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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 43 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VLUE ISHARES TR 22,785.0 $4.6M 0.00% +1K +4.7% $199.81 +0.2%
842 AMKR AMKOR TECHNOLOGY INC Technology 52,738.0 $4.5M 0.00% +17K +46.1% $86.23 -44.5%
843 AGI CALL ALAMOS GOLD INC Basic Materials 150,000.0 $4.5M 0.00% +10K +7.1% $30.29 +26.5%
844 IYR PUT ISHARES TR 44,300.0 $4.5M 0.00% +22K +94.3% $102.25 +3.1%
845 SHM SPDR SERIES TRUST 93,847.0 $4.5M 0.00% +6K +6.5% $47.97 -0.4%
846 ELF E L F BEAUTY INC Consumer Defensive 60,341.0 $4.5M 0.00% +23K +61.0% $74.00 +43.2%
847 TECK CALL TECK RESOURCES LTD Basic Materials 74,900.0 $4.5M 0.00% +38K +104.1% $59.50 +18.0%
848 BINC BLACKROCK ETF TRUST II 84,750.0 $4.4M 0.00% +9K +11.2% $52.34 -0.6%
849 FLCA FRANKLIN TEMPLETON ETF TR 85,139.0 $4.4M 0.00% +26K +44.8% $51.47 +7.7%
850 SBS COMPANHIA DE SANEAMENTO BASI Utilities 757,003.0 $4.4M 0.00% +609K +413.2% $5.78 -19.9%
851 LPLA LPL FINL HLDGS INC Financial Services 15,429.0 $4.3M 0.00% +701.0 +4.8% $281.68 +29.3%
852 PFE PUT PFIZER INC Healthcare 180,000.0 $4.3M 0.00% +109K +153.5% $24.08 +16.2%
853 PFE CALL PFIZER INC Healthcare 180,000.0 $4.3M 0.00% +109K +153.5% $24.08 +16.2%
854 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 11,303.0 $4.3M 0.00% +593.0 +5.5% $380.37 -32.3%
855 SIMO SILICON MOTION TECHNOLOGY CO Technology 12,817.0 $4.3M 0.00% +9K +198.2% $333.33 -27.0%
856 HYXF ISHARES TR 91,280.0 $4.3M 0.00% +17K +22.6% $46.72 -0.5%
857 IYR CALL ISHARES TR 41,700.0 $4.3M 0.00% +22K +106.4% $102.25 +3.1%
858 JBS N.V. 359,478.0 $4.3M 0.00% +16K +4.8% $11.85
859 BOND PIMCO ETF TR 46,042.0 $4.2M 0.00% +1K +2.5% $92.21 -1.7%
860 MLI MUELLER INDS INC Industrials 34,482.0 $4.2M 0.00% +1K +3.2% $122.93 -48.4%
Page 43 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%