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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 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 205,065.0 $59.6M 0.02% -36K -14.8% $290.49 -3.5%
262 MUB ISHARES TR 559,388.0 $59.4M 0.02% -13K -2.3% $106.15 +1.1%
263 ECL ECOLAB INC Basic Materials 223,112.0 $59.4M 0.02% -40K -15.2% $266.02 +1.2%
264 LSTR LANDSTAR SYS INC Industrials 369,511.0 $59.2M 0.02% -17K -4.5% $160.31 +29.4%
265 SKY CHAMPION HOMES INC Consumer Cyclical 792,975.0 $59.0M 0.02% -33K -4.0% $74.37 +12.1%
266 DBEF DBX ETF TR 1,190,202.0 $58.8M 0.02% -18K -1.5% $49.40 +10.7%
267 MTB M & T BK CORP Financial Services 282,164.0 $58.3M 0.02% -22K -7.4% $206.72 +8.9%
268 KEY KEYCORP Financial Services 2,891,492.0 $58.0M 0.02% -70K -2.4% $20.05 +12.7%
269 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 795,586.0 $57.6M 0.02% -111K -12.2% $72.46 +26.1%
270 BKR BAKER HUGHES COMPANY Energy 941,157.0 $57.5M 0.02% -124K -11.6% $61.05 -4.3%
271 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 188,212.0 $57.2M 0.02% -41K -17.9% $304.08 +14.7%
272 VNQ VANGUARD INDEX FDS 640,886.0 $56.8M 0.02% -14K -2.2% $88.70 +7.7%
273 OTEX OPEN TEXT CORP Technology 2,535,408.0 $56.5M 0.02% -633K -20.0% $22.29 -7.2%
274 OEF ISHARES TR 177,232.0 $56.4M 0.02% -2K -0.9% $318.07 +15.9%
275 ULTA ULTA BEAUTY INC Consumer Cyclical 106,923.0 $55.9M 0.02% -12K -9.8% $522.71 -12.7%
276 OR OR ROYALTIES INC. Basic Materials 1,461,432.0 $55.7M 0.02% -83K -5.4% $38.09 -8.5%
277 TRGP TARGA RES CORP Energy 221,165.0 $55.5M 0.02% -19K -7.8% $250.73 +3.1%
278 WFG WEST FRASER TIMBER LTD Basic Materials 846,669.0 $55.3M 0.02% -1.4M -62.2% $65.33 +7.5%
279 CTVA CORTEVA INC Basic Materials 659,137.0 $55.2M 0.02% -112K -14.6% $83.71 -6.1%
280 BE PUT BLOOM ENERGY CORP Industrials 404,900.0 $54.9M 0.02% -597K -59.6% $135.49 +142.8%
Page 14 of 68  ·  1,348 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%