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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 47 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 VITL VITAL FARMS INC Consumer Defensive 60,000.0 $1.9M 0.00% NEW $31.94 -74.1%
922 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 41,202.0 $1.9M 0.00% NEW $46.30 -27.3%
923 IX ORIX CORP Financial Services 65,200.0 $1.9M 0.00% NEW $29.22 +26.3%
924 ASIX ADVANSIX INC Basic Materials 109,711.0 $1.9M 0.00% NEW $17.30 +23.1%
925 ULCC FRONTIER GROUP HLDGS INC Industrials 401,656.0 $1.9M 0.00% NEW $4.71 -1.7%
926 HUBG HUB GROUP INC Industrials 44,310.0 $1.9M 0.00% NEW $42.61 -10.4%
927 LW LAMB WESTON HLDGS INC Consumer Defensive 44,847.0 $1.9M 0.00% NEW $41.89 +4.2%
928 CBRE CBRE GROUP INC Real Estate 11,588.0 $1.9M 0.00% NEW $160.79 -20.3%
929 FNV FRANCO NEV CORP Basic Materials 8,954.0 $1.9M 0.00% NEW $207.28 +8.7%
930 IMAX IMAX CORP Communication Services 49,944.0 $1.8M 0.00% NEW $36.96 -9.1%
931 MAGN MAGNERA CORP Industrials 120,715.0 $1.8M 0.00% NEW $15.14 -32.0%
932 INFLECTION POINT ACQUISITION 2,475,000.0 $1.8M 0.00% NEW $0.73
933 MWA MUELLER WTR PRODS INC Industrials 75,315.0 $1.8M 0.00% NEW $23.82 +8.0%
934 TLYS TILLYS INC Consumer Cyclical 900,000.0 $1.8M 0.00% NEW $1.99 +118.1%
935 LBRDK LIBERTY BROADBAND CORP Communication Services 36,849.0 $1.8M 0.00% NEW $48.60 -32.1%
936 CTVA CORTEVA INC Basic Materials 26,712.0 $1.8M 0.00% NEW $67.03 +21.0%
937 DNOW DNOW INC Energy 134,484.0 $1.8M 0.00% NEW $13.25 -1.7%
938 DAL DELTA AIR LINES INC DEL Industrials 25,641.0 $1.8M 0.00% NEW $69.40 +1.2%
939 KN KNOWLES CORP Technology 82,217.0 $1.8M 0.00% NEW $21.43 +61.2%
940 PLXS PLEXUS CORP Technology 11,952.0 $1.8M 0.00% NEW $147.00 +76.1%
Page 47 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%