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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 112 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 AGX ARGAN INC Industrials 1,301.0 $709K NEW $544.65 +40.5%
2222 METL SPROTT FDS TR 26,310.0 $707K NEW $26.89 -4.2%
2223 SLAB SILICON LABORATORIES INC Technology 3,396.0 $707K +41.0 +1.2% $208.15 +4.9%
2224 INFY INFOSYS LTD Technology 52,192.0 $705K +4K +8.8% $13.51 -20.2%
2225 BIRKENSTOCK HOLDING PLC 19,668.0 $705K -3K -14.7% $35.83
2226 O PUT REALTY INCOME CORP Real Estate 11,500.0 $704K NEW $61.18 +3.2%
2227 O CALL REALTY INCOME CORP Real Estate 11,500.0 $704K NEW $61.18 +3.2%
2228 AGNC AGNC INVT CORP Real Estate 70,037.0 $702K +4K +5.6% $10.03 +8.7%
2229 PSN PARSONS CORP DEL Industrials 12,931.0 $700K +6K +84.7% $54.17 -6.0%
2230 UMC UNITED MICROELECTRONICS CORP Technology 77,966.0 $700K +22K +39.3% $8.98 +184.9%
2231 CACC CREDIT ACCEP CORP MICH Financial Services 1,650.0 $699K -1K -45.8% $423.46 +48.5%
2232 FNDA SCHWAB STRATEGIC TR 21,518.0 $698K -3K -11.3% $32.43 +16.4%
2233 RYN RAYONIER INC Real Estate 33,830.0 $698K +17K +103.0% $20.62 +6.3%
2234 FRO CALL FRONTLINE PLC Energy 20,000.0 $697K NEW $34.86 +1.9%
2235 GXO GXO LOGISTICS INCORPORATED Industrials 13,433.0 $697K -2K -10.9% $51.85 -3.2%
2236 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 44,791.0 $695K -12K -20.8% $15.51 -17.5%
2237 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 148,334.0 $694K -33K -18.2% $4.68 -6.6%
2238 TOST TOAST INC Technology 26,174.0 $694K -20K -43.5% $26.51 +2.2%
2239 PCTY PAYLOCITY HLDG CORP Technology 6,395.0 $691K +938.0 +17.2% $108.04 -1.6%
2240 BUXX EA SERIES TRUST 34,014.0 $689K NEW $20.24 +0.2%
Page 112 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%