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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 16 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SII SPROTT INC Financial Services 180,421.0 $25.8M 0.01% +17K +10.3% $142.73 -14.3%
302 MINT PIMCO ETF TR 254,285.0 $25.6M 0.01% +212K +505.7% $100.57 +0.1%
303 UNILEVER PLC 442,342.0 $25.2M 0.01% +56K +14.6% $56.97
304 VGSH VANGUARD SCOTTSDALE FDS 427,387.0 $25.0M 0.01% +284K +198.2% $58.54 -0.7%
305 SNAP INC 31,000,000.0 $24.7M 0.01% +20.0M +181.8% $0.80
306 WY WEYERHAEUSER CO Real Estate 992,791.0 $24.3M 0.01% +50K +5.3% $24.43 -0.5%
307 SOUTHSTATE BK CORP 255,323.0 $23.6M 0.01% +14K +5.9% $92.52
308 XLY SELECT SECTOR SPDR TR 214,510.0 $23.4M 0.01% +24K +12.6% $108.98 +7.5%
309 ALLIED GOLD CORP 747,864.0 $23.2M 0.01% +124K +19.9% $31.00
310 BALL BALL CORP Consumer Cyclical 387,942.0 $22.9M 0.01% +181K +87.6% $59.11 -2.4%
311 TGB TASEKO MINES LTD Basic Materials 3,507,879.0 $22.7M 0.01% +71K +2.1% $6.48 +10.2%
312 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 485,920.0 $22.6M 0.01% +73K +17.6% $46.42 +9.9%
313 UDR UDR INC Real Estate 651,368.0 $22.0M 0.01% +220K +51.1% $33.78 +11.2%
314 HBM CALL HUDBAY MINERALS INC Basic Materials 1,046,400.0 $21.9M 0.01% +746K +248.3% $20.94 +31.7%
315 VET VERMILION ENERGY INC Energy 1,586,008.0 $21.9M 0.01% +836K +111.6% $13.78 -28.7%
316 ENB PUT ENBRIDGE INC Energy 401,100.0 $21.7M 0.01% +400K +10000.0% $54.22 +0.6%
317 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 440,900.0 $21.5M 0.01% +247K +126.9% $48.79 -15.9%
318 XHB SPDR SERIES TRUST 214,789.0 $21.2M 0.01% +155K +257.3% $98.72 +12.5%
319 OVV OVINTIV INC Energy 353,749.0 $21.0M 0.01% +180K +104.0% $59.36 -11.7%
320 MSFT CALL MICROSOFT CORP Technology 56,600.0 $21.0M 0.01% +55K +3437.5% $370.17 +2.5%
Page 16 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%