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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 33 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BDCI BTC DEV CORP Financial Services 750,000.0 $7.5M 0.01% $9.99 +0.5%
642 PALOMA ACQUISITION CORP I 750,000.0 $7.5M 0.01% NEW $9.98
643 WEC ENERGY GROUP INC 6,000,000.0 $7.4M 0.01% -10.0M -62.5% $1.24
644 XLU SELECT SECTOR SPDR TR 161,733.0 $7.4M 0.01% -1.1M -87.6% $45.89 -3.0%
645 ATKR ATKORE INC Industrials 125,800.0 $7.4M 0.01% +63K +99.7% $58.91 +28.0%
646 ADC AGREE RLTY CORP Real Estate 98,000.0 $7.4M 0.01% NEW $75.38 +0.2%
647 EW EDWARDS LIFESCIENCES CORP Healthcare 92,109.0 $7.4M 0.01% +69K +301.5% $80.08 +2.6%
648 LW LAMB WESTON HLDGS INC Consumer Defensive 174,006.0 $7.4M 0.01% +129K +288.0% $42.26 -0.2%
649 TRIPLE FLAG PRECIOUS METAL 211,098.0 $7.3M 0.01% +19K +9.8% $34.71
650 TGB TASEKO MINES LTD Basic Materials 1,115,933.0 $7.2M 0.01% NEW $6.45 -0.9%
651 OTTR OTTER TAIL CORP Utilities 81,968.0 $7.2M 0.01% +19K +30.3% $87.77 -1.3%
652 NESR NATIONAL ENERGY SERVICES REU Energy 334,823.0 $7.2M 0.01% +179K +115.6% $21.47 +18.4%
653 DAL DELTA AIR LINES INC Industrials 107,799.0 $7.2M 0.01% +82K +320.4% $66.48 +1.9%
654 TGE VALUE CREATIVE SOLUTIONS 725,000.0 $7.2M 0.01% NEW $9.88
655 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 158,655.0 $7.1M 0.01% NEW $44.84 +3.4%
656 SYK STRYKER CORPORATION Healthcare 21,633.0 $7.1M 0.01% -152K -87.5% $328.59 -3.3%
657 NVT NVENT ELEC PLC Industrials 59,971.0 $7.1M 0.01% NEW $118.28 +33.8%
658 NEW PROVIDENCE ACQUISITION C 689,999.0 $7.1M 0.01% $10.26
659 BAIN CAP GSS INVT CORP 700,000.0 $7.1M 0.01% NEW $10.11
660 PAYO PAYONEER GLOBAL INC Technology 1,461,782.0 $7.1M 0.01% +335K +29.7% $4.83 -0.6%
Page 33 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%