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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 146 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 UVE UNIVERSAL INS HLDGS INC Financial Services 6,102.0 $208K $34.16 +19.2%
2902 EXTR EXTREME NETWORKS INC Technology 13,785.0 $208K +2K +16.8% $15.08 +105.1%
2903 BOH BANK HAWAII CORP Financial Services 2,794.0 $207K NEW $74.25 +10.1%
2904 OI O-I GLASS INC Consumer Cyclical 19,733.0 $207K +1K +5.7% $10.51 -8.9%
2905 APOG APOGEE ENTERPRISES INC Industrials 6,182.0 $207K -806.0 -11.5% $33.54 +25.1%
2906 NWL NEWELL BRANDS INC Consumer Defensive 60,366.0 $207K +6K +10.7% $3.43 +60.6%
2907 FDVV FIDELITY COVINGTON TRUST 3,737.0 $206K $55.24 +9.5%
2908 LENNAR CORP 2,451.0 $206K +2K +281.2% $84.12
2909 LYFT PUT LYFT INC Technology 15,500.0 $206K -70K -81.9% $13.30 +8.3%
2910 CNA CNA FINL CORP Financial Services 4,489.0 $206K +209.0 +4.9% $45.92 +2.2%
2911 NOG NORTHERN OIL & GAS INC Energy 7,011.0 $205K +720.0 +11.4% $29.23 -33.3%
2912 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 2,400.0 $205K NEW $85.23 +7.8%
2913 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 23,530.0 $205K NEW $8.69 -27.2%
2914 AKR ACADIA RLTY TR Real Estate 10,682.0 $204K NEW $19.12 +14.2%
2915 D PUT DOMINION ENERGY INC Utilities 3,300.0 $204K +3K +3200.0% $61.82 +12.0%
2916 EPP ISHARES INC 3,837.0 $204K +253.0 +7.1% $53.14 -0.3%
2917 VCYT VERACYTE INC Healthcare 6,318.0 $204K +939.0 +17.5% $32.21 +76.2%
2918 ANDE ANDERSONS INC Consumer Defensive 2,831.0 $203K NEW $71.78 -1.6%
2919 CUSHMAN AND WAKEFIELD LTD 16,574.0 $203K +2K +11.2% $12.26
2920 USAR USA RARE EARTH INC Basic Materials 13,362.0 $202K NEW $15.14 +41.5%
Page 146 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%