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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 31 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 OSCR PUT OSCAR HEALTH INC Healthcare 271,600.0 $3.1M 0.00% +11K +4.3% $11.47 +148.8%
602 PPA INVESCO EXCHANGE TRADED FD T 18,737.0 $3.1M 0.00% +5K +41.2% $165.70 +4.2%
603 VLUE ISHARES TR 21,763.0 $3.1M 0.00% +183.0 +0.8% $142.19 +43.6%
604 SCHB SCHWAB STRATEGIC TR 121,921.0 $3.1M 0.00% +621.0 +0.5% $25.10 +15.1%
605 WPC WP CAREY INC Real Estate 44,697.0 $3.0M 0.00% +4K +9.7% $67.96 +4.8%
606 SUI SUN CMNTYS INC Real Estate 23,965.0 $3.0M 0.00% +260.0 +1.1% $125.96 -6.1%
607 DTH WISDOMTREE TR 55,721.0 $3.0M 0.00% +16K +38.6% $54.09 +3.4%
608 SBSW SIBANYE STILLWATER LTD Basic Materials 243,408.0 $3.0M 0.00% +222K +1060.2% $12.32 -24.1%
609 PR PERMIAN RESOURCES CORP Energy 139,345.0 $3.0M 0.00% +35K +33.8% $21.32 -10.9%
610 FIRST TR EXCH TRADED FD III 42,126.0 $3.0M 0.00% +36K +626.3% $70.36
611 ODV CALL OSISKO DEVELOPMENT CORP Basic Materials 911,400.0 $3.0M 0.00% +424K +87.0% $3.24 -21.4%
612 RS RELIANCE INC Basic Materials 9,667.0 $2.9M 0.00% +694.0 +7.7% $303.92 +32.8%
613 ERO CALL ERO COPPER CORP Basic Materials 109,500.0 $2.9M 0.00% +45K +69.8% $26.65 +14.2%
614 EQT PUT EQT CORP Energy 45,800.0 $2.9M 0.00% +21K +83.2% $63.64 -18.5%
615 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 62,231.0 $2.9M 0.00% +42K +206.7% $46.36 +76.8%
616 RGEN REPLIGEN CORP Healthcare 23,667.0 $2.8M 0.00% +5K +28.2% $117.82 +7.4%
617 ENPH ENPHASE ENERGY INC Energy 73,311.0 $2.8M 0.00% +23K +45.8% $37.81 +38.6%
618 RPM RPM INTL INC Basic Materials 27,846.0 $2.8M 0.00% +2K +6.5% $99.40 +8.2%
619 KNF KNIFE RIVER CORP Basic Materials 33,833.0 $2.8M 0.00% +790.0 +2.4% $81.65 +7.2%
620 BBIO BRIDGEBIO PHARMA INC Healthcare 36,171.0 $2.7M 0.00% +4K +11.6% $74.26 -7.2%
Page 31 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%