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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 15 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FRT FEDERAL RLTY INVT TR NEW Real Estate 277,710.0 $29.5M 0.01% +49K +21.6% $106.21 +13.4%
282 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 361,399.0 $29.1M 0.01% +3K +0.8% $80.56 -25.4%
283 SMURFIT WESTROCK PLC 730,081.0 $29.1M 0.01% +344K +89.1% $39.85
284 FISV FISERV INC Technology 514,272.0 $28.7M 0.01% +11K +2.2% $55.80 -14.2%
285 PNW PINNACLE WEST CAP CORP Utilities 283,732.0 $28.6M 0.01% +48K +20.5% $100.75 +1.6%
286 KIM KIMCO REALTY CORP Real Estate 1,261,407.0 $28.3M 0.01% +775K +159.2% $22.47 +8.5%
287 HSBC HSBC HLDGS PLC Financial Services 336,940.0 $27.8M 0.01% +191K +130.2% $82.49 +15.1%
288 WAT WATERS CORP Healthcare 93,189.0 $27.8M 0.01% +36K +63.5% $297.80 +19.4%
289 XLB SELECT SECTOR SPDR TR 551,942.0 $27.6M 0.01% +342K +163.2% $49.97 +3.7%
290 NTAP NETAPP INC Technology 267,296.0 $27.4M 0.01% +5K +2.0% $102.39 +56.0%
291 EZU ISHARES INC 433,561.0 $27.2M 0.01% +341K +367.2% $62.64 +10.6%
292 ORLA ORLA MNG LTD NEW Basic Materials 1,685,547.0 $27.1M 0.01% +98K +6.1% $16.08 -35.5%
293 LIBERTY MEDIA CORP DEL 23,400,000.0 $27.0M 0.01% +7.2M +44.9% $1.15
294 ERO ERO COPPER CORP Basic Materials 1,002,392.0 $26.7M 0.01% +493K +97.0% $26.65 +11.6%
295 BAYTEX ENERGY CORP 5,970,280.0 $26.7M 0.01% +2.1M +52.6% $4.47
296 SU CALL SUNCOR ENERGY INC NEW Energy 396,400.0 $26.2M 0.01% +359K +968.5% $66.15 -16.4%
297 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 2,076,351.0 $26.2M 0.01% +1.9M +1469.5% $12.61 +0.6%
298 JKHY HENRY JACK & ASSOC INC Technology 165,461.0 $26.1M 0.01% +15K +10.1% $158.04 -20.1%
299 JBT MAREL CORPORATION 26,100,000.0 $26.0M 0.01% +17.9M +218.8% $0.99
300 ALGN ALIGN TECHNOLOGY INC Healthcare 150,475.0 $25.8M 0.01% +15K +11.3% $171.43 +6.2%
Page 15 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%