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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 28 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PKG PACKAGING CORP AMER Consumer Cyclical 58,616.0 $12.4M 0.01% -10K -14.6% $212.22 +10.3%
542 RNR RENAISSANCERE HLDGS LTD Financial Services 41,794.0 $12.4M 0.01% -7K -13.7% $297.23 +1.2%
543 IWS ISHARES TR 85,207.0 $12.4M 0.01% -5K -5.7% $145.74 +12.6%
544 GAMESTOP CORP 535,053.0 $12.3M 0.01% -31K -5.5% $23.04
545 BKLN INVESCO EXCH TRADED FD TR II 600,983.0 $12.3M 0.01% -44K -6.8% $20.41 -0.2%
546 VGK VANGUARD INTL EQUITY INDEX F 147,284.0 $12.1M 0.01% -2K -1.0% $82.43 +7.1%
547 IOO ISHARES TR 100,048.0 $12.1M 0.01% -37K -26.9% $120.97 +13.4%
548 EWZ CALL ISHARES INC 315,000.0 $12.1M 0.01% -2.9M -90.2% $38.39 -10.7%
549 RBRK RUBRIK INC. Technology 246,030.0 $12.0M 0.00% -113K -31.5% $48.97 +44.0%
550 BCS BARCLAYS PLC Financial Services 564,954.0 $12.0M 0.00% -830K -59.5% $21.16 +29.0%
551 EL LAUDER ESTEE COS INC Consumer Defensive 165,550.0 $11.9M 0.00% -41K -19.8% $71.77 +17.8%
552 LSPD LIGHTSPEED COMMERCE INC Technology 1,323,033.0 $11.8M 0.00% -495K -27.2% $8.94 +1.6%
553 J JACOBS SOLUTIONS INC Industrials 92,358.0 $11.8M 0.00% -27K -22.8% $127.28 -6.7%
554 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 129,912.0 $11.7M 0.00% -20K -13.3% $90.42 -2.7%
555 TRP CALL TC ENERGY CORP Energy 186,500.0 $11.7M 0.00% -294K -61.1% $62.63 +9.3%
556 NVR NVR INC Consumer Cyclical 1,751.0 $11.5M 0.00% -348.0 -16.6% $6589.83 -3.6%
557 CDW CDW CORP Technology 94,666.0 $11.5M 0.00% -69K -42.2% $121.02 +2.1%
558 ASTS PUT AST SPACEMOBILE INC Technology 138,100.0 $11.4M 0.00% -50K -26.5% $82.87 -11.7%
559 BILL BILL HOLDINGS INC Technology 295,586.0 $11.3M 0.00% -26K -8.1% $38.30 -16.6%
560 EMN EASTMAN CHEM CO Basic Materials 147,254.0 $11.2M 0.00% -377K -71.9% $76.32 -5.7%
Page 28 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%