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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 120 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 SYY CALL SYSCO CORP Consumer Defensive 7,200.0 $514K NEW $71.33 +15.6%
2382 PARSONS CORP DEL 520,000.0 $513K NEW $0.99
2383 OII OCEANEERING INTL INC Energy 14,433.0 $512K -700.0 -4.6% $35.47 +11.7%
2384 ULS UL SOLUTIONS INC Industrials 5,963.0 $511K +598.0 +11.2% $85.71 +14.7%
2385 JPIE J P MORGAN EXCHANGE TRADED F 11,079.0 $510K +1K +10.0% $46.07 +0.0%
2386 TIDAL TRUST II 21,776.0 $510K +413.0 +1.9% $23.43
2387 IMCG ISHARES TR 6,475.0 $510K $78.77 +22.1%
2388 ASH ASHLAND INC Basic Materials 9,154.0 $509K +5K +101.6% $55.61 +15.7%
2389 PG CALL PROCTER & GAMBLE CO Consumer Defensive 3,500.0 $506K NEW $144.44 +3.2%
2390 CVNA CALL CARVANA CO Consumer Cyclical 1,600.0 $503K NEW $314.38 -80.2%
2391 NSA NATIONAL STORAGE AFFILIATES Real Estate 13,303.0 $502K NEW $37.74 +19.7%
2392 RALLIANT CORP 12,061.0 $502K +450.0 +3.9% $41.59
2393 SNAP PUT SNAP INC Communication Services 108,700.0 $500K -54K -33.1% $4.60 -5.0%
2394 IRT INDEPENDENCE RLTY TR INC Real Estate 33,557.0 $500K +2K +5.5% $14.89 +13.0%
2395 SYY PUT SYSCO CORP Consumer Defensive 7,000.0 $499K NEW $71.33 +15.6%
2396 CNK PUT CINEMARK HLDGS INC Communication Services 17,500.0 $499K NEW $28.52 +16.1%
2397 CNK CALL CINEMARK HLDGS INC Communication Services 17,500.0 $499K NEW $28.52 +16.1%
2398 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3,384.0 $495K +305.0 +9.9% $146.36 +20.5%
2399 BLKB BLACKBAUD INC Technology 12,795.0 $494K +87.0 +0.7% $38.61 -26.0%
2400 PBF PBF ENERGY INC Energy 10,372.0 $494K -8K -44.3% $47.62 -9.9%
Page 120 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%