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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 38 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 HEI HEICO CORP NEW Industrials 5,494.0 $1.5M 0.00% +246.0 +4.7% $274.20 +20.8%
742 CGDV CAPITAL GROUP DIVIDEND VALUE 35,359.0 $1.5M 0.00% +14K +65.8% $42.54 +14.8%
743 NIKL SPROTT FDS TR 92,770.0 $1.5M 0.00% +33K +56.4% $16.01 -13.5%
744 UBSI UNITED BANKSHARES INC WEST V Financial Services 35,814.0 $1.5M 0.00% +1K +3.4% $41.42 +8.5%
745 COGT COGENT BIOSCIENCES INC Healthcare 38,309.0 $1.5M 0.00% +28K +287.3% $38.49 -6.9%
746 SPMD SPDR SERIES TRUST 24,878.0 $1.5M 0.00% +7K +42.5% $59.22 +12.5%
747 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 14,968.0 $1.5M 0.00% +2K +12.4% $98.42 -14.8%
748 SDEM GLOBAL X FDS 45,410.0 $1.5M 0.00% +6K +14.6% $32.41 +0.6%
749 VTEB VANGUARD MUN BD FDS 29,436.0 $1.5M 0.00% +27K +987.4% $49.89 +1.1%
750 RRC RANGE RES CORP Energy 32,445.0 $1.5M 0.00% +4K +15.4% $45.18 -18.6%
751 LNC LINCOLN NATL CORP IND Financial Services 41,185.0 $1.5M 0.00% +1K +3.7% $35.50 +6.1%
752 EGP EASTGROUP PPTYS INC Real Estate 7,866.0 $1.5M 0.00% +285.0 +3.8% $185.09 +9.8%
753 VIV TELEFONICA BRASIL SA Communication Services 91,500.0 $1.5M 0.00% +22K +32.6% $15.91 -20.9%
754 FNDF SCHWAB STRATEGIC TR 29,710.0 $1.5M 0.00% +1K +5.2% $48.93 +10.5%
755 CMC COMMERCIAL METALS CO Basic Materials 23,347.0 $1.4M 0.00% +9K +63.4% $61.43 +19.3%
756 ONTO ONTO INNOVATION INC Technology 6,915.0 $1.4M 0.00% +198.0 +3.0% $205.07 +69.6%
757 HMC HONDA MOTOR CO LTD Consumer Cyclical 58,286.0 $1.4M 0.00% +27K +84.1% $24.31 +6.9%
758 MUSA MURPHY USA INC Consumer Cyclical 2,862.0 $1.4M 0.00% +143.0 +5.3% $493.97 +11.6%
759 DY DYCOM INDS INC Industrials 4,133.0 $1.4M 0.00% +76.0 +1.9% $338.82 +38.1%
760 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 26,409.0 $1.4M 0.00% +17K +167.9% $52.75 +5.1%
Page 38 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%