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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 8 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EOG EOG RES INC Energy 799,381.0 $115.6M 0.04% +164K +25.8% $144.57 -10.1%
142 ALRM ALARM COM HLDGS INC Technology 2,657,641.0 $114.8M 0.04% +426K +19.1% $43.19 +2.8%
143 VALE VALE S A Basic Materials 7,082,535.0 $112.7M 0.04% +5.4M +311.5% $15.91 -3.1%
144 VYM VANGUARD WHITEHALL FDS 752,342.0 $111.4M 0.04% +44K +6.2% $148.10 +6.8%
145 FRPT FRESHPET INC Consumer Defensive 1,867,376.0 $110.1M 0.04% +303K +19.4% $58.96 -6.7%
146 SOFI SOFI TECHNOLOGIES INC Financial Services 6,766,698.0 $107.5M 0.04% +588K +9.5% $15.88 +12.8%
147 XBI SPDR SERIES TRUST 834,630.0 $106.6M 0.04% +672K +413.2% $127.73 +10.2%
148 FANG DIAMONDBACK ENERGY INC Energy 517,397.0 $102.3M 0.04% +290K +127.1% $197.79 -7.2%
149 DUHP DIMENSIONAL ETF TRUST 2,733,093.0 $100.5M 0.04% +139K +5.3% $36.76 +12.5%
150 CSGP COSTAR GROUP INC Real Estate 2,487,715.0 $100.4M 0.04% +2.0M +448.0% $40.34 -25.3%
151 ALL ALLSTATE CORP Financial Services 461,056.0 $95.6M 0.04% +47K +11.3% $207.34 +6.7%
152 AVDV AMERICAN CENTY ETF TR 957,139.0 $95.6M 0.04% +20K +2.1% $99.86 +6.9%
153 UBS UBS GROUP AG Financial Services 2,461,029.0 $94.6M 0.04% +268K +12.2% $38.44 +32.1%
154 CBZ CBIZ INC Industrials 3,507,905.0 $94.2M 0.04% +1.3M +55.8% $26.85 +15.8%
155 JCI JOHNSON CONTROLS INTERNATION Industrials 709,497.0 $92.9M 0.04% +101K +16.5% $130.95 +10.6%
156 DOV DOVER CORP Industrials 441,130.0 $92.0M 0.03% +40K +9.9% $208.45 +7.3%
157 NGG NATIONAL GRID PLC Utilities 1,061,874.0 $89.8M 0.03% +604K +131.8% $84.60 -6.1%
158 WDAY WORKDAY INC Technology 682,843.0 $88.7M 0.03% +217K +46.6% $129.92 -10.0%
159 ATS CORPORATION 3,115,360.0 $87.8M 0.03% +93K +3.1% $28.19
160 DIHP DIMENSIONAL ETF TRUST 2,681,909.0 $86.4M 0.03% +78K +3.0% $32.22 +7.0%
Page 8 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%