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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 34 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SNY SANOFI SA Healthcare 339,551.0 $14.5M 0.01% +14K +4.2% $42.66 +7.1%
662 IEX IDEX CORP Industrials 63,731.0 $14.5M 0.01% +18K +39.6% $226.95 +3.0%
663 DFUV DIMENSIONAL ETF TRUST 262,444.0 $14.4M 0.01% +19K +7.8% $55.01 +4.3%
664 LVS LAS VEGAS SANDS CORP Consumer Cyclical 310,352.0 $14.3M 0.01% +111K +55.8% $46.19 +1.7%
665 PNR PENTAIR PLC Industrials 185,955.0 $14.3M 0.01% +58K +45.1% $76.66 -17.4%
666 GDDY GODADDY INC Technology 167,891.0 $14.3M 0.01% +96K +133.5% $84.88 +18.4%
667 IWS ISHARES TR 86,319.0 $14.2M 0.01% +1K +1.3% $164.60 +4.4%
668 ANGLOGOLD ASHANTI PLC 175,024.0 $14.2M 0.01% +18K +11.7% $80.89
669 RVTY REVVITY INC Healthcare 127,065.0 $14.1M 0.01% +34K +35.8% $111.26 +10.6%
670 PODD INSULET CORP Healthcare 92,396.0 $14.1M 0.01% +25K +37.4% $152.25 -4.5%
671 DOC HEALTHPEAK PROPERTIES INC Real Estate 647,455.0 $13.9M 0.01% +60K +10.3% $21.40 +1.1%
672 SCHR SCHWAB STRATEGIC TR 560,068.0 $13.8M 0.01% +38K +7.3% $24.66 -1.0%
673 GLPI GAMING & LEISURE P Real Estate 307,652.0 $13.7M 0.01% +19K +6.7% $44.53 -1.3%
674 SCCO SOUTHERN COPPER CORP Basic Materials 78,237.0 $13.6M 0.00% +7K +9.4% $174.26 +22.9%
675 ITOT ISHARES TR 81,992.0 $13.5M 0.00% +15K +22.6% $164.27 +1.9%
676 VISHAY INTERTECHNOLOGY INC 15,000,000.0 $13.4M 0.00% +13.2M +718.8% $0.90
677 UUUU ENERGY FUELS INC Energy 924,459.0 $13.4M 0.00% +91K +10.9% $14.51 +2.5%
678 RNR RENAISSANCERE HLDGS LTD Financial Services 42,204.0 $13.4M 0.00% +410.0 +1.0% $316.90 +4.0%
679 XOP SPDR SERIES TRUST 86,174.0 $13.3M 0.00% +57K +199.5% $154.26 +20.7%
680 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 339,608.0 $13.2M 0.00% +106K +45.4% $38.96 +10.3%
Page 34 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%