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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 30 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CTRE CARETRUST REIT INC Real Estate 1,228,759.0 $45.0M 0.02% +1.2M +2157.5% $36.65 +2.3%
582 FE FIRSTENERGY CORP Utilities 888,691.0 $45.0M 0.02% -20K -2.2% $50.66 -7.7%
583 NXE NEXGEN ENERGY LTD Energy 3,868,792.0 $44.9M 0.02% +187K +5.1% $11.60 -9.9%
584 NOW PUT SERVICENOW INC Technology 428,500.0 $44.8M 0.02% NEW $104.55 -11.0%
585 PDS PRECISION DRILLING CORP Energy 452,265.0 $44.5M 0.02% $98.43 -14.6%
586 EMLC VANECK ETF TRUST 1,771,084.0 $44.5M 0.02% +281K +18.9% $25.11 +1.8%
587 RDDT REDDIT INC Communication Services 324,780.0 $43.7M 0.02% +35K +11.9% $134.65 +26.6%
588 KMB KIMBERLY-CLARK CORP Consumer Defensive 450,641.0 $43.5M 0.02% -37K -7.6% $96.47 +4.2%
589 EBAY EBAY INC. Consumer Cyclical 476,992.0 $43.4M 0.02% -38K -7.3% $91.02 +15.3%
590 CSL CARLISLE COS INC Industrials 129,651.0 $43.3M 0.02% -697.0 -0.5% $333.62 +8.2%
591 PG&E CORP 41,500,000.0 $43.1M 0.02% -79.0M -65.6% $1.04
592 TANDEM DIABETES CARE INC 42,039,000.0 $42.9M 0.02% $1.02
593 EUAD SPINNAKER ETF SERIES 1,045,050.0 $42.6M 0.02% +17K +1.6% $40.74 +2.8%
594 GOOG PUT ALPHABET INC Communication Services 148,000.0 $42.5M 0.02% -371K -71.5% $286.86 +21.6%
595 AFL AFLAC INC Financial Services 383,895.0 $42.1M 0.02% -42K -9.8% $109.71 +6.2%
596 TEL TE CONNECTIVITY PLC Technology 201,244.0 $42.1M 0.02% -36K -15.2% $209.02 +1.8%
597 SCZ ISHARES TR 531,686.0 $41.7M 0.02% -187K -26.0% $78.41 +6.8%
598 XLE CALL SELECT SECTOR SPDR TR 680,000.0 $41.7M 0.02% +80K +13.3% $61.26 -11.7%
599 YUM YUM BRANDS INC Consumer Cyclical 267,826.0 $41.6M 0.02% -38K -12.5% $155.48 -2.2%
600 MSCI MSCI INC Financial Services 77,165.0 $41.6M 0.01% -23K -22.6% $539.01 +7.8%
Page 30 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%