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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 23 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IJJ ISHARES TR 164,616.0 $21.8M 0.01% -11K -6.1% $132.50 +9.4%
442 FSM FORTUNA MNG CORP Basic Materials 2,192,477.0 $21.8M 0.01% -1.3M -37.3% $9.94 -8.6%
443 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 285,255.0 $21.7M 0.01% -14K -4.8% $76.16 +14.6%
444 BND VANGUARD BD INDEX FDS 294,841.0 $21.7M 0.01% -22K -7.0% $73.64 -0.7%
445 CCL CARNIVAL CORP Consumer Cyclical 836,747.0 $21.7M 0.01% -72K -7.9% $25.88 +16.2%
446 NVO NOVO-NORDISK A S Healthcare 589,107.0 $21.6M 0.01% -1.9M -76.7% $36.75 +25.4%
447 CPB THE CAMPBELLS COMPANY Consumer Defensive 957,674.0 $21.3M 0.01% -169K -15.0% $22.27 -8.0%
448 TPL TEXAS PACIFIC LAND CORPORATI Energy 44,819.0 $21.3M 0.01% -5K -10.5% $474.56 -25.0%
449 EQR EQUITY RESIDENTIAL Real Estate 349,674.0 $20.7M 0.01% -5K -1.4% $59.15 +9.8%
450 RLI RLI CORP Financial Services 358,234.0 $20.4M 0.01% -10K -2.8% $57.04 -7.1%
451 AER AERCAP HOLDINGS NV Industrials 148,513.0 $20.4M 0.01% -1K -0.9% $137.18 +7.2%
452 OKLO PUT OKLO INC Utilities 407,600.0 $20.2M 0.01% -224K -35.4% $49.59 +18.1%
453 WGO WINNEBAGO INDS INC Consumer Cyclical 649,792.0 $20.1M 0.01% -51K -7.3% $30.99 -8.4%
454 DXCM DEXCOM INC Healthcare 320,510.0 $20.1M 0.01% -53K -14.2% $62.80 +9.5%
455 GRFS GRIFOLS S A Healthcare 2,506,278.0 $20.1M 0.01% -1.9M -43.0% $8.02 -9.3%
456 CF CF INDUSTRIES HOLD Basic Materials 152,723.0 $19.8M 0.01% -68K -30.7% $129.84 -20.9%
457 HOLOGIC INC 261,228.0 $19.7M 0.01% -30K -10.3% $75.59
458 NTRS NORTHERN TR CORP Financial Services 140,883.0 $19.7M 0.01% -22K -13.6% $139.57 +24.3%
459 IREN PUT IREN LIMITED Financial Services 572,900.0 $19.6M 0.01% -88K -13.3% $34.28 +66.6%
460 YUMC YUM CHINA HLDGS INC Consumer Cyclical 402,153.0 $19.6M 0.01% -8K -1.9% $48.78 -14.2%
Page 23 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%