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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 12 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RIO RIO TINTO PLC Basic Materials 2,056,347.0 $191.8M 0.07% -165K -7.4% $93.29 +7.3%
222 EA ELECTRONIC ARTS INC Communication Services 938,184.0 $191.3M 0.07% -221K -19.1% $203.87 -0.8%
223 IWR ISHARES TR 1,966,876.0 $191.2M 0.07% +420K +27.1% $97.23 +11.6%
224 LITE LUMENTUM HLDGS INC Technology 268,025.0 $188.4M 0.07% +138K +105.7% $702.76 +21.0%
225 SPOT SPOTIFY TECHNOLOGY S A Communication Services 388,264.0 $188.3M 0.07% +145K +59.3% $484.91 -3.5%
226 OPLN OPENLANE INC Consumer Cyclical 6,415,616.0 $187.0M 0.07% -977K -13.2% $29.15 +30.6%
227 VWO VANGUARD INTL EQUITY INDEX F 3,439,154.0 $185.9M 0.07% +122K +3.7% $54.05 +12.4%
228 CI THE CIGNA GROUP Healthcare 695,013.0 $185.4M 0.07% +98K +16.3% $266.75 +4.7%
229 BOYD GROUP SERVICES INC 1,436,515.0 $183.4M 0.07% +121K +9.2% $127.69
230 AZO AUTOZONE INC Consumer Cyclical 53,992.0 $182.4M 0.07% -3K -4.5% $3377.78 -9.3%
231 EQH EQUITABLE HLDGS INC Financial Services 4,905,475.0 $182.0M 0.07% +2.5M +102.3% $37.11 +22.0%
232 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,552,208.0 $181.7M 0.07% -600K -27.9% $117.06 +1.7%
233 SLV ISHARES SILVER TR Financial Services 2,660,376.0 $181.3M 0.07% +441K +19.9% $68.14 -12.7%
234 GLW CORNING INC Technology 1,332,860.0 $181.2M 0.07% -50K -3.6% $135.97 +43.4%
235 MSI MOTOROLA SOLUTIONS INC Technology 414,541.0 $179.9M 0.07% -71K -14.6% $433.97 -8.9%
236 SEAGATE HDD CAYMAN 39,818,000.0 $178.8M 0.07% -5.2M -11.6% $4.49
237 DHR DANAHER CORP DEL Healthcare 941,034.0 $178.4M 0.07% -141K -13.0% $189.60 -6.6%
238 CRM SALESFORCE INC Technology 951,843.0 $177.7M 0.07% -194K -16.9% $186.67 -18.7%
239 TLT CALL ISHARES TR 2,049,200.0 $177.6M 0.07% +2.0M +10000.0% $86.69 +0.1%
240 ETN EATON CORP PLC Industrials 496,007.0 $177.4M 0.07% -13K -2.6% $357.67 +17.9%
Page 12 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%