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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 111 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 GWX SPDR INDEX SHS FDS 17,382.0 $734K -389.0 -2.2% $42.23 +2.5%
2202 COWZ PACER FDS TR 11,703.0 $732K +881.0 +8.1% $62.56 +0.7%
2203 MAC MACERICH CO Real Estate 38,636.0 $730K +1K +4.0% $18.90 +36.7%
2204 AES PUT AES CORP Utilities 51,500.0 $726K NEW $14.09 +4.1%
2205 AES CALL AES CORP Utilities 51,500.0 $726K NEW $14.09 +4.1%
2206 JXN JACKSON FINANCIAL INC Financial Services 6,862.0 $725K +1K +19.0% $105.72 +1.0%
2207 TOPT ISHARES TR 25,331.0 $725K +24K +2908.4% $28.62 +11.3%
2208 SMTC SEMTECH CORP Technology 9,406.0 $723K +4K +66.3% $76.89 +94.8%
2209 RVT ROYCE SMALL CAP TRUST INC Financial Services 43,560.0 $723K +5K +12.1% $16.60 +10.1%
2210 LAD LITHIA MTRS INC Consumer Cyclical 2,895.0 $723K +394.0 +15.8% $249.72 +17.0%
2211 CRUS CIRRUS LOGIC INC Technology 4,990.0 $722K -247.0 -4.7% $144.62 +1.3%
2212 TNDM TANDEM DIABETES CARE INC Healthcare 37,435.0 $718K +19K +102.1% $19.17 -15.3%
2213 EIX CALL EDISON INTL Utilities 9,800.0 $717K NEW $73.18 +3.4%
2214 WF WOORI FINL GROUP INC Financial Services 10,723.0 $714K +2K +29.8% $66.60 -15.3%
2215 HACK AMPLIFY ETF TR 9,489.0 $713K $75.09 +31.4%
2216 MATX MATSON INC Industrials 4,332.0 $710K +148.0 +3.5% $163.94 +18.6%
2217 EQR PUT EQUITY RESIDENTIAL Real Estate 12,000.0 $710K NEW $59.15 +15.6%
2218 VTWV VANGUARD SCOTTSDALE FDS 4,244.0 $710K $167.22 +16.9%
2219 IPX IPERIONX LTD Basic Materials 27,244.0 $709K NEW $26.04 +1.8%
2220 SCHC SCHWAB STRATEGIC TR 15,167.0 $709K -1K -9.0% $46.74 +2.1%
Page 111 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%