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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 10 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 1,835,100.0 $55.9M 0.09% NEW $30.48 +20.6%
182 IT GARTNER INC Technology 352,627.0 $55.8M 0.09% +150K +74.3% $158.34 -7.6%
183 FORTINET INC 667,557.0 $54.6M 0.09% +95K +16.6% $81.72
184 PBA PEMBINA PIPELINE CORP Energy 1,219,100.0 $54.6M 0.09% NEW $44.75 +9.5%
185 SANDISK CORP 84,124.0 $53.4M 0.09% +36K +76.2% $635.34
186 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 591,931.0 $53.3M 0.09% +362K +157.5% $90.11 +11.6%
187 FOLD AMICUS THERAPEUTIC Healthcare 3,643,352.0 $52.7M 0.09% +2.8M +355.4% $14.46 +0.2%
188 PANW PALO ALTO NETWORKS INC Technology 326,158.0 $52.3M 0.08% +86K +35.6% $160.32 +51.5%
189 NVMI NOVA LTD Technology 120,326.0 $52.3M 0.08% -51K -29.6% $434.28 +17.2%
190 GIS GENERAL MILLS INC Consumer Defensive 1,389,526.0 $51.7M 0.08% -676K -32.7% $37.22 -11.4%
191 AON AON PLC Financial Services 159,373.0 $51.4M 0.08% +118K +284.1% $322.78 +1.2%
192 DK DELEK US HLDGS INC NEW Energy 1,136,720.0 $51.2M 0.08% +182K +19.0% $45.07 -0.6%
193 URI UNITED RENTALS INC Industrials 69,958.0 $51.0M 0.08% +67K +2681.6% $728.56 +31.9%
194 CSTM CONSTELLIUM SE Basic Materials 2,056,336.0 $50.5M 0.08% +1.8M +894.5% $24.58 +29.8%
195 VTWO VANGUARD SCOTTSDALE FDS 502,000.0 $50.3M 0.08% +200K +66.2% $100.17 +11.3%
196 BRO BROWN & BROWN INC Financial Services 768,395.0 $50.1M 0.08% -343K -30.9% $65.21 -10.0%
197 CAT CATERPILLAR INC Industrials 70,224.0 $49.8M 0.08% -81K -53.6% $708.46 +21.9%
198 BSX BOSTON SCIENTIFIC CORP Healthcare 789,092.0 $49.5M 0.08% +210K +36.4% $62.75 -10.9%
199 PNC PNC FINL SVCS GROUP INC Financial Services 237,867.0 $49.5M 0.08% -643K -73.0% $208.09 +2.3%
200 EQR EQUITY RESIDENTIAL Real Estate 832,789.0 $49.3M 0.08% +583K +233.7% $59.15 +8.0%
Page 10 of 74  ·  1,469 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%