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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 41 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 485,920.0 $22.6M 0.01% +73K +17.6% $46.42 +11.2%
802 CVNA CARVANA CO Consumer Cyclical 71,581.0 $22.5M 0.01% -19K -21.1% $314.38 -79.4%
803 SPYM SPDR SERIES TRUST 290,482.0 $22.2M 0.01% -70K -19.4% $76.54 +12.8%
804 CC CHEMOURS CO Basic Materials 1,002,979.0 $22.1M 0.01% -545K -35.2% $22.03 -9.4%
805 EXPAND ENERGY CORPORATION 200,808.0 $22.0M 0.01% -21K -9.7% $109.78
806 MFC CALL MANULIFE FINL CORP Financial Services 639,700.0 $22.0M 0.01% -135K -17.5% $34.45 +16.6%
807 SKEENA RES LTD NEW 739,886.0 $22.0M 0.01% -47K -6.0% $29.79
808 UDR UDR INC Real Estate 651,368.0 $22.0M 0.01% +220K +51.1% $33.78 +13.3%
809 HBM CALL HUDBAY MINERALS INC Basic Materials 1,046,400.0 $21.9M 0.01% +746K +248.3% $20.94 +21.1%
810 VET VERMILION ENERGY INC Energy 1,586,008.0 $21.9M 0.01% +836K +111.6% $13.78 -28.4%
811 BLOCK INC 363,156.0 $21.9M 0.01% -216K -37.3% $60.18
812 RKLB PUT ROCKET LAB CORP Industrials 340,200.0 $21.8M 0.01% -208K -38.0% $64.22 +48.1%
813 LYFT INC 21,500,000.0 $21.8M 0.01% $1.02
814 IJJ ISHARES TR 164,616.0 $21.8M 0.01% -11K -6.1% $132.50 +9.0%
815 FSM FORTUNA MNG CORP Basic Materials 2,192,477.0 $21.8M 0.01% -1.3M -37.3% $9.94 -13.5%
816 ENB PUT ENBRIDGE INC Energy 401,100.0 $21.7M 0.01% +400K +10000.0% $54.22 +2.8%
817 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 285,255.0 $21.7M 0.01% -14K -4.8% $76.16 +11.2%
818 BND VANGUARD BD INDEX FDS 294,841.0 $21.7M 0.01% -22K -7.0% $73.64 -0.6%
819 CCL CARNIVAL CORP Consumer Cyclical 836,747.0 $21.7M 0.01% -72K -7.9% $25.88 +11.0%
820 NVO NOVO-NORDISK A S Healthcare 589,107.0 $21.6M 0.01% -1.9M -76.7% $36.75 +29.0%
Page 41 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%