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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 6 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AFL AFLAC INC Financial Services 268,521.0 $29.5M 0.05% -689K -72.0% $109.71 +7.9%
102 OXY OCCIDENTAL PETE CORP Energy 446,190.0 $29.0M 0.05% -612K -57.8% $65.00 -7.6%
103 CANADIAN PACIFIC KANSAS CITY 338,926.0 $26.7M 0.04% -93K -21.5% $78.66
104 ADP AUTOMATIC DATA PROCESSING IN Industrials 130,887.0 $26.6M 0.04% -73K -35.8% $203.18 +10.5%
105 BZ KANZHUN LIMITED Industrials 1,953,200.0 $26.2M 0.04% -1.1M -36.5% $13.39 +5.8%
106 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 272,782.0 $25.2M 0.04% -19K -6.5% $92.31 -0.5%
107 BIRKENSTOCK HOLDING PLC 700,000.0 $25.1M 0.04% -400K -36.4% $35.83
108 CDNS CADENCE DESIGN SYSTEM INC Technology 89,505.0 $24.9M 0.04% -5K -4.9% $277.87 +23.5%
109 CSX CSX CORP Industrials 604,488.0 $24.8M 0.04% -39K -6.1% $41.05 +11.6%
110 SNPS SYNOPSYS INC Technology 62,255.0 $24.7M 0.04% -2K -3.1% $396.48 +24.8%
111 ZS ZSCALER INC Technology 172,167.0 $24.2M 0.04% -7K -3.7% $140.29 +26.6%
112 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 265,424.0 $24.1M 0.04% -15K -5.4% $90.67 +0.7%
113 KIM KIMCO REALTY CORP Real Estate 1,055,429.0 $23.7M 0.04% -104K -8.9% $22.47 +3.9%
114 NRG NRG ENERGY INC Utilities 160,660.0 $23.5M 0.04% -37K -18.6% $146.14 -15.3%
115 TDS TELEPHONE & DATA SYS INC Communication Services 555,400.0 $23.4M 0.04% -295K -34.7% $42.10 -2.2%
116 AEP AMERICAN ELEC PWR CO INC Utilities 175,816.0 $23.0M 0.04% -9K -4.8% $131.08 -2.6%
117 ROST ROSS STORES INC Consumer Cyclical 105,143.0 $22.8M 0.04% -207K -66.3% $216.63 -3.4%
118 BOYD GROUP SERVICES INC 177,576.0 $22.7M 0.04% -22K -11.2% $127.86
119 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 311,195.0 $22.6M 0.04% -209K -40.1% $72.69 +9.2%
120 PGR PROGRESSIVE CORP Financial Services 113,113.0 $22.4M 0.04% -610K -84.4% $198.24 +2.8%
Page 6 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%