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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 20 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AA ALCOA CORP Basic Materials 200,988.0 $13.3M 0.01% +133K +196.5% $66.33 -12.1%
382 SCHR SCHWAB STRATEGIC TR 521,716.0 $13.0M 0.01% +26K +5.3% $24.91 -1.4%
383 BAP CREDICORP LTD Financial Services 38,102.0 $12.9M 0.01% +803.0 +2.1% $339.18 +12.3%
384 GLPI GAMING & LEISURE P Real Estate 288,363.0 $12.8M 0.01% +51K +21.4% $44.37 +0.3%
385 EIS ISHARES INC 109,269.0 $12.7M 0.01% +105K +2719.8% $116.04 +3.8%
386 F PUT FORD MTR CO Consumer Cyclical 1,092,000.0 $12.6M 0.01% +818K +298.2% $11.54 +24.7%
387 CG CARLYLE GROUP INC Financial Services 259,216.0 $12.5M 0.01% +38K +17.1% $48.39 -7.2%
388 SONY SONY GROUP CORP Technology 605,752.0 $12.5M 0.01% +33K +5.7% $20.70 -4.8%
389 SHOP PUT SHOPIFY INC Technology 105,000.0 $12.5M 0.01% +40K +61.5% $118.68 -8.9%
390 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 50,454.0 $12.5M 0.01% +39K +334.6% $246.87 +1.7%
391 BBY BEST BUY INC Consumer Cyclical 193,793.0 $12.4M 0.01% +13K +7.3% $64.20 +20.3%
392 TGT PUT TARGET CORP Consumer Defensive 102,000.0 $12.4M 0.01% +88K +655.6% $121.20 +8.6%
393 FNF FIDELITY NATL FINL INC Financial Services 266,034.0 $12.3M 0.01% +64K +31.5% $46.38 +2.3%
394 SCCO SOUTHERN COPPER CORP Basic Materials 71,526.0 $12.3M 0.01% +37K +107.8% $172.06 +10.8%
395 EXK ENDEAVOUR SILVER CORP Basic Materials 1,316,517.0 $12.3M 0.01% +146K +12.5% $9.33 -8.5%
396 ESGU ISHARES TR 85,842.0 $12.1M 0.01% +39K +84.8% $141.42 +15.4%
397 ALAB ASTERA LABS INC Technology 109,502.0 $12.0M 0.00% +98K +859.5% $109.60 +283.4%
398 FLJP FRANKLIN TEMPLETON ETF TR 329,504.0 $11.9M 0.00% +28K +9.3% $36.18 +14.4%
399 DFUV DIMENSIONAL ETF TRUST 243,493.0 $11.8M 0.00% +216K +783.2% $48.46 +13.6%
400 CHKP CHECK POINT SOFTWARE TECH LT Technology 82,127.0 $11.7M 0.00% +13K +18.6% $142.85 -14.5%
Page 20 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%