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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 48 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 BDN BRANDYWINE RLTY TR Real Estate 244,965.0 $664K +228K +1327.5% $2.71 +14.0%
942 ESE ESCO TECHNOLOGIES INC Technology 2,348.0 $661K +567.0 +31.8% $281.37 +25.5%
943 AAON AAON INC Industrials 7,940.0 $657K +623.0 +8.5% $82.75 +64.6%
944 ABCB AMERIS BANCORP Financial Services 8,392.0 $654K +819.0 +10.8% $77.99 +11.9%
945 NANC TIDAL TRUST I 15,426.0 $651K +1K +9.0% $42.20 +17.9%
946 RITM RITHM CAPITAL CORP Real Estate 68,636.0 $651K +37K +114.0% $9.48 -3.5%
947 CARG CARGURUS INC Consumer Cyclical 19,007.0 $647K +3K +20.9% $34.05 -11.7%
948 GKOS GLAUKOS CORP Healthcare 5,903.0 $636K +461.0 +8.5% $107.66 +21.8%
949 ABCL ABCELLERA BIOLOGICS INC Healthcare 181,690.0 $634K +35K +24.1% $3.49 +64.5%
950 SNEX STONEX GROUP INC Financial Services 7,856.0 $634K +3K +62.6% $80.64 +72.0%
951 VIRT VIRTU FINL INC Financial Services 15,104.0 $633K +4K +33.4% $41.92 +48.2%
952 JBND J P MORGAN EXCHANGE TRADED F 11,756.0 $632K +4K +54.0% $53.77 -0.9%
953 ACA ARCOSA INC Industrials 5,910.0 $627K +318.0 +5.7% $106.14 +36.4%
954 EMLP FIRST TR EXCHANGE-TRADED FD 14,260.0 $623K +2K +18.7% $43.66 -1.0%
955 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 8,362.0 $622K +160.0 +1.9% $74.38 -31.4%
956 IPGP IPG PHOTONICS CORP Technology 5,413.0 $620K +122.0 +2.3% $114.59 +3.0%
957 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5,981.0 $619K +328.0 +5.8% $103.50 +6.1%
958 SPMO INVESCO EXCH TRADED FD TR II 5,519.0 $619K +2K +39.1% $112.11 +44.1%
959 MPT MEDICAL PROPERTIES TRUST INC Financial Services 133,612.0 $619K +6K +4.5% $4.63 -3.6%
960 IYE ISHARES TR 9,462.0 $613K +568.0 +6.4% $64.77 -11.1%
Page 48 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%