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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 50 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SPDR SERIES TRUST 17,491.0 $544K +772.0 +4.6% $31.08
982 NPO ENPRO INC Industrials 2,161.0 $542K +269.0 +14.2% $250.65 +54.6%
983 RSSB TIDAL TRUST II 19,896.0 $541K +132.0 +0.7% $27.21 +13.6%
984 AZZ AZZ INC Industrials 4,279.0 $535K +49.0 +1.2% $125.13 +27.9%
985 ESAB ESAB CORPORATION Industrials 5,536.0 $535K +233.0 +4.4% $96.66 +7.8%
986 BCC BOISE CASCADE CO DEL Basic Materials 7,028.0 $533K +680.0 +10.7% $75.85 -1.6%
987 SPIB SPDR SERIES TRUST 15,654.0 $525K +3K +22.6% $33.54 -0.6%
988 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 8,521.0 $523K +1K +17.6% $61.32 +8.4%
989 ALKS ALKERMES PLC Healthcare 14,756.0 $522K +397.0 +2.8% $35.36 +29.2%
990 AMTM AMENTUM HOLDINGS INC Industrials 19,966.0 $521K +557.0 +2.9% $26.08 -19.2%
991 VFMV VANGUARD WELLINGTON FD 3,887.0 $518K +496.0 +14.6% $133.23 +4.7%
992 ULS UL SOLUTIONS INC Industrials 5,963.0 $511K +598.0 +11.2% $85.71 +5.6%
993 JPIE J P MORGAN EXCHANGE TRADED F 11,079.0 $510K +1K +10.0% $46.07 -0.3%
994 TIDAL TRUST II 21,776.0 $510K +413.0 +1.9% $23.43
995 ASH ASHLAND INC Basic Materials 9,154.0 $509K +5K +101.6% $55.61 +21.8%
996 RALLIANT CORP 12,061.0 $502K +450.0 +3.9% $41.59
997 IRT INDEPENDENCE RLTY TR INC Real Estate 33,557.0 $500K +2K +5.5% $14.89 +6.8%
998 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3,384.0 $495K +305.0 +9.9% $146.36 +25.5%
999 BLKB BLACKBAUD INC Technology 12,795.0 $494K +87.0 +0.7% $38.61 -33.5%
1000 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 11,003.0 $493K +1K +12.0% $44.84 +11.3%
Page 50 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%