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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 30 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 IYR ISHARES TR 103,438.0 $9.8M 0.00% -9K -7.7% $94.56 +7.5%
582 ITOT ISHARES TR 66,900.0 $9.5M 0.00% -7K -9.2% $142.43 +14.7%
583 ING ING GROEP N.V. Financial Services 365,415.0 $9.5M 0.00% -10K -2.8% $26.05 +23.6%
584 AIZ ASSURANT INC Financial Services 43,586.0 $9.5M 0.00% -4K -7.6% $217.81 +20.1%
585 HLN HALEON PLC Healthcare 946,633.0 $9.5M 0.00% -7.6M -88.9% $10.01 -12.4%
586 GPC GENUINE PARTS CO Consumer Cyclical 89,371.0 $9.5M 0.00% -16K -15.1% $105.75 -0.6%
587 SWK STANLEY BLACK & DECKER INC Industrials 130,229.0 $9.3M 0.00% -20K -13.2% $71.06 +21.5%
588 ILMN ILLUMINA INC Healthcare 74,754.0 $9.2M 0.00% -1K -1.9% $123.26 +30.9%
589 STRATEGY INC 9,500,000.0 $9.2M 0.00% -500K -5.0% $0.97
590 TRMB TRIMBLE INC Technology 140,466.0 $9.2M 0.00% -19K -12.1% $65.23 -24.5%
591 TYL TYLER TECHNOLOGIES INC Technology 26,700.0 $9.1M 0.00% -1K -4.8% $342.38 -19.6%
592 CALL CANADIAN PACIFIC KANSAS CITY 114,900.0 $9.0M 0.00% -48K -29.6% $78.71
593 ESS ESSEX PPTY TR INC Real Estate 36,211.0 $8.8M 0.00% -8K -17.2% $242.00 +14.2%
594 IEX IDEX CORP Industrials 45,659.0 $8.7M 0.00% -6K -12.3% $189.55 +18.9%
595 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 59,000.0 $8.6M 0.00% -1.9M -97.0% $146.28 -18.3%
596 ECPG ENCORE CAP GROUP INC Financial Services 123,042.0 $8.6M 0.00% -16K -11.8% $70.12 +19.7%
597 CMF ISHARES TR 150,685.0 $8.6M 0.00% -2K -1.3% $56.86 +1.1%
598 XLG INVESCO EXCHANGE TRADED FD T 156,866.0 $8.6M 0.00% -5K -3.1% $54.55 +12.1%
599 ODV OSISKO DEVELOPMENT CORP Basic Materials 2,632,017.0 $8.5M 0.00% -1.2M -31.7% $3.24 -21.4%
600 VV VANGUARD INDEX FDS 27,895.0 $8.3M 0.00% -556.0 -1.9% $298.85 +15.0%
Page 30 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%