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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 42 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SLN SILENCE THERAPEUTICS PLC Healthcare 202,901.0 $1.1M +42K +26.4% $5.27 +42.9%
822 MSA MSA SAFETY INC Industrials 6,459.0 $1.1M +149.0 +2.4% $163.95 +0.0%
823 PII POLARIS INC Consumer Cyclical 19,324.0 $1.1M +7K +61.9% $54.50 +26.2%
824 FAF FIRST AMERN FINL CORP Financial Services 17,396.0 $1.0M +283.0 +1.6% $60.29 +13.3%
825 LIBERTY MEDIA CORP DEL 12,320.0 $1.0M +4K +40.9% $85.02
826 WRN WESTERN COPPER & GOLD CORP Basic Materials 408,791.0 $1.0M +380K +1313.3% $2.54 -6.6%
827 GM PUT GENERAL MTRS CO Consumer Cyclical 13,900.0 $1.0M +5K +58.0% $74.50 +8.0%
828 HUT 8 CORP 22,075.0 $1.0M +3K +13.0% $46.91
829 PICK ISHARES INC 18,183.0 $1.0M +6K +51.9% $56.59 +10.4%
830 ASX ASE TECHNOLOGY HLDG CO LTD Technology 47,347.0 $1.0M +17K +58.3% $21.68 +101.2%
831 FELE FRANKLIN ELEC INC Industrials 11,123.0 $1.0M +725.0 +7.0% $92.17 +13.3%
832 ASPI ASP ISOTOPES INC Basic Materials 231,773.0 $1.0M +114K +96.6% $4.42 +64.7%
833 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 33,667.0 $1.0M +3K +8.4% $30.36 -3.0%
834 AMRIZE LTD 18,654.0 $1.0M +10K +117.7% $54.47
835 MZTI MARZETTI COMPANY Consumer Defensive 7,334.0 $1.0M +52.0 +0.7% $138.33 -24.3%
836 GSM FERROGLOBE PLC Basic Materials 244,145.0 $1.0M +52K +26.8% $4.12 -9.7%
837 CWT CALIFORNIA WTR SVC GROUP Utilities 22,141.0 $1.0M +402.0 +1.9% $45.34 -0.3%
838 MASI MASIMO CORP Healthcare 5,629.0 $1.0M +653.0 +13.1% $177.87 +1.2%
839 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 19,639.0 $998K +2K +13.8% $50.80 -0.0%
840 SPXC SPX TECHNOLOGIES INC Industrials 4,974.0 $995K +342.0 +7.4% $199.94 +23.2%
Page 42 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%