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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 7 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COIN COINBASE GLOBAL INC Financial Services 128,392.0 $22.4M 0.04% -402K -75.8% $174.61 +7.6%
122 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 76,985.0 $22.4M 0.04% -73K -48.6% $290.49 +1.0%
123 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 301,360.0 $21.8M 0.04% -26K -8.0% $72.46 +20.5%
124 SWKS SKYWORKS SOLUTIONS INC Technology 399,365.0 $21.4M 0.03% -7K -1.7% $53.55 +32.7%
125 ED CONSOLIDATED EDISON INC Utilities 186,480.0 $21.1M 0.03% -422K -69.4% $113.18 -4.8%
126 B BARRICK MNG CORP Basic Materials 511,788.0 $20.9M 0.03% -174K -25.4% $40.84 -2.0%
127 MSI MOTOROLA SOLUTIONS INC Technology 48,104.0 $20.9M 0.03% -2K -4.9% $433.97 -9.4%
128 TEL TE CONNECTIVITY PLC Technology 98,429.0 $20.6M 0.03% -33K -25.2% $209.02 -6.0%
129 DRH DIAMONDROCK HOSPITALITY CO Real Estate 2,171,450.0 $20.3M 0.03% -121K -5.3% $9.37 +11.5%
130 PCAR PACCAR INC Industrials 170,919.0 $19.7M 0.03% -782K -82.1% $115.50 -5.6%
131 DASH DOORDASH INC Communication Services 130,997.0 $19.7M 0.03% -8K -5.9% $150.15 +6.7%
132 SPGI S&P GLOBAL INC Financial Services 46,221.0 $19.7M 0.03% -12K -20.7% $425.34 -2.1%
133 BKR BAKER HUGHES COMPANY Energy 321,247.0 $19.6M 0.03% -1.0M -76.3% $61.05 +8.5%
134 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 336,700.0 $19.1M 0.03% -551K -62.1% $56.63 -9.7%
135 STM STMICROELECTRONICS N V Technology 550,800.0 $19.0M 0.03% -49K -8.2% $34.55 +76.2%
136 EXEL EXELIXIS INC Healthcare 438,000.0 $18.8M 0.03% -8K -1.8% $42.89 +13.6%
137 SIX FLAGS ENTERTAINMENT CORP 1,019,700.0 $18.1M 0.03% -1.4M -57.3% $17.75
138 CMI CUMMINS INC Industrials 33,487.0 $18.0M 0.03% -264K -88.8% $538.02 +23.0%
139 WDAY WORKDAY INC Technology 137,237.0 $17.8M 0.03% -245K -64.1% $129.92 +1.5%
140 IWB ISHARES TR 50,000.0 $17.8M 0.03% -449K -90.0% $356.56 +12.2%
Page 7 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%