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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 103 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 FMC FMC CORP Basic Materials 57,632.0 $992K -17K -23.1% $17.22 -31.8%
2042 ZM ZOOM COMMUNICATIONS INC Technology 12,301.0 $989K +1K +12.2% $80.39 +7.6%
2043 ZTO ZTO EXPRESS CAYMAN INC Industrials 39,216.0 $987K +379.0 +1.0% $25.17 -13.0%
2044 AGO ASSURED GUARANTY LTD Financial Services 12,056.0 $982K -193.0 -1.6% $81.48 -2.1%
2045 CALM CAL MAINE FOODS INC Consumer Defensive 12,353.0 $978K +4K +41.8% $79.15 +1.4%
2046 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 20,709.0 $976K +113.0 +0.6% $47.14 -14.0%
2047 BEKE KE HLDGS INC Real Estate 65,169.0 $976K +935.0 +1.5% $14.97 -4.7%
2048 LEG LEGGETT & PLATT INC Consumer Cyclical 98,578.0 $974K -4K -4.0% $9.88 +18.1%
2049 LFUS LITTELFUSE INC Technology 2,867.0 $973K -5K -62.5% $339.35 +33.3%
2050 SYM SYMBOTIC INC Industrials 18,283.0 $973K NEW $53.20 -22.5%
2051 TMC TMC THE METALS COMPANY INC Basic Materials 207,604.0 $970K +54K +35.2% $4.67 -9.0%
2052 MGY MAGNOLIA OIL & GAS CORP Energy 30,587.0 $966K +716.0 +2.4% $31.57 -15.2%
2053 PRIM PRIMORIS SVCS CORP Industrials 6,742.0 $964K +650.0 +10.7% $143.04 -34.9%
2054 TEX TEREX CORP NEW Industrials 16,306.0 $964K +6K +59.0% $59.10 +21.5%
2055 CYTK CYTOKINETICS INC Healthcare 14,612.0 $963K +1K +9.9% $65.91 +24.7%
2056 CWAN CLEARWATER ANALYTICS HLDGS I Technology 40,645.0 $961K -3K -6.5% $23.65 +3.8%
2057 SMH CALL VANECK ETF TRUST 2,500.0 $958K -8K -75.0% $383.40 +59.5%
2058 SMH PUT VANECK ETF TRUST 2,500.0 $958K -14K -84.4% $383.40 +59.5%
2059 SBET SHARPLINK INC Financial Services 148,539.0 $958K -135K -47.6% $6.45 -25.4%
2060 RWX SPDR INDEX SHS FDS 35,923.0 $956K +8K +27.3% $26.62 +2.0%
Page 103 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%