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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 12 of 27  ·  539 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FRO CALL FRONTLINE PLC Energy 20,000.0 $697K NEW $34.86 +17.4%
222 BUXX EA SERIES TRUST 34,014.0 $689K NEW $20.24 +0.0%
223 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,500.0 $688K NEW $275.18 +13.6%
224 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 4,000.0 $686K NEW $171.43 +6.2%
225 ALGN CALL ALIGN TECHNOLOGY INC Healthcare 4,000.0 $686K NEW $171.43 +6.2%
226 HTFL HEARTFLOW INC Healthcare 27,439.0 $668K NEW $24.33 +38.3%
227 FSLY FASTLY INC Technology 22,856.0 $664K NEW $29.06 -38.4%
228 HALOZYME THERAPEUTICS INC 634,000.0 $662K NEW $1.04
229 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 2,400.0 $660K NEW $275.18 +13.6%
230 AHR AMERICAN HEALTHCARE REIT INC Real Estate 13,889.0 $655K NEW $47.16 -1.4%
231 VTP VANGUARD MALVERN FDS 8,355.0 $635K NEW $76.06 +0.7%
232 VICR VICOR CORP Technology 3,922.0 $631K NEW $161.00 +105.8%
233 DELL CALL DELL TECHNOLOGIES INC Technology 3,800.0 $624K NEW $164.13 +149.5%
234 JBHT PUT HUNT J B TRANS SVCS INC Industrials 2,900.0 $615K NEW $211.90 +28.0%
235 JBHT CALL HUNT J B TRANS SVCS INC Industrials 2,900.0 $615K NEW $211.90 +28.0%
236 VSEC VSE CORP Industrials 3,258.0 $601K NEW $184.40 +18.9%
237 LVS PUT LAS VEGAS SANDS CORP Consumer Cyclical 11,000.0 $593K NEW $53.88 -9.6%
238 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 11,000.0 $593K NEW $53.88 -9.6%
239 PIPR PIPER SANDLER COMPANIES Financial Services 7,575.0 $580K NEW $76.55 +6.9%
240 BTAL AGF INVTS TR 41,305.0 $577K NEW $13.96 -21.5%
Page 12 of 27  ·  539 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%