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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 41 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SLM SLM CORP Financial Services 53,591.0 $1.1M +2K +3.0% $21.41 +6.7%
802 EWJV ISHARES TR 26,716.0 $1.1M +12K +85.3% $42.67 +6.7%
803 FLRN SPDR SERIES TRUST 36,943.0 $1.1M +2K +4.4% $30.78 +0.1%
804 UBER CALL UBER TECHNOLOGIES INC Technology 15,800.0 $1.1M +13K +393.8% $71.93 -0.7%
805 AIR LEASE CORP 17,461.0 $1.1M +706.0 +4.2% $64.94
806 ECG EVERUS CONSTR GROUP Industrials 9,589.0 $1.1M +290.0 +3.1% $118.06 +39.5%
807 AWR AMER STATES WTR CO Utilities 14,952.0 $1.1M +486.0 +3.4% $75.62 +2.7%
808 ASTL ALGOMA STL GROUP INC Basic Materials 272,613.0 $1.1M +69K +33.7% $4.13 +3.9%
809 PUK PRUDENTIAL PLC Financial Services 39,281.0 $1.1M +9K +31.7% $28.43 -5.0%
810 LUMN LUMEN TECHNOLOGIES INC Communication Services 159,997.0 $1.1M +3K +1.6% $6.95 +16.4%
811 JOE ST JOE CO Real Estate 17,686.0 $1.1M +1K +8.4% $62.80 +4.0%
812 NIOCORP DEVS LTD 249,007.0 $1.1M +80K +47.4% $4.46
813 CHWY CHEWY INC Consumer Cyclical 40,988.0 $1.1M +803.0 +2.0% $27.00 -35.1%
814 BROS DUTCH BROS INC Consumer Cyclical 21,815.0 $1.1M +10K +90.7% $50.66 +32.3%
815 DOCN DIGITALOCEAN HLDGS INC Technology 12,875.0 $1.1M +6K +74.6% $85.78 +93.8%
816 CPK CHESAPEAKE UTILS CORP Utilities 8,647.0 $1.1M +55.0 +0.6% $126.37 -5.9%
817 WEN WENDYS CO Consumer Cyclical 156,418.0 $1.1M +32K +26.2% $6.95 -2.2%
818 PCGG LITMAN GREGORY FDS TR 107,695.0 $1.1M +7K +6.8% $10.04 +8.0%
819 QRVO QORVO INC Technology 13,874.0 $1.1M +350.0 +2.6% $77.40 +31.8%
820 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 18,395.0 $1.1M +253.0 +1.4% $58.24 +22.9%
Page 41 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%