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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 42 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SCHG SCHWAB STRATEGIC TR 159,294.0 $5.4M 0.00% +4K +2.8% $33.84 +3.9%
822 CRS CARPENTER TECHNOLOGY CORP Industrials 8,731.0 $5.4M 0.00% +413.0 +5.0% $616.84 -22.7%
823 XAR SPDR SERIES TRUST 18,882.0 $5.4M 0.00% +2K +14.2% $283.79 -6.4%
824 RCAT RED CAT HLDGS INC Technology 502,803.0 $5.4M 0.00% +480K +2120.2% $10.65 -16.2%
825 SLB PUT SLB LIMITED Energy 114,000.0 $5.3M 0.00% +30K +35.7% $46.49 +16.2%
826 IAUX I-80 GOLD CORP Basic Materials 3,627,909.0 $5.3M 0.00% +194K +5.7% $1.45 +32.3%
827 PINS PINTEREST INC Communication Services 247,023.0 $5.2M 0.00% +39K +19.0% $21.03 +11.6%
828 UNIT UNITI GROUP LLC Real Estate 436,415.0 $5.0M 0.00% +89K +25.6% $11.47 -14.1%
829 FSS FEDERAL SIGNAL CORP Industrials 38,528.0 $5.0M 0.00% +657.0 +1.7% $128.49 -6.8%
830 SAN BANCO SANTANDER SA Financial Services 358,444.0 $4.9M 0.00% +38K +11.8% $13.80 +6.7%
831 OXY PUT OCCIDENTAL PETE CORP Energy 100,400.0 $4.9M 0.00% +82K +460.9% $48.57 +23.8%
832 ICL ICL GROUP LTD Basic Materials 970,037.0 $4.9M 0.00% +24K +2.6% $5.01 +14.7%
833 BHC BAUSCH HEALTH COS INC Healthcare 986,351.0 $4.9M 0.00% +57K +6.1% $4.92 +35.7%
834 ENPH ENPHASE ENERGY INC Energy 96,346.0 $4.7M 0.00% +23K +31.4% $49.24 -24.5%
835 GUARDIAN METAL RES PLC 243,279.0 $4.7M 0.00% +233K +2332.8% $19.50
836 QQQE DIREXION SHARES ETF TRUST 38,724.0 $4.7M 0.00% +38K +6217.1% $122.01 +0.0%
837 ITRI ITRON INC Technology 54,327.0 $4.7M 0.00% +33K +160.7% $86.53 +14.1%
838 OHI OMEGA HEALTHCARE INVS INC Real Estate 98,558.0 $4.7M 0.00% +4K +4.2% $47.68 -2.3%
839 INSTALLED BLDG PRODS INC 20,248.0 $4.7M 0.00% +2K +12.4% $229.84
840 VECO VEECO INSTRS INC DEL Technology 61,088.0 $4.6M 0.00% +495.0 +0.8% $75.80 -38.3%
Page 42 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%