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Portfolio (Quarterly) Guide ↗

BANK OF MONTREAL /CAN/

· CIK 0000927971
13F Portfolio $288.7B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3580 New
Page 91 of 179  ·  3,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 DBC INVESCO DB COMMDY INDX TRCK Financial Services 62,158.0 $1.4M NEW $22.36 +19.0%
1802 FDN FIRST TR EXCHANGE-TRADED FD 5,111.0 $1.4M NEW $271.27 -5.9%
1803 VFC V F CORP Consumer Cyclical 76,378.0 $1.4M NEW $18.08 -6.1%
1804 DFAW DIMENSIONAL ETF TRUST 18,653.0 $1.4M NEW $73.98 +10.2%
1805 WAYFAIR INC 601,000.0 $1.4M NEW $2.29
1806 CR CRANE COMPANY Industrials 7,458.0 $1.4M NEW $184.43 +20.4%
1807 NTRA CALL NATERA INC Healthcare 6,000.0 $1.4M NEW $229.09 +13.1%
1808 DY DYCOM INDS INC Industrials 4,057.0 $1.4M NEW $337.90 +44.7%
1809 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 15,000.0 $1.4M NEW $91.21 -1.5%
1810 IDU ISHARES TR 12,553.0 $1.4M NEW $108.36 +7.3%
1811 USO UNITED STS OIL FD LP Financial Services 19,612.0 $1.4M NEW $69.16 +53.0%
1812 CENX CENTURY ALUM CO Basic Materials 34,469.0 $1.4M NEW $39.18 +19.8%
1813 EGP EASTGROUP PPTYS INC Real Estate 7,581.0 $1.4M NEW $178.14 +15.2%
1814 CACC CREDIT ACCEP CORP MICH Financial Services 3,045.0 $1.4M NEW $443.46 +39.0%
1815 BINC BLACKROCK ETF TRUST II 25,540.0 $1.3M NEW $52.77 -0.7%
1816 DFEV DIMENSIONAL ETF TRUST 39,911.0 $1.3M NEW $33.74 +23.6%
1817 BTG CALL B2GOLD CORP Basic Materials 298,300.0 $1.3M NEW $4.50 -9.6%
1818 EQT PUT EQT CORP Energy 25,000.0 $1.3M NEW $53.60 -1.7%
1819 CCK CROWN HLDGS INC Consumer Cyclical 13,011.0 $1.3M NEW $102.97 +7.1%
1820 CUZ COUSINS PPTYS INC Real Estate 51,960.0 $1.3M NEW $25.78 +15.0%
Page 91 of 179  ·  3,580 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 29.6%
Technology 22.6%
Communication Services 10.5%
Consumer Cyclical 7.5%
Energy 6.5%
Industrials 6.4%
Healthcare 5.2%
Basic Materials 4.6%
Consumer Defensive 3.3%
Utilities 2.9%