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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 21 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BLACKLINE INC 12,420,000.0 $11.7M 0.00% +2.0M +19.0% $0.94
402 DNN DENISON MINES CORP Energy 3,280,184.0 $11.6M 0.00% +216K +7.0% $3.54 -7.3%
403 TRP PUT TC ENERGY CORP Energy 185,000.0 $11.6M 0.00% +60K +48.0% $62.63 +9.3%
404 JHG JANUS HENDERSON GROUP PLC Financial Services 224,432.0 $11.5M 0.00% +185K +465.0% $51.37 +1.0%
405 INVH INVITATION HOMES INC Real Estate 462,514.0 $11.5M 0.00% +48K +11.6% $24.85 +14.4%
406 PUT GAMESTOP CORP 492,000.0 $11.3M 0.00% +364K +285.0% $23.04
407 LYFT LYFT INC Technology 847,957.0 $11.3M 0.00% +6K +0.7% $13.30 +6.9%
408 FPE FIRST TR EXCH TRADED FD III 632,533.0 $11.2M 0.00% +7K +1.1% $17.75 +1.4%
409 COP PUT CONOCOPHILLIPS Energy 82,500.0 $10.9M 0.00% +58K +230.0% $132.00 -16.9%
410 REXR REXFORD INDL RLTY INC Real Estate 331,368.0 $10.8M 0.00% +302K +1045.8% $32.73 +2.0%
411 AVDE AMERICAN CENTY ETF TR 126,864.0 $10.8M 0.00% +5K +3.8% $84.84 +6.8%
412 VBK VANGUARD INDEX FDS 35,519.0 $10.7M 0.00% +13K +59.7% $302.25 +18.4%
413 VIZSLA SILVER CORP 3,236,685.0 $10.7M 0.00% +216K +7.2% $3.31
414 ICLR ICON PLC Healthcare 96,404.0 $10.7M 0.00% +35K +55.8% $110.66 +27.3%
415 HST HOST HOTELS & RESORTS INC Real Estate 554,783.0 $10.6M 0.00% +11K +2.1% $19.16 +31.1%
416 FN FABRINET Technology 19,971.0 $10.4M 0.00% +2K +11.7% $521.52 +18.4%
417 NFLX CALL NETFLIX INC. Communication Services 108,200.0 $10.4M 0.00% +107K +8916.7% $96.15 -24.2%
418 ETSY INC 207,172.0 $10.4M 0.00% +87K +72.0% $49.98
419 IGF ISHARES TR 152,919.0 $10.2M 0.00% +88K +135.1% $67.00 -0.9%
420 FEZ SPDR INDEX SHS FDS 164,201.0 $10.2M 0.00% +19K +12.9% $62.08 +10.4%
Page 21 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%