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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 29 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PNR PENTAIR PLC Industrials 128,159.0 $11.2M 0.00% -14K -9.8% $87.11 -15.0%
562 WWD WOODWARD INC Industrials 30,993.0 $11.1M 0.00% -5K -14.4% $357.92 +20.2%
563 RRX REGAL REXNORD CORPORATION Industrials 58,976.0 $11.0M 0.00% -3K -5.2% $187.26 +23.5%
564 IT GARTNER INC Technology 69,639.0 $11.0M 0.00% -4K -5.3% $158.34 -20.6%
565 IP INTERNATIONAL PAPER CO Consumer Cyclical 308,771.0 $11.0M 0.00% -60K -16.2% $35.70 +3.3%
566 CCJ PUT CAMECO CORP Energy 100,000.0 $10.9M 0.00% -1K -1.4% $108.77 -1.6%
567 LVS LAS VEGAS SANDS CORP Consumer Cyclical 199,169.0 $10.7M 0.00% -30K -12.9% $53.88 -11.3%
568 CVLT COMMVAULT SYS INC Technology 137,618.0 $10.7M 0.00% -5K -3.8% $77.89 +61.8%
569 JMTG J P MORGAN EXCHANGE TRADED F 209,775.0 $10.7M 0.00% -96K -31.4% $51.00 -0.9%
570 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 31,864.0 $10.5M 0.00% -3K -9.3% $330.87 -13.4%
571 COOPER COS INC 147,398.0 $10.5M 0.00% -26K -15.0% $71.50
572 HII HUNTINGTON INGALLS INDS INC Industrials 27,727.0 $10.5M 0.00% -4K -13.3% $379.90 -26.8%
573 CASY CASEYS GEN STORES INC Consumer Cyclical 14,378.0 $10.5M 0.00% -501.0 -3.4% $727.86 +14.3%
574 GDX CALL VANECK ETF TRUST 113,800.0 $10.4M 0.00% -390K -77.4% $91.77 -11.3%
575 FOX FOX CORP Communication Services 193,788.0 $10.3M 0.00% -10K -4.8% $53.10 -15.4%
576 VST PUT VISTRA CORP Utilities 68,200.0 $10.3M 0.00% -9K -12.0% $150.33 +8.9%
577 AES AES CORP Utilities 722,813.0 $10.2M 0.00% -60K -7.6% $14.09 +4.0%
578 CHEF CHEFS WHSE INC Consumer Defensive 170,923.0 $10.2M 0.00% -89K -34.4% $59.45 +57.8%
579 NDSN NORDSON CORP Industrials 37,850.0 $10.1M 0.00% -6K -13.0% $266.06 +10.9%
580 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 233,509.0 $10.1M 0.00% -31K -11.7% $43.06 -7.9%
Page 29 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%