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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 122 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 208,052.0 $468K +44K +26.6% $2.25 -36.5%
2422 NNE NANO NUCLEAR ENERGY INC Industrials 22,852.0 $468K NEW $20.48 -2.1%
2423 EXPO EXPONENT INC Industrials 7,163.0 $467K +331.0 +4.8% $65.25 -7.2%
2424 BANF BANCFIRST CORP Financial Services 4,292.0 $466K +139.0 +3.4% $108.50 +6.2%
2425 FCPT FOUR CORNERS PPTY TR INC Real Estate 19,687.0 $466K +11K +118.0% $23.65 +7.5%
2426 U UNITY SOFTWARE INC Technology 21,123.0 $463K -462.0 -2.1% $21.94 +28.8%
2427 SLB CALL SLB LIMITED Energy 9,000.0 $463K NEW $51.39 -8.8%
2428 FLAGSTAR BANK NATIONAL ASSOC 35,075.0 $462K -1K -4.0% $13.17
2429 OPEN PUT OPENDOOR TECHNOLOGIES INC Real Estate 98,700.0 $462K NEW $4.68 -7.9%
2430 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 2,000.0 $462K NEW $230.89 +12.2%
2431 ORCL CALL ORACLE CORP Technology 3,100.0 $456K -27K -89.6% $147.11 +2.2%
2432 HIW HIGHWOODS PPTYS INC Real Estate 21,294.0 $456K -7K -24.1% $21.41 +39.9%
2433 DOCS DOXIMITY INC Healthcare 19,536.0 $455K -21K -51.9% $23.30 -12.0%
2434 HMN HORACE MANN EDUCATORS CORP N Financial Services 10,659.0 $455K -830.0 -7.2% $42.68 +21.1%
2435 DC DAKOTA GOLD CORP Basic Materials 89,968.0 $454K +1K +1.2% $5.05 -16.1%
2436 BLUE MOON METALS INC 70,117.0 $454K NEW $6.48
2437 VSAT VIASAT INC Technology 9,917.0 $454K +2K +22.8% $45.80 +32.3%
2438 TGB CALL TASEKO MINES LTD Basic Materials 70,000.0 $453K $6.48 +2.0%
2439 SAIC SCIENCE APPLICATIONS INTL CO Technology 4,771.0 $453K -1K -22.7% $94.92 +16.5%
2440 PYPL PUT PAYPAL HLDGS INC Financial Services 10,000.0 $452K -444K -97.8% $45.23 -2.4%
Page 122 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%