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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 56 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 PSKY PARAMOUNT SKYDANCE CORP Communication Services 1,062,771.0 $9.6M 0.00% +634K +147.8% $9.02 +8.1%
1102 OKTA INC 9,650,000.0 $9.6M 0.00% NEW $0.99
1103 ITOT ISHARES TR 66,900.0 $9.5M 0.00% -7K -9.2% $142.43 +13.1%
1104 ING ING GROEP N.V. Financial Services 365,415.0 $9.5M 0.00% -10K -2.8% $26.05 +19.2%
1105 AIZ ASSURANT INC Financial Services 43,586.0 $9.5M 0.00% -4K -7.6% $217.81 +21.1%
1106 NTRA NATERA INC Healthcare 47,425.0 $9.5M 0.00% +2K +4.1% $199.99 +30.0%
1107 HLN HALEON PLC Healthcare 946,633.0 $9.5M 0.00% -7.6M -88.9% $10.01 -7.8%
1108 GPC GENUINE PARTS CO Consumer Cyclical 89,371.0 $9.5M 0.00% -16K -15.1% $105.75 +4.7%
1109 BROOKFIELD BUSINESS CORP 298,608.0 $9.4M 0.00% NEW $31.55
1110 NXT NEXTPOWER INC Technology 77,946.0 $9.4M 0.00% +18K +29.2% $120.55 -3.2%
1111 PFF ISHARES TR 309,493.0 $9.4M 0.00% +14K +4.6% $30.32 +1.1%
1112 DIA PUT STATE STR SPDR DOW JONES IND Financial Services 20,000.0 $9.3M 0.00% NEW $463.19 +11.9%
1113 CGIE CAPITAL GROUP INTERNATIONAL 273,636.0 $9.3M 0.00% +15K +5.9% $33.82 +7.4%
1114 SWK STANLEY BLACK & DECKER INC Industrials 130,229.0 $9.3M 0.00% -20K -13.2% $71.06 +26.2%
1115 STIP ISHARES TR 89,194.0 $9.2M 0.00% +59K +197.1% $103.43 -1.5%
1116 ILMN ILLUMINA INC Healthcare 74,754.0 $9.2M 0.00% -1K -1.9% $123.26 +42.0%
1117 STRATEGY INC 9,500,000.0 $9.2M 0.00% -500K -5.0% $0.97
1118 TRMB TRIMBLE INC Technology 140,466.0 $9.2M 0.00% -19K -12.1% $65.23 -23.1%
1119 TAN INVESCO EXCH TRADED FD TR II 164,235.0 $9.1M 0.00% +160K +3628.4% $55.71 +4.4%
1120 TYL TYLER TECHNOLOGIES INC Technology 26,700.0 $9.1M 0.00% -1K -4.8% $342.38 -16.5%
Page 56 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%