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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 40 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 IEUR ISHARES TR 17,842.0 $1.3M +11K +143.8% $70.27 +6.3%
782 EXP EAGLE MATLS INC Basic Materials 6,611.0 $1.3M +2K +32.7% $189.45 +18.0%
783 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 897,527.0 $1.3M +759K +550.0% $1.39 +46.3%
784 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 71,017.0 $1.3M +10K +16.6% $17.62 +10.4%
785 LSCC LATTICE SEMICONDUCTOR CORP Technology 13,446.0 $1.2M +3K +23.3% $92.76 +67.4%
786 OGE OGE ENERGY CORP Utilities 25,938.0 $1.2M +2K +8.5% $47.96 -0.6%
787 CMP COMPASS MINERALS INTL INC Basic Materials 52,865.0 $1.2M +2K +4.2% $23.35 +23.6%
788 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 11,110.0 $1.2M +1K +15.5% $110.91 +13.2%
789 PFM INVESCO EXCHANGE TRADED FD T 23,972.0 $1.2M +1K +5.8% $51.09 +7.7%
790 ROIV ROIVANT SCIENCES LTD Healthcare 43,785.0 $1.2M +4K +9.4% $27.70 +12.8%
791 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 7,319.0 $1.2M +197.0 +2.8% $165.14 +8.9%
792 GBX GREENBRIER COS INC Industrials 22,727.0 $1.2M +3K +13.3% $52.65 -4.7%
793 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 20,155.0 $1.2M +9K +78.4% $59.03 -5.1%
794 HQY HEALTHEQUITY INC Healthcare 14,208.0 $1.2M +2K +18.9% $83.57 +1.2%
795 JEPQ J P MORGAN EXCHANGE TRADED F 21,261.0 $1.2M +2K +10.5% $55.52 +10.6%
796 R RYDER SYS INC Industrials 5,764.0 $1.2M +214.0 +3.9% $204.71 +29.5%
797 CLOUDFLARE INC 1,000,000.0 $1.2M +800K +400.0% $1.18
798 NEU NEWMARKET CORP Basic Materials 1,834.0 $1.2M +139.0 +8.2% $640.95 +21.7%
799 NFG NATIONAL FUEL GAS CO Energy 12,353.0 $1.2M +722.0 +6.2% $93.96 -19.0%
800 SM SM ENERGY COMPANY Energy 37,056.0 $1.2M +16K +73.7% $31.18 -11.6%
Page 40 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%