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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 143 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 DORM DORMAN PRODS INC Consumer Cyclical 2,263.0 $236K +217.0 +10.6% $104.36 +26.4%
2842 SCHK SCHWAB STRATEGIC TR 7,514.0 $235K $31.33 +12.9%
2843 ALHC ALIGNMENT HEALTHCARE INC Healthcare 13,355.0 $235K +549.0 +4.3% $17.62 +23.1%
2844 CTS CTS CORP Technology 4,911.0 $235K -267.0 -5.2% $47.76 +40.3%
2845 GDS GDS HLDGS LTD Technology 5,806.0 $234K $40.29 -22.4%
2846 MSB MESABI TR Financial Services 7,401.0 $233K $31.50 -22.8%
2847 QS QUANTUMSCAPE CORP Consumer Cyclical 36,498.0 $233K +7K +21.8% $6.38 +11.6%
2848 ASGN ASGN INC Technology 6,009.0 $233K -4K -39.7% $38.71 -50.2%
2849 PENN PENN ENTERTAINMENT INC Consumer Cyclical 15,422.0 $232K +2K +11.2% $15.03 +35.6%
2850 AXTI AXT INC Technology 4,056.0 $231K NEW $56.98 +23.1%
2851 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 8,834.0 $231K $26.13 +5.2%
2852 IONQ CALL IONQ INC Technology 8,000.0 $231K NEW $28.83 +85.9%
2853 VC VISTEON CORP Consumer Cyclical 2,526.0 $230K +39.0 +1.6% $91.11 +29.7%
2854 DFTX DEFINIUM THERAPEUTICS INC Healthcare 12,136.0 $229K NEW $18.90 +122.9%
2855 FFBC 1ST FINL BANCORP Financial Services 8,213.0 $229K NEW $27.88 +18.1%
2856 CSGS CSG SYS INTL INC Technology 2,859.0 $229K -1K -33.1% $79.94 +0.9%
2857 SIRIUSPOINT LTD 10,580.0 $228K -2K -18.9% $21.54
2858 EBS EMERGENT BIOSOLUTIONS INC Healthcare 27,432.0 $228K $8.30 +1.6%
2859 WK WORKIVA INC Technology 3,815.0 $227K +108.0 +2.9% $59.63 -21.2%
2860 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,592.0 $227K $63.26 +10.5%
Page 143 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%