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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 10 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RB GLOBAL INC 2,526,563.0 $242.3M 0.09% +51K +2.0% $95.92
182 AGI ALAMOS GOLD INC Basic Materials 5,385,432.0 $239.6M 0.09% -934K -14.8% $44.50 -18.3%
183 APH AMPHENOL CORP Technology 1,863,865.0 $235.5M 0.09% -177K -8.7% $126.35 +29.8%
184 RTX RTX CORPORATION Industrials 1,212,568.0 $233.9M 0.09% -445K -26.8% $192.90 -3.8%
185 TAC TRANSALTA CORP Utilities 17,714,553.0 $233.0M 0.09% +4.4M +33.2% $13.15 +4.5%
186 KRE SPDR SERIES TRUST 3,574,230.0 $232.9M 0.09% +3.5M +3958.9% $65.15 +10.1%
187 QCOM QUALCOMM INC Technology 1,797,053.0 $231.4M 0.09% -400K -18.2% $128.78 +75.6%
188 GDX PUT VANECK ETF TRUST 2,520,000.0 $231.3M 0.09% +672K +36.4% $91.77 -10.1%
189 MPLX MPLX LP Energy 4,027,427.0 $229.8M 0.09% +4.0M +10000.0% $57.07 -0.4%
190 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 5,792,101.0 $228.9M 0.09% +503K +9.5% $39.52 +0.2%
191 LOW LOWES COS INC Consumer Cyclical 960,296.0 $226.9M 0.08% +9K +1.0% $236.28 -6.0%
192 UNP UNION PAC CORP Industrials 932,922.0 $226.3M 0.08% -118K -11.2% $242.62 +5.9%
193 WESTERN DIGITAL CORP 31,407,000.0 $225.1M 0.08% +2.4M +8.3% $7.17
194 ZOOZ STRATEGY LTD 7,000,000.0 $222.2M 0.08% $31.74
195 MDLZ MONDELEZ INTL INC Consumer Defensive 3,852,427.0 $222.1M 0.08% -421K -9.9% $57.64 +4.3%
196 SOUTH BOW CORP 6,592,749.0 $219.4M 0.08% +447K +7.3% $33.27
197 BP BP PLC Energy 4,621,966.0 $217.2M 0.08% +4.0M +636.2% $47.00 -16.8%
198 DIS DISNEY WALT CO Communication Services 2,245,795.0 $216.4M 0.08% -329K -12.8% $96.38 +7.8%
199 PFE PFIZER INC Healthcare 7,667,405.0 $215.3M 0.08% -2.0M -20.5% $28.08 -10.2%
200 WMB WILLIAMS COS INC Energy 2,914,185.0 $212.1M 0.08% +138K +5.0% $72.78 +0.5%
Page 10 of 187  ·  3,733 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%