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Portfolio (Quarterly) Guide ↗

BANK OF MONTREAL /CAN/

· CIK 0000927971
13F Portfolio $288.7B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3580 New
Page 10 of 179  ·  3,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DHR DANAHER CORPORATION Healthcare 1,081,653.0 $247.6M 0.09% NEW $228.92 -22.3%
182 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,279,086.0 $244.4M 0.09% NEW $191.10 -19.5%
183 AGI ALAMOS GOLD INC NEW Basic Materials 6,319,190.0 $244.0M 0.09% NEW $38.62 -3.4%
184 UNP UNION PAC CORP Industrials 1,050,676.0 $243.0M 0.08% NEW $231.32 +11.6%
185 IMO IMPERIAL OIL LTD Energy 2,798,897.0 $241.8M 0.08% NEW $86.40 +32.2%
186 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 5,289,204.0 $240.1M 0.08% NEW $45.40 -13.4%
187 PFE PFIZER INC Healthcare 9,642,579.0 $240.1M 0.08% NEW $24.90 +4.1%
188 AEP AMERICAN ELEC PWR CO INC Utilities 2,054,927.0 $237.0M 0.08% NEW $115.31 +11.2%
189 EA ELECTRONIC ARTS INC Communication Services 1,159,064.0 $236.8M 0.08% NEW $204.33 -0.6%
190 MSTR STRATEGY INC Technology 1,086,627.0 $236.8M 0.08% NEW $217.94 -46.5%
191 TFC TRUIST FINL CORP Financial Services 4,754,290.0 $234.0M 0.08% NEW $49.21 -2.1%
192 MU PUT MICRON TECHNOLOGY INC Technology 818,200.0 $233.5M 0.08% NEW $285.41 +265.5%
193 MSTR PUT STRATEGY INC Technology 1,068,000.0 $232.8M 0.08% NEW $217.94 -46.5%
194 GRANITE REAL ESTATE INVT TR 3,864,635.0 $230.1M 0.08% NEW $59.53
195 MDLZ MONDELEZ INTL INC Consumer Defensive 4,273,865.0 $230.1M 0.08% NEW $53.83 +13.1%
196 LOW LOWES COS INC Consumer Cyclical 950,979.0 $229.3M 0.08% NEW $241.16 -9.9%
197 BLK BLACKROCK INC Financial Services 213,754.0 $228.8M 0.08% NEW $1070.34 -1.2%
198 XEL XCEL ENERGY INC Utilities 3,096,187.0 $228.7M 0.08% NEW $73.86 +6.9%
199 BEP BROOKFIELD RENEWABLE PARTNER Utilities 8,394,947.0 $226.9M 0.08% NEW $27.02 +26.7%
200 NKE NIKE INC Consumer Cyclical 3,500,283.0 $223.0M 0.08% NEW $63.71 -30.6%
Page 10 of 179  ·  3,580 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 29.6%
Technology 22.6%
Communication Services 10.5%
Consumer Cyclical 7.5%
Energy 6.5%
Industrials 6.4%
Healthcare 5.2%
Basic Materials 4.6%
Consumer Defensive 3.3%
Utilities 2.9%