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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 40 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DAVE INC 19,299.0 $7.2M 0.00% +14K +254.0% $372.59
782 MTZ MASTEC INC Industrials 16,761.0 $7.0M 0.00% +701.0 +4.4% $416.06 -38.6%
783 RYANAIR HOLDINGS PLC 107,509.0 $7.0M 0.00% +1K +1.0% $64.75
784 WMT PUT WALMART INC Consumer Defensive 61,000.0 $6.9M 0.00% +14K +28.4% $113.26 -6.0%
785 POET POET TECHNOLOGIES INC Technology 665,850.0 $6.8M 0.00% +655K +5855.2% $10.28 -24.6%
786 WDS WOODSIDE ENERGY GROUP LTD Energy 336,891.0 $6.8M 0.00% +5K +1.6% $20.04 +18.9%
787 BSJQ INVESCO EXCH TRD SLF IDX FD 293,250.0 $6.7M 0.00% +252K +612.5% $22.95 -0.3%
788 GH GUARDANT HEALTH INC Healthcare 44,796.0 $6.7M 0.00% +18K +66.4% $150.03 +8.8%
789 NEAR ISHARES U S ETF TR 132,370.0 $6.7M 0.00% +10K +8.6% $50.66 -0.2%
790 USMV ISHARES TR 69,480.0 $6.7M 0.00% +5K +8.5% $96.46 +5.3%
791 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 267,324.0 $6.7M 0.00% +61K +29.6% $25.06 +16.6%
792 LKQ LKQ CORP Consumer Cyclical 254,125.0 $6.7M 0.00% +9K +3.6% $26.33 -2.2%
793 SF STIFEL FINL CORP Financial Services 95,878.0 $6.7M 0.00% +17K +20.9% $69.77 +15.8%
794 CW CURTISS WRIGHT CORP Industrials 8,734.0 $6.6M 0.00% +3K +49.7% $757.76 -18.8%
795 QQQM INVESCO EXCH TRADED FD TR II 21,794.0 $6.6M 0.00% +4K +20.8% $302.97 -4.0%
796 LH PUT LABCORP HOLDINGS INC Healthcare 23,200.0 $6.5M 0.00% +22K +3214.3% $280.00 +21.2%
797 BLUE MOON METALS INC 1,014,082.0 $6.4M 0.00% +944K +1346.3% $6.34
798 ENLIGHT RENEWABLE ENERGY LTD 71,518.0 $6.3M 0.00% +66K +1119.4% $88.25
799 COPX PUT GLOBAL X FDS 81,200.0 $6.2M 0.00% +41K +101.0% $76.97 +22.8%
800 ARKK ARK ETF TR 76,632.0 $6.2M 0.00% +9K +13.7% $80.82 +3.8%
Page 40 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%