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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 27 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PPTA PERPETUA RESOURCES CORP Basic Materials 512,148.0 $14.4M 0.01% -40K -7.2% $28.18 -15.6%
522 COIN PUT COINBASE GLOBAL INC Financial Services 82,600.0 $14.4M 0.01% -96K -53.8% $174.61 -5.6%
523 ASTS AST SPACEMOBILE INC Technology 173,636.0 $14.4M 0.01% -41K -18.9% $82.87 -11.7%
524 INTC PUT INTEL CORP Technology 325,400.0 $14.4M 0.01% -25K -7.0% $44.13 +219.4%
525 HPQ HP INC Technology 741,858.0 $14.3M 0.01% -150K -16.8% $19.21 +22.5%
526 PODD INSULET CORP Healthcare 67,246.0 $14.1M 0.01% -2K -2.7% $209.84 -33.8%
527 NEE PUT NEXTERA ENERGY INC Utilities 150,000.0 $13.9M 0.01% -820K -84.5% $92.88 -7.3%
528 TXT TEXTRON INC Industrials 158,316.0 $13.9M 0.01% -28K -14.9% $87.56 -0.7%
529 JBHT HUNT J B TRANS SVCS INC Industrials 65,272.0 $13.8M 0.01% -4K -5.6% $211.90 +29.1%
530 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 163,854.0 $13.3M 0.01% -46K -21.9% $80.94 -2.8%
531 NET CLOUDFLARE INC Technology 64,084.0 $13.2M 0.01% -1K -1.6% $206.34 +5.9%
532 LII LENNOX INTL INC Industrials 28,128.0 $13.1M 0.01% -6K -18.1% $464.13 +15.5%
533 ARES ARES MANAGEMENT CORPORATION Financial Services 119,512.0 $13.0M 0.01% -26K -18.1% $109.10 +15.4%
534 SEI SOLARIS ENERGY INFRAS INC Energy 229,527.0 $13.0M 0.01% -20K -7.9% $56.51 +45.4%
535 VONE VANGUARD SCOTTSDALE FDS 43,853.0 $12.9M 0.01% -186K -81.0% $295.12 +14.0%
536 MKC MCCORMICK & CO INC Consumer Defensive 256,521.0 $12.9M 0.01% -32K -11.2% $50.44 -9.3%
537 LUV SOUTHWEST AIRLS CO Industrials 337,077.0 $12.7M 0.01% -59K -15.0% $37.57 +29.3%
538 BAB INVESCO EXCH TRADED FD TR II 463,578.0 $12.5M 0.01% -410K -47.0% $26.96 -0.7%
539 EFX EQUIFAX INC Industrials 69,259.0 $12.5M 0.01% -12K -14.5% $180.07 -14.8%
540 VT VANGUARD INTL EQUITY INDEX F 90,106.0 $12.5M 0.01% -441K -83.0% $138.32 +13.9%
Page 27 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%