% +1K +59.3% $135.40 -31.9%
469 HSIC SCHEIN HENRY INC Healthcare 6,285.0 $463K 0.00% +2K +58.9% $73.70 -1.1%
470 BEN FRANKLIN RESOURCES INC Financial Services 19,304.0 $456K 0.00% +7K +58.9% $23.62 +34.9%
471 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 12,057.0 $446K 0.00% +4K +48.7% $37.01 -0.5%
472 HRL HORMEL FOODS CORP Consumer Defensive 18,318.0 $415K 0.00% +7K +59.0% $22.65 -12.1%
473 BROWN FORMAN CORP 10,734.0 $284K +4K +54.2% $26.44
474 CPB THE CAMPBELLS COMPANY Consumer Defensive 12,369.0 $275K +5K +59.2% $22.27 -9.4%
475 PSKY PARAMOUNT SKYDANCE CORP Communication Services 19,525.0 $176K +7K +58.9% $9.02 +8.4%
Page 24 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%