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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 30 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 WRB BERKLEY W R CORP Financial Services 299,915.0 $21.2M 0.01% +53K +21.3% $70.53 -2.7%
582 LNT ALLIANT ENERGY CORP Utilities 275,476.0 $21.0M 0.01% +52K +23.2% $76.29 -11.0%
583 VTIP VANGUARD MALVERN FDS 418,059.0 $21.0M 0.01% +287K +219.3% $50.23 -0.9%
584 WGO WINNEBAGO INDS INC Consumer Cyclical 669,091.0 $20.9M 0.01% +19K +3.0% $31.24 +1.7%
585 TECH BIO-TECHNE CORP Healthcare 292,631.0 $20.7M 0.01% +149K +103.5% $70.65 +2.4%
586 JNK SPDR SERIES TRUST 211,662.0 $20.4M 0.01% +151K +250.5% $96.37 -0.5%
587 CORPAY INC 61,122.0 $20.4M 0.01% +4K +7.5% $333.27
588 HPQ HP INC Technology 923,875.0 $20.3M 0.01% +182K +24.5% $21.94 +35.4%
589 VTRS VIATRIS INC Healthcare 1,275,750.0 $20.3M 0.01% +28K +2.3% $15.88 +2.8%
590 EXPAND ENERGY CORPORATION 220,947.0 $20.1M 0.01% +20K +10.0% $91.19
591 TMF DIREXION SHARES ETF TRUST 563,650.0 $20.0M 0.01% +84K +17.4% $35.55 -14.2%
592 TMF PUT DIREXION SHARES ETF TRUST 563,600.0 $20.0M 0.01% +84K +17.4% $35.55 -14.2%
593 CLX CLOROX CO DEL Consumer Defensive 209,021.0 $19.9M 0.01% +40K +23.8% $95.44 +11.8%
594 LIVE NATION ENTERTAINMENT IN 11,177,000.0 $19.9M 0.01% +1.2M +11.8% $1.78
595 PBI PITNEY BOWES INC Industrials 1,129,907.0 $19.8M 0.01% +1.1M +8691.7% $17.52 -5.9%
596 SAP SAP SE Technology 127,957.0 $19.7M 0.01% +14K +11.8% $154.11 +41.9%
597 DTCR GLOBAL X FDS 646,223.0 $19.6M 0.01% +595K +1169.3% $30.37 -6.8%
598 ARES ARES MANAGEMENT CORPORATION Financial Services 174,409.0 $19.4M 0.01% +55K +45.9% $111.31 +26.9%
599 BNDX VANGUARD CHARLOTTE FDS 398,711.0 $19.3M 0.01% +7K +1.7% $48.43 -1.6%
600 VIRT VIRTU FINL INC Financial Services 323,447.0 $19.3M 0.01% +308K +2041.5% $59.57 +14.0%
Page 30 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%