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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 15 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WBD WARNER BROS DISCOVERY INC Communication Services 1,996,702.0 $54.8M 0.02% -322K -13.9% $27.46 -4.6%
282 XEL XCEL ENERGY INC Utilities 687,854.0 $54.6M 0.02% -2.4M -77.8% $79.44 -2.6%
283 ACGL ARCH CAP GROUP LTD Financial Services 555,385.0 $53.3M 0.02% -40K -6.7% $95.99 -5.0%
284 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 191,842.0 $52.8M 0.02% -38K -16.4% $275.18 +13.6%
285 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 267,049.0 $52.7M 0.02% -16K -5.7% $197.50 +21.2%
286 NSC NORFOLK SOUTHN CORP Industrials 183,753.0 $52.7M 0.02% -32K -15.0% $287.00 +4.6%
287 CNC CENTENE CORP DEL Healthcare 1,588,068.0 $52.0M 0.02% -129K -7.5% $32.74 +86.4%
288 BTG B2GOLD CORP Basic Materials 11,396,388.0 $51.8M 0.02% -1.4M -11.0% $4.54 -5.4%
289 MPWR MONOLITHIC PWR SYS INC Technology 46,470.0 $50.8M 0.02% -6K -11.1% $1093.34 +43.0%
290 FRESHPET INC 43,984,000.0 $50.7M 0.02% -22.5M -33.9% $1.15
291 FFIV F5 INC Technology 174,058.0 $50.4M 0.02% -129K -42.5% $289.33 +33.2%
292 AME AMETEK INC Industrials 231,492.0 $49.6M 0.02% -33K -12.4% $214.36 +10.8%
293 VCIT VANGUARD SCOTTSDALE FDS 595,579.0 $49.3M 0.02% -25K -4.0% $82.75 -0.3%
294 LH LABCORP HOLDINGS INC Healthcare 182,910.0 $48.8M 0.02% -14K -7.3% $266.81 -4.1%
295 STLD STEEL DYNAMICS INC Basic Materials 270,512.0 $48.7M 0.02% -45K -14.4% $180.00 +38.8%
296 AJG GALLAGHER ARTHUR J & CO Financial Services 224,518.0 $48.6M 0.02% -131K -36.9% $216.58 -1.2%
297 IJK ISHARES TR 472,625.0 $47.6M 0.02% -45K -8.6% $100.62 +14.9%
298 CCI CROWN CASTLE INC Real Estate 583,392.0 $47.4M 0.02% -27K -4.5% $81.31 +0.9%
299 DELL DELL TECHNOLOGIES INC Technology 287,868.0 $47.2M 0.02% -44K -13.1% $164.13 +149.5%
300 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 2,342,796.0 $46.3M 0.02% -151K -6.0% $19.78 -18.4%
Page 15 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%