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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 18 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 COHU COHU INC Technology 35,391.0 $1.1M 0.00% -93K -72.5% $30.62 +39.5%
342 BUNGE GLOBAL SA 8,504.0 $1.1M 0.00% -35K -80.7% $127.20
343 PTC PTC INC Technology 7,477.0 $1.1M 0.00% -22K -74.3% $142.49 +2.1%
344 GPN GLOBAL PMTS INC Industrials 14,952.0 $1.0M 0.00% -1.4M -98.9% $67.30 +1.9%
345 ROOT INC 22,048.0 $974K 0.00% -22K -50.0% $44.17
346 GFF GRIFFON CORP Industrials 12,958.0 $942K 0.00% -22K -62.9% $72.68 +10.5%
347 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 99,864.0 $941K 0.00% -96K -49.1% $9.42 +49.3%
348 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,920.0 $893K 0.00% -11K -54.4% $100.09 -6.6%
349 KALU KAISER ALUMINIUM CORPORATION Basic Materials 6,971.0 $840K 0.00% -3K -31.5% $120.51 +31.9%
350 DIOD DIODES INC Technology 12,286.0 $839K 0.00% -44K -78.0% $68.26 +36.2%
351 PKST PEAKSTONE REALTY TRUST Real Estate 40,000.0 $836K 0.00% -56K -58.5% $20.89 +0.5%
352 GRAL GRAIL INC Healthcare 15,843.0 $819K 0.00% -23K -58.8% $51.68 +14.0%
353 WMG WARNER MUSIC GROUP CORP Communication Services 30,813.0 $787K 0.00% -304K -90.8% $25.54 +32.9%
354 REGCO REGENCY CTRS CORP Real Estate 10,342.0 $782K 0.00% -44K -80.8% $75.66 -70.7%
355 TPC TUTOR PERINI CORP Industrials 9,785.0 $755K 0.00% -2K -14.5% $77.19 -4.5%
356 CWT CALIFORNIA WTR SVC GROUP Utilities 16,472.0 $747K 0.00% -5K -24.1% $45.34 -5.6%
357 YALA YALLA GROUP LTD Technology 119,400.0 $744K 0.00% -55K -31.4% $6.23 +5.3%
358 SG SWEETGREEN INC Consumer Cyclical 140,400.0 $729K 0.00% -86K -38.0% $5.19 +62.0%
359 DOC HEALTHPEAK PROPERTIES INC Real Estate 43,671.0 $718K 0.00% -745K -94.5% $16.43 +17.7%
360 GDDY GODADDY INC Technology 8,492.0 $702K 0.00% -60K -87.6% $82.67 +10.5%
Page 18 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%