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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 2 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLE SELECT SECTOR SPDR TR 2,701,000.0 $165.5M 0.27% -1.5M -35.1% $61.26 -1.2%
22 XOM EXXON MOBIL CORP Energy 955,700.0 $162.1M 0.26% -118K -11.0% $169.66 -6.9%
23 AMAT APPLIED MATLS INC Technology 456,984.0 $156.2M 0.25% -492K -51.9% $341.79 +21.0%
24 GS GOLDMAN SACHS GROUP INC Financial Services 182,438.0 $154.3M 0.25% -165K -47.5% $845.99 +12.1%
25 WFC WELLS FARGO & CO Financial Services 1,935,384.0 $154.1M 0.25% -588K -23.3% $79.61 -7.8%
26 MPWR MONOLITHIC PWR SYS INC Technology 135,938.0 $148.6M 0.24% -67K -33.0% $1093.35 +41.8%
27 TGT TARGET CORP Consumer Defensive 1,180,442.0 $143.1M 0.23% -733K -38.3% $121.20 +0.3%
28 MAR MARRIOTT INTL INC NEW Consumer Cyclical 392,311.0 $128.3M 0.21% -168K -29.9% $327.07 +8.0%
29 PFE PFIZER INC Healthcare 4,526,927.0 $127.1M 0.20% -2.7M -37.1% $28.08 -9.8%
30 PEP PEPSICO INC Consumer Defensive 750,658.0 $116.6M 0.19% -436K -36.8% $155.29 -4.0%
31 ODFL OLD DOMINION FREIGHT LINE IN Industrials 556,226.0 $108.7M 0.17% -380K -40.6% $195.40 +4.0%
32 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 4,000,000.0 $105.7M 0.17% -938K -19.0% $26.43 +5.2%
33 ITW ILLINOIS TOOL WKS INC Industrials 401,473.0 $104.5M 0.17% -108K -21.2% $260.29 -4.8%
34 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 653,416.0 $102.8M 0.17% -293K -31.0% $157.28 -1.9%
35 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 261,845.0 $102.6M 0.17% -31K -10.6% $391.76 +103.1%
36 MRK MERCK & CO INC Healthcare 838,615.0 $100.9M 0.16% -96K -10.2% $120.29 -7.4%
37 ON ON SEMICONDUCTOR CORP Technology 1,614,757.0 $100.0M 0.16% -895K -35.7% $61.92 +82.7%
38 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 150,000.0 $97.6M 0.16% -240K -61.5% $650.34 +13.6%
39 ITB ISHARES TR 1,030,000.0 $93.3M 0.15% -674K -39.6% $90.55 -3.3%
40 EQIX EQUINIX INC Real Estate 89,235.0 $87.5M 0.14% -196K -68.8% $980.24 +8.1%
Page 2 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%