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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 17 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VLTO VERALTO CORP Industrials 229,801.0 $20.3M 0.01% +7K +3.0% $88.42 -6.1%
322 MICROCHIP TECHNOLOGY INC. 20,000,000.0 $19.8M 0.01% +10.0M +100.0% $0.99
323 IVZ INVESCO LTD Financial Services 806,117.0 $19.6M 0.01% +499K +162.3% $24.29 +15.7%
324 RELX RELX PLC Communication Services 586,642.0 $19.4M 0.01% +491K +515.2% $33.15 -5.7%
325 BR BROADRIDGE FINL SOLUTIONS IN Technology 119,386.0 $19.4M 0.01% +15K +14.3% $162.48 -16.9%
326 SGOV ISHARES TR 192,025.0 $19.3M 0.01% +97K +101.5% $100.66 -0.1%
327 ALLE ALLEGION PLC Industrials 131,262.0 $19.1M 0.01% +27K +25.7% $145.29 -9.6%
328 BNDX VANGUARD CHARLOTTE FDS 392,078.0 $18.8M 0.01% +2K +0.6% $48.05 +0.5%
329 CNX RES CORP 6,269,000.0 $18.8M 0.01% +3.6M +133.0% $3.00
330 XLP SELECT SECTOR SPDR TR 225,575.0 $18.5M 0.01% +91K +67.6% $81.98 +1.1%
331 TSN TYSON FOODS INC Consumer Defensive 286,579.0 $18.4M 0.01% +6K +2.2% $64.07 -12.9%
332 IXUS ISHARES TR 211,395.0 $18.3M 0.01% +5K +2.5% $86.64 +12.2%
333 BIDU BAIDU INC Communication Services 163,573.0 $18.2M 0.01% +45K +37.9% $111.42 -0.6%
334 XOP PUT SPDR SERIES TRUST 100,000.0 $18.2M 0.01% +90K +900.0% $181.83 -15.9%
335 SILJ AMPLIFY ETF TR 602,875.0 $17.9M 0.01% +597K +10000.0% $29.72 -7.7%
336 SILJ PUT AMPLIFY ETF TR 597,200.0 $17.7M 0.01% +542K +985.8% $29.72 -7.7%
337 DOX AMDOCS LTD Technology 271,445.0 $17.7M 0.01% +73K +36.7% $65.26 -21.8%
338 MAA MID-AMER APT CMNTYS INC Real Estate 145,019.0 $17.7M 0.01% +10K +7.0% $122.12 +8.1%
339 ANIP ANI PHARMACEUTICALS INC Healthcare 230,072.0 $17.7M 0.01% +11K +4.9% $76.90 +4.1%
340 BNS PUT BANK NOVA SCOTIA B C Financial Services 255,000.0 $17.7M 0.01% +20K +8.5% $69.36 +26.2%
Page 17 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%