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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 3 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KLAC KLA CORP Technology 211,610.0 $311.6M 0.50% +160K +313.8% $1472.41 +28.6%
42 ADI ANALOG DEVICES INC Technology 949,794.0 $302.2M 0.49% +294K +44.9% $318.14 +31.2%
43 JNJ JOHNSON & JOHNSON Healthcare 1,227,947.0 $300.2M 0.48% +281K +29.7% $244.44 -5.6%
44 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68,013.0 $286.4M 0.46% +57K +510.3% $4210.32 -96.3%
45 UBER UBER TECHNOLOGIES INC Technology 3,804,271.0 $273.6M 0.44% +3.7M +4531.4% $71.93 +3.8%
46 XOP SPDR SERIES TRUST 1,500,000.0 $272.7M 0.44% -1.6M -51.6% $181.83 -4.2%
47 LIN LINDE PLC Basic Materials 542,959.0 $269.2M 0.43% +156K +40.2% $495.76 +3.2%
48 SCHW SCHWAB CHARLES CORP Financial Services 2,786,512.0 $261.9M 0.42% +1.1M +63.4% $93.98 -4.8%
49 MS MORGAN STANLEY Financial Services 1,562,523.0 $257.1M 0.41% +553K +54.8% $164.57 +18.2%
50 BERKSHIRE HATHAWAY INC DEL 534,484.0 $256.1M 0.41% -23K -4.2% $479.20
51 COP CONOCOPHILLIPS Energy 1,893,340.0 $249.9M 0.40% +1.8M +3775.8% $132.00 -9.9%
52 LOW LOWES COS INC Consumer Cyclical 1,033,232.0 $244.1M 0.39% +607K +142.4% $236.28 -5.4%
53 T AT&T INC Communication Services 8,344,709.0 $241.9M 0.39% +7.9M +1839.5% $28.99 -14.9%
54 NEE NEXTERA ENERGY INC Utilities 2,567,809.0 $238.5M 0.38% +1.1M +77.4% $92.88 +3.0%
55 WESTERN DIGITAL CORP 32,000,000.0 $229.2M 0.37% +22.0M +220.0% $7.16
56 NEM NEWMONT CORP Basic Materials 2,089,933.0 $226.2M 0.36% +1.9M +1247.1% $108.25 +7.5%
57 MDLN MEDLINE INC Healthcare 5,000,000.0 $222.5M 0.36% +3.5M +233.3% $44.50 -12.6%
58 CEG CONSTELLATION ENERGY CORP Utilities 768,514.0 $214.6M 0.34% +661K +611.7% $279.25 -4.3%
59 XLK SELECT SECTOR SPDR TR 1,600,000.0 $212.6M 0.34% NEW $132.90 +32.7%
60 PLD PROLOGIS INC. Real Estate 1,602,919.0 $211.9M 0.34% +687K +74.9% $132.18 +7.9%
Page 3 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%