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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 64 of 179  ·  3,580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 MKL MARKEL GROUP INC Financial Services 2,879.0 $6.2M 0.00% NEW $2149.65 -14.1%
1262 IE IVANHOE ELECTRIC INC Technology 383,495.0 $6.1M 0.00% NEW $15.98 -28.7%
1263 LIBERTY MEDIA CORP DEL 6,058,000.0 $6.1M 0.00% NEW $1.00
1264 IBB ISHARES TR 35,961.0 $6.1M 0.00% NEW $168.77 +2.9%
1265 HDV ISHARES TR 49,793.0 $6.1M 0.00% NEW $121.61 -77.8%
1266 JEPI J P MORGAN EXCHANGE TRADED F 105,478.0 $6.0M 0.00% NEW $57.24 -2.0%
1267 ARMK ARAMARK Industrials 163,157.0 $6.0M 0.00% NEW $36.86 +44.7%
1268 HBM CALL HUDBAY MINERALS INC Basic Materials 300,400.0 $6.0M 0.00% NEW $19.85 +39.0%
1269 EZU ISHARES INC 92,797.0 $5.9M 0.00% NEW $64.10 +8.1%
1270 BOX BOX INC Technology 198,557.0 $5.9M 0.00% NEW $29.91 -17.0%
1271 CLS PUT CELESTICA INC Technology 20,000.0 $5.9M 0.00% NEW $295.81 +25.9%
1272 VSH VISHAY INTERTECHNOLOGY INC Technology 406,860.0 $5.9M 0.00% NEW $14.49 +347.9%
1273 XOP SPDR SERIES TRUST 46,218.0 $5.8M 0.00% NEW $126.26 +21.5%
1274 IUSG ISHARES TR 34,641.0 $5.8M 0.00% NEW $167.94 +12.3%
1275 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 159,403.0 $5.8M 0.00% NEW $36.49 +28.4%
1276 VFH VANGUARD WORLD FD 43,373.0 $5.8M 0.00% NEW $133.49 -1.5%
1277 ORCL CALL ORACLE CORP Technology 29,700.0 $5.8M 0.00% NEW $194.91 -5.4%
1278 BHC BAUSCH HEALTH COS INC Healthcare 832,267.0 $5.8M 0.00% NEW $6.94 -31.3%
1279 SMH PUT VANECK ETF TRUST 16,000.0 $5.8M 0.00% NEW $360.13 +83.2%
1280 MTCH MATCH GROUP INC NEW Communication Services 178,216.0 $5.8M 0.00% NEW $32.29 +9.8%
Page 64 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%