BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Status
241 WS WORTHINGTON STL INC Basic Materials 6,162 $213K SOLD
242 CFFN CAPITOL FED FINL INC Financial Services 31,035 $211K SOLD
243 RIGL RIGEL PHARMACEUTICALS INC Healthcare 4,858 $208K SOLD
244 HCI HCI GROUP INC Financial Services 1,079 $207K SOLD
245 THRM GENTHERM INC Consumer Cyclical 5,670 $206K SOLD
246 PLUS EPLUS INC Technology 2,345 $206K SOLD
247 FSM PUT FORTUNA MNG CORP Basic Materials 20,800 $204K SOLD
248 FDX CALL FEDEX CORP Industrials 700 $202K SOLD
249 YELP YELP INC Communication Services 6,653 $202K SOLD
250 SEDG CALL SOLAREDGE TECHNOLOGIES INC Energy 7,000 $202K SOLD
251 TBBK BANCORP INC DEL Financial Services 2,988 $202K SOLD
252 TNC TENNANT CO Industrials 2,725 $201K SOLD
253 JJSF J & J SNACK FOODS CORP Consumer Defensive 2,215 $200K SOLD
254 CNI PUT CANADIAN NATL RY CO Industrials 2,000 $198K SOLD
255 KGC PUT KINROSS GOLD CORP Basic Materials 7,000 $197K SOLD
256 EBC EASTERN BANKSHARES INC Financial Services 10,675 $197K SOLD
257 TIC TIC SOLUTIONS INC Industrials 19,436 $196K SOLD
258 JACK JACK IN THE BOX INC Consumer Cyclical 10,250 $194K SOLD
259 JANUS DETROIT STR TR 8,233 $193K SOLD
260 GAMESTOP CORP NEW 63,805 $192K SOLD
Page 13 of 20  ·  386 positions
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%