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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 14 of 27  ·  539 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OPEN PUT OPENDOOR TECHNOLOGIES INC Real Estate 98,700.0 $462K NEW $4.68 -4.5%
262 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 2,000.0 $462K NEW $230.89 +4.3%
263 BLUE MOON METALS INC 70,117.0 $454K NEW $6.48
264 STANDARDAERO INC 16,583.0 $428K NEW $25.83
265 PCG PUT PG&E CORP Utilities 23,700.0 $416K NEW $17.57 -6.2%
266 NORW GLOBAL X FDS 10,859.0 $415K NEW $38.21 -7.6%
267 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 12,995.0 $412K NEW $31.72 +2.2%
268 SIRI SIRIUSXM HOLDINGS INC Communication Services 17,303.0 $399K NEW $23.08 +21.4%
269 SNPS CALL SYNOPSYS INC Technology 1,000.0 $396K NEW $396.48 +14.9%
270 USDU WISDOMTREE TR 14,921.0 $393K NEW $26.33 +1.1%
271 GNRC PUT GENERAC HLDGS INC Industrials 2,000.0 $391K NEW $195.33 +42.9%
272 GNRC CALL GENERAC HLDGS INC Industrials 2,000.0 $391K NEW $195.33 +42.9%
273 RGEN PUT REPLIGEN CORP Healthcare 3,300.0 $389K NEW $117.82 +12.1%
274 YUM PUT YUM BRANDS INC Consumer Cyclical 2,500.0 $389K NEW $155.48 -2.2%
275 YUM CALL YUM BRANDS INC Consumer Cyclical 2,500.0 $389K NEW $155.48 -2.2%
276 BILS SPDR SERIES TRUST 3,800.0 $378K NEW $99.44 -0.1%
277 COM DIREXION SHARES ETF TRUST 10,861.0 $365K NEW $33.57 -1.3%
278 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 15,242.0 $356K NEW $23.36 -18.7%
279 HGTY HAGERTY INC Financial Services 33,332.0 $351K NEW $10.53 +3.2%
280 WM PUT WASTE MGMT INC DEL Industrials 1,500.0 $345K NEW $229.79 -6.6%
Page 14 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%