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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 113 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,500.0 $688K NEW $275.18 +15.6%
2242 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 4,000.0 $686K NEW $171.43 +4.1%
2243 ALGN CALL ALIGN TECHNOLOGY INC Healthcare 4,000.0 $686K NEW $171.43 +4.1%
2244 PATH UIPATH INC Technology 61,496.0 $683K -25K -28.5% $11.10 -5.1%
2245 IAGG ISHARES TR 13,591.0 $680K +3K +22.6% $50.04 +1.1%
2246 IHE ISHARES TR 7,841.0 $680K -15K -65.1% $86.68 +14.4%
2247 POST POST HLDGS INC Consumer Defensive 6,860.0 $678K +311.0 +4.8% $98.86 -9.6%
2248 KTB KONTOOR BRANDS INC Consumer Cyclical 9,613.0 $676K +316.0 +3.4% $70.29 +18.5%
2249 BCPC BALCHEM CORP Basic Materials 3,976.0 $674K -23K -85.3% $169.48 +1.0%
2250 SCL STEPAN CO Basic Materials 13,444.0 $672K +1K +10.6% $49.98 +11.5%
2251 GOP TIDAL TRUST I 17,795.0 $670K +1K +8.1% $37.63 +17.9%
2252 HTFL HEARTFLOW INC Healthcare 27,439.0 $668K NEW $24.33 +46.5%
2253 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 18,164.0 $668K +1K +8.2% $36.75 +7.7%
2254 SPYV SPDR SERIES TRUST 11,796.0 $667K -9K -44.0% $56.58 +7.1%
2255 FUL FULLER H B CO Basic Materials 10,815.0 $667K +338.0 +3.2% $61.68 +2.6%
2256 EAT BRINKER INTL INC Consumer Cyclical 4,661.0 $665K +585.0 +14.3% $142.77 +20.1%
2257 TRNO TERRENO RLTY CORP Real Estate 10,830.0 $665K +973.0 +9.9% $61.42 +7.4%
2258 FSLY FASTLY INC Technology 22,856.0 $664K NEW $29.06 -41.1%
2259 BDN BRANDYWINE RLTY TR Real Estate 244,965.0 $664K +228K +1327.5% $2.71 +21.0%
2260 HWC HANCOCK WHITNEY CORPORATION Financial Services 10,439.0 $664K -327.0 -3.0% $63.59 +17.0%
Page 113 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%