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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 17 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PRK PARK NATL CORP Financial Services 8,973.0 $1.5M 0.00% -12K -57.4% $163.45 +0.2%
322 PATK PATRICK INDS INC Consumer Cyclical 12,778.0 $1.4M 0.00% -12K -49.1% $111.07 -18.7%
323 DRI DARDEN RESTAURANTS INC Consumer Cyclical 7,235.0 $1.4M 0.00% -34K -82.5% $196.04 -1.2%
324 EXPO EXPONENT INC Industrials 21,215.0 $1.4M 0.00% -31K -59.3% $65.25 -12.1%
325 WSM WILLIAMS SONOMA INC Consumer Cyclical 7,501.0 $1.4M 0.00% -107K -93.5% $182.33 -7.2%
326 INMD INMODE LTD Healthcare 99,900.0 $1.4M 0.00% -32K -24.0% $13.68 +3.1%
327 ASIX ADVANSIX INC Basic Materials 55,872.0 $1.4M 0.00% -54K -49.1% $24.40 -12.7%
328 MNKD MANNKIND CORP Healthcare 547,086.0 $1.3M 0.00% -160K -22.6% $2.45 +22.0%
329 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 16,179.0 $1.3M 0.00% -91K -84.9% $80.56 -8.0%
330 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 32,213.0 $1.3M 0.00% -7K -17.0% $39.39 -8.4%
331 VIKING HOLDINGS LTD 17,000.0 $1.2M 0.00% -3K -14.9% $73.48
332 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3,697.0 $1.2M 0.00% -6K -61.1% $330.63 -4.1%
333 FCPT FOUR CORNERS PPTY TR INC Real Estate 50,811.0 $1.2M 0.00% -20K -28.3% $23.65 +5.2%
334 PKG PACKAGING CORP AMER Consumer Cyclical 5,616.0 $1.2M 0.00% -20K -78.5% $212.22 -0.7%
335 JBS N.V. 66,311.0 $1.2M 0.00% -69K -51.0% $17.96
336 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 36,132.0 $1.2M 0.00% -9K -19.7% $32.42 +6.8%
337 ACM AECOM Industrials 13,700.0 $1.2M 0.00% -41K -74.8% $84.82 -16.1%
338 ACADIAN ASSET MANAGEMENT INC 21,300.0 $1.2M 0.00% -36K -63.1% $54.42
339 MORN MORNINGSTAR INC Financial Services 6,600.0 $1.1M 0.00% -17K -72.0% $169.05 +4.7%
340 BCPC BALCHEM CORP Basic Materials 6,467.0 $1.1M 0.00% -2K -27.9% $169.48 -6.1%
Page 17 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%