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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 28 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 LIBERTY MEDIA CORP DEL 24,366,000.0 $24.1M 0.01% +966K +4.1% $0.99
542 BIDU BAIDU INC Communication Services 211,121.0 $24.1M 0.01% +48K +29.1% $114.29 -19.3%
543 BND VANGUARD BD INDEX FDS 328,328.0 $24.1M 0.01% +33K +11.4% $73.41 -1.4%
544 AER AERCAP HOLDINGS NV Industrials 165,074.0 $24.1M 0.01% +17K +11.2% $145.78 +1.2%
545 LULU LULULEMON ATHLETICA INC Consumer Cyclical 210,357.0 $24.0M 0.01% +46K +27.8% $114.18 +7.5%
546 TU CALL TELUS CORPORATION Communication Services 2,264,000.0 $23.9M 0.01% +2.2M +10000.0% $10.57 -7.0%
547 DTM DT MIDSTREAM INC Energy 162,881.0 $23.9M 0.01% +117K +251.8% $146.74 -14.3%
548 VLTO VERALTO CORP Industrials 268,779.0 $23.8M 0.01% +39K +17.0% $88.68 +12.1%
549 MAA MID-AMER APT CMNTYS INC Real Estate 171,254.0 $23.8M 0.01% +26K +18.1% $138.94 -4.2%
550 NDSN NORDSON CORP Industrials 78,816.0 $23.8M 0.01% +41K +108.2% $301.69 +10.7%
551 JBHT HUNT J B TRANS SVCS INC Industrials 82,125.0 $23.8M 0.01% +17K +25.8% $289.43 -10.2%
552 FICO FAIR ISAAC CORP Technology 19,887.0 $23.8M 0.01% +5K +31.5% $1194.78 -2.4%
553 LUV SOUTHWEST AIRLS CO Industrials 459,668.0 $23.6M 0.01% +123K +36.4% $51.42 -20.8%
554 INCY INCYTE CORP Healthcare 208,134.0 $23.6M 0.01% +36K +21.2% $113.36 +12.9%
555 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 51,000.0 $23.4M 0.01% +20K +64.5% $459.13 +17.1%
556 HRL HORMEL FOODS CORP Consumer Defensive 942,395.0 $23.4M 0.01% +122K +14.9% $24.82 -2.9%
557 NVT NVENT ELEC PLC Industrials 137,611.0 $23.3M 0.01% +101K +278.0% $169.61 -9.6%
558 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 773,714.0 $23.3M 0.01% +11K +1.4% $30.16 +17.1%
559 VEEV VEEVA SYS INC Healthcare 131,381.0 $23.3M 0.01% +100K +323.0% $177.47 +40.0%
560 EXPD EXPEDITORS INTL WASH INC Industrials 142,479.0 $23.2M 0.01% +27K +22.9% $162.98 +15.2%
Page 28 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%