Investment Management Corp of Ontario — 13F Holdings & Portfolio

CIK 1811568 · latest 13F-HR filed 2026-05-15

Investment Management Corp of Ontario manages $7.76B in 13F-reported U.S. long-equity assets across 664 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.04%), AAPL (5.31%), MSFT (3.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 24, added to 281, and trimmed 288.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$7.76B

Long-equity book

Holdings

664

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+19 / −24 / ↑281 / ↓288

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NEXTERA ENERGY INC$55.2M +350.3%
  • SOUTHERN CO$48.4M +583.5%
  • DUKE ENERGY CORP NEW$42.7M +489.3%
  • CONSTELLATION ENERGY CORP$29.2M +293.6%
  • EDISON INTL$28.3M +1090.9%
Show all 281

Top Trims

  • MICROSOFT CORP-$88.1M -23.3%
  • INVESCO EXCH TRADED FD TR II-$60.7M -22.1%
  • TESLA INC-$40.7M -23.9%
  • APPLE INC-$34.9M -7.8%
  • COREWEAVE INC-$20.0M -35.8%
Show all 288

New Positions

  • MEDLINE INC$45.1M
  • MDA SPACE LTD$3.9M
  • BOYD GROUP SERVICES INC$3.8M
  • LUMENTUM HLDGS INC$3.6M
  • COHERENT CORP$2.6M
Show all 19

Exited Positions

  • AMCOR PLC$3.7M
  • CYBERARK SOFTWARE LTD$1.5M
  • DOCUSIGN INC$931.0K
  • NUTANIX INC$891.9K
  • DYNATRACE INC$882.5K
Show all 24
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $468.6M 6.04% 2,687,125 SH
2 APPLE INC AAPL 037833100 $412.3M 5.31% 1,624,436 SH
3 MICROSOFT CORP MSFT 594918104 $290.6M 3.75% 785,108 SH
4 AMAZON COM INC AMZN 023135106 $219.6M 2.83% 1,054,281 SH
5 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $213.6M 2.75% 10,465,977 SH
6 ALPHABET INC GOOGL 02079K305 $196.0M 2.53% 681,555 SH
7 ALPHABET INC GOOG 02079K107 $154.3M 1.99% 538,045 SH
8 BROADCOM INC AVGO 11135F101 $143.3M 1.85% 463,136 SH
9 ISHARES TR IVV 464287200 $137.6M 1.77% 210,706 SH
10 META PLATFORMS INC META 30303M102 $137.5M 1.77% 240,295 SH
11 TESLA INC TSLA 88160R101 $129.8M 1.67% 349,029 SH
12 JPMORGAN CHASE & CO JPM 46625H100 $102.3M 1.32% 347,717 SH
13 ELI LILLY & CO LLY 532457108 $74.7M 0.96% 81,250 SH
14 NEXTERA ENERGY INC NEE 65339F101 $71.0M 0.91% 764,462 SH
15 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $63.8M 0.82% 133,121 SH
16 EXXON MOBIL CORP XOM 30231G102 $63.1M 0.81% 371,631 SH
17 HEICO CORP NEW HEI.A 422806208 $59.6M 0.77% 282,579 SH
18 SOUTHERN CO SO 842587107 $56.7M 0.73% 586,932 SH
19 VISA INC V 92826C839 $54.0M 0.70% 178,706 SH
20 JOHNSON & JOHNSON JNJ 478160104 $53.5M 0.69% 218,955 SH
21 WALMART INC WMT 931142103 $51.6M 0.66% 414,907 SH
22 DUKE ENERGY CORP NEW DUK 26441C204 $51.4M 0.66% 392,800 SH
23 CHEVRON CORPORATION CVX 166764100 $49.9M 0.64% 241,104 SH
24 ABBVIE INC ABBV 00287Y109 $48.2M 0.62% 221,396 SH
25 MASTERCARD INCORPORATED MA 57636Q104 $47.1M 0.61% 94,318 SH
26 WASTE MGMT INC DEL WM 94106L109 $47.1M 0.61% 204,802 SH
27 MEDLINE INC MDLN 58507V107 $45.1M 0.58% 1,013,902 SH
28 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $42.8M 0.55% 292,272 SH
29 MICRON TECHNOLOGY INC MU 595112103 $42.6M 0.55% 126,069 SH
30 BANK AMERICA CORP BAC 060505104 $42.4M 0.55% 869,797 SH
31 ROYAL BK CDA RY 780087102 $42.2M 0.54% 260,617 SH
32 COSTCO WHOLESALE CORPORATION COST 22160K105 $40.1M 0.52% 40,257 SH
33 NETFLIX INC. NFLX 64110L106 $40.1M 0.52% 417,132 SH
34 HOWMET AEROSPACE INC HWM 443201108 $40.0M 0.52% 173,587 SH
35 CONSTELLATION ENERGY CORP CEG 21037T109 $39.2M 0.50% 140,324 SH
36 CATERPILLAR INC CAT 149123101 $39.0M 0.50% 55,027 SH
37 COCA COLA CO KO 191216100 $36.3M 0.47% 477,353 SH
38 COREWEAVE INC CRWV 21873S108 $35.8M 0.46% 461,738 SH
39 GE VERNOVA INC GEV 36828A101 $35.6M 0.46% 40,801 SH
40 RTX CORPORATION RTX 75513E101 $34.8M 0.45% 180,623 SH
41 CRH PLC CRH G25508105 $34.6M 0.45% 329,542 SH
42 ADVANCED MICRO DEVICES INC AMD 007903107 $33.6M 0.43% 164,935 SH
43 PROCTER & GAMBLE CO PG 742718109 $33.2M 0.43% 229,893 SH
44 SHOPIFY INC SHOP 82509L107 $33.1M 0.43% 279,188 SH
45 AT&T INC T 00206R102 $32.9M 0.42% 1,135,569 SH
46 DOMINION ENERGY INC D 25746U109 $32.0M 0.41% 517,828 SH
47 LAM RESEARCH CORP LRCX 512807306 $31.9M 0.41% 149,078 SH
48 EDISON INTL EIX 281020107 $30.9M 0.40% 421,739 SH
49 GOLDMAN SACHS GROUP INC GS 38141G104 $30.7M 0.40% 36,329 SH
50 MOTOROLA SOLUTIONS INC MSI 620076307 $30.7M 0.40% 70,814 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $7.76B 664 0001999371-26-010874
2025-12-31 2026-02-17 $7.51B 669 0001999371-26-003507
2025-09-30 2025-11-14 $6.59B 639 0001999371-25-017736