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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 22 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 2,287,875.0 $77.2M 0.03% +2.3M +10000.0% $33.74 -1.2%
422 CRL CHARLES RIV LABS INTL INC Healthcare 445,869.0 $76.9M 0.03% +58K +14.9% $172.50 +5.3%
423 CBOE CBOE GLOBAL MKTS INC Financial Services 273,353.0 $76.8M 0.03% -8K -2.8% $281.07 -9.3%
424 SLB SLB LIMITED Energy 1,490,671.0 $76.6M 0.03% +78K +5.5% $51.39 -7.3%
425 OXY OCCIDENTAL PETE CORP Energy 1,178,166.0 $76.6M 0.03% +21K +1.9% $65.00 -19.9%
426 TGT TARGET CORP Consumer Defensive 626,276.0 $75.9M 0.03% -245K -28.1% $121.20 +7.4%
427 ED CONSOLIDATED EDISON INC Utilities 664,680.0 $75.2M 0.03% -33K -4.7% $113.18 -4.9%
428 SNPS SYNOPSYS INC Technology 189,720.0 $75.2M 0.03% -18K -8.9% $396.48 +14.7%
429 TFI SPDR SERIES TRUST 1,656,625.0 $75.1M 0.03% -395K -19.2% $45.34 +0.8%
430 HDB HDFC BANK LTD Financial Services 2,997,676.0 $74.6M 0.03% +2.9M +2048.8% $24.88 +1.5%
431 BUNGE GLOBAL SA 586,250.0 $74.6M 0.03% -38K -6.1% $127.20
432 APOLLO GLOBAL MGMT INC 1,275,000.0 $74.5M 0.03% $58.46
433 APTIV PLC 1,070,738.0 $74.4M 0.03% +833K +349.8% $69.44
434 EMR EMERSON ELEC CO Industrials 564,333.0 $73.9M 0.03% -75K -11.7% $131.02 +15.3%
435 AMP AMERIPRISE FINL INC Financial Services 166,133.0 $73.8M 0.03% -60K -26.4% $444.40 +6.2%
436 XLU SELECT SECTOR SPDR TR 1,593,592.0 $73.1M 0.03% +32K +2.0% $45.89 -2.2%
437 ZTS ZOETIS INC Healthcare 615,099.0 $72.7M 0.03% +49K +8.6% $118.21 -35.2%
438 UPS UNITED PARCEL SVCS INC Industrials 728,976.0 $71.7M 0.03% -142K -16.3% $98.38 +10.4%
439 HIG HARTFORD INSURANCE GROUP INC Financial Services 529,404.0 $71.6M 0.03% +187K +54.8% $135.23 -4.3%
440 SNN SMITH & NEPHEW PLC Healthcare 2,243,019.0 $71.3M 0.03% -990K -30.6% $31.78 -6.9%
Page 22 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%