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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 3 of 179  ·  3,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 2,841,340.0 $1.43B 0.49% NEW $502.65
42 CNI CANADIAN NATL RY CO Industrials 14,178,973.0 $1.40B 0.49% NEW $98.91 +19.0%
43 WMT WALMART INC Consumer Defensive 12,168,509.0 $1.36B 0.47% NEW $111.41 +8.4%
44 FTS FORTIS INC Utilities 24,521,460.0 $1.27B 0.44% NEW $51.99 +9.9%
45 GS GOLDMAN SACHS GROUP INC Financial Services 1,446,060.0 $1.27B 0.44% NEW $879.00 +24.1%
46 BAC BANK AMERICA CORP Financial Services 22,540,219.0 $1.24B 0.43% NEW $55.00 +3.3%
47 MA MASTERCARD INCORPORATED Financial Services 2,076,681.0 $1.19B 0.41% NEW $570.88 -12.2%
48 MS MORGAN STANLEY Financial Services 6,638,226.0 $1.18B 0.41% NEW $177.53 +24.4%
49 PAVE GLOBAL X FDS 24,643,304.0 $1.18B 0.41% NEW $47.79 +22.4%
50 IEFA ISHARES TR 12,495,924.0 $1.12B 0.39% NEW $89.46 +8.8%
51 SPY CALL SPDR S&P 500 ETF TR Financial Services 1,591,400.0 $1.09B 0.38% NEW $681.92 +10.0%
52 FNV FRANCO NEV CORP Basic Materials 5,231,145.0 $1.08B 0.38% NEW $207.29 +11.0%
53 NVDA CALL NVIDIA CORPORATION Technology 5,788,600.0 $1.08B 0.37% NEW $186.50 +11.2%
54 CRWD CROWDSTRIKE HLDGS INC Technology 2,301,959.0 $1.08B 0.37% NEW $468.76 +45.0%
55 JNJ JOHNSON & JOHNSON Healthcare 5,194,401.0 $1.07B 0.37% NEW $206.95 +13.6%
56 B BARRICK MNG CORP Basic Materials 24,296,483.0 $1.06B 0.37% NEW $43.56 -1.8%
57 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 15,219,947.0 $1.04B 0.36% NEW $68.24 +11.8%
58 AMD ADVANCED MICRO DEVICES INC Technology 4,631,529.0 $991.9M 0.34% NEW $214.16 +136.9%
59 PBA PEMBINA PIPELINE CORP Energy 25,608,883.0 $975.6M 0.34% NEW $38.10 +23.7%
60 NTR NUTRIEN LTD Basic Materials 15,780,230.0 $974.0M 0.34% NEW $61.73 +6.1%
Page 3 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%