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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 13 of 27  ·  539 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WD WALKER & DUNLOP INC Financial Services 12,861.0 $571K NEW $44.38 +17.1%
242 CVNA PUT CARVANA CO Consumer Cyclical 1,800.0 $566K NEW $314.38 -78.8%
243 PK PUT PARK HOTELS & RESORTS INC Real Estate 53,500.0 $563K NEW $10.53 +39.8%
244 TIDAL TRUST II 26,868.0 $558K NEW $20.76
245 PINS PUT PINTEREST INC Communication Services 30,000.0 $550K NEW $18.34 +10.5%
246 KLIC KULICKE & SOFFA INDS INC Technology 8,145.0 $535K NEW $65.72 +85.4%
247 SYY CALL SYSCO CORP Consumer Defensive 7,200.0 $514K NEW $71.33 +10.3%
248 PARSONS CORP DEL 520,000.0 $513K NEW $0.99
249 PG CALL PROCTER & GAMBLE CO Consumer Defensive 3,500.0 $506K NEW $144.44 +4.1%
250 CVNA CALL CARVANA CO Consumer Cyclical 1,600.0 $503K NEW $314.38 -78.8%
251 NSA NATIONAL STORAGE AFFILIATES Real Estate 13,303.0 $502K NEW $37.74 +17.8%
252 SYY PUT SYSCO CORP Consumer Defensive 7,000.0 $499K NEW $71.33 +10.3%
253 CNK CALL CINEMARK HLDGS INC Communication Services 17,500.0 $499K NEW $28.52 +18.4%
254 CNK PUT CINEMARK HLDGS INC Communication Services 17,500.0 $499K NEW $28.52 +18.4%
255 BW BABCOCK & WILCOX ENTERPRISES Industrials 33,251.0 $488K NEW $14.69 +18.3%
256 NSC CALL NORFOLK SOUTHN CORP Industrials 1,700.0 $488K NEW $287.00 +4.6%
257 NSC PUT NORFOLK SOUTHN CORP Industrials 1,700.0 $488K NEW $287.00 +4.6%
258 SIMO SILICON MOTION TECHNOLOGY CO Technology 4,298.0 $483K NEW $112.29 +186.5%
259 NNE NANO NUCLEAR ENERGY INC Industrials 22,852.0 $468K NEW $20.48 +37.7%
260 SLB CALL SLB LIMITED Energy 9,000.0 $463K NEW $51.39 -6.4%
Page 13 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%