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Portfolio (Quarterly) Guide ↗

BANK OF MONTREAL /CAN/

· CIK 0000927971
13F Portfolio $268.5B AUM 13,875 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 539 New 1348 Added 1348 Reduced 386 Exited
Page 12 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DD DUPONT DE NEMOURS INC Basic Materials 1,197,443.0 $54.8M 0.02% +161K +15.5% $45.80 +4.2%
222 SE SEA LTD Consumer Cyclical 649,388.0 $53.8M 0.02% +407K +167.9% $82.81 +10.2%
223 LNG CHENIERE ENERGY INC Energy 189,445.0 $53.8M 0.02% +47K +33.2% $283.76 -20.0%
224 CUK CARNIVAL PLC Consumer Cyclical 2,057,736.0 $53.0M 0.02% +184K +9.8% $25.77 +6.6%
225 VGT VANGUARD WORLD FD 75,107.0 $52.4M 0.02% +12K +19.5% $697.72 -82.8%
226 G GENPACT LIMITED Technology 1,406,678.0 $52.4M 0.02% +26K +1.9% $37.25 -24.2%
227 DFLV DIMENSIONAL ETF TRUST 1,463,782.0 $52.3M 0.02% +90K +6.5% $35.71 +10.4%
228 ALB ALBEMARLE CORP Basic Materials 290,922.0 $52.2M 0.02% +142K +95.6% $179.53 -10.7%
229 MET METLIFE INC Financial Services 707,334.0 $50.0M 0.02% +25K +3.6% $70.72 +21.0%
230 CDE COEUR MNG INC Basic Materials 2,652,660.0 $49.8M 0.02% +759K +40.1% $18.77 -6.7%
231 AKAMAI TECHNOLOGIES INC 43,000,000.0 $49.2M 0.02% +11.0M +34.4% $1.14
232 BRX BRIXMOR PPTY GROUP INC Real Estate 1,704,543.0 $49.1M 0.02% +475K +38.6% $28.80 +7.3%
233 XHLF BONDBLOXX ETF TRUST 968,052.0 $48.7M 0.02% +481K +99.0% $50.33 -0.2%
234 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,201,660.0 $47.9M 0.02% +408K +51.5% $39.86 -6.1%
235 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 919,456.0 $47.8M 0.02% +780K +558.3% $51.98 +22.0%
236 DFIS DIMENSIONAL ETF TRUST 1,417,706.0 $47.7M 0.02% +15K +1.1% $33.67 +7.1%
237 DVN DEVON ENERGY CORP NEW Energy 943,926.0 $47.5M 0.02% +343K +57.2% $50.32 -16.3%
238 GIS GENERAL MILLS INC Consumer Defensive 1,267,728.0 $47.2M 0.02% +57K +4.7% $37.22 -10.2%
239 XLC SELECT SECTOR SPDR TR 423,930.0 $47.0M 0.02% +13K +3.2% $110.86 -1.3%
240 IREN IREN LIMITED Financial Services 1,368,701.0 $46.9M 0.02% +214K +18.6% $34.28 +74.9%
Page 12 of 68  ·  1,348 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 29.4%
Technology 20.4%
Communication Services 9.4%
Energy 9.0%
Consumer Cyclical 6.9%
Industrials 6.8%
Basic Materials 5.7%
Healthcare 4.9%
Consumer Defensive 3.4%
Utilities 3.2%