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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 45 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SON SONOCO PRODS CO Consumer Cyclical 15,667.0 $847K +2K +18.9% $54.09 -6.7%
882 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 29,854.0 $836K +2K +8.5% $28.01 +19.4%
883 INTEGRA RES CORP 307,423.0 $831K +63K +25.8% $2.70
884 MOOG INC 2,836.0 $830K +606.0 +27.2% $292.64
885 SITM SITIME CORP Technology 2,396.0 $827K +473.0 +24.6% $345.35 +118.1%
886 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 19,997.0 $825K +1K +6.5% $41.27 +52.2%
887 POR PORTLAND GEN ELEC CO Utilities 15,619.0 $824K +2K +11.7% $52.77 -4.9%
888 WFRD WEATHERFORD INTL PLC Energy 8,683.0 $821K +596.0 +7.4% $94.58 -3.1%
889 KRYS KRYSTAL BIOTECH INC Healthcare 3,162.0 $817K +931.0 +41.7% $258.32 +32.9%
890 KD KYNDRYL HLDGS INC Technology 61,658.0 $809K +26K +73.8% $13.12 -19.1%
891 TLH ISHARES TR 7,985.0 $804K +545.0 +7.3% $100.72 -0.9%
892 TR TOOTSIE ROLL INDS INC Consumer Defensive 18,787.0 $803K +698.0 +3.9% $42.72 -15.3%
893 PARR PAR PAC HOLDINGS INC Energy 12,780.0 $801K +400.0 +3.2% $62.64 -18.5%
894 CNM CORE & MAIN INC Industrials 16,095.0 $795K +1K +7.1% $49.40 -4.4%
895 SBET PUT SHARPLINK INC Financial Services 122,800.0 $792K +118K +2356.0% $6.45 -17.7%
896 SKM SK TELECOM CO LTD Communication Services 26,890.0 $788K +4K +18.9% $29.29 +17.4%
897 ONB OLD NATL BANCORP IND Financial Services 35,547.0 $786K +1K +3.7% $22.10 +13.2%
898 FNB F N B CORP Financial Services 46,933.0 $785K +3K +6.2% $16.72 +9.8%
899 WSBC WESBANCO INC Financial Services 22,730.0 $784K +2K +7.9% $34.49 +5.2%
900 IX ORIX CORP Financial Services 26,007.0 $780K +19K +267.8% $29.99 +34.6%
Page 45 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%