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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 4 of 179  ·  3,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIP BROOKFIELD INFRAST PARTNERS Utilities 27,925,960.0 $970.1M 0.34% NEW $34.74 +9.6%
62 RCI ROGERS COMMUNICATIONS INC Communication Services 25,096,573.0 $947.3M 0.33% NEW $37.75 +1.0%
63 TLT ISHARES TR 10,801,080.0 $941.4M 0.33% NEW $87.16 -1.1%
64 VOO VANGUARD INDEX FDS 1,488,405.0 $933.4M 0.32% NEW $627.13 +10.0%
65 IWM ISHARES TR 3,722,571.0 $916.3M 0.32% NEW $246.16 +18.6%
66 C CITIGROUP INC Financial Services 7,741,393.0 $903.3M 0.31% NEW $116.69 +22.5%
67 EMERA INC 17,955,123.0 $884.9M 0.31% NEW $49.28
68 QQQ INVESCO QQQ TR Financial Services 1,431,050.0 $877.4M 0.30% NEW $613.12 +19.0%
69 BCE BCE INC Communication Services 36,251,026.0 $864.7M 0.30% NEW $23.85 -0.1%
70 IWM PUT ISHARES TR 3,441,400.0 $847.1M 0.29% NEW $246.16 +18.6%
71 WPM WHEATON PRECIOUS METALS CORP Basic Materials 7,061,090.0 $830.1M 0.29% NEW $117.56 +5.4%
72 IWM CALL ISHARES TR 3,330,400.0 $819.8M 0.28% NEW $246.16 +18.6%
73 TU TELUS CORPORATION Communication Services 61,928,792.0 $816.2M 0.28% NEW $13.18 -10.4%
74 THOMSON REUTERS CORP 6,098,897.0 $804.9M 0.28% NEW $131.97
75 AAPL CALL APPLE INC Technology 2,870,800.0 $780.5M 0.27% NEW $271.86 +10.1%
76 MU MICRON TECHNOLOGY INC Technology 2,639,138.0 $753.2M 0.26% NEW $285.41 +257.6%
77 ABBV ABBVIE INC Healthcare 3,221,221.0 $736.0M 0.26% NEW $228.49 -2.6%
78 ESLT ELBIT SYS LTD Industrials 12,678.0 $730.4M 0.25% NEW $57610.68 -98.6%
79 NOW SERVICENOW INC Technology 4,539,302.0 $695.4M 0.24% NEW $153.19 -33.9%
80 ORCL PUT ORACLE CORP Technology 3,472,100.0 $676.7M 0.23% NEW $194.91 -3.4%
Page 4 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%