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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 24 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SAP SAP SE Technology 114,420.0 $19.6M 0.01% -17K -12.9% $171.21 -12.7%
462 WSM WILLIAMS SONOMA INC Consumer Cyclical 106,838.0 $19.5M 0.01% -16K -12.7% $182.33 +24.0%
463 BAX BAXTER INTL INC Healthcare 1,152,099.0 $19.4M 0.01% -17K -1.4% $16.80 +17.0%
464 CRWV PUT COREWEAVE INC Technology 249,300.0 $19.3M 0.01% -643K -72.0% $77.47 +43.7%
465 INGERSOLL RAND INC 240,340.0 $19.3M 0.01% -55K -18.7% $80.12
466 MLM MARTIN MARIETTA MATLS INC Basic Materials 32,075.0 $18.9M 0.01% -8K -19.4% $588.68 +3.6%
467 DOW DOW HLDGS INC Basic Materials 452,900.0 $18.9M 0.01% -113K -19.9% $41.65 -26.1%
468 PHM PULTE GROUP INC Consumer Cyclical 160,079.0 $18.8M 0.01% -76K -32.1% $117.61 +6.8%
469 UAL UNITED AIRLS HLDGS INC Industrials 202,764.0 $18.7M 0.01% -38K -15.9% $92.07 +28.9%
470 CAG CONAGRA BRANDS INC Consumer Defensive 1,184,528.0 $18.6M 0.01% -51K -4.1% $15.72 -18.3%
471 HRL HORMEL FOODS CORP Consumer Defensive 819,931.0 $18.6M 0.01% -11K -1.3% $22.65 +6.4%
472 LIT GLOBAL X FDS 246,142.0 $18.3M 0.01% -20K -7.4% $74.35 +11.1%
473 AMD CALL ADVANCED MICRO DEVICES INC Technology 89,600.0 $18.2M 0.01% -763K -89.5% $203.43 +171.2%
474 L LOEWS CORP Financial Services 170,602.0 $18.2M 0.01% -44K -20.4% $106.74 +1.3%
475 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,229,210.0 $18.1M 0.01% -316K -20.4% $14.69 +11.3%
476 NEBIUS GROUP N.V. 173,636.0 $18.0M 0.01% -30K -14.6% $103.76
477 SJM SMUCKER J M CO Consumer Defensive 186,712.0 $18.0M 0.01% -14K -6.8% $96.44 +11.1%
478 DFAE DIMENSIONAL ETF TRUST 529,415.0 $17.9M 0.01% -49K -8.5% $33.86 +23.9%
479 DPZ DOMINOS PIZZA INC Consumer Cyclical 49,682.0 $17.8M 0.01% -2K -3.8% $358.79 -17.7%
480 IWC ISHARES TR 111,088.0 $17.7M 0.01% -3K -2.8% $159.61 +21.4%
Page 24 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%