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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 6 of 24  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GM GENERAL MTRS CO Consumer Cyclical 833,778.0 $62.1M 0.10% +797K +2161.0% $74.50 -0.9%
102 MSGE SPHERE ENTERTAINMENT CO Communication Services 523,934.0 $61.5M 0.10% +104K +24.8% $117.40 -41.7%
103 ISRG INTUITIVE SURGICAL INC Healthcare 127,944.0 $59.0M 0.10% +5K +4.4% $460.99 -8.0%
104 HUM HUMANA INC Healthcare 336,572.0 $58.4M 0.09% +327K +3350.6% $173.39 +71.8%
105 JHG JANUS HENDERSON GROUP PLC Financial Services 1,106,000.0 $56.8M 0.09% +811K +274.9% $51.37 +0.8%
106 IT GARTNER INC Technology 352,627.0 $55.8M 0.09% +150K +74.3% $158.34 -7.5%
107 FORTINET INC 667,557.0 $54.6M 0.09% +95K +16.6% $81.72
108 SANDISK CORP 84,124.0 $53.4M 0.09% +36K +76.2% $635.34
109 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 591,931.0 $53.3M 0.09% +362K +157.5% $90.11 +11.6%
110 FOLD AMICUS THERAPEUTIC Healthcare 3,643,352.0 $52.7M 0.09% +2.8M +355.4% $14.46 +0.2%
111 PANW PALO ALTO NETWORKS INC Technology 326,158.0 $52.3M 0.08% +86K +35.6% $160.32 +48.9%
112 AON AON PLC Financial Services 159,373.0 $51.4M 0.08% +118K +284.1% $322.78 -1.0%
113 DK DELEK US HLDGS INC NEW Energy 1,136,720.0 $51.2M 0.08% +182K +19.0% $45.07 -1.8%
114 URI UNITED RENTALS INC Industrials 69,958.0 $51.0M 0.08% +67K +2681.6% $728.56 +31.8%
115 CSTM CONSTELLIUM SE Basic Materials 2,056,336.0 $50.5M 0.08% +1.8M +894.5% $24.58 +32.7%
116 VTWO VANGUARD SCOTTSDALE FDS 502,000.0 $50.3M 0.08% +200K +66.2% $100.17 +12.0%
117 BSX BOSTON SCIENTIFIC CORP Healthcare 789,092.0 $49.5M 0.08% +210K +36.4% $62.75 -14.3%
118 EQR EQUITY RESIDENTIAL Real Estate 832,789.0 $49.3M 0.08% +583K +233.7% $59.15 +8.9%
119 CMS CMS ENERGY CORP Utilities 624,253.0 $48.4M 0.08% +520K +497.2% $77.58 -6.4%
120 VRTX VERTEX PHARMACEUTICALS INC Healthcare 108,251.0 $48.3M 0.08% +21K +23.4% $446.54 -2.5%
Page 6 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%