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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 26 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SEDG SOLAREDGE TECHNOLOGIES INC Energy 111,270.0 $5.7M 0.00% +83K +293.1% $51.05 +12.7%
502 ERIE ERIE INDTY CO Financial Services 22,532.0 $5.7M 0.00% +437.0 +2.0% $251.31 -15.8%
503 MKL MARKEL GROUP INC Financial Services 2,936.0 $5.6M 0.00% +57.0 +2.0% $1914.07 -2.9%
504 GLDM WORLD GOLD TR Financial Services 59,991.0 $5.6M 0.00% +57K +1783.0% $92.69 -10.6%
505 UGI UGI CORP NEW Utilities 152,421.0 $5.6M 0.00% +125K +446.7% $36.42 -7.2%
506 CHRD CHORD ENERGY CORPORATION Energy 38,413.0 $5.5M 0.00% +30K +368.2% $142.18 -12.5%
507 VEEV VEEVA SYS INC Healthcare 31,062.0 $5.5M 0.00% +9K +39.5% $175.66 -12.7%
508 IJT ISHARES TR 37,580.0 $5.4M 0.00% +3K +8.8% $144.71 +18.4%
509 BWXT BWX TECHNOLOGIES INC Industrials 26,403.0 $5.4M 0.00% +5K +21.1% $204.49 +2.7%
510 PRGS PROGRESS SOFTWARE CORP Technology 210,087.0 $5.4M 0.00% +20K +10.6% $25.65 +7.8%
511 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 106,000.0 $5.3M 0.00% +79K +298.5% $50.20 -9.6%
512 CVE PUT CENOVUS ENERGY INC Energy 200,000.0 $5.3M 0.00% +25K +14.3% $26.55 -3.3%
513 VIS VANGUARD WORLD FD 16,812.0 $5.2M 0.00% +2K +15.8% $312.22 +14.0%
514 IAUX I-80 GOLD CORP Basic Materials 3,433,497.0 $5.2M 0.00% +2.6M +308.1% $1.52 -1.1%
515 GAU GALIANO GOLD INC Basic Materials 2,079,772.0 $5.2M 0.00% +1.9M +857.5% $2.50 -19.3%
516 ANGL VANECK ETF TRUST 180,828.0 $5.2M 0.00% +9K +5.5% $28.72 +1.6%
517 NOK NOKIA CORP Technology 645,918.0 $5.2M 0.00% +219K +51.4% $8.04 +79.5%
518 MDB MONGODB INC Technology 21,144.0 $5.2M 0.00% +16K +286.8% $244.77 +30.4%
519 KB KB FINL GROUP INC Financial Services 51,821.0 $5.2M 0.00% +4K +7.5% $99.73 +6.2%
520 MTZ MASTEC INC Industrials 16,060.0 $5.2M 0.00% +3K +19.9% $321.74 +26.3%
Page 26 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%