Arkolith/Funds/Investment Management Corp of Ontario

Investment Management Corp of Ontario

CIK 1811568
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Investment Management Corp of Ontario holds a diversified book of 657 reported positions worth $7.9B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2021 would be +96% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
18
bought for the first time
+15 more · largest first
4 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
464
sold some, still holds it
+461 more · largest first
Sold out
29
exited the position entirely
+26 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+96.5%
+12.9%/yr · since Feb '21
Their reported book
+121.9%
held from quarter-end
S&P 500
+109.7%
same window
$9K$12K$15K$18K$21KFeb '21Mar '22May '23Jun '24Aug '25Sep '26
Investment Management Corp of Ontario (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +121.9%, a 25.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Investment Management Corp of Ontario's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
39%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

96% mapped to company sectors

Information Technology
37%
Financials
12%
Industrials
10%
Consumer Discretionary
8%
Utilities
8%
Health Care
7%
Materials
5%
ETFs / funds
4%

+4 sectors below the cut, 9% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Investment Management Corp of Ontario

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC11 / 80$249.6M
Swiss Re Ltd60 / 80$1.1B
Uhlmann Price Securities, LLC45 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Conway Capital Management, Inc.19 / 80$202.4M
Draper Asset Management, LLC11 / 80$177.4M
Hoey Investments, Inc58 / 80$688.2M
Capital & Planning, LLC28 / 80$166.9M

Ranked by the share of each fund's own book sitting in the names it shares with Investment Management Corp of Ontario: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

657 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$452.8M2.26M
5.7%
−16%
Reduced · −424K sh
2Apple Inc
COM
$411.3M1.42M
5.2%
−12%
Reduced · −203K sh
3Microsoft Corp
COM
$241.3M646.9K
3.1%
−18%
Reduced · −138K sh
4Amazon Com Inc
COM
$220.1M923.4K
2.8%
−12%
Reduced · −131K sh
5Invesco Exch Traded FD TR II
SR LN ETF
$186.5M9.15M
2.4%
−13%
Reduced · −1.3M sh
6Alphabet Inc
CAP STK CL A
$185.1M518.1K
2.3%
−24%
Reduced · −164K sh
7Alphabet Inc
CAP STK CL C
$158.5M448.6K
2.0%
−17%
Reduced · −89K sh
8Broadcom Inc
COM
$155.4M411.5K
2.0%
−11%
Reduced · −52K sh
9Ishares TR
CORE S&P500 ETF
$137.7M183.9K
1.7%
−13%
Reduced · −27K sh
10Micron Technology Inc
COM
$130.9M113.4K
1.7%
−10%
Reduced · −13K sh
11Meta Platforms Inc
CL A
$111.3M197.6K
1.4%
−18%
Reduced · −43K sh
12Tesla Inc
COM
$104.2M247.6K
1.3%
−29%
Reduced · −101K sh
13Advanced Micro Devices Inc
COM
$97.4M167.6K
1.2%
+1.6%
Added · +3K sh
14Eli Lilly & Co
COM
$93.0M77.6K
1.2%
−4.5%
Reduced · −4K sh
15JPMorgan Chase & Co
COM
$82.7M252.7K
1.0%
−27%
Reduced · −95K sh
16NextEra Energy Inc
COM
$72.3M823.8K
0.9%
+7.8%
Added · +59K sh
17Berkshire Hathaway Inc Del
CL B NEW
$68.7M137.4K
0.9%
+3.2%
Added · +4K sh
18Heico Corp New
CL A
$65.0M252.1K
0.8%
−11%
Reduced · −31K sh
19Lam Research Corp
COM NEW
$64.2M148.1K
0.8%
−0.7%
Reduced · −1K sh
20Intel Corp
COM
$62.4M446.8K
0.8%
+3.4%
Added · +15K sh
21Visa Inc
COM CL A
$60.1M175.2K
0.8%
−1.9%
Reduced · −3K sh
22Johnson & Johnson
COM
$60.0M236.2K
0.8%
+7.9%
Added · +17K sh
23Caterpillar Inc
COM
$57.7M54.2K
0.7%
−1.5%
Reduced · −845 sh
24Applied Matls Inc
COM
$54.6M75.6K
0.7%
−7.4%
Reduced · −6K sh
25Royal BK Cda
COM
$54.1M261.5K
0.7%
+0.3%
Added · +887 sh
26Duke Energy Corp New
COM NEW
$50.3M397.5K
0.6%
+1.2%
Added · +5K sh
27Southern Co
COM
$50.0M522.4K
0.6%
−11%
Reduced · −65K sh
28Exxon Mobil Corp
COM
$49.9M364.9K
0.6%
−1.8%
Reduced · −7K sh
29Mastercard Incorporated
CL A
$48.1M93.6K
0.6%
−0.7%
Reduced · −695 sh
30Bank Of Amer Corp
COM
$45.8M803.8K
0.6%
−7.6%
Reduced · −66K sh
31Abbvie Inc
COM
$45.3M180.2K
0.6%
−19%
Reduced · −41K sh
32Howmet Aerospace Inc
COM
$45.2M168.1K
0.6%
−3.2%
Reduced · −6K sh
33Waste Mgmt Inc Del
COM
$45.0M201.7K
0.6%
−1.5%
Reduced · −3K sh
34Walmart Inc
COM
$40.0M352.9K
0.5%
−15%
Reduced · −62K sh
35Cisco Sys Inc
COM
$37.2M317.1K
0.5%
−0.1%
Reduced · −284 sh
36Costco Wholesale Corporation
COM
$36.7M39.3K
0.5%
−2.5%
Reduced · −991 sh
37Merck & Co Inc
COM
$35.6M276.7K
0.5%
+36%
Added · +73K sh
38Bank Montreal Medium
COM
$35.3M200.0K
0.4%
+0.1%
Added · +256 sh
39Coca Cola Co
COM
$35.1M432.1K
0.4%
−9.5%
Reduced · −45K sh
40Toronto Dominion BK Ont
COM NEW
$34.8M286.6K
0.4%
~0%
Reduced · −44 sh
41Ge Vernova Inc
COM
$34.7M29.5K
0.4%
−28%
Reduced · −11K sh
42Coreweave Inc
COM CL A
$34.6M347.3K
0.4%
−25%
Reduced · −114K sh
43CRH PLC
ORD
$34.3M320.3K
0.4%
−2.8%
Reduced · −9K sh
44Seagate Technology HLDNGS PL
ORD SHS
$33.7M34.9K
0.4%
+6.2%
Added · +2K sh
45Palantir Technologies Inc
CL A
$33.1M284.0K
0.4%
−2.8%
Reduced · −8K sh
46Motorola Solutions Inc
COM NEW
$32.2M77.6K
0.4%
+9.6%
Added · +7K sh
47Shopify Inc
CL A SUB VTG SHS
$31.8M278.8K
0.4%
−0.1%
Reduced · −400 sh
48Palo Alto Networks Inc
COM
$31.7M93.0K
0.4%
+3.7%
Added · +3K sh
49Edison Intl
COM
$31.6M424.3K
0.4%
+0.6%
Added · +3K sh
50American Elec PWR Co Inc
COM
$31.1M227.3K
0.4%
+17%
Added · +33K sh
Showing 50 of 657 positions
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Filing history

As-of date vs the date the SEC received each filing

$7.9B · Q2 2026Q4 2020 · $5.9BQ2 2026 · $7.9B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d657$7.9B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d664$7.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d669$7.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d639$6.6B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d646$6.9B13F-HR
Q1 2025Mar 31, 2025May 15, 202545d662$4.9B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d361$3.0B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d672$4.5B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d647$3.7B13F-HR
Q1 2024Mar 31, 2024May 15, 202445d618$3.4B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d679$4.1B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d216$2.5B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d189$2.4B13F-HR
Q1 2023Mar 31, 2023May 15, 202345d164$2.4B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202345d206$2.1B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d18$621.4M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202246d17$937.3M13F-HR
Q1 2022Mar 31, 2022May 20, 202250d52$1.1B13F-HR/A
Q4 2021Dec 31, 2021Feb 14, 202245d61$2.2B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d19$1.6B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202147d17$2.3B13F-HR
Q1 2021Mar 31, 2021May 17, 202147d13$5.9B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d55$5.9B13F-HR
Amended / restated
  • Q1 2022 · filed May 16, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.