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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 82 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 ANET PUT ARISTA NETWORKS INC Technology 18,000.0 $2.2M 0.00% NEW $122.78 +28.4%
1622 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 103,000.0 $2.2M 0.00% -430K -80.7% $21.44 -21.2%
1623 GSEW GOLDMAN SACHS ETF TR 26,015.0 $2.2M 0.00% NEW $84.66 +10.9%
1624 PUT EXPAND ENERGY CORPORATION 20,000.0 $2.2M 0.00% NEW $109.78
1625 FR FIRST INDL RLTY TR INC Real Estate 37,858.0 $2.2M 0.00% +389.0 +1.0% $57.85 +9.9%
1626 ODDITY TECH LTD 163,628.0 $2.2M 0.00% -132K -44.7% $13.38
1627 VONV VANGUARD SCOTTSDALE FDS 23,313.0 $2.2M 0.00% -19K -44.8% $93.74 +13.5%
1628 GWW PUT WW GRAINGER INC Industrials 2,000.0 $2.2M 0.00% NEW $1090.81 +24.1%
1629 GWW CALL WW GRAINGER INC Industrials 2,000.0 $2.2M 0.00% NEW $1090.81 +24.1%
1630 QLD PROSHARES TR 35,759.0 $2.2M 0.00% -3K -7.5% $61.00 +46.1%
1631 DBC INVESCO DB COMMDY INDX TRCK Financial Services 75,075.0 $2.2M 0.00% +13K +20.8% $28.95 -8.2%
1632 TEM PUT TEMPUS AI INC Healthcare 48,000.0 $2.2M 0.00% NEW $45.22 +24.1%
1633 LYG LLOYDS BANKING GROUP PLC Financial Services 431,405.0 $2.2M 0.00% +271K +168.2% $5.03 +13.1%
1634 IYR PUT ISHARES TR 22,800.0 $2.2M 0.00% NEW $94.56 +10.7%
1635 JLL JONES LANG LASALLE INC Real Estate 7,073.0 $2.2M 0.00% +442.0 +6.7% $304.32 +3.5%
1636 PG&E CORP 50,000.0 $2.1M 0.00% $42.99
1637 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 253,975.0 $2.1M 0.00% -47K -15.7% $8.45 +17.8%
1638 TBIL RBB FD INC 42,984.0 $2.1M 0.00% +32K +282.9% $49.86 +0.3%
1639 REPOSITRAK INC 279,867.0 $2.1M 0.00% $7.60
1640 STUBHUB HLDGS INC 340,181.0 $2.1M 0.00% +304K +835.5% $6.24
Page 82 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%