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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 88 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 THO THOR INDS INC Consumer Cyclical 21,535.0 $1.7M 0.00% -700.0 -3.1% $79.89 -1.4%
1742 XLC PUT SELECT SECTOR SPDR TR 15,500.0 $1.7M 0.00% NEW $110.86 -4.3%
1743 XLC CALL SELECT SECTOR SPDR TR 15,500.0 $1.7M 0.00% NEW $110.86 -4.3%
1744 CENTRAIS ELET BRAS SA 152,333.0 $1.7M 0.00% +148K +3194.4% $11.28
1745 BWA CALL BORGWARNER INC Consumer Cyclical 31,500.0 $1.7M 0.00% NEW $54.26 +25.5%
1746 OWL BLUE OWL CAPITAL INC Financial Services 187,140.0 $1.7M 0.00% +103K +121.8% $9.13 -6.1%
1747 AR ANTERO RESOURCES CORP Energy 40,246.0 $1.7M 0.00% -28K -41.4% $42.44 -17.1%
1748 VMI VALMONT INDS INC Industrials 4,272.0 $1.7M 0.00% -413.0 -8.8% $399.57 +42.3%
1749 MANH MANHATTAN ASSOCIATES INC Technology 12,820.0 $1.7M 0.00% +633.0 +5.2% $133.12 +3.6%
1750 CI&T INC 334,638.0 $1.7M 0.00% -50K -13.0% $5.07
1751 CNR CORE NATURAL RESOURCES INC Energy 16,156.0 $1.7M 0.00% +2K +17.3% $104.73 -21.9%
1752 HEICO CORP NEW 7,957.0 $1.7M 0.00% +117.0 +1.5% $211.09
1753 CUBE CUBESMART Real Estate 45,820.0 $1.7M 0.00% $36.65 +12.6%
1754 SNAP SNAP INC Communication Services 364,479.0 $1.7M 0.00% +97K +36.2% $4.60 -4.1%
1755 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 4,980.0 $1.7M 0.00% +74.0 +1.5% $336.13 -8.2%
1756 IHI ISHARES TR 31,372.0 $1.7M 0.00% -3K -10.0% $53.35 -4.3%
1757 DFAW DIMENSIONAL ETF TRUST 22,574.0 $1.7M 0.00% +4K +21.0% $73.78 +11.5%
1758 CALL SOUTH BOW CORP 50,000.0 $1.7M 0.00% -50K -50.0% $33.27
1759 OXY CALL OCCIDENTAL PETE CORP Energy 25,500.0 $1.7M 0.00% -66K -72.2% $65.00 -23.1%
1760 WEBULL CORP 345,073.0 $1.7M 0.00% -1.6M -82.5% $4.80
Page 88 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%