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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 28 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SLB PUT SLB LIMITED Energy 84,000.0 $4.3M 0.00% +9K +12.0% $51.39 -6.7%
542 QQQM INVESCO EXCH TRADED FD TR II 18,045.0 $4.3M 0.00% +1K +7.4% $237.62 +27.8%
543 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 249,766.0 $4.2M 0.00% +11K +4.6% $16.97 +22.9%
544 SHM SPDR SERIES TRUST 88,151.0 $4.2M 0.00% +8K +9.8% $47.83 +0.2%
545 XAR SPDR SERIES TRUST 16,533.0 $4.2M 0.00% +2K +16.0% $253.98 +9.4%
546 VCR VANGUARD WORLD FD 11,681.0 $4.2M 0.00% +1K +12.4% $359.03 +7.8%
547 CEG PUT CONSTELLATION ENERGY CORP Utilities 15,000.0 $4.2M 0.00% +10K +233.3% $279.25 -1.3%
548 MCD PUT MCDONALDS CORP Consumer Cyclical 13,400.0 $4.2M 0.00% +10K +362.1% $310.79 -13.1%
549 OHI OMEGA HEALTHCARE INVS INC Real Estate 94,572.0 $4.1M 0.00% +11K +12.8% $43.82 +2.9%
550 CWEN CLEARWAY ENERGY INC Utilities 105,473.0 $4.1M 0.00% +11K +11.1% $39.29 -5.7%
551 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 31,003.0 $4.1M 0.00% +7K +31.2% $131.74 +22.7%
552 MOO VANECK ETF TRUST 48,129.0 $4.1M 0.00% +48K +9032.6% $84.50 -9.0%
553 WSO WATSCO INC Industrials 11,127.0 $4.0M 0.00% +179.0 +1.6% $363.79 +10.2%
554 VMBS VANGUARD SCOTTSDALE FDS 85,195.0 $4.0M 0.00% +3K +3.3% $46.95 -0.6%
555 CW CURTISS WRIGHT CORP Industrials 5,834.0 $4.0M 0.00% +507.0 +9.5% $681.12 +15.1%
556 ARW ARROW ELECTRS INC Technology 27,619.0 $4.0M 0.00% +864.0 +3.2% $143.41 +63.7%
557 BINC BLACKROCK ETF TRUST II 76,218.0 $4.0M 0.00% +51K +198.4% $51.93 +0.7%
558 FLEX FLEXTRONICS INTL LTD Technology 60,447.0 $4.0M 0.00% +4K +7.2% $65.46 +138.0%
559 ELAN ELANCO ANIMAL HEALTH INC Healthcare 165,221.0 $4.0M 0.00% +70K +73.3% $23.93 -0.1%
560 NE NOBLE CORP PLC Energy 80,038.0 $3.9M 0.00% +7K +9.2% $49.07 -13.7%
Page 28 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%