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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 32 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 VIA VIA TRANSN INC Technology 200,000.0 $5.8M 0.01% NEW $29.01 -49.2%
622 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 19,024.0 $5.8M 0.01% NEW $303.89 +33.1%
623 SF STIFEL FINL CORP Financial Services 46,000.0 $5.8M 0.01% NEW $125.22 -40.6%
624 PECO PHILLIPS EDISON & CO INC Real Estate 161,670.0 $5.8M 0.01% NEW $35.57 +10.5%
625 EXLS EXLSERVICE HOLDINGS INC Technology 135,376.0 $5.7M 0.01% NEW $42.44 -35.2%
626 ALHC ALIGNMENT HEALTHCARE INC Healthcare 290,615.0 $5.7M 0.01% NEW $19.75 -17.6%
627 LXP INDUSTRIAL TRUST 114,562.0 $5.7M 0.01% NEW $49.58
628 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 500,000.0 $5.6M 0.01% NEW $11.26 +5.8%
629 WM WASTE MGMT INC DEL Industrials 25,552.0 $5.6M 0.01% NEW $219.71 +0.1%
630 CRANE HBR ACQUISITION CORP 519,667.0 $5.6M 0.01% NEW $10.77
631 SMITHFIELD FOODS INC 250,000.0 $5.6M 0.01% NEW $22.33
632 MKTX MARKETAXESS HLDGS INC Financial Services 30,694.0 $5.6M 0.01% NEW $181.25 -23.6%
633 IYZ ISHARES TR 163,500.0 $5.5M 0.01% NEW $33.90 +26.7%
634 MHO M/I HOMES INC Consumer Cyclical 43,301.0 $5.5M 0.01% NEW $127.95 -5.2%
635 STRIVE INC 7,444,110.0 $5.5M 0.01% NEW $0.74
636 LAUNCHPAD CADENZA ACQUISITIO 550,100.0 $5.5M 0.01% NEW $9.98
637 APARTMENT INVT & MGMT CO 920,300.0 $5.5M 0.01% NEW $5.94
638 FLO PUT FLOWERS FOODS INC Consumer Defensive 500,000.0 $5.4M 0.01% NEW $10.88 -34.0%
639 UNP UNION PAC CORP Industrials 23,448.0 $5.4M 0.01% NEW $231.32 +17.0%
640 MNDY MONDAY COM LTD Technology 36,742.0 $5.4M 0.01% NEW $147.56 -51.2%
Page 32 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%