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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 33 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CTRA COTERRA ENERGY INC Energy 205,976.0 $5.4M 0.01% NEW $26.32 +23.7%
642 PAGP PLAINS GP HLDGS L P Energy 282,975.0 $5.4M 0.01% NEW $19.14 +28.3%
643 BPOP POPULAR INC Financial Services 43,200.0 $5.4M 0.01% NEW $124.52 +17.6%
644 PKG PACKAGING CORP AMER Consumer Cyclical 26,073.0 $5.4M 0.01% NEW $206.23 +2.8%
645 FLY FIREFLY AEROSPACE INC Industrials 240,000.0 $5.4M 0.01% NEW $22.37 +80.7%
646 DAR DARLING INGREDIENTS INC Consumer Defensive 148,787.0 $5.4M 0.01% NEW $36.00 +73.2%
647 CNI CANADIAN NATL RY CO Industrials 53,767.0 $5.3M 0.01% NEW $98.85 +13.1%
648 THG HANOVER INS GROUP INC Financial Services 29,000.0 $5.3M 0.01% NEW $182.77 +6.5%
649 OFG OFG BANCORP Financial Services 129,090.0 $5.3M 0.01% NEW $40.98 +7.3%
650 MCY MERCURY GENL CORP NEW Financial Services 55,400.0 $5.2M 0.01% NEW $94.06 +4.3%
651 IOSP INNOSPEC INC Basic Materials 68,049.0 $5.2M 0.01% NEW $76.54 +2.1%
652 ESNT ESSENT GROUP LTD Financial Services 79,844.0 $5.2M 0.01% NEW $65.01 -7.1%
653 ACM AECOM Industrials 54,273.0 $5.2M 0.01% NEW $95.33 -25.0%
654 ITGR INTEGER HLDGS CORP Healthcare 65,965.0 $5.2M 0.01% NEW $78.43 +12.4%
655 AWI ARMSTRONG WORLD INDS INC NEW Industrials 27,061.0 $5.2M 0.01% NEW $191.10 -17.4%
656 MORN MORNINGSTAR INC Financial Services 23,600.0 $5.1M 0.01% NEW $217.31 -21.8%
657 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 500,000.0 $5.1M 0.01% NEW $10.25 +0.0%
658 REAX THE REAL BROKERAGE INC Real Estate 1,400,000.0 $5.1M 0.01% NEW $3.65 -53.2%
659 CAEP CANTOR EQUITY PARTNERS III I Financial Services 500,000.0 $5.1M 0.01% NEW $10.20 +47.1%
660 OTTR OTTER TAIL CORP Utilities 62,918.0 $5.1M 0.01% NEW $80.81 +8.6%
Page 33 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%