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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 54 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 RWL INVESCO EXCH TRADED FD TR II 3,195.0 $367K +530.0 +19.9% $114.91 +10.8%
1062 CNK CINEMARK HLDGS INC Communication Services 12,845.0 $366K +2K +18.5% $28.52 +18.4%
1063 INVA INNOVIVA INC Healthcare 15,560.0 $363K +818.0 +5.5% $23.30 -3.5%
1064 FIRST HAWAIIAN INC 14,710.0 $362K +705.0 +5.0% $24.64
1065 MTRN MATERION CORP Basic Materials 2,490.0 $360K +231.0 +10.2% $144.65 +90.1%
1066 CGW INVESCO EXCH TRADED FD TR II 5,622.0 $359K +1K +30.7% $63.94 -0.7%
1067 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4,243.0 $359K +1K +46.6% $84.64 +4.2%
1068 NFRA FLEXSHARES TR 5,601.0 $358K +4K +178.8% $63.95 +0.9%
1069 ICUI ICU MED INC Healthcare 2,767.0 $357K +82.0 +3.0% $129.15 +8.7%
1070 KLARNA GROUP PLC 27,106.0 $355K +588.0 +2.2% $13.09
1071 JBGS JBG SMITH PPTYS Real Estate 24,247.0 $354K +12K +105.5% $14.61 -3.1%
1072 EPAC ENERPAC TOOL GROUP CORP Industrials 9,700.0 $354K +649.0 +7.2% $36.47 +0.4%
1073 GTLB GITLAB INC Technology 16,275.0 $352K +5K +41.0% $21.64 +22.7%
1074 SYNA SYNAPTICS INC Technology 5,023.0 $352K +56.0 +1.1% $70.04 +101.2%
1075 FSK FS KKR CAP CORP Financial Services 34,500.0 $351K +4K +13.1% $10.18 +0.9%
1076 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 5,842.0 $346K +115.0 +2.0% $59.27 -20.8%
1077 VIR VIR BIOTECHNOLOGY INC Healthcare 38,637.0 $346K +2K +4.9% $8.96 +2.2%
1078 FBP FIRST BANCORP CORPORATION Financial Services 16,144.0 $345K +2K +10.6% $21.36 +18.0%
1079 LBRDA LIBERTY BROADBAND CORP Communication Services 6,834.0 $343K +6K +1033.3% $50.22 -41.2%
1080 TRN TRINITY INDS INC Industrials 10,649.0 $343K +853.0 +8.7% $32.18 +7.1%
Page 54 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%