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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 69 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ALV AUTOLIV INC Consumer Cyclical 42,187.0 $4.4M 0.00% -58K -58.0% $105.16 +14.9%
1362 TEAM ATLASSIAN CORPORATION Technology 64,958.0 $4.4M 0.00% +16K +32.5% $68.25 +9.4%
1363 LPLA LPL FINL HLDGS INC Financial Services 14,728.0 $4.4M 0.00% +10K +187.3% $300.83 -7.8%
1364 POOL POOL CORP Industrials 21,759.0 $4.4M 0.00% +306.0 +1.4% $202.33 +2.5%
1365 BITFARMS LTD 2,226,572.0 $4.4M 0.00% +51K +2.4% $1.96
1366 ET ENERGY TRANSFER L P Energy 225,760.0 $4.4M 0.00% -2.7M -92.2% $19.30 -0.6%
1367 HTHT H WORLD GROUP LTD Consumer Cyclical 86,298.0 $4.3M 0.00% +64K +289.0% $50.29 -17.7%
1368 ALRM PUT ALARM COM HLDGS INC Technology 100,000.0 $4.3M 0.00% NEW $43.19 +2.0%
1369 SLB PUT SLB LIMITED Energy 84,000.0 $4.3M 0.00% +9K +12.0% $51.39 -7.7%
1370 NVT NVENT ELEC PLC Industrials 36,405.0 $4.3M 0.00% -295.0 -0.8% $118.28 +45.3%
1371 QQQM INVESCO EXCH TRADED FD TR II 18,045.0 $4.3M 0.00% +1K +7.4% $237.62 +24.1%
1372 MAT MATTEL INC Consumer Cyclical 294,174.0 $4.3M 0.00% -98K -25.1% $14.53 -5.0%
1373 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 249,766.0 $4.2M 0.00% +11K +4.6% $16.97 +18.0%
1374 SHM SPDR SERIES TRUST 88,151.0 $4.2M 0.00% +8K +9.8% $47.83 +0.3%
1375 XAR SPDR SERIES TRUST 16,533.0 $4.2M 0.00% +2K +16.0% $253.98 +7.4%
1376 VCR VANGUARD WORLD FD 11,681.0 $4.2M 0.00% +1K +12.4% $359.03 +6.9%
1377 CEG PUT CONSTELLATION ENERGY CORP Utilities 15,000.0 $4.2M 0.00% +10K +233.3% $279.25 -3.8%
1378 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 20,600.0 $4.2M 0.00% NEW $203.02 -23.1%
1379 UCTT ULTRA CLEAN HLDGS INC Technology 67,217.0 $4.2M 0.00% NEW $62.18 +94.0%
1380 MCD PUT MCDONALDS CORP Consumer Cyclical 13,400.0 $4.2M 0.00% +10K +362.1% $310.79 -14.9%
Page 69 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%