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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 55 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 REZI RESIDEO TECHNOLOGIES INC Industrials 10,120.0 $341K +907.0 +9.8% $33.71 -5.3%
1082 LIVN LIVANOVA PLC Healthcare 5,363.0 $341K +742.0 +16.1% $63.56 +23.5%
1083 PDM PIEDMONT REALTY TRUST INC Real Estate 51,730.0 $340K +26K +101.5% $6.57 +36.1%
1084 NSIT INSIGHT ENTERPRISES INC Technology 5,067.0 $340K +222.0 +4.6% $67.01 +61.8%
1085 CRK COMSTOCK RES INC Energy 16,018.0 $338K +877.0 +5.8% $21.08 -37.9%
1086 FBNC FIRST BANCORP N C Financial Services 5,985.0 $337K +1K +26.7% $56.35 +7.8%
1087 TDVG T ROWE PRICE ETF INC 7,551.0 $337K +2K +31.0% $44.63 +8.9%
1088 NOVT NOVANTA INC Technology 2,844.0 $336K +139.0 +5.1% $118.11 +31.5%
1089 PLMR PALOMAR HLDGS INC Financial Services 2,790.0 $333K +813.0 +41.1% $119.50 -6.5%
1090 FTEC FIDELITY COVINGTON TRUST 1,601.0 $333K +259.0 +19.3% $208.05 +37.7%
1091 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 15,478.0 $332K +1K +10.6% $21.45 +33.1%
1092 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 17,949.0 $332K +7K +69.4% $18.49 +28.2%
1093 ENVIRI CORP 16,881.0 $331K +829.0 +5.2% $19.62
1094 NMIH NMI HLDGS INC Financial Services 8,815.0 $331K +650.0 +8.0% $37.51 -0.1%
1095 ABM ABM INDS INC Industrials 8,583.0 $331K +225.0 +2.7% $38.52 +14.6%
1096 SXI STANDEX INTL CORP Industrials 1,297.0 $331K +141.0 +12.2% $254.86 +23.7%
1097 LUCD LUCID DIAGNOSTICS INC Healthcare 285,236.0 $328K +271K +1902.2% $1.15 -6.1%
1098 CVCO CAVCO INDS INC DEL Consumer Cyclical 676.0 $327K +60.0 +9.7% $484.29 +24.2%
1099 KMPR KEMPER CORP Financial Services 10,684.0 $327K +1K +14.8% $30.56 -18.1%
1100 SUPN SUPERNUS PHARMACEUTICALS Healthcare 6,312.0 $326K +1K +19.6% $51.69 -14.1%
Page 55 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%