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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 77 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 RS RELIANCE INC Basic Materials 9,667.0 $2.9M 0.00% +694.0 +7.7% $303.92 +26.9%
1522 TIP ISHARES TR 26,585.0 $2.9M 0.00% -5K -15.5% $110.36 -0.6%
1523 ERO CALL ERO COPPER CORP Basic Materials 109,500.0 $2.9M 0.00% +45K +69.8% $26.65 -0.3%
1524 EQT PUT EQT CORP Energy 45,800.0 $2.9M 0.00% +21K +83.2% $63.64 -17.2%
1525 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 37,026.0 $2.9M 0.00% -6K -14.3% $78.03 -20.3%
1526 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 62,231.0 $2.9M 0.00% +42K +206.7% $46.36 +83.7%
1527 FLCA FRANKLIN TEMPLETON ETF TR 58,816.0 $2.9M 0.00% $48.94 +5.4%
1528 HAEMONETICS CORP MASS 3,019,000.0 $2.9M 0.00% NEW $0.95
1529 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 102,079.0 $2.9M 0.00% $28.11 +88.0%
1530 GATX GATX CORP Industrials 16,719.0 $2.9M 0.00% -2K -8.3% $170.74 +6.7%
1531 CHRD PUT CHORD ENERGY CORPORATION Energy 20,000.0 $2.8M 0.00% NEW $142.18 -18.0%
1532 DGRO ISHARES TR 40,341.0 $2.8M 0.00% -11K -21.1% $70.18 +8.0%
1533 EQT CALL EQT CORP Energy 44,100.0 $2.8M 0.00% NEW $63.64 -17.2%
1534 MSFU DIREXION SHARES ETF TRUST 121,400.0 $2.8M 0.00% NEW $23.01 -4.4%
1535 MSFU PUT DIREXION SHARES ETF TRUST 121,400.0 $2.8M 0.00% NEW $23.01 -4.4%
1536 RGEN REPLIGEN CORP Healthcare 23,667.0 $2.8M 0.00% +5K +28.2% $117.82 +24.8%
1537 ENPH ENPHASE ENERGY INC Energy 73,311.0 $2.8M 0.00% +23K +45.8% $37.81 +25.8%
1538 RPM RPM INTL INC Basic Materials 27,846.0 $2.8M 0.00% +2K +6.5% $99.40 +13.1%
1539 KNF KNIFE RIVER CORP Basic Materials 33,833.0 $2.8M 0.00% +790.0 +2.4% $81.65 +13.9%
1540 UNM UNUM GROUP Financial Services 37,746.0 $2.8M 0.00% $73.03 +23.4%
Page 77 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%