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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 59 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 TTD THE TRADE DESK INC Technology 349,539.0 $7.9M 0.00% -146K -29.5% $22.69 -22.7%
1162 ARMK ARAMARK Industrials 195,296.0 $7.9M 0.00% +32K +19.7% $40.54 +32.5%
1163 AMERICAS GOLD AND SILVER COR 1,515,763.0 $7.9M 0.00% +1.3M +676.3% $5.22
1164 JAAA JANUS DETROIT STR TR 155,887.0 $7.9M 0.00% +16K +11.4% $50.37 +0.5%
1165 SBRA SABRA HEALTH CARE REIT INC Real Estate 407,418.0 $7.8M 0.00% +69K +20.4% $19.23 -1.7%
1166 SILVERCORP METALS INC 3,000,000.0 $7.8M 0.00% +500K +20.0% $2.61
1167 JPM PUT JPMORGAN CHASE & CO Financial Services 26,500.0 $7.8M 0.00% -305K -92.0% $294.16 +13.9%
1168 DSI ISHARES TR 64,315.0 $7.8M 0.00% +3K +4.4% $121.19 +14.6%
1169 AEIS ADVANCED ENERGY INDS Industrials 24,041.0 $7.8M 0.00% -53K -68.7% $322.71 +17.4%
1170 BROWN FORMAN CORP 292,829.0 $7.7M 0.00% -19K -6.0% $26.44
1171 PENGUIN SOLUTIONS INC 10,000,000.0 $7.7M 0.00% $0.77
1172 HALOZYME THERAPEUTICS INC 6,000,000.0 $7.7M 0.00% $1.29
1173 RCI PUT ROGERS COMMUNICATIONS INC Communication Services 200,600.0 $7.7M 0.00% -166K -45.2% $38.47 -7.7%
1174 PUT RB GLOBAL INC 80,300.0 $7.7M 0.00% +2K +3.2% $95.92
1175 MTBA SIMPLIFY EXCHANGE TRADED FUN 155,241.0 $7.7M 0.00% +26K +20.2% $49.46 -0.5%
1176 STAG STAG INDUSTRIAL INC Real Estate 212,419.0 $7.7M 0.00% -20K -8.7% $36.06 +8.8%
1177 SOLV SOLVENTUM CORP Healthcare 117,082.0 $7.6M 0.00% -8K -6.6% $65.30 +15.8%
1178 TTEK TETRA TECH INC NEW Industrials 252,278.0 $7.6M 0.00% -36K -12.4% $30.12 -5.1%
1179 ROKU ROKU INC Communication Services 80,175.0 $7.6M 0.00% +75K +1322.8% $94.62 +43.5%
1180 ENTG ENTEGRIS INC Technology 64,386.0 $7.5M 0.00% -69K -51.9% $117.24 +56.1%
Page 59 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%