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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 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEP PEPSICO INC Consumer Defensive 750,658.0 $116.6M 0.19% -436K -36.8% $155.29 -5.0%
102 DHR DANAHER CORP DEL Healthcare 614,167.0 $116.4M 0.19% +112K +22.4% $189.60 -13.8%
103 ACN ACCENTURE PLC IRELAND Technology 583,647.0 $115.7M 0.19% +50K +9.4% $198.29 -11.9%
104 TLT CALL ISHARES TR 1,300,000.0 $112.7M 0.18% +1.1M +477.8% $86.69 -3.6%
105 NKE NIKE INC Consumer Cyclical 2,109,837.0 $111.4M 0.18% +2.1M +4387.6% $52.82 -19.7%
106 C CITIGROUP INC Financial Services 979,862.0 $111.1M 0.18% +713K +267.4% $113.41 +8.2%
107 ODFL OLD DOMINION FREIGHT LINE IN Industrials 556,226.0 $108.7M 0.17% -380K -40.6% $195.40 +4.6%
108 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 4,000,000.0 $105.7M 0.17% -938K -19.0% $26.43 +3.4%
109 ITW ILLINOIS TOOL WKS INC Industrials 401,473.0 $104.5M 0.17% -108K -21.2% $260.29 -4.0%
110 VLO VALERO ENERGY CORP Energy 419,159.0 $103.6M 0.17% +257K +158.7% $247.08 +4.9%
111 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 653,416.0 $102.8M 0.17% -293K -31.0% $157.28 -0.9%
112 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 261,845.0 $102.6M 0.17% -31K -10.6% $391.76 +86.9%
113 MRK MERCK & CO INC Healthcare 838,615.0 $100.9M 0.16% -96K -10.2% $120.29 -7.0%
114 IBB ISHARES TR 596,000.0 $100.6M 0.16% $168.85 -2.7%
115 KMI KINDER MORGAN INC DEL Energy 2,994,968.0 $100.4M 0.16% +2.1M +253.0% $33.53 +0.1%
116 SLF SUN LIFE FINANCIAL INC. Financial Services 1,601,200.0 $100.3M 0.16% +1.5M +2187.4% $62.63 +16.0%
117 ABT ABBOTT LABORATORIES Healthcare 975,819.0 $100.2M 0.16% +100K +11.5% $102.67 -15.5%
118 ON ON SEMICONDUCTOR CORP Technology 1,614,757.0 $100.0M 0.16% -895K -35.7% $61.92 +75.2%
119 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,111,493.0 $97.9M 0.16% +4.1M +7782.5% $23.81 +38.3%
120 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 150,000.0 $97.6M 0.16% $650.34 +13.2%
Page 6 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%