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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 35 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 STM STMICROELECTRONICS N V Technology 176,125.0 $13.2M 0.00% +129K +275.6% $74.89 -34.1%
682 CG CARLYLE GROUP INC Financial Services 306,178.0 $12.9M 0.00% +47K +18.1% $42.11 +16.7%
683 AES AES CORP Utilities 877,064.0 $12.9M 0.00% +154K +21.3% $14.66 +0.6%
684 BXP BXP INC Real Estate 193,752.0 $12.8M 0.00% +49K +33.7% $66.31 +5.5%
685 CPT CAMDEN PPTY TR Real Estate 111,821.0 $12.8M 0.00% +27K +31.1% $114.49 -4.7%
686 ANET PUT ARISTA NETWORKS INC Technology 74,900.0 $12.7M 0.00% +57K +316.1% $169.88 +10.8%
687 RING ISHARES INC 195,411.0 $12.6M 0.00% +4K +2.2% $64.60 +41.2%
688 ASTS PUT AST SPACEMOBILE INC Technology 141,800.0 $12.6M 0.00% +4K +2.7% $88.86 -29.8%
689 SWKS SKYWORKS SOLUTIONS INC Technology 185,723.0 $12.6M 0.00% +31K +19.7% $67.80 -1.4%
690 IT GARTNER INC Technology 96,241.0 $12.5M 0.00% +27K +38.2% $129.62 +56.4%
691 DELL PUT DELL TECHNOLOGIES INC Technology 28,700.0 $12.4M 0.00% +12K +71.9% $431.46 +0.4%
692 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 171,957.0 $12.3M 0.00% +154K +834.8% $71.74 +1.0%
693 BAND BANDWIDTH INC Technology 192,680.0 $12.2M 0.00% +47K +32.4% $63.30 -26.8%
694 TM TOYOTA MOTOR CORP Consumer Cyclical 72,227.0 $12.2M 0.00% +31K +76.5% $168.42 +15.1%
695 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 3,320,580.0 $12.1M 0.00% +3.3M +10000.0% $3.65 -21.6%
696 AVDE AMERICAN CENTY ETF TR 135,655.0 $12.1M 0.00% +9K +6.9% $89.20 +5.4%
697 SOLV SOLVENTUM CORP Healthcare 156,532.0 $12.1M 0.00% +39K +33.7% $77.15 +18.3%
698 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 45,386.0 $11.9M 0.00% +16K +52.5% $263.26 +38.0%
699 FEZ SPDR INDEX SHS FDS 172,036.0 $11.8M 0.00% +8K +4.8% $68.68 +4.3%
700 RGTI PUT RIGETTI COMPUTING INC Technology 605,000.0 $11.7M 0.00% +140K +30.1% $19.32 -15.3%
Page 35 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%