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Portfolio (Quarterly) Guide ↗

BANK OF MONTREAL /CAN/

· CIK 0000927971
13F Portfolio $303.7B AUM 14,271 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 424 New 1742 Added 1030 Reduced 326 Exited
Page 13 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 2,767,113.0 $104.5M 0.03% +479K +20.9% $37.76 +14.6%
242 DXJ WISDOMTREE TR 601,307.0 $104.3M 0.03% +600K +10000.0% $173.52 +2.3%
243 CRL CHARLES RIV LABS INTL INC Healthcare 459,768.0 $104.3M 0.03% +14K +3.1% $226.79 +30.2%
244 CENTRUS ENERGY CORP 35,000,000.0 $104.0M 0.03% +15.0M +75.0% $2.97
245 CEG CONSTELLATION ENERGY CORP Utilities 417,921.0 $103.8M 0.03% +80K +23.5% $248.37 +9.9%
246 AVDV AMERICAN CENTY ETF TR 1,003,126.0 $103.4M 0.03% +46K +4.8% $103.05 +8.6%
247 FIX COMFORT SYS USA INC Industrials 52,015.0 $103.1M 0.03% +12K +30.4% $1981.96 -16.5%
248 DFAS DIMENSIONAL ETF TRUST 1,248,027.0 $102.8M 0.03% +36K +2.9% $82.34 +0.8%
249 MRSH MARSH & MCLENNAN COS INC Financial Services 613,768.0 $102.3M 0.03% +98K +19.1% $166.67 +15.2%
250 AIA ISHARES TR 703,041.0 $99.6M 0.03% +700K +10000.0% $141.66 -2.0%
251 PPL PPL CORP Utilities 2,723,062.0 $99.0M 0.03% +615K +29.1% $36.35 -5.4%
252 FDX FEDEX CORP Industrials 312,868.0 $98.0M 0.03% +122K +64.2% $313.13 +3.8%
253 IREN IREN LIMITED Financial Services 2,135,717.0 $97.7M 0.03% +767K +56.0% $45.73 -8.4%
254 LQD ISHARES TR 894,125.0 $97.5M 0.03% +344K +62.7% $109.07 -2.9%
255 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 252,092.0 $97.5M 0.03% +28K +12.7% $386.73 +3.6%
256 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,003,185.0 $96.4M 0.03% +208K +26.1% $96.12 -50.3%
257 DIHP DIMENSIONAL ETF TRUST 2,806,609.0 $95.8M 0.03% +125K +4.7% $34.12 +4.7%
258 RY PUT ROYAL BK CDA Financial Services 460,000.0 $95.2M 0.03% +35K +8.2% $206.86 -0.8%
259 NXPI NXP SEMICONDUCTORS N V Technology 337,685.0 $94.9M 0.03% +37K +12.3% $281.03 -19.7%
260 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1,326,824.0 $94.0M 0.03% +353K +36.3% $70.88 +2.8%
Page 13 of 88  ·  1,742 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 30.2%
Technology 24.3%
Energy 7.4%
Communication Services 7.3%
Consumer Cyclical 6.8%
Industrials 6.7%
Healthcare 5.2%
Basic Materials 4.7%
Utilities 3.2%
Consumer Defensive 3.2%