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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 20 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 XLI CALL SELECT SECTOR SPDR TR 100,000.0 $15.5M 0.03% NEW $155.12 +10.5%
382 NEM NEWMONT CORP Basic Materials 155,139.0 $15.5M 0.03% NEW $99.85 +16.5%
383 DDOG DATADOG INC Technology 112,529.0 $15.3M 0.03% NEW $135.99 +49.2%
384 SIGI SELECTIVE INS GROUP INC Financial Services 182,308.0 $15.3M 0.03% NEW $83.67 +2.7%
385 EXC EXELON CORP Utilities 349,329.0 $15.2M 0.03% NEW $43.59 +1.9%
386 CONFLUENT INC 500,000.0 $15.1M 0.03% NEW $30.24
387 XEL XCEL ENERGY INC Utilities 204,537.0 $15.1M 0.03% NEW $73.86 +8.4%
388 KVYO KLAVIYO INC Technology 461,931.0 $15.0M 0.03% NEW $32.47 -55.8%
389 AIR LEASE CORP 232,000.0 $14.9M 0.03% NEW $64.23
390 AON AON PLC Financial Services 41,496.0 $14.6M 0.02% NEW $352.88 -10.1%
391 MMM 3M CO Industrials 91,000.0 $14.6M 0.02% NEW $160.10 -9.4%
392 EFA ISHARES TR 151,000.0 $14.5M 0.02% NEW $96.03 +5.9%
393 FANG DIAMONDBACK ENERGY INC Energy 95,108.0 $14.3M 0.02% NEW $150.33 +33.2%
394 CHD CHURCH & DWIGHT CO INC Consumer Defensive 169,492.0 $14.2M 0.02% NEW $83.85 +12.2%
395 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 210,123.0 $14.2M 0.02% NEW $67.39 +12.9%
396 JHG JANUS HENDERSON GROUP PLC Financial Services 295,000.0 $14.0M 0.02% NEW $47.57 +8.7%
397 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 43,300.0 $14.0M 0.02% NEW $323.40 -8.4%
398 QXO QXO INC Industrials 725,000.0 $14.0M 0.02% NEW $19.29 -9.6%
399 APLD APPLIED DIGITAL CORP Technology 570,087.0 $14.0M 0.02% NEW $24.52 +73.6%
400 ADVANCED ENERGY INDS 8,500,000.0 $14.0M 0.02% NEW $1.64
Page 20 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%