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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 15 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BNS CALL BANK NOVA SCOTIA B C Financial Services 950,000.0 $82.5M 0.03% +600K +171.4% $86.83 +0.9%
282 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 259,366.0 $82.4M 0.03% +68K +35.2% $317.53 -8.0%
283 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 328,269.0 $82.1M 0.03% +61K +22.9% $249.98 -4.1%
284 ECL ECOLAB INC Basic Materials 292,670.0 $81.5M 0.03% +70K +31.2% $278.61 +1.1%
285 ITT ITT INC Industrials 411,651.0 $81.4M 0.03% +43K +11.8% $197.76 +5.2%
286 VNQ VANGUARD INDEX FDS 842,116.0 $81.2M 0.03% +201K +31.4% $96.43 +2.1%
287 RDDT REDDIT INC Communication Services 465,139.0 $80.7M 0.03% +140K +43.2% $173.58 -11.7%
288 SLB SLB LIMITED Energy 1,734,751.0 $80.6M 0.03% +244K +16.4% $46.49 +15.9%
289 EW EDWARDS LIFESCIENCES CORP Healthcare 889,022.0 $80.4M 0.03% +58K +7.0% $90.46 -0.7%
290 MCO MOODYS CORP Financial Services 177,221.0 $80.3M 0.03% +22K +13.8% $452.92 +11.1%
291 IAG IAMGOLD CORP Basic Materials 5,040,022.0 $79.9M 0.03% +1.3M +36.0% $15.86 +33.3%
292 XLU SELECT SECTOR SPDR TR 1,740,395.0 $78.9M 0.03% +147K +9.2% $45.34 -5.7%
293 AMP AMERIPRISE FINL INC Financial Services 170,848.0 $78.4M 0.03% +5K +2.8% $458.76 +21.1%
294 BDX BECTON DICKINSON & CO Healthcare 517,141.0 $78.3M 0.03% +119K +29.7% $151.33 +26.9%
295 HSY HERSHEY CO Consumer Defensive 445,600.0 $78.2M 0.03% +58K +14.9% $175.45 +6.3%
296 KKR KKR & CO INC 842,534.0 $77.3M 0.03% +134K +18.9% $91.78
297 LHX L3HARRIS TECHNOLOGIES INC Industrials 265,578.0 $77.2M 0.03% +36K +15.5% $290.59 -8.2%
298 VGT VANGUARD WORLD FD 644,542.0 $77.0M 0.03% +569K +758.2% $119.52 -0.9%
299 NCNO NCINO INC Technology 4,710,565.0 $77.0M 0.03% +3.0M +182.7% $16.35 +26.1%
300 LOPE GRAND CANYON ED INC Consumer Defensive 536,918.0 $76.8M 0.03% +75K +16.3% $143.11 +3.0%
Page 15 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%