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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 47 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 STE STERIS PLC Healthcare 73,799.0 $16.3M 0.01% -4K -4.7% $221.13 -8.1%
922 INCY INCYTE CORP Healthcare 171,790.0 $16.2M 0.01% -19K -9.8% $94.12 +10.9%
923 FICO FAIR ISAAC CORP Technology 15,127.0 $16.1M 0.01% -3K -16.8% $1067.54 +3.0%
924 EMXC ISHARES INC 204,234.0 $16.1M 0.01% +48K +30.9% $78.66 +26.7%
925 XME SPDR SERIES TRUST 148,656.0 $16.1M 0.01% +45K +43.8% $108.01 +2.7%
926 MAS MASCO CORP Industrials 265,779.0 $16.0M 0.01% -9K -3.2% $60.37 +21.3%
927 LNT ALLIANT ENERGY CORP Utilities 223,528.0 $16.0M 0.01% +13K +6.0% $71.76 +3.9%
928 TETRA TECH INC NEW 15,300,000.0 $16.0M 0.01% $1.05
929 SMCI PUT SUPER MICRO COMPUTER INC Technology 700,400.0 $15.9M 0.01% -1.3M -65.0% $22.77 +46.3%
930 CHTR CHARTER COMMUNICATIONS INC Communication Services 73,505.0 $15.9M 0.01% -13K -14.8% $215.88 -39.0%
931 IXJ ISHARES TR 168,798.0 $15.8M 0.01% +63K +59.1% $93.54 +1.4%
932 SA SEABRIDGE GOLD INC Basic Materials 555,289.0 $15.8M 0.01% -10K -1.8% $28.36 -4.6%
933 SNY SANOFI SA Healthcare 325,758.0 $15.7M 0.01% +65K +24.8% $48.18 -13.7%
934 IEI ISHARES TR 132,084.0 $15.7M 0.01% +7K +5.3% $118.60 -1.3%
935 MOS MOSAIC CO Basic Materials 612,960.0 $15.6M 0.01% -71K -10.4% $25.50 -16.7%
936 EXR EXTRA SPACE STORAGE INC Real Estate 119,089.0 $15.6M 0.01% -26K -17.8% $131.13 +12.7%
937 IYG ISHARES TR 187,495.0 $15.5M 0.01% +21K +12.5% $82.84 +10.1%
938 BLOOM ENERGY CORP 15,634,000.0 $15.5M 0.01% +2.5M +19.0% $0.99
939 LEIDOS HOLDINGS INC 99,206.0 $15.4M 0.01% +2K +2.0% $155.52
940 STZ CONSTELLATION BRANDS INC Consumer Defensive 102,209.0 $15.3M 0.01% -14K -12.2% $150.00 -4.4%
Page 47 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%