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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 19 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GL GLOBE LIFE INC Financial Services 5,001.0 $696K 0.00% -68K -93.2% $139.17 +11.4%
362 EXPI EXP WORLD HLDGS INC Real Estate 115,574.0 $692K 0.00% -116K -50.0% $5.99 +12.5%
363 AIZ ASSURANT INC Financial Services 3,151.0 $686K 0.00% -26K -89.1% $217.81 +18.5%
364 IVZ INVESCO LTD Financial Services 27,897.0 $678K 0.00% -82K -74.5% $24.29 +11.7%
365 TTD THE TRADE DESK INC Technology 27,665.0 $628K 0.00% -889K -97.0% $22.69 -6.8%
366 NIU NIU TECHNOLOGIES Consumer Cyclical 201,700.0 $583K 0.00% -72K -26.3% $2.89 -16.4%
367 MGRC MCGRATH RENTCORP Industrials 4,982.0 $549K 0.00% -9K -63.9% $110.28 +1.3%
368 WYNN WYNN RESORTS LTD Consumer Cyclical 5,305.0 $539K 0.00% -44K -89.3% $101.55 -6.0%
369 WSFS WSFS FINL CORP Financial Services 8,078.0 $529K 0.00% -42K -83.8% $65.46 +6.8%
370 EFSC ENTERPRISE FINL SVCS CORP Financial Services 9,516.0 $515K 0.00% -30K -76.1% $54.11 +7.8%
371 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,638.0 $458K 0.00% -890K -98.8% $43.06 -5.2%
372 MAGN MAGNERA CORP Industrials 46,599.0 $443K 0.00% -74K -61.4% $9.51 +4.5%
373 GOTU GAOTU TECHEDU INC Consumer Defensive 208,300.0 $408K 0.00% -34K -14.1% $1.96 -4.6%
374 ERIE ERIE INDTY CO Financial Services 1,600.0 $402K 0.00% -32K -95.3% $251.31 -15.2%
375 AVNT AVIENT CORPORATION Basic Materials 10,787.0 $392K 0.00% -55K -83.7% $36.30 -7.6%
376 JOE ST JOE CO Real Estate 5,462.0 $343K 0.00% -43K -88.8% $62.80 +1.2%
377 CUBI CUSTOMERS BANCORP INC Financial Services 4,607.0 $320K 0.00% -47K -91.0% $69.41 +4.3%
378 SKT TANGER INC Real Estate 9,110.0 $310K -189K -95.4% $33.98 +3.8%
379 FFIN FIRST FINL BANKSHARES INC Financial Services 9,967.0 $294K -59K -85.7% $29.45 +5.6%
380 ATEC ALPHATEC HLDGS INC Healthcare 24,161.0 $263K -179K -88.1% $10.88 -25.6%
Page 19 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%