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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 72 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 OBE OBSIDIAN ENERGY LTD Energy 391,914.0 $3.7M 0.00% +79K +25.1% $9.51 -15.0%
1422 GALAXY DIGITAL INC. 201,522.0 $3.7M 0.00% -9K -4.3% $18.45
1423 MLI MUELLER INDS INC Industrials 33,396.0 $3.7M 0.00% +839.0 +2.6% $110.80 +21.3%
1424 LPX LOUISIANA PAC CORP Basic Materials 50,801.0 $3.7M 0.00% +4K +8.8% $72.75 +12.2%
1425 CART MAPLEBEAR INC Consumer Cyclical 98,301.0 $3.7M 0.00% +36K +58.4% $37.46 +24.9%
1426 BA CALL BOEING CO Industrials 18,500.0 $3.7M 0.00% NEW $199.03 +9.6%
1427 CAPE DOUBLELINE ETF TRUST 119,230.0 $3.7M 0.00% $30.85 +4.5%
1428 BTI BRITISH AMERN TOB PLC Consumer Defensive 62,852.0 $3.7M 0.00% -107K -63.0% $58.47 +6.9%
1429 EZA ISHARES INC 53,664.0 $3.6M 0.00% +52K +2583.2% $67.80 -6.8%
1430 AEGON LTD 501,140.0 $3.6M 0.00% +454K +969.3% $7.26
1431 SPG PUT SIMON PPTY GROUP INC NEW Real Estate 19,500.0 $3.6M 0.00% NEW $186.53 +20.9%
1432 SPG CALL SIMON PPTY GROUP INC NEW Real Estate 19,500.0 $3.6M 0.00% +13K +200.0% $186.53 +20.9%
1433 HTZ HERTZ GLOBAL HLDGS INC Industrials 788,286.0 $3.6M 0.00% +174K +28.3% $4.61 -41.9%
1434 DFAT DIMENSIONAL ETF TRUST 58,048.0 $3.6M 0.00% +38K +185.6% $62.45 +11.4%
1435 SOLARIS RES INC 418,971.0 $3.6M 0.00% +85K +25.6% $8.64
1436 SAN BANCO SANTANDER SA Financial Services 320,610.0 $3.6M 0.00% +20K +6.8% $11.28 +18.6%
1437 DFUS DIMENSIONAL ETF TRUST 50,970.0 $3.6M 0.00% $70.91 +13.5%
1438 MO CALL ALTRIA GROUP INC Consumer Defensive 54,600.0 $3.6M 0.00% NEW $65.99 +10.9%
1439 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 63,753.0 $3.6M 0.00% -5K -7.0% $56.49 +1.5%
1440 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 51,977.0 $3.6M 0.00% -16K -23.0% $69.19 +10.2%
Page 72 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%