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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 55 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FOX FOX CORP Communication Services 193,788.0 $10.3M 0.00% -10K -4.8% $53.10 -14.6%
1082 AEROVIRONMENT INC 10,450,000.0 $10.3M 0.00% $0.98
1083 VST PUT VISTRA CORP Utilities 68,200.0 $10.3M 0.00% -9K -12.0% $150.33 +8.0%
1084 IGF ISHARES TR 152,919.0 $10.2M 0.00% +88K +135.1% $67.00 -0.6%
1085 INSM INSMED INC Healthcare 62,580.0 $10.2M 0.00% $163.52 -36.7%
1086 FEZ SPDR INDEX SHS FDS 164,201.0 $10.2M 0.00% +19K +12.9% $62.08 +7.8%
1087 AES AES CORP Utilities 722,813.0 $10.2M 0.00% -60K -7.6% $14.09 +4.2%
1088 VIGI VANGUARD WHITEHALL FDS 115,115.0 $10.2M 0.00% +3K +2.6% $88.46 +4.9%
1089 CHEF CHEFS WHSE INC Consumer Defensive 170,923.0 $10.2M 0.00% -89K -34.4% $59.45 +60.9%
1090 ACVA ACV AUCTIONS INC Consumer Cyclical 2,396,391.0 $10.2M 0.00% +926K +63.0% $4.24 +55.7%
1091 NDSN NORDSON CORP Industrials 37,850.0 $10.1M 0.00% -6K -13.0% $266.06 +11.3%
1092 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 233,509.0 $10.1M 0.00% -31K -11.7% $43.06 -5.9%
1093 URA GLOBAL X FDS 207,561.0 $10.1M 0.00% +22K +12.1% $48.43 -7.6%
1094 CWI SPDR INDEX SHS FDS 273,461.0 $10.0M 0.00% +9K +3.6% $36.59 +9.3%
1095 VRNS VARONIS SYS INC Technology 464,065.0 $10.0M 0.00% +6K +1.3% $21.47 +63.2%
1096 VENTAS RLTY LTD PARTNERSHIP 6,500,000.0 $9.8M 0.00% $1.51
1097 CVE CALL CENOVUS ENERGY INC Energy 370,000.0 $9.8M 0.00% NEW $26.55 -7.0%
1098 IYR ISHARES TR 103,438.0 $9.8M 0.00% -9K -7.7% $94.56 +8.8%
1099 DOC HEALTHPEAK PROPERTIES INC Real Estate 587,026.0 $9.6M 0.00% +46K +8.4% $16.43 +26.7%
1100 COIN CALL COINBASE GLOBAL INC Financial Services 55,000.0 $9.6M 0.00% +19K +51.1% $174.61 -14.0%
Page 55 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%