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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 47 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 NTSK NETSKOPE INC Technology 105,607.0 $897K -2K -2.0% $8.49 +5.5%
922 IOT SAMSARA INC Technology 28,202.0 $894K -12K -29.6% $31.69 -2.3%
923 PTON PELOTON INTERACTIVE INC Consumer Cyclical 207,760.0 $891K -1.0M -83.5% $4.29 +27.2%
924 ANTX AN2 THERAPEUTICS INC Healthcare 260,127.0 $890K -162K -38.4% $3.42 +56.1%
925 FTSL FIRST TR EXCHANGE-TRADED FD 19,846.0 $889K -2K -7.1% $44.80 +0.4%
926 AN AUTONATION INC Consumer Cyclical 4,553.0 $889K -591.0 -11.5% $195.26 -4.2%
927 NGVT INGEVITY CORP Basic Materials 12,467.0 $888K -862.0 -6.5% $71.23 +2.8%
928 MMS MAXIMUS INC Industrials 13,831.0 $887K -311.0 -2.2% $64.10 -16.5%
929 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 46,212.0 $885K -5K -9.5% $19.15 -5.7%
930 PPLT ABRDN PLATINUM ETF TRUST Financial Services 4,941.0 $881K -28K -85.1% $178.23 -91.5%
931 TXNM ENERGY INC 15,027.0 $878K -777.0 -4.9% $58.46
932 PPH VANECK ETF TRUST 8,451.0 $878K -3K -28.7% $103.88 -0.4%
933 CDP COPT DEFENSE PROPERTIES Real Estate 28,681.0 $878K -433.0 -1.5% $30.60 +10.5%
934 BTU PEABODY ENGR CORP Energy 26,294.0 $866K -12K -30.6% $32.95 -27.0%
935 DRS LEONARDO DRS INC Industrials 19,377.0 $863K -136.0 -0.7% $44.52 +0.7%
936 RSSL GLOBAL X FDS 8,860.0 $861K -777.0 -8.1% $97.14 +20.4%
937 CNO CNO FINL GROUP INC Financial Services 20,900.0 $858K -905.0 -4.2% $41.06 +24.9%
938 EMB ISHARES TR 9,135.0 $858K -4K -29.6% $93.93 +2.6%
939 POWL POWELL INDS INC Industrials 1,565.0 $847K -33.0 -2.1% $541.08 -43.1%
940 BOX BOX INC Technology 35,805.0 $846K -163K -82.0% $23.64 +2.0%
Page 47 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%