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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 41 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TTD PUT THE TRADE DESK INC Technology 76,900.0 $1.7M 0.00% -1K -1.3% $22.69 -20.6%
802 TFLO ISHARES TR 34,285.0 $1.7M 0.00% -66K -65.7% $50.63 -0.1%
803 UNH PUT UNITEDHEALTH GROUP INC Healthcare 6,400.0 $1.7M 0.00% -21K -77.0% $270.59 +50.3%
804 THO THOR INDS INC Consumer Cyclical 21,535.0 $1.7M 0.00% -700.0 -3.1% $79.89 -9.2%
805 AR ANTERO RESOURCES CORP Energy 40,246.0 $1.7M 0.00% -28K -41.4% $42.44 -19.8%
806 VMI VALMONT INDS INC Industrials 4,272.0 $1.7M 0.00% -413.0 -8.8% $399.57 +42.7%
807 CI&T INC 334,638.0 $1.7M 0.00% -50K -13.0% $5.07
808 IHI ISHARES TR 31,372.0 $1.7M 0.00% -3K -10.0% $53.35 -9.4%
809 CALL SOUTH BOW CORP 50,000.0 $1.7M 0.00% -50K -50.0% $33.27
810 OXY CALL OCCIDENTAL PETE CORP Energy 25,500.0 $1.7M 0.00% -66K -72.2% $65.00 -20.0%
811 WEBULL CORP 345,073.0 $1.7M 0.00% -1.6M -82.5% $4.80
812 PENG PENGUIN SOLUTIONS INC Technology 93,238.0 $1.6M 0.00% -167K -64.1% $17.60 +286.0%
813 RPAY REPAY HLDGS CORP Technology 629,786.0 $1.6M 0.00% -152K -19.4% $2.60 +22.3%
814 PETROLEO BRASILEIRO S A 87,238.0 $1.6M 0.00% -5K -4.9% $18.75
815 RUN SUNRUN INC Energy 119,960.0 $1.6M 0.00% -49K -29.1% $13.56 +0.4%
816 PUT WEBULL CORP 337,900.0 $1.6M 0.00% -1.6M -82.7% $4.80
817 ADBE PUT ADOBE INC Technology 6,600.0 $1.6M 0.00% -47K -87.7% $243.08 -19.8%
818 IYM ISHARES TR 9,098.0 $1.6M 0.00% -95.0 -1.0% $175.92 +5.2%
819 VDC VANGUARD WORLD FD 7,040.0 $1.6M 0.00% -3K -28.5% $224.60 -0.0%
820 KEX KIRBY CORP Industrials 11,823.0 $1.6M 0.00% -327.0 -2.7% $132.88 +6.4%
Page 41 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%