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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 32 of 179  ·  3,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ROK ROCKWELL AUTOMATION INC Industrials 105,560.0 $41.1M 0.01% NEW $389.07 +21.8%
622 PAYX PAYCHEX INC Industrials 365,940.0 $41.1M 0.01% NEW $112.18 -12.4%
623 FE FIRSTENERGY CORP Utilities 908,308.0 $40.7M 0.01% NEW $44.77 +3.8%
624 MELI MERCADOLIBRE INC Consumer Cyclical 20,130.0 $40.5M 0.01% NEW $2014.26 -18.8%
625 AFFIRM HLDGS INC 36,203,000.0 $40.5M 0.01% NEW $1.12
626 COIN PUT COINBASE GLOBAL INC Financial Services 178,800.0 $40.4M 0.01% NEW $226.14 -27.8%
627 MTD METTLER TOLEDO INTERNATIONAL Healthcare 28,987.0 $40.4M 0.01% NEW $1394.19 -17.9%
628 CWB SPDR SERIES TRUST 452,029.0 $40.3M 0.01% NEW $89.20 +24.0%
629 ODFL OLD DOMINION FREIGHT LINE IN Industrials 256,617.0 $40.2M 0.01% NEW $156.80 +41.0%
630 CAH CARDINAL HEALTH INC Healthcare 195,458.0 $40.2M 0.01% NEW $205.50 +7.9%
631 NOA NORTH AMERN CONSTR GROUP LTD Energy 2,789,384.0 $40.2M 0.01% NEW $14.40 -6.1%
632 ABT PUT ABBOTT LABS Healthcare 320,000.0 $40.1M 0.01% NEW $125.29 -29.4%
633 A AGILENT TECHNOLOGIES INC Healthcare 293,388.0 $39.9M 0.01% NEW $136.07 -6.6%
634 PDD PDD HOLDINGS INC Consumer Cyclical 350,801.0 $39.8M 0.01% NEW $113.39 -29.8%
635 F FORD MTR CO Consumer Cyclical 3,020,220.0 $39.6M 0.01% NEW $13.12 +7.2%
636 HYG ISHARES TR 490,964.0 $39.6M 0.01% NEW $80.63 -0.8%
637 RGLD ROYAL GOLD INC Basic Materials 177,792.0 $39.5M 0.01% NEW $222.29 -3.4%
638 CMS CMS ENERGY CORP Utilities 564,765.0 $39.5M 0.01% NEW $69.93 +4.9%
639 VMC VULCAN MATLS CO Basic Materials 138,190.0 $39.4M 0.01% NEW $285.22 +3.4%
640 NRG NRG ENERGY INC Utilities 247,349.0 $39.4M 0.01% NEW $159.24 -15.2%
Page 32 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%