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Portfolio (Quarterly) Guide ↗

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

· CIK 0001535845
13F Portfolio $59.8B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1367 New
Page 63 of 69  ·  1,367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 AOS SMITH A O CORP Industrials 4,481.0 $300K 0.00% NEW $66.88 -15.5%
1242 HSIC HENRY SCHEIN INC Healthcare 3,955.0 $299K NEW $75.58 -3.7%
1243 TALON CAP CORP 583,333.0 $298K NEW $0.51
1244 POOL POOL CORP Industrials 1,295.0 $296K NEW $228.75 -21.7%
1245 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 8,109.0 $296K NEW $36.49 +1.7%
1246 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,500.0 $295K NEW $84.36 -11.0%
1247 NEWHOLD INVT CORP III 625,000.0 $294K NEW $0.47
1248 BEN FRANKLIN RESOURCES INC Financial Services 12,151.0 $290K NEW $23.89 +34.6%
1249 HBM HUDBAY MINERALS INC Basic Materials 14,600.0 $290K NEW $19.86 +22.9%
1250 ARMADA ACQUISITION CORP II 350,000.0 $287K NEW $0.82
1251 LAUNCH TWO ACQUISITION CORP. 875,000.0 $276K NEW $0.32
1252 ARCHIMEDES TECH SPAC PARTNER 500,000.0 $275K NEW $0.55
1253 HRL HORMEL FOODS CORP Consumer Defensive 11,523.0 $273K NEW $23.70 -14.9%
1254 HAYMAKER ACQUISITION CORP IV 175,000.0 $271K NEW $1.55
1255 GP-ACT III ACQUISITION CORP 937,500.0 $253K NEW $0.27
1256 OAKTREE ACQUISITION CORP III 340,000.0 $241K NEW $0.71
1257 COHR COHERENT CORP Technology 1,202.0 $222K NEW $184.57 +96.2%
1258 ROMAN DBDR ACQUISITION CORP 375,000.0 $218K NEW $0.58
1259 CPB THE CAMPBELLS COMPANY Consumer Defensive 7,767.0 $216K NEW $27.87 -27.9%
1260 CAL REDWOOD ACQUISITION CORP 700,000.0 $210K NEW $0.30
Page 63 of 69  ·  1,367 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 33.1%
Technology 27.3%
Communication Services 8.6%
Energy 6.9%
Healthcare 6.4%
Consumer Cyclical 5.4%
Industrials 5.1%
Consumer Defensive 2.9%
Real Estate 2.2%
Basic Materials 1.2%