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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 18 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CQQQ INVESCO EXCH TRADED FD TR II 383,341.0 $17.6M 0.01% +327K +578.2% $46.02 +19.6%
342 RL RALPH LAUREN CORP Consumer Cyclical 50,789.0 $17.5M 0.01% +3K +5.3% $343.99 +20.1%
343 EEM CALL ISHARES TR 305,800.0 $17.4M 0.01% +246K +409.7% $56.79 +25.3%
344 TMF DIREXION SHARES ETF TRUST 480,050.0 $17.3M 0.01% +446K +1329.2% $36.06 -1.1%
345 TGTX TG THERAPEUTICS INC Healthcare 515,328.0 $17.1M 0.01% +3K +0.6% $33.22 +64.9%
346 NXST NEXSTAR MEDIA GROUP INC Communication Services 93,497.0 $16.9M 0.01% +70K +302.5% $180.83 -11.5%
347 MARRIOTT VACATIONS WORLDWIDE 17,500,000.0 $16.9M 0.01% +5.0M +40.0% $0.97
348 VGIT VANGUARD SCOTTSDALE FDS 281,668.0 $16.8M 0.01% +6K +2.3% $59.55 -1.4%
349 AVUV AMERICAN CENTY ETF TR 151,300.0 $16.7M 0.01% +24K +19.0% $110.47 +10.6%
350 TRIPLE FLAG PRECIOUS METAL 477,275.0 $16.6M 0.01% +22K +4.8% $34.73
351 PBA CALL PEMBINA PIPELINE CORP Energy 368,500.0 $16.5M 0.01% +367K +10000.0% $44.77 +3.3%
352 SOLARIS ENERGY INFRAS INC 6,993,000.0 $16.3M 0.01% +1.0M +17.0% $2.33
353 EMXC ISHARES INC 204,234.0 $16.1M 0.01% +48K +30.9% $78.66 +35.3%
354 XME SPDR SERIES TRUST 148,656.0 $16.1M 0.01% +45K +43.8% $108.01 +6.1%
355 LNT ALLIANT ENERGY CORP Utilities 223,528.0 $16.0M 0.01% +13K +6.0% $71.76 +3.0%
356 IXJ ISHARES TR 168,798.0 $15.8M 0.01% +63K +59.1% $93.54 -0.4%
357 SNY SANOFI SA Healthcare 325,758.0 $15.7M 0.01% +65K +24.8% $48.18 -14.3%
358 IEI ISHARES TR 132,084.0 $15.7M 0.01% +7K +5.3% $118.60 -1.4%
359 IYG ISHARES TR 187,495.0 $15.5M 0.01% +21K +12.5% $82.84 +10.0%
360 BLOOM ENERGY CORP 15,634,000.0 $15.5M 0.01% +2.5M +19.0% $0.99
Page 18 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%