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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 60 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 DOLE DOLE PLC Consumer Defensive 17,091.0 $244K +3K +25.6% $14.29 -2.0%
1182 TALO TALOS ENERGY INC Energy 15,351.0 $242K +523.0 +3.5% $15.76 -12.6%
1183 WHD CACTUS INC Energy 5,107.0 $242K +545.0 +11.9% $47.37 +15.5%
1184 EEMV ISHARES INC 3,722.0 $241K +512.0 +15.9% $64.73 +18.4%
1185 CHCO CITY HLDG CO Financial Services 2,015.0 $241K +167.0 +9.0% $119.52 +6.4%
1186 STBA S & T BANCORP INC Financial Services 5,752.0 $241K +292.0 +5.3% $41.83 +12.0%
1187 PRLB PROTO LABS INC Industrials 4,216.0 $240K +232.0 +5.8% $57.02 +42.2%
1188 KSS KOHLS CORP Consumer Cyclical 18,587.0 $240K +1K +6.8% $12.90 +33.7%
1189 XNTK SPDR SERIES TRUST 929.0 $237K +270.0 +41.0% $255.28 +51.1%
1190 DORM DORMAN PRODS INC Consumer Cyclical 2,263.0 $236K +217.0 +10.6% $104.36 +20.4%
1191 ALHC ALIGNMENT HEALTHCARE INC Healthcare 13,355.0 $235K +549.0 +4.3% $17.62 +24.1%
1192 QS QUANTUMSCAPE CORP Consumer Cyclical 36,498.0 $233K +7K +21.8% $6.38 +26.0%
1193 PENN PENN ENTERTAINMENT INC Consumer Cyclical 15,422.0 $232K +2K +11.2% $15.03 +41.7%
1194 VC VISTEON CORP Consumer Cyclical 2,526.0 $230K +39.0 +1.6% $91.11 +24.9%
1195 WK WORKIVA INC Technology 3,815.0 $227K +108.0 +2.9% $59.63 -20.6%
1196 SPBO SPDR SERIES TRUST 7,824.0 $227K +259.0 +3.4% $29.03 -0.0%
1197 ETH GRAYSCALE ETHEREUM STAKING Financial Services 11,166.0 $222K +441.0 +4.1% $19.86 -18.4%
1198 OGN ORGANON & CO Healthcare 36,820.0 $221K +2K +5.3% $5.99 +124.2%
1199 ON24 INC 26,698.0 $216K +4K +17.4% $8.10
1200 VCLT VANGUARD SCOTTSDALE FDS 2,851.0 $213K +146.0 +5.4% $74.72 +0.9%
Page 60 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%