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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 42 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MFG MIZUHO FINANCIAL GROUP INC Financial Services 196,540.0 $1.6M 0.00% -45K -18.5% $7.94 +27.8%
822 VOX VANGUARD WORLD FD 8,644.0 $1.6M 0.00% -6K -42.0% $179.84 +1.4%
823 FCN FTI CONSULTING INC Industrials 8,743.0 $1.5M 0.00% -2K -15.4% $176.77 -20.2%
824 AAOI APPLIED OPTOELECTRONICS INC Technology 18,043.0 $1.5M 0.00% -12K -40.5% $84.59 +102.4%
825 EEMA ISHARES INC 15,882.0 $1.5M 0.00% -897.0 -5.3% $95.73 +26.9%
826 WINNEBAGO INDS INC 1,673,000.0 $1.5M 0.00% -1.0M -37.5% $0.91
827 VGLT VANGUARD SCOTTSDALE FDS 27,077.0 $1.5M 0.00% -4K -12.9% $55.36 -0.8%
828 THG HANOVER INS GROUP INC Financial Services 8,630.0 $1.5M 0.00% -774.0 -8.2% $173.35 +16.1%
829 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 1,500.0 $1.5M 0.00% -176K -99.2% $996.43 -4.5%
830 PTEN PATTERSON-UTI ENERGY INC Energy 137,736.0 $1.5M 0.00% -1.4M -91.2% $10.83 -5.8%
831 URNM SPROTT FDS TR 23,583.0 $1.5M 0.00% -2K -8.9% $63.15 -11.0%
832 SU PUT SUNCOR ENERGY INC NEW Energy 22,500.0 $1.5M 0.00% -228K -91.0% $66.15 -15.0%
833 KEY CALL KEYCORP Financial Services 74,000.0 $1.5M 0.00% -91K -55.1% $20.05 +13.9%
834 SHAK SHAKE SHACK INC Consumer Cyclical 16,487.0 $1.5M 0.00% -13K -43.6% $88.47 -37.0%
835 URI CALL UNITED RENTALS INC Industrials 2,000.0 $1.5M 0.00% -12K -86.1% $728.56 +50.0%
836 EFA CALL ISHARES TR 15,000.0 $1.5M 0.00% -150K -90.9% $97.13 +7.7%
837 RKT ROCKET COS INC Financial Services 101,611.0 $1.4M 0.00% -102K -50.2% $14.25 -6.4%
838 UEC URANIUM ENERGY CORP Energy 105,717.0 $1.4M 0.00% -9K -7.7% $13.50 -15.0%
839 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 9,300.0 $1.4M 0.00% -22K -70.4% $153.10 -31.1%
840 PUT BLOCK INC 23,500.0 $1.4M 0.00% -117K -83.2% $60.18
Page 42 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%