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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 119 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 KLIC KULICKE & SOFFA INDS INC Technology 8,145.0 $535K NEW $65.72 +90.3%
2362 ESAB ESAB CORPORATION Industrials 5,536.0 $535K +233.0 +4.4% $96.66 +1.5%
2363 MASS 908 DEVICES INC Healthcare 87,375.0 $535K -3K -3.8% $6.12 +44.7%
2364 CX CEMEX SA EURO MTN BE 144A Basic Materials 46,656.0 $534K -66K -58.7% $11.44 +7.7%
2365 BCC BOISE CASCADE CO DEL Basic Materials 7,028.0 $533K +680.0 +10.7% $75.85 +5.4%
2366 BRKR BRUKER CORP Healthcare 14,754.0 $533K -7K -31.0% $36.12 +66.5%
2367 AXS AXIS CAP HLDGS LTD Financial Services 5,253.0 $533K -693.0 -11.7% $101.41 +6.6%
2368 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 13,518.0 $527K -4K -24.8% $38.97 +17.2%
2369 RLAY RELAY THERAPEUTICS INC Healthcare 52,943.0 $527K -4K -6.2% $9.95 +83.8%
2370 CLSK CLEANSPARK INC Technology 61,729.0 $525K -144K -70.0% $8.51 +90.2%
2371 SPIB SPDR SERIES TRUST 15,654.0 $525K +3K +22.6% $33.54 -0.0%
2372 IUSB ISHARES TR 11,358.0 $525K -275.0 -2.4% $46.19 +0.3%
2373 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 8,521.0 $523K +1K +17.6% $61.32 -1.1%
2374 IWY ISHARES TR 2,099.0 $522K -17.0 -0.8% $248.84 +11.9%
2375 GII SPDR INDEX SHS FDS 6,866.0 $522K -3K -31.0% $76.02 +1.1%
2376 ALKS ALKERMES PLC Healthcare 14,756.0 $522K +397.0 +2.8% $35.36 +51.8%
2377 AMTM AMENTUM HOLDINGS INC Industrials 19,966.0 $521K +557.0 +2.9% $26.08 -23.2%
2378 MDYG SPDR SERIES TRUST 5,417.0 $520K -2K -31.6% $95.96 +14.6%
2379 VFMV VANGUARD WELLINGTON FD 3,887.0 $518K +496.0 +14.6% $133.23 +4.5%
2380 AVTR AVANTOR INC Healthcare 65,910.0 $517K -137K -67.5% $7.84 +29.0%
Page 119 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%