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Portfolio (Quarterly) Guide ↗

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

· CIK 0001535845
13F Portfolio $62.2B AUM 1,469 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 361 New 475 Added 403 Reduced 259 Exited
Page 16 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 REAL THE REALREAL INC Consumer Cyclical 206,804.0 $1.9M 0.00% -23K -10.0% $9.08 -1.2%
302 HAS HASBRO INC Consumer Cyclical 19,985.0 $1.9M 0.00% -107K -84.3% $93.60 +3.8%
303 PNR PENTAIR PLC Industrials 21,082.0 $1.8M 0.00% -8K -28.5% $87.11 -17.4%
304 MTG MGIC INVT CORP WIS Financial Services 69,600.0 $1.8M 0.00% -184K -72.6% $26.25 -0.7%
305 INGERSOLL RAND INC 22,364.0 $1.8M 0.00% -426K -95.0% $80.12
306 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 254,500.0 $1.7M 0.00% -646K -71.7% $6.87 +40.6%
307 TTAN SERVICETITAN INC Technology 27,000.0 $1.7M 0.00% -186K -87.3% $63.46 -1.6%
308 BIIB BIOGEN INC Healthcare 9,220.0 $1.7M 0.00% -34K -78.4% $183.33 +3.9%
309 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 45,015.0 $1.7M 0.00% -45K -50.0% $36.75 +8.1%
310 GATX GATX CORP Industrials 9,532.0 $1.6M 0.00% -2K -20.4% $170.74 -0.5%
311 AGO ASSURED GUARANTY LTD Financial Services 19,821.0 $1.6M 0.00% -54K -73.2% $81.48 -4.6%
312 LAUNCH ONE ACQUISITION CORP 150,100.0 $1.6M 0.00% -250K -62.5% $10.73
313 FICO FAIR ISAAC CORP Technology 1,492.0 $1.6M 0.00% -1K -45.5% $1067.54 +11.1%
314 INVA INNOVIVA INC Healthcare 68,000.0 $1.6M 0.00% -263K -79.4% $23.30 -6.7%
315 STLD STEEL DYNAMICS INC Basic Materials 8,624.0 $1.6M 0.00% -145K -94.4% $180.00 +24.1%
316 RGA REINSURANCE GROUP AMER INC Financial Services 7,600.0 $1.6M 0.00% -10K -55.6% $204.16 +3.0%
317 PECO PHILLIPS EDISON & CO INC Real Estate 41,363.0 $1.5M 0.00% -120K -74.4% $37.42 +5.8%
318 CINF CINCINNATI FINL CORP Financial Services 9,803.0 $1.5M 0.00% -128K -92.9% $157.35 +6.7%
319 CRVL CORVEL CORP Financial Services 27,458.0 $1.5M 0.00% -18K -39.6% $54.65 +7.6%
320 BANF BANCFIRST CORP Financial Services 13,643.0 $1.5M 0.00% -14K -50.0% $108.50 -0.2%
Page 16 of 21  ·  403 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 27.2%
Technology 24.8%
Communication Services 9.2%
Energy 8.7%
Healthcare 7.9%
Consumer Cyclical 6.3%
Industrials 4.1%
Consumer Defensive 4.1%
Real Estate 3.0%
Basic Materials 2.6%