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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 124 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 IRIDIUM COMMUNICATIONS INC 15,530.0 $431K -144.0 -0.9% $27.74
2462 SDCI USCF ETF TR 15,791.0 $430K +3K +27.7% $27.24 -2.9%
2463 IPAR INTERPARFUMS INC Consumer Defensive 4,734.0 $430K +161.0 +3.5% $90.84 +14.9%
2464 STANDARDAERO INC 16,583.0 $428K NEW $25.83
2465 MTX MINERALS TECHNOLOGIES INC Basic Materials 6,032.0 $428K +305.0 +5.3% $70.92 +11.1%
2466 ENTA ENANTA PHARMACEUTICALS INC Healthcare 33,868.0 $428K -4K -9.7% $12.63 +6.5%
2467 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 42,893.0 $426K -43K -50.0% $9.94 +9.8%
2468 BHF BRIGHTHOUSE FINL INC Financial Services 7,115.0 $426K +799.0 +12.7% $59.88 +4.7%
2469 MOD MODINE MFG CO Consumer Cyclical 1,965.0 $426K -174.0 -8.1% $216.71 +30.9%
2470 CRGY CRESCENT ENERGY COMPANY Energy 31,434.0 $424K +2K +7.3% $13.50 -25.2%
2471 SEB SEABOARD CORP DEL Industrials 75.0 $424K -1.0 -1.3% $5654.01 -16.2%
2472 FEDERATED HERMES INC 7,425.0 $421K +861.0 +13.1% $56.71
2473 RDNT RADNET INC Healthcare 7,517.0 $420K +2K +35.3% $55.89 +7.4%
2474 OPCH OPTION CARE HEALTH INC Healthcare 15,594.0 $420K +1K +9.6% $26.92 -20.2%
2475 LEMB ISHARES INC 10,247.0 $418K -5K -31.3% $40.80 +3.6%
2476 PCG PUT PG&E CORP Utilities 23,700.0 $416K NEW $17.57 -2.8%
2477 DUOL DUOLINGO INC Technology 4,219.0 $416K -3K -40.9% $98.57 +21.7%
2478 NORW GLOBAL X FDS 10,859.0 $415K NEW $38.21 -10.2%
2479 BMVP INVESCO EXCHANGE TRADED FD T 8,310.0 $415K -1K -10.9% $49.89 +2.4%
2480 ALGM ALLEGRO MICROSYSTEMS INC Technology 13,143.0 $414K -932.0 -6.6% $31.53 +90.8%
Page 124 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%