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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 43 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 HOLOGIC INC 261,228.0 $19.7M 0.01% -30K -10.3% $75.59
842 NTRS NORTHERN TR CORP Financial Services 140,883.0 $19.7M 0.01% -22K -13.6% $139.57 +26.3%
843 IREN PUT IREN LIMITED Financial Services 572,900.0 $19.6M 0.01% -88K -13.3% $34.28 +59.6%
844 YUMC YUM CHINA HLDGS INC Consumer Cyclical 402,153.0 $19.6M 0.01% -8K -1.9% $48.78 -14.9%
845 SAP SAP SE Technology 114,420.0 $19.6M 0.01% -17K -12.9% $171.21 -10.4%
846 IVZ INVESCO LTD Financial Services 806,117.0 $19.6M 0.01% +499K +162.3% $24.29 +11.2%
847 WSM WILLIAMS SONOMA INC Consumer Cyclical 106,838.0 $19.5M 0.01% -16K -12.7% $182.33 +24.0%
848 RELX RELX PLC Communication Services 586,642.0 $19.4M 0.01% +491K +515.2% $33.15 -5.9%
849 BR BROADRIDGE FINL SOLUTIONS IN Technology 119,386.0 $19.4M 0.01% +15K +14.3% $162.48 -16.1%
850 BAX BAXTER INTL INC Healthcare 1,152,099.0 $19.4M 0.01% -17K -1.4% $16.80 +19.6%
851 SGOV ISHARES TR 192,025.0 $19.3M 0.01% +97K +101.5% $100.66 -0.0%
852 CRWV PUT COREWEAVE INC Technology 249,300.0 $19.3M 0.01% -643K -72.0% $77.47 +36.5%
853 XRT PUT SPDR SERIES TRUST 240,000.0 $19.3M 0.01% NEW $80.47 +6.6%
854 INGERSOLL RAND INC 240,340.0 $19.3M 0.01% -55K -18.7% $80.12
855 CHEFS WHSE INC 13,000,000.0 $19.2M 0.01% $1.48
856 ALLE ALLEGION PLC Industrials 131,262.0 $19.1M 0.01% +27K +25.7% $145.29 -11.4%
857 MLM MARTIN MARIETTA MATLS INC Basic Materials 32,075.0 $18.9M 0.01% -8K -19.4% $588.68 +2.6%
858 DOW DOW HLDGS INC Basic Materials 452,900.0 $18.9M 0.01% -113K -19.9% $41.65 -27.2%
859 BNDX VANGUARD CHARLOTTE FDS 392,078.0 $18.8M 0.01% +2K +0.6% $48.05 +0.7%
860 CNX RES CORP 6,269,000.0 $18.8M 0.01% +3.6M +133.0% $3.00
Page 43 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%