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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 57 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 DKNG DRAFTKINGS INC NEW Consumer Cyclical 419,131.0 $9.1M 0.00% +41K +10.8% $21.62 +13.5%
1122 CALL CANADIAN PACIFIC KANSAS CITY 114,900.0 $9.0M 0.00% -48K -29.6% $78.71
1123 SRLN SSGA ACTIVE ETF TR 224,587.0 $9.0M 0.00% +99K +78.8% $40.14 +0.1%
1124 GD PUT GENERAL DYNAMICS CORP Industrials 26,000.0 $8.9M 0.00% NEW $343.22 +0.3%
1125 CRWD PUT CROWDSTRIKE HLDGS INC Technology 22,800.0 $8.9M 0.00% NEW $390.41 +72.4%
1126 SEIC SEI INVTS CO Financial Services 113,367.0 $8.9M 0.00% +7K +6.9% $78.47 +13.3%
1127 PEB PEBBLEBROOK HOTEL TR Real Estate 703,188.0 $8.9M 0.00% $12.63 +47.4%
1128 BNL BROADSTONE NET LEASE INC Real Estate 485,835.0 $8.9M 0.00% +428K +740.0% $18.27 +15.4%
1129 HR HEALTHCARE RLTY TR Real Estate 519,174.0 $8.8M 0.00% +473K +1021.5% $16.99 +20.2%
1130 ESS ESSEX PPTY TR INC Real Estate 36,211.0 $8.8M 0.00% -8K -17.2% $242.00 +16.4%
1131 BOX INC 9,500,000.0 $8.7M 0.00% $0.92
1132 GVI ISHARES TR 81,738.0 $8.7M 0.00% +5K +6.0% $106.68 -0.6%
1133 ITGR INTEGER HLDGS CORP Healthcare 98,821.0 $8.7M 0.00% +64K +181.6% $88.00 +3.8%
1134 IEX IDEX CORP Industrials 45,659.0 $8.7M 0.00% -6K -12.3% $189.55 +17.2%
1135 APLS APELLIS PHARMACEUTICALS INC Healthcare 215,041.0 $8.7M 0.00% +38K +21.8% $40.23 +2.0%
1136 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 59,000.0 $8.6M 0.00% -1.9M -97.0% $146.28 -22.4%
1137 ECPG ENCORE CAP GROUP INC Financial Services 123,042.0 $8.6M 0.00% -16K -11.8% $70.12 +24.2%
1138 CMF ISHARES TR 150,685.0 $8.6M 0.00% -2K -1.3% $56.86 +1.1%
1139 XLG INVESCO EXCHANGE TRADED FD T 156,866.0 $8.6M 0.00% -5K -3.1% $54.55 +9.5%
1140 ODV OSISKO DEVELOPMENT CORP Basic Materials 2,632,017.0 $8.5M 0.00% -1.2M -31.7% $3.24 -27.2%
Page 57 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%