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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 9 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DFAS DIMENSIONAL ETF TRUST 1,212,428.0 $86.2M 0.03% +191K +18.7% $71.13 +13.0%
162 VCSH VANGUARD SCOTTSDALE FDS 1,076,143.0 $85.3M 0.03% +44K +4.2% $79.27 -0.5%
163 WAY WAYSTAR HLDG CORP Technology 3,453,757.0 $83.3M 0.03% +3.4M +10000.0% $24.11 -23.4%
164 TROW PRICE T ROWE GROUP INC Financial Services 923,661.0 $83.3M 0.03% +188K +25.6% $90.14 +19.4%
165 VRRM VERRA MOBILITY CORP Technology 5,789,907.0 $82.7M 0.03% +5.8M +10000.0% $14.29 -68.9%
166 LUMENTUM HLDGS INC 11,901,000.0 $82.2M 0.03% +5.0M +72.5% $6.91
167 RSG REPUBLIC SVCS INC Industrials 374,992.0 $82.1M 0.03% +40K +11.8% $219.02 -6.4%
168 ROL ROLLINS INC Consumer Cyclical 1,523,016.0 $81.3M 0.03% +97K +6.8% $53.41 -15.8%
169 VBR VANGUARD INDEX FDS 374,081.0 $81.3M 0.03% +25K +7.0% $217.25 +9.7%
170 MEOH METHANEX CORP Basic Materials 1,359,639.0 $81.0M 0.03% +46K +3.5% $59.60 -10.8%
171 SOXX ISHARES TR 245,454.0 $80.7M 0.03% +205K +511.6% $328.66 +94.6%
172 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 973,707.0 $80.0M 0.03% +971K +10000.0% $82.13 -21.7%
173 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 2,287,875.0 $77.2M 0.03% +2.3M +10000.0% $33.74 +3.6%
174 CRL CHARLES RIV LABS INTL INC Healthcare 445,869.0 $76.9M 0.03% +58K +14.9% $172.50 +7.2%
175 SLB SLB LIMITED Energy 1,490,671.0 $76.6M 0.03% +78K +5.5% $51.39 -6.4%
176 OXY OCCIDENTAL PETE CORP Energy 1,178,166.0 $76.6M 0.03% +21K +1.9% $65.00 -20.3%
177 HDB HDFC BANK LTD Financial Services 2,997,676.0 $74.6M 0.03% +2.9M +2048.8% $24.88 +0.7%
178 APTIV PLC 1,070,738.0 $74.4M 0.03% +833K +349.8% $69.44
179 XLU SELECT SECTOR SPDR TR 1,593,592.0 $73.1M 0.03% +32K +2.0% $45.89 -2.5%
180 ZTS ZOETIS INC Healthcare 615,099.0 $72.7M 0.03% +49K +8.6% $118.21 -33.4%
Page 9 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%