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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 59 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 BZH BEAZER HOMES USA INC Consumer Cyclical 13,446.0 $259K +1K +10.9% $19.24 +40.6%
1162 HYLS FIRST TR EXCHANGE-TRADED FD 6,332.0 $257K +2K +35.9% $40.57 +0.8%
1163 STEP STEPSTONE GROUP INC Financial Services 5,381.0 $257K +495.0 +10.1% $47.72 -5.3%
1164 WSFS WSFS FINL CORP Financial Services 3,919.0 $257K +274.0 +7.5% $65.46 +13.3%
1165 BFLY BUTTERFLY NETWORK INC Healthcare 63,053.0 $255K +51K +407.8% $4.04 +120.3%
1166 FCF FIRST COMWLTH FINL CORP PA Financial Services 14,479.0 $255K +2K +13.8% $17.58 +11.1%
1167 SLVR SPROTT FDS TR 4,297.0 $254K +424.0 +10.9% $59.18 -8.4%
1168 PNTG PENNANT GROUP INC Healthcare 8,338.0 $254K +77.0 +0.9% $30.48 +9.7%
1169 SOXL DIREXION SHARES ETF TRUST 5,300.0 $254K +2K +52.0% $47.91 +481.9%
1170 UE URBAN EDGE PPTYS Real Estate 12,700.0 $254K +425.0 +3.5% $19.98 +11.5%
1171 DNOW DNOW INC Energy 21,211.0 $253K +917.0 +4.5% $11.91 +13.4%
1172 QQQI NEOS ETF TRUST 5,082.0 $253K +4K +423.9% $49.69 +14.2%
1173 PATK PATRICK INDS INC Consumer Cyclical 2,263.0 $251K +177.0 +8.5% $111.07 -21.3%
1174 NMR NOMURA HLDGS INC Financial Services 31,677.0 $250K +3K +9.0% $7.89 +13.7%
1175 GNW GENWORTH FINL INC Financial Services 30,650.0 $249K +4K +16.2% $8.12 +10.2%
1176 NBTB NBT BANCORP INC Financial Services 5,838.0 $249K +512.0 +9.6% $42.58 +9.6%
1177 IEV ISHARES TR 3,654.0 $248K +355.0 +10.8% $67.93 +6.6%
1178 NBHC NATIONAL BK HLDGS CORP Financial Services 6,336.0 $248K +879.0 +16.1% $39.16 +9.3%
1179 PXF INVESCO EXCH TRADED FD TR II 3,534.0 $247K +27.0 +0.8% $69.90 +11.3%
1180 AHCO ADAPTHEALTH CORP Healthcare 20,547.0 $245K +603.0 +3.0% $11.90 -18.9%
Page 59 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%