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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 42 of 179  ·  3,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CDW CDW CORP Technology 163,745.0 $22.3M 0.01% NEW $136.20 -5.7%
822 VLTO VERALTO CORP Industrials 223,171.0 $22.3M 0.01% NEW $99.78 -15.8%
823 NTRS NORTHERN TR CORP Financial Services 162,994.0 $22.3M 0.01% NEW $136.59 +26.0%
824 DVN DEVON ENERGY CORP NEW Energy 600,563.0 $22.0M 0.01% NEW $36.63 +15.0%
825 CLH CLEAN HARBORS INC Industrials 93,718.0 $22.0M 0.01% NEW $234.48 +23.1%
826 LSPD LIGHTSPEED COMMERCE INC Technology 1,817,595.0 $21.9M 0.01% NEW $12.07 -22.1%
827 SSRM SSR MINING IN Basic Materials 999,567.0 $21.9M 0.01% NEW $21.92 +41.2%
828 WSM WILLIAMS SONOMA INC Consumer Cyclical 122,364.0 $21.9M 0.01% NEW $178.59 +27.1%
829 BP BP PLC Energy 627,793.0 $21.8M 0.01% NEW $34.73 +12.6%
830 HAL HALLIBURTON CO Energy 771,177.0 $21.8M 0.01% NEW $28.26 +23.6%
831 HOLOGIC INC 291,089.0 $21.7M 0.01% NEW $74.49
832 WAT WATERS CORP Healthcare 56,995.0 $21.6M 0.01% NEW $379.83 -6.4%
833 EL LAUDER ESTEE COS INC Consumer Defensive 206,410.0 $21.6M 0.01% NEW $104.72 -19.0%
834 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 375,562.0 $21.6M 0.01% NEW $57.49 +30.6%
835 TU CALL TELUS CORPORATION Communication Services 1,637,300.0 $21.6M 0.01% NEW $13.18 -12.4%
836 AER AERCAP HOLDINGS NV Industrials 149,841.0 $21.5M 0.01% NEW $143.76 +0.9%
837 DRAFTKINGS INC NEW 23,500,000.0 $21.5M 0.01% NEW $0.92
838 DPZ DOMINOS PIZZA INC Consumer Cyclical 51,649.0 $21.5M 0.01% NEW $416.82 -25.0%
839 CAG CONAGRA BRANDS INC Consumer Defensive 1,235,644.0 $21.4M 0.01% NEW $17.31 -23.7%
840 ORLA ORLA MNG LTD NEW Basic Materials 1,587,968.0 $21.4M 0.01% NEW $13.45 -22.8%
Page 42 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%