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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 18 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AKAMAI TECHNOLOGIES INC 63,000,000.0 $64.0M 0.02% +20.0M +46.5% $1.02
342 EVRG EVERGY INC Utilities 738,515.0 $63.8M 0.02% +247K +50.2% $86.43 -6.4%
343 WBD WARNER BROS DISCOVERY INC Communication Services 2,387,140.0 $63.6M 0.02% +390K +19.6% $26.66 +7.1%
344 DVN DEVON ENERGY CORP NEW Energy 1,528,166.0 $63.1M 0.02% +584K +61.9% $41.32 +18.8%
345 XHLF BONDBLOXX ETF TRUST 1,252,452.0 $63.0M 0.02% +284K +29.4% $50.30 -0.0%
346 DFLV DIMENSIONAL ETF TRUST 1,567,008.0 $62.0M 0.02% +103K +7.0% $39.54 +6.2%
347 XYL XYLEM INC Industrials 513,872.0 $60.7M 0.02% +209K +68.5% $118.21 -4.1%
348 KR KROGER CO Consumer Defensive 1,088,946.0 $60.5M 0.02% +124K +12.8% $55.53 +4.3%
349 GFL GFL ENVIRONMENTAL INC Industrials 1,641,199.0 $60.3M 0.02% +80K +5.1% $36.73 +11.7%
350 ABNB AIRBNB INC Consumer Cyclical 421,095.0 $60.3M 0.02% +57K +15.8% $143.10 +30.9%
351 VICI VICI PPTYS INC Real Estate 2,255,309.0 $59.9M 0.02% +236K +11.7% $26.55 -0.2%
352 BKR BAKER HUGHES COMPANY Energy 1,077,495.0 $59.8M 0.02% +136K +14.5% $55.50 +12.3%
353 LH LABCORP HOLDINGS INC Healthcare 212,869.0 $59.6M 0.02% +30K +16.4% $280.00 +20.1%
354 EGO ELDORADO GOLD CORP NEW Basic Materials 1,915,290.0 $59.5M 0.02% +894K +87.5% $31.09 +47.0%
355 BRX BRIXMOR PPTY GROUP INC Real Estate 1,884,330.0 $59.4M 0.02% +180K +10.6% $31.53 -7.0%
356 KMB KIMBERLY-CLARK CORP Consumer Defensive 541,017.0 $59.4M 0.02% +90K +20.1% $109.77 -0.4%
357 SCZ ISHARES TR 718,382.0 $59.1M 0.02% +187K +35.1% $82.27 +5.3%
358 SMCI SUPER MICRO COMPUTER INC Technology 2,013,916.0 $59.1M 0.02% +676K +50.6% $29.33 +27.0%
359 CPRT COPART INC Industrials 2,091,014.0 $58.9M 0.02% +247K +13.4% $28.19 +19.9%
360 Q QNITY ELECTRONICS INC Technology 359,329.0 $58.7M 0.02% +17K +5.0% $163.31 -21.1%
Page 18 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%