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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 131 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 TDVG T ROWE PRICE ETF INC 7,551.0 $337K +2K +31.0% $44.63 +8.9%
2602 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 4,487.0 $336K -186K -97.7% $74.89 +40.2%
2603 NOVT NOVANTA INC Technology 2,844.0 $336K +139.0 +5.1% $118.11 +35.8%
2604 BOTZ GLOBAL X FDS 10,096.0 $335K -1K -12.5% $33.22 +10.2%
2605 IVOO VANGUARD ADMIRAL FDS INC 2,930.0 $335K $114.32 +13.1%
2606 PLMR PALOMAR HLDGS INC Financial Services 2,790.0 $333K +813.0 +41.1% $119.50 -1.4%
2607 FTEC FIDELITY COVINGTON TRUST 1,601.0 $333K +259.0 +19.3% $208.05 +32.6%
2608 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 15,478.0 $332K +1K +10.6% $21.45 +38.0%
2609 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 17,949.0 $332K +7K +69.4% $18.49 +29.7%
2610 ENVIRI CORP 16,881.0 $331K +829.0 +5.2% $19.62
2611 POWI POWER INTEGRATIONS INC Technology 6,468.0 $331K -496.0 -7.1% $51.20 +65.6%
2612 NMIH NMI HLDGS INC Financial Services 8,815.0 $331K +650.0 +8.0% $37.51 +5.4%
2613 ABM ABM INDS INC Industrials 8,583.0 $331K +225.0 +2.7% $38.52 +16.4%
2614 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 3,801.0 $331K NEW $86.97 +24.5%
2615 SXI STANDEX INTL CORP Industrials 1,297.0 $331K +141.0 +12.2% $254.86 +32.7%
2616 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 4,992.0 $330K -1K -20.2% $66.11 +10.8%
2617 LUCD LUCID DIAGNOSTICS INC Healthcare 285,236.0 $328K +271K +1902.2% $1.15 -9.6%
2618 CVCO CAVCO INDS INC DEL Consumer Cyclical 676.0 $327K +60.0 +9.7% $484.29 +25.7%
2619 OMF ONEMAIN HLDGS INC Financial Services 6,113.0 $327K -569.0 -8.5% $53.49 +12.0%
2620 KGS KODIAK GAS SVCS INC Energy 5,599.0 $327K NEW $58.32 +26.8%
Page 131 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%