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Portfolio (Quarterly) Guide ↗

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

· CIK 0001535845
13F Portfolio $59.8B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1367 New
Page 16 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KMI KINDER MORGAN INC DEL Energy 848,395.0 $23.3M 0.04% NEW $27.49 +21.5%
302 INDA ISHARES TR 429,842.0 $23.2M 0.04% NEW $54.05 -11.2%
303 FRONTIER COMMUNICATIONS PARE 609,964.0 $23.2M 0.04% NEW $38.07
304 COINBASE GLOBAL INC 22,500,000.0 $23.1M 0.04% NEW $1.03
305 CAR AVIS BUDGET GROUP Industrials 178,700.0 $22.9M 0.04% NEW $128.32 +17.0%
306 EAT BRINKER INTL INC Consumer Cyclical 158,500.0 $22.7M 0.04% NEW $143.52 -4.7%
307 TTAN SERVICETITAN INC Technology 213,376.0 $22.7M 0.04% NEW $106.50 -46.3%
308 CINF CINCINNATI FINL CORP Financial Services 137,589.0 $22.5M 0.04% NEW $163.32 +1.9%
309 KLARNA GROUP PLC 775,000.0 $22.4M 0.04% NEW $28.91
310 AHR AMERICAN HEALTHCARE REIT INC Real Estate 472,776.0 $22.2M 0.04% NEW $47.06 +4.9%
311 CELC CELCUITY INC Healthcare 221,595.0 $22.1M 0.04% NEW $99.74 +38.0%
312 NVO NOVO-NORDISK A S Healthcare 431,484.0 $22.0M 0.04% NEW $50.88 -10.0%
313 ADSK AUTODESK INC Technology 73,343.0 $21.7M 0.04% NEW $296.01 -20.1%
314 KVUE KENVUE INC Consumer Defensive 1,254,735.0 $21.6M 0.04% NEW $17.25 -0.3%
315 MOH MOLINA HEALTHCARE INC Healthcare 123,931.0 $21.5M 0.04% NEW $173.54 +7.6%
316 AEP AMERICAN ELEC PWR CO INC Utilities 184,721.0 $21.3M 0.04% NEW $115.31 +8.5%
317 NTAP NETAPP INC Technology 198,891.0 $21.3M 0.04% NEW $107.09 +12.0%
318 IRHYTHM TECHNOLOGIES INC 15,000,000.0 $21.0M 0.04% NEW $1.40
319 INCY INCYTE CORP Healthcare 212,519.0 $21.0M 0.04% NEW $98.77 -1.2%
320 INHIBRX BIOSCIENCES INC 264,000.0 $20.9M 0.04% NEW $79.00
Page 16 of 69  ·  1,367 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 33.1%
Technology 27.3%
Communication Services 8.6%
Energy 6.9%
Healthcare 6.4%
Consumer Cyclical 5.4%
Industrials 5.1%
Consumer Defensive 2.9%
Real Estate 2.2%
Basic Materials 1.2%