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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 51 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 GLPI GAMING & LEISURE P Real Estate 288,363.0 $12.8M 0.01% +51K +21.4% $44.37 +1.6%
1002 EIS ISHARES INC 109,269.0 $12.7M 0.01% +105K +2719.8% $116.04 +4.2%
1003 LUV SOUTHWEST AIRLS CO Industrials 337,077.0 $12.7M 0.01% -59K -15.0% $37.57 +35.1%
1004 F PUT FORD MTR CO Consumer Cyclical 1,092,000.0 $12.6M 0.01% +818K +298.2% $11.54 +19.7%
1005 CG CARLYLE GROUP INC Financial Services 259,216.0 $12.5M 0.01% +38K +17.1% $48.39 -14.6%
1006 SONY SONY GROUP CORP Technology 605,752.0 $12.5M 0.01% +33K +5.7% $20.70 -3.0%
1007 BAB INVESCO EXCH TRADED FD TR II 463,578.0 $12.5M 0.01% -410K -47.0% $26.96 -0.2%
1008 EFX EQUIFAX INC Industrials 69,259.0 $12.5M 0.01% -12K -14.5% $180.07 -12.8%
1009 VT VANGUARD INTL EQUITY INDEX F 90,106.0 $12.5M 0.01% -441K -83.0% $138.32 +11.6%
1010 SHOP PUT SHOPIFY INC Technology 105,000.0 $12.5M 0.01% +40K +61.5% $118.68 -6.0%
1011 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 50,454.0 $12.5M 0.01% +39K +334.6% $246.87 +0.5%
1012 BBY BEST BUY INC Consumer Cyclical 193,793.0 $12.4M 0.01% +13K +7.3% $64.20 +19.8%
1013 PKG PACKAGING CORP AMER Consumer Cyclical 58,616.0 $12.4M 0.01% -10K -14.6% $212.22 +12.3%
1014 RNR RENAISSANCERE HLDGS LTD Financial Services 41,794.0 $12.4M 0.01% -7K -13.7% $297.23 +5.2%
1015 IWS ISHARES TR 85,207.0 $12.4M 0.01% -5K -5.7% $145.74 +11.9%
1016 TGT PUT TARGET CORP Consumer Defensive 102,000.0 $12.4M 0.01% +88K +655.6% $121.20 +15.0%
1017 GD CALL GENERAL DYNAMICS CORP Industrials 36,000.0 $12.4M 0.01% NEW $343.22 +0.7%
1018 FNF FIDELITY NATL FINL INC Financial Services 266,034.0 $12.3M 0.01% +64K +31.5% $46.38 +1.3%
1019 GAMESTOP CORP 535,053.0 $12.3M 0.01% -31K -5.5% $23.04
1020 SCCO SOUTHERN COPPER CORP Basic Materials 71,526.0 $12.3M 0.01% +37K +107.8% $172.06 -0.2%
Page 51 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%