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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 44 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PHM PULTE GROUP INC Consumer Cyclical 160,079.0 $18.8M 0.01% -76K -32.1% $117.61 +7.6%
862 UAL UNITED AIRLS HLDGS INC Industrials 202,764.0 $18.7M 0.01% -38K -15.9% $92.07 +32.0%
863 CAG CONAGRA BRANDS INC Consumer Defensive 1,184,528.0 $18.6M 0.01% -51K -4.1% $15.72 -14.6%
864 HRL HORMEL FOODS CORP Consumer Defensive 819,931.0 $18.6M 0.01% -11K -1.3% $22.65 +9.1%
865 WEC ENERGY GROUP INC 15,000,000.0 $18.5M 0.01% $1.24
866 XLP SELECT SECTOR SPDR TR 225,575.0 $18.5M 0.01% +91K +67.6% $81.98 +2.1%
867 TSN TYSON FOODS INC Consumer Defensive 286,579.0 $18.4M 0.01% +6K +2.2% $64.07 -10.4%
868 IXUS ISHARES TR 211,395.0 $18.3M 0.01% +5K +2.5% $86.64 +8.7%
869 LIT GLOBAL X FDS 246,142.0 $18.3M 0.01% -20K -7.4% $74.35 +5.5%
870 AMD CALL ADVANCED MICRO DEVICES INC Technology 89,600.0 $18.2M 0.01% -763K -89.5% $203.43 +155.5%
871 BIDU BAIDU INC Communication Services 163,573.0 $18.2M 0.01% +45K +37.9% $111.42 -1.1%
872 L LOEWS CORP Financial Services 170,602.0 $18.2M 0.01% -44K -20.4% $106.74 +3.6%
873 XOP PUT SPDR SERIES TRUST 100,000.0 $18.2M 0.01% +90K +900.0% $181.83 -14.7%
874 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,229,210.0 $18.1M 0.01% -316K -20.4% $14.69 +14.0%
875 NEBIUS GROUP N.V. 173,636.0 $18.0M 0.01% -30K -14.6% $103.76
876 SJM SMUCKER J M CO Consumer Defensive 186,712.0 $18.0M 0.01% -14K -6.8% $96.44 +14.5%
877 TSLL DIREXION SHARES ETF TRUST 1,480,700.0 $18.0M 0.01% $12.15 -2.7%
878 DFAE DIMENSIONAL ETF TRUST 529,415.0 $17.9M 0.01% -49K -8.5% $33.86 +16.7%
879 SILJ AMPLIFY ETF TR 602,875.0 $17.9M 0.01% +597K +10000.0% $29.72 -12.4%
880 TSLL PUT DIREXION SHARES ETF TRUST 1,471,300.0 $17.9M 0.01% NEW $12.15 -2.7%
Page 44 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%