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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 46 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FBND FIDELITY MERRIMACK STR TR 22,005.0 $1.0M -114.0 -0.5% $45.62 -0.3%
902 MTH MERITAGE HOMES CORP Consumer Cyclical 16,166.0 $1000K -1K -7.3% $61.84 +21.6%
903 FMC FMC CORP Basic Materials 57,632.0 $992K -17K -23.1% $17.22 -36.3%
904 AGO ASSURED GUARANTY LTD Financial Services 12,056.0 $982K -193.0 -1.6% $81.48 -5.9%
905 LEG LEGGETT & PLATT INC Consumer Cyclical 98,578.0 $974K -4K -4.0% $9.88 +8.0%
906 LFUS LITTELFUSE INC Technology 2,867.0 $973K -5K -62.5% $339.35 +43.2%
907 CWAN CLEARWATER ANALYTICS HLDGS I Technology 40,645.0 $961K -3K -6.5% $23.65 +3.7%
908 SMH CALL VANECK ETF TRUST 2,500.0 $958K -8K -75.0% $383.40 +72.8%
909 SMH PUT VANECK ETF TRUST 2,500.0 $958K -14K -84.4% $383.40 +72.8%
910 SBET SHARPLINK INC Financial Services 148,539.0 $958K -135K -47.6% $6.45 -16.5%
911 GM CALL GENERAL MTRS CO Consumer Cyclical 12,800.0 $954K -11K -46.2% $74.50 +8.6%
912 SCHO SCHWAB STRATEGIC TR 39,286.0 $953K -53K -57.6% $24.27 -0.8%
913 ENVA ENOVA INTL INC Financial Services 7,007.0 $952K -544.0 -7.2% $135.83 +50.1%
914 QDVO AMPLIFY ETF TR 35,436.0 $944K -1K -3.2% $26.65 +11.3%
915 AAT AMERICAN ASSETS TR INC Real Estate 51,197.0 $943K -41K -44.2% $18.41 +32.2%
916 ENS ENERSYS Industrials 5,379.0 $934K -196.0 -3.5% $173.72 +32.9%
917 VOYA VOYA FINANCIAL INC Financial Services 13,352.0 $912K -2K -14.9% $68.32 +33.8%
918 VNOM VIPER ENERGY INC Energy 19,399.0 $912K -3K -13.2% $46.99 -7.6%
919 NEOG NEOGEN CORP Healthcare 97,981.0 $910K -4.5M -97.9% $9.29 -2.2%
920 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,427.0 $899K -83K -89.8% $95.41 -16.5%
Page 46 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%