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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 25 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CHD CHURCH & DWIGHT CO INC Consumer Defensive 188,960.0 $17.6M 0.01% -10K -5.1% $93.32 +0.5%
482 CINF CINCINNATI FINL CORP Financial Services 111,732.0 $17.6M 0.01% -6K -5.2% $157.35 +9.6%
483 CLX CLOROX CO DEL Consumer Defensive 168,891.0 $17.5M 0.01% -11K -6.0% $103.63 -12.6%
484 BSV VANGUARD BD INDEX FDS 222,935.0 $17.5M 0.01% -9K -4.0% $78.41 -0.9%
485 LGND LIGAND PHARMACEUTICALS INC Healthcare 86,183.0 $17.2M 0.01% -40K -31.6% $199.65 +31.3%
486 OR CALL OR ROYALTIES INC. Basic Materials 450,000.0 $17.1M 0.01% -30K -6.2% $38.09 -11.0%
487 NU NU HLDGS LTD Financial Services 1,188,336.0 $17.1M 0.01% -232K -16.4% $14.37 -11.0%
488 BIIB BIOGEN INC Healthcare 92,709.0 $17.0M 0.01% -21K -18.4% $183.33 +8.9%
489 VTRS VIATRIS INC Healthcare 1,247,615.0 $16.9M 0.01% -50K -3.9% $13.51 +13.8%
490 TSCO TRACTOR SUPPLY CO Consumer Cyclical 370,749.0 $16.8M 0.01% -41K -10.0% $45.30 -34.2%
491 SBAC SBA COMMUNICATIONS CORP Real Estate 97,383.0 $16.8M 0.01% -12K -10.7% $172.11 +9.0%
492 GWRE GUIDEWIRE SOFTWARE INC Technology 111,757.0 $16.7M 0.01% -9K -7.5% $149.56 -31.3%
493 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 51,766.0 $16.6M 0.01% -1K -2.2% $321.40 +15.3%
494 FIS FIDELITY NATL INFORMATION SV Technology 353,930.0 $16.6M 0.01% -57K -13.9% $46.91 -19.6%
495 EXPD EXPEDITORS INTL WASH INC Industrials 115,902.0 $16.6M 0.01% -15K -11.5% $143.23 +13.9%
496 IYW ISHARES TR 91,448.0 $16.6M 0.01% -12K -11.9% $181.42 +39.6%
497 CORPAY INC 56,880.0 $16.6M 0.01% -9K -13.7% $290.99
498 WRB BERKLEY W R CORP Financial Services 247,229.0 $16.4M 0.01% -13K -4.9% $66.28 +1.3%
499 STE STERIS PLC Healthcare 73,799.0 $16.3M 0.01% -4K -4.7% $221.13 -9.4%
500 INCY INCYTE CORP Healthcare 171,790.0 $16.2M 0.01% -19K -9.8% $94.12 +10.1%
Page 25 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%