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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 107 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 DRS LEONARDO DRS INC Industrials 19,377.0 $863K -136.0 -0.7% $44.52 -4.6%
2122 CONL PUT GRANITESHARES ETF TR 123,200.0 $862K NEW $7.00 -36.3%
2123 RSSL GLOBAL X FDS 8,860.0 $861K -777.0 -8.1% $97.14 +20.2%
2124 CNO CNO FINL GROUP INC Financial Services 20,900.0 $858K -905.0 -4.2% $41.06 +27.9%
2125 EMB ISHARES TR 9,135.0 $858K -4K -29.6% $93.93 +2.8%
2126 UMBF UMB FINL CORP Financial Services 7,597.0 $857K +547.0 +7.8% $112.80 +28.5%
2127 LBRT LIBERTY ENERGY INC Energy 29,647.0 $854K +13K +74.9% $28.80 -6.7%
2128 AVAV AEROVIRONMENT INC Industrials 4,659.0 $853K +84.0 +1.8% $183.05 -24.6%
2129 CALF PACER FDS TR 18,992.0 $852K +558.0 +3.0% $44.87 +12.9%
2130 FORM FORMFACTOR INC Technology 8,780.0 $852K +4K +67.5% $96.99 +34.8%
2131 WHF WHITEHORSE FIN INC Financial Services 114,842.0 $850K $7.40 -10.9%
2132 SON SONOCO PRODS CO Consumer Cyclical 15,667.0 $847K +2K +18.9% $54.09 +1.9%
2133 POWL POWELL INDS INC Industrials 1,565.0 $847K -33.0 -2.1% $541.08 -48.3%
2134 BOX BOX INC Technology 35,805.0 $846K -163K -82.0% $23.64 +11.9%
2135 WEX WEX INC Technology 5,498.0 $841K -17K -75.6% $153.04 -9.8%
2136 PB PROSPERITY BANCSHARES INC Financial Services 12,487.0 $839K -3K -18.0% $67.18 +10.7%
2137 IDCC INTERDIGITAL INC Technology 2,775.0 $838K -427.0 -13.3% $302.00 -8.7%
2138 CROX CROCS INC Consumer Cyclical 10,084.0 $837K -8K -44.4% $83.02 +53.9%
2139 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 29,854.0 $836K +2K +8.5% $28.01 +26.6%
2140 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 23,124.0 $835K $36.10 +15.2%
Page 107 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%