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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 20 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VTR VENTAS INC Real Estate 364,981.0 $29.8M 0.01% -21K -5.4% $81.78 +0.0%
382 KHC KRAFT HEINZ CO Consumer Defensive 1,308,896.0 $29.4M 0.01% -152K -10.4% $22.49 -0.5%
383 IWN ISHARES TR 154,164.0 $29.2M 0.01% -7K -4.2% $189.59 +15.2%
384 PSA PUBLIC STORAGE OPER CO Real Estate 107,214.0 $29.0M 0.01% -13K -10.7% $270.88 +18.9%
385 HIMS PUT HIMS & HERS HEALTH INC Healthcare 1,393,200.0 $28.9M 0.01% -183K -11.6% $20.76 +64.4%
386 MRVL MARVELL TECHNOLOGY INC Technology 289,554.0 $28.7M 0.01% -926K -76.2% $99.05 +202.4%
387 LYV LIVE NATION ENTERTAINMENT IN Communication Services 187,658.0 $28.6M 0.01% -52K -21.8% $152.51 +11.6%
388 DB DEUTSCHE BK AG Financial Services 982,797.0 $28.5M 0.01% -83K -7.8% $29.02 +24.1%
389 DRI DARDEN RESTAURANTS INC Consumer Cyclical 145,169.0 $28.5M 0.01% -1K -1.0% $196.04 +10.4%
390 VRSK VERISK ANALYTICS INC Industrials 147,831.0 $28.1M 0.01% -21K -12.4% $189.75 -10.6%
391 ROK ROCKWELL AUTOMATION INC Industrials 76,530.0 $27.5M 0.01% -29K -27.5% $358.88 +33.1%
392 NDAQ NASDAQ INC Financial Services 323,305.0 $27.4M 0.01% -57K -15.0% $84.89 -3.0%
393 KWEB KRANESHARES TRUST 958,843.0 $27.3M 0.01% -442K -31.6% $28.43 -11.4%
394 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 14,395.0 $27.1M 0.01% -197.0 -1.4% $1884.68 +10.8%
395 SATS ECHOSTAR CORP Technology 231,466.0 $27.1M 0.01% -70K -23.2% $117.07 -9.3%
396 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 762,956.0 $27.1M 0.01% -170K -18.2% $35.51 -11.2%
397 WBS WEBSTER FINL CORP Financial Services 389,294.0 $27.0M 0.01% -1.8M -82.4% $69.42 +9.5%
398 MKSI MKS INC. Technology 117,132.0 $26.9M 0.01% -48K -28.9% $229.81 +79.6%
399 VOE VANGUARD INDEX FDS 145,868.0 $26.9M 0.01% -4K -2.5% $184.28 +7.1%
400 AIG AMERICAN INTL GROUP INC Financial Services 354,254.0 $26.7M 0.01% -77K -17.9% $75.25 +2.3%
Page 20 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%