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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 17 of 27  ·  539 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ORACLE CORP 5,384.0 $247K NEW $45.86
322 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,101.0 $247K NEW $117.40 -37.5%
323 SRPT PUT SAREPTA THERAPEUTICS INC Healthcare 11,200.0 $244K NEW $21.76 -19.4%
324 SIL PUT GLOBAL X FDS 2,700.0 $243K NEW $90.08 -7.0%
325 PRDO PERDOCEO ED CORP Consumer Defensive 6,495.0 $242K NEW $37.21 -13.9%
326 EQTY VALUED ADVISERS TR 9,479.0 $241K NEW $25.45 +8.8%
327 ADT ADT INC DEL Industrials 36,522.0 $240K NEW $6.57 +0.2%
328 ADEA ADEIA INC Technology 9,963.0 $239K NEW $24.03 +32.4%
329 NGEN NERVGEN PHARMA CORP Healthcare 62,900.0 $237K NEW $3.77 -41.6%
330 PSX PUT PHILLIPS 66 Energy 1,300.0 $237K NEW $182.18 -8.8%
331 SVRA SAVARA INC Healthcare 43,376.0 $237K NEW $5.46 +0.7%
332 AXTI AXT INC Technology 4,056.0 $231K NEW $56.98 +48.4%
333 IONQ CALL IONQ INC Technology 8,000.0 $231K NEW $28.83 +96.1%
334 DFTX DEFINIUM THERAPEUTICS INC Healthcare 12,136.0 $229K NEW $18.90 +29.5%
335 FFBC 1ST FINL BANCORP Financial Services 8,213.0 $229K NEW $27.88 +13.4%
336 CALL INGERSOLL RAND INC 2,800.0 $224K NEW $80.12
337 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 62,750.0 $220K NEW $3.51 +0.9%
338 LIFE360 INC 5,362.0 $219K NEW $40.82
339 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,306.0 $216K NEW $93.48 +15.2%
340 ETN PUT EATON CORP PLC Industrials 600.0 $215K NEW $357.67 +17.9%
Page 17 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%