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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 14 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ADP AUTOMATIC DATA PROCESSING IN Industrials 791,498.0 $160.8M 0.06% -7K -0.8% $203.18 +7.5%
262 PWR QUANTA SVCS INC Industrials 291,608.0 $160.1M 0.06% -8K -2.6% $549.02 +27.9%
263 ANET ARISTA NETWORKS INC Technology 1,301,437.0 $159.8M 0.06% -114K -8.1% $122.78 +38.2%
264 NI NISOURCE INC Utilities 3,393,371.0 $158.3M 0.06% +1.6M +91.7% $46.66 +1.3%
265 INDA CALL ISHARES TR 3,363,900.0 $157.6M 0.06% NEW $46.84 +5.8%
266 ACN ACCENTURE PLC IRELAND Technology 793,292.0 $157.3M 0.06% -459K -36.6% $198.29 -35.5%
267 BA BOEING CO Industrials 782,359.0 $155.7M 0.06% -137K -14.9% $199.03 +11.9%
268 SPG SIMON PPTY GROUP INC NEW Real Estate 827,925.0 $154.4M 0.06% +103K +14.1% $186.53 +13.3%
269 MO ALTRIA GROUP INC Consumer Defensive 2,339,992.0 $154.4M 0.06% -413K -15.0% $65.99 +4.7%
270 KMI KINDER MORGAN INC DEL Energy 4,507,868.0 $151.1M 0.06% -465K -9.3% $33.53 -5.8%
271 AAPL CALL APPLE INC Technology 594,300.0 $150.8M 0.06% -2.3M -79.3% $253.79 +17.4%
272 HSIC SCHEIN HENRY INC Healthcare 2,043,970.0 $150.6M 0.06% -101K -4.7% $73.70 +8.4%
273 SYK STRYKER CORPORATION Healthcare 457,607.0 $150.4M 0.06% -43K -8.6% $328.59 -6.3%
274 XLK SELECT SECTOR SPDR TR 1,128,893.0 $150.0M 0.06% -148K -11.6% $132.90 +44.0%
275 PCG PG&E CORP Utilities 8,498,767.0 $149.3M 0.06% -3.3M -28.0% $17.57 -6.2%
276 VIG VANGUARD SPECIALIZED FUNDS 686,798.0 $147.7M 0.06% -67K -8.9% $215.06 +9.4%
277 PAAS PAN AMERN SILVER CORP Basic Materials 2,692,081.0 $147.3M 0.06% +224K +9.1% $54.72 -10.4%
278 ROST ROSS STORES INC Consumer Cyclical 675,188.0 $146.3M 0.05% -776K -53.5% $216.63 +7.5%
279 PINNACLE FINL PARTNERS INC 1,689,737.0 $145.6M 0.05% NEW $86.14
280 SBUX STARBUCKS CORP Consumer Cyclical 1,617,111.0 $144.9M 0.05% -169K -9.5% $89.59 +12.3%
Page 14 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%