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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 65 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ERIE ERIE INDTY CO Financial Services 22,532.0 $5.7M 0.00% +437.0 +2.0% $251.31 -8.5%
1282 BA PUT BOEING CO Industrials 28,400.0 $5.7M 0.00% -18K -38.7% $199.03 +9.6%
1283 XPO XPO INC Industrials 28,992.0 $5.6M 0.00% -35K -54.5% $194.55 +4.4%
1284 HP HELMERICH & PAYNE INC Energy 156,187.0 $5.6M 0.00% -7K -4.2% $36.03 -5.6%
1285 MKL MARKEL GROUP INC Financial Services 2,936.0 $5.6M 0.00% +57.0 +2.0% $1914.07 -1.6%
1286 FXI CALL ISHARES TR 155,600.0 $5.6M 0.00% -10.5M -98.5% $35.90 -11.8%
1287 GLDM WORLD GOLD TR Financial Services 59,991.0 $5.6M 0.00% +57K +1783.0% $92.69 -14.1%
1288 UGI UGI CORP NEW Utilities 152,421.0 $5.6M 0.00% +125K +446.7% $36.42 -3.5%
1289 WTRG ESSENTIAL UTILS INC Utilities 136,199.0 $5.5M 0.00% -3K -2.0% $40.27 -5.8%
1290 CHRD CHORD ENERGY CORPORATION Energy 38,413.0 $5.5M 0.00% +30K +368.2% $142.18 -16.0%
1291 VEEV VEEVA SYS INC Healthcare 31,062.0 $5.5M 0.00% +9K +39.5% $175.66 -10.0%
1292 IJT ISHARES TR 37,580.0 $5.4M 0.00% +3K +8.8% $144.71 +21.1%
1293 RIOT RIOT PLATFORMS INC Financial Services 439,310.0 $5.4M 0.00% -116K -20.8% $12.36 +124.6%
1294 CAE CALL CAE INC Industrials 207,600.0 $5.4M 0.00% NEW $26.04 -5.4%
1295 BWXT BWX TECHNOLOGIES INC Industrials 26,403.0 $5.4M 0.00% +5K +21.1% $204.49 +0.1%
1296 PRGS PROGRESS SOFTWARE CORP Technology 210,087.0 $5.4M 0.00% +20K +10.6% $25.65 +16.2%
1297 IYH ISHARES TR 86,810.0 $5.4M 0.00% -14K -13.5% $61.64 +6.5%
1298 T CALL AT&T INC Communication Services 184,300.0 $5.3M 0.00% NEW $28.99 -22.7%
1299 OVV PUT OVINTIV INC Energy 90,000.0 $5.3M 0.00% NEW $59.36 -9.8%
1300 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 106,000.0 $5.3M 0.00% +79K +298.5% $50.20 -8.2%
Page 65 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%