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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 36 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HII HUNTINGTON INGALLS INDS INC Industrials 41,008.0 $11.5M 0.00% +13K +47.9% $279.89 +5.3%
702 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 486,147.0 $11.5M 0.00% +446K +1100.9% $23.58 +6.0%
703 CHTR CHARTER COMMUNICATIONS INC Communication Services 80,432.0 $11.4M 0.00% +7K +9.4% $142.21 +5.7%
704 ITGR INTEGER HLDGS CORP Healthcare 122,092.0 $11.4M 0.00% +23K +23.6% $93.45 +33.8%
705 DVA DAVITA INC Healthcare 51,152.0 $11.4M 0.00% +13K +33.4% $222.48 -20.7%
706 CWI SPDR INDEX SHS FDS 279,603.0 $11.4M 0.00% +6K +2.2% $40.67 +1.5%
707 EXK ENDEAVOUR SILVER CORP Basic Materials 1,362,787.0 $11.3M 0.00% +46K +3.5% $8.29 +29.8%
708 QTUM ETF SER SOLUTIONS 67,596.0 $11.2M 0.00% +64K +1700.2% $165.38 -11.2%
709 VIZSLA SILVER CORP 3,402,106.0 $11.2M 0.00% +165K +5.1% $3.28
710 BLDR BUILDERS FIRSTSOURCE INC Industrials 124,650.0 $11.2M 0.00% +64K +104.1% $89.48 -21.5%
711 NG NOVAGOLD RESOURCES INC Basic Materials 1,850,720.0 $11.1M 0.00% +182K +10.9% $5.97 +56.5%
712 IGF ISHARES TR 165,568.0 $11.0M 0.00% +13K +8.3% $66.60 -1.6%
713 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 519,704.0 $11.0M 0.00% +160K +44.7% $21.11 -18.4%
714 ESLT ELBIT SYS LTD Industrials 14,452.0 $11.0M 0.00% +2K +15.1% $758.38 -3.7%
715 TTD THE TRADE DESK INC Technology 604,643.0 $10.9M 0.00% +255K +73.0% $18.08 -26.6%
716 IXN ISHARES TR 75,592.0 $10.9M 0.00% +2K +3.2% $144.48 -5.3%
717 PAAS CALL PAN AMERN SILVER CORP Basic Materials 242,500.0 $10.9M 0.00% +192K +385.0% $44.78 +19.7%
718 PPTA PERPETUA RESOURCES CORP Basic Materials 523,369.0 $10.9M 0.00% +11K +2.2% $20.74 +25.0%
719 SVM SILVERCORP METALS INC Basic Materials 1,071,969.0 $10.8M 0.00% +291K +37.2% $10.12 +25.1%
720 DNN DENISON MINES CORP Energy 3,531,082.0 $10.8M 0.00% +251K +7.7% $3.06 +15.5%
Page 36 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%