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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 41 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CNH INDL N V 546,592.0 $6.1M 0.00% +101K +22.8% $11.23
802 ARKG ARK ETF TR 145,204.0 $6.1M 0.00% +141K +3217.4% $42.06 +14.1%
803 GALAXY DIGITAL INC. 222,744.0 $6.1M 0.00% +21K +10.5% $27.34
804 WTFC WINTRUST FINL CORP Financial Services 37,677.0 $6.1M 0.00% +4K +11.6% $160.72 -5.4%
805 EFAV ISHARES TR 68,756.0 $6.0M 0.00% +494.0 +0.7% $87.71 +7.8%
806 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 35,697.0 $6.0M 0.00% +5K +15.1% $168.53 -9.2%
807 RGTI RIGETTI COMPUTING INC Technology 309,262.0 $6.0M 0.00% +36K +13.2% $19.32 -15.3%
808 GROY GOLD ROYALTY CORP Basic Materials 2,159,337.0 $6.0M 0.00% +227K +11.7% $2.76 +25.4%
809 WPP WPP PLC NEW Communication Services 382,533.0 $5.9M 0.00% +345K +922.6% $15.49 +74.4%
810 MOH MOLINA HEALTHCARE INC Healthcare 25,371.0 $5.8M 0.00% +15K +147.8% $228.70 -13.2%
811 QDVO AMPLIFY ETF TR 193,466.0 $5.8M 0.00% +158K +446.0% $29.84 -0.8%
812 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 107,867.0 $5.7M 0.00% +6K +5.7% $53.30 +8.9%
813 INGR INGREDION INC Consumer Defensive 60,212.0 $5.7M 0.00% +4K +7.1% $94.71 +12.1%
814 TOST TOAST INC Technology 204,276.0 $5.7M 0.00% +178K +680.5% $27.82 +32.0%
815 KB KB FINL GROUP INC Financial Services 53,185.0 $5.6M 0.00% +1K +2.6% $104.96 +13.1%
816 AMG AFFILIATED MANAGERS GROUP Financial Services 16,429.0 $5.6M 0.00% +300.0 +1.9% $338.40 +6.1%
817 FIDU FIDELITY COVINGTON TRUST 54,756.0 $5.5M 0.00% +54K +10000.0% $99.61 -4.8%
818 STLA STELLANTIS N.V Consumer Cyclical 949,555.0 $5.5M 0.00% +121K +14.6% $5.74 -9.1%
819 WTRG ESSENTIAL UTILS INC Utilities 142,094.0 $5.4M 0.00% +6K +4.3% $38.31 +7.9%
820 TU PUT TELUS CORPORATION Communication Services 512,000.0 $5.4M 0.00% +6K +1.1% $10.57 -7.0%
Page 41 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%