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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 34 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HP HELMERICH & PAYNE INC Energy 156,187.0 $5.6M 0.00% -7K -4.2% $36.03 -1.6%
662 FXI CALL ISHARES TR 155,600.0 $5.6M 0.00% -10.5M -98.5% $35.90 -6.9%
663 WTRG ESSENTIAL UTILS INC Utilities 136,199.0 $5.5M 0.00% -3K -2.0% $40.27 -8.9%
664 RIOT RIOT PLATFORMS INC Financial Services 439,310.0 $5.4M 0.00% -116K -20.8% $12.36 +131.6%
665 IYH ISHARES TR 86,810.0 $5.4M 0.00% -14K -13.5% $61.64 +2.5%
666 IUSG ISHARES TR 33,790.0 $5.2M 0.00% -851.0 -2.5% $155.11 +20.7%
667 XOP SPDR SERIES TRUST 28,776.0 $5.2M 0.00% -17K -37.7% $181.83 -14.8%
668 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 141,277.0 $5.2M 0.00% -18K -11.4% $37.01 +25.8%
669 RSPH INVESCO EXCHANGE TRADED FD T 172,745.0 $5.2M 0.00% -3K -1.7% $30.19 +3.8%
670 MIRM MIRUM PHARMACEUTICALS INC Healthcare 56,386.0 $5.2M 0.00% -683.0 -1.2% $92.38 +16.7%
671 LQDH ISHARES U S ETF TR 56,260.0 $5.2M 0.00% -1K -1.9% $92.34 +1.1%
672 ETSY INC 5,549,000.0 $5.2M 0.00% -56K -1.0% $0.93
673 CSTM CONSTELLIUM SE Basic Materials 207,106.0 $5.1M 0.00% -31K -13.1% $24.58 +40.8%
674 BLDR BUILDERS FIRSTSOURCE INC Industrials 61,084.0 $5.0M 0.00% -23K -27.0% $82.33 -6.1%
675 BEN FRANKLIN RESOURCES INC Financial Services 211,523.0 $5.0M 0.00% -5K -2.3% $23.62 +43.6%
676 DLS WISDOMTREE TR 60,505.0 $4.9M 0.00% -6K -8.8% $81.50 +5.8%
677 XOM CALL EXXON MOBIL CORP Energy 28,600.0 $4.9M 0.00% -7K -18.8% $169.66 -18.8%
678 SCHX SCHWAB STRATEGIC TR 188,916.0 $4.8M 0.00% -8K -3.9% $25.64 +14.5%
679 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 77,016.0 $4.8M 0.00% -10K -11.1% $62.42 -0.7%
680 INSTALLED BLDG PRODS INC 18,016.0 $4.8M 0.00% -59K -76.5% $265.15
Page 34 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%