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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 57 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 NIU NIU TECHNOLOGIES Consumer Cyclical 273,800.0 $830K 0.00% NEW $3.03 -23.3%
1122 IDT IDT CORP Communication Services 16,100.0 $824K 0.00% NEW $51.21 +3.9%
1123 IP INTERNATIONAL PAPER CO Consumer Cyclical 20,874.0 $822K 0.00% NEW $39.39 -22.1%
1124 LH LABCORP HOLDINGS INC Healthcare 3,277.0 $822K 0.00% NEW $250.88 +1.8%
1125 NVR NVR INC Consumer Cyclical 112.0 $817K 0.00% NEW $7292.77 -22.3%
1126 VRSN VERISIGN INC Technology 3,298.0 $801K 0.00% NEW $242.95 +26.0%
1127 SMURFIT WESTROCK PLC 20,643.0 $798K 0.00% NEW $38.67
1128 PODD INSULET CORP Healthcare 2,780.0 $790K 0.00% NEW $284.24 -48.4%
1129 EXPD EXPEDITORS INTL WASH INC Industrials 5,298.0 $789K 0.00% NEW $149.01 +4.7%
1130 NI NISOURCE INC Utilities 18,864.0 $788K 0.00% NEW $41.76 +11.0%
1131 LVS LAS VEGAS SANDS CORP Consumer Cyclical 12,027.0 $783K 0.00% NEW $65.09 -22.1%
1132 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,844.0 $782K 0.00% NEW $275.14 +10.1%
1133 TYL TYLER TECHNOLOGIES INC Technology 1,700.0 $772K 0.00% NEW $453.95 -28.8%
1134 STZ CONSTELLATION BRANDS INC Consumer Defensive 5,572.0 $769K 0.00% NEW $137.96 +5.5%
1135 TPC TUTOR PERINI CORP Industrials 11,445.0 $767K 0.00% NEW $67.02 +13.9%
1136 CNC CENTENE CORP DEL Healthcare 18,459.0 $760K 0.00% NEW $41.15 +41.3%
1137 KEY KEYCORP Financial Services 36,724.0 $758K 0.00% NEW $20.64 +2.2%
1138 GOGO GOGO INC Communication Services 162,583.0 $758K 0.00% NEW $4.66 -13.3%
1139 ASTE ASTEC INDS INC Industrials 17,431.0 $755K 0.00% NEW $43.32 +10.4%
1140 CHRW C H ROBINSON WORLDWIDE INC Industrials 4,670.0 $751K 0.00% NEW $160.76 +4.9%
Page 57 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%