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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 5 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CB CHUBB LTD SWITZ Financial Services 122,845.0 $40.0M 0.06% -38K -23.4% $325.93 +1.3%
82 TMO THERMO FISHER SCIENTIFIC INC Healthcare 81,049.0 $39.8M 0.06% -41K -33.6% $491.53 -10.8%
83 INTU INTUIT Technology 90,005.0 $38.9M 0.06% -19K -17.6% $432.38 -9.1%
84 APP APPLOVIN CORP Technology 97,554.0 $38.8M 0.06% -7K -7.0% $398.00 +23.7%
85 SMH VANECK ETF TRUST 100,000.0 $38.3M 0.06% -350K -77.8% $383.40 +42.5%
86 CAH CARDINAL HEALTH INC Healthcare 178,147.0 $37.6M 0.06% -30K -14.5% $211.31 -5.5%
87 JXN JACKSON FINANCIAL INC Financial Services 355,485.0 $37.6M 0.06% -27K -7.0% $105.72 +3.9%
88 LGN LEGENCE CORP Industrials 655,000.0 $37.0M 0.06% -20K -3.0% $56.46 +49.3%
89 BA BOEING CO Industrials 180,070.0 $35.8M 0.06% -83K -31.5% $199.03 +10.8%
90 ULS UL SOLUTIONS INC Industrials 400,000.0 $34.3M 0.06% -45K -10.2% $85.71 +15.5%
91 TAL TAL ED GROUP Consumer Defensive 2,878,400.0 $32.7M 0.05% -234K -7.5% $11.37 -5.0%
92 MAREX GROUP PLC 729,000.0 $32.5M 0.05% -385K -34.6% $44.58
93 ADBE ADOBE INC Technology 132,693.0 $32.3M 0.05% -79K -37.2% $243.08 +5.2%
94 CRWD CROWDSTRIKE HLDGS INC Technology 81,949.0 $32.0M 0.05% -5K -5.6% $390.41 +52.2%
95 OIH VANECK ETF TRUST 78,000.0 $31.5M 0.05% -531K -87.2% $404.21 +12.3%
96 TRV TRAVELERS COMPANIES INC Financial Services 107,229.0 $31.3M 0.05% -28K -20.6% $291.68 +2.8%
97 WMB WILLIAMS COS INC Energy 429,104.0 $31.2M 0.05% -497K -53.6% $72.78 +6.8%
98 NEOG NEOGEN CORP Healthcare 3,297,346.0 $30.6M 0.05% -193K -5.5% $9.29 -11.8%
99 RJF RAYMOND JAMES FINL INC Financial Services 210,922.0 $30.5M 0.05% -173K -45.0% $144.79 +6.4%
100 FAST FASTENAL CO Industrials 640,278.0 $29.7M 0.05% -24K -3.6% $46.40 -6.8%
Page 5 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%