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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 38 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MOD MODINE MFG CO Consumer Cyclical 36,259.0 $9.7M 0.00% +34K +1745.2% $267.02 -29.5%
742 IYF ISHARES TR 75,864.0 $9.7M 0.00% +22K +39.7% $127.51 +7.7%
743 FLS FLOWSERVE CORP Industrials 129,555.0 $9.6M 0.00% +50K +63.8% $74.16 +8.5%
744 OBE OBSIDIAN ENERGY LTD Energy 1,169,592.0 $9.6M 0.00% +778K +198.4% $8.18 +40.9%
745 PCT PURECYCLE TECHNOLOGIES INC Industrials 1,172,405.0 $9.5M 0.00% +41K +3.7% $8.11 -18.5%
746 PFF ISHARES TR 311,098.0 $9.5M 0.00% +2K +0.5% $30.49 +0.1%
747 SILVERCORP METALS INC 3,167,000.0 $9.4M 0.00% +167K +5.6% $2.97
748 CVE PUT CENOVUS ENERGY INC Energy 380,000.0 $9.4M 0.00% +180K +90.0% $24.79 +29.8%
749 HOOD PUT ROBINHOOD MKTS INC Financial Services 92,000.0 $9.2M 0.00% +4K +4.5% $100.28 +3.3%
750 DSI ISHARES TR 64,692.0 $9.2M 0.00% +377.0 +0.6% $142.39 +2.5%
751 SBRA SABRA HEALTH CARE REIT INC Real Estate 471,246.0 $9.2M 0.00% +64K +15.7% $19.51 +4.9%
752 DFAI DIMENSIONAL ETF TRUST 221,242.0 $9.1M 0.00% +16K +7.7% $41.25 +4.9%
753 ERIE ERIE INDTY CO Financial Services 37,496.0 $9.0M 0.00% +15K +66.4% $239.75 +12.1%
754 WYNN WYNN RESORTS LTD Consumer Cyclical 91,696.0 $8.9M 0.00% +30K +49.3% $97.09 +2.4%
755 CMF ISHARES TR 153,750.0 $8.9M 0.00% +3K +2.0% $57.64 -1.9%
756 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 103,150.0 $8.8M 0.00% +12K +12.7% $85.75 +3.0%
757 BMI BADGER METER INC Technology 59,532.0 $8.8M 0.00% +46K +332.5% $148.38 -8.5%
758 MSGE SPHERE ENTERTAINMENT CO Communication Services 50,227.0 $8.7M 0.00% +48K +2290.6% $173.03 -54.0%
759 LOGI LOGITECH INTL S A Technology 92,210.0 $8.6M 0.00% +14K +17.2% $93.70 +3.7%
760 SUSA ISHARES TR 55,905.0 $8.6M 0.00% +2K +3.0% $154.30 +2.0%
Page 38 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%