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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 93 of 187  ·  3,733 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 FNDF SCHWAB STRATEGIC TR 29,710.0 $1.5M 0.00% +1K +5.2% $48.93 +7.4%
1842 RKT ROCKET COS INC Financial Services 101,611.0 $1.4M 0.00% -102K -50.2% $14.25 +5.3%
1843 HD PUT HOME DEPOT INC Consumer Cyclical 4,400.0 $1.4M 0.00% NEW $328.89 +6.1%
1844 NUE PUT NUCOR CORP Basic Materials 8,500.0 $1.4M 0.00% NEW $169.10 +41.8%
1845 NUE CALL NUCOR CORP Basic Materials 8,500.0 $1.4M 0.00% NEW $169.10 +41.8%
1846 XLP PUT SELECT SECTOR SPDR TR 17,500.0 $1.4M 0.00% NEW $81.98 +3.3%
1847 XLP CALL SELECT SECTOR SPDR TR 17,500.0 $1.4M 0.00% NEW $81.98 +3.3%
1848 CMC COMMERCIAL METALS CO Basic Materials 23,347.0 $1.4M 0.00% +9K +63.4% $61.43 +12.6%
1849 UEC URANIUM ENERGY CORP Energy 105,717.0 $1.4M 0.00% -9K -7.7% $13.50 -20.0%
1850 FANG PUT DIAMONDBACK ENERGY INC Energy 7,200.0 $1.4M 0.00% NEW $197.79 -9.0%
1851 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 9,300.0 $1.4M 0.00% -22K -70.4% $153.10 -23.2%
1852 ONTO ONTO INNOVATION INC Technology 6,915.0 $1.4M 0.00% +198.0 +3.0% $205.07 +58.0%
1853 HMC HONDA MOTOR CO LTD Consumer Cyclical 58,286.0 $1.4M 0.00% +27K +84.1% $24.31 +10.4%
1854 PUT BLOCK INC 23,500.0 $1.4M 0.00% -117K -83.2% $60.18
1855 MUSA MURPHY USA INC Consumer Cyclical 2,862.0 $1.4M 0.00% +143.0 +5.3% $493.97 +6.6%
1856 GMAB GENMAB A/S Healthcare 52,688.0 $1.4M 0.00% $26.83 -2.6%
1857 ZS CALL ZSCALER INC Technology 10,000.0 $1.4M 0.00% NEW $140.29 -5.7%
1858 DY DYCOM INDS INC Industrials 4,133.0 $1.4M 0.00% +76.0 +1.9% $338.82 +44.1%
1859 IYJ ISHARES TR 9,457.0 $1.4M 0.00% -889.0 -8.6% $147.54 +10.6%
1860 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 26,409.0 $1.4M 0.00% +17K +167.9% $52.75 +17.9%
Page 93 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%