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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 48 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 EPR EPR PPTYS Real Estate 49,283.0 $2.9M 0.00% +7K +16.9% $58.01 +4.4%
942 GREK GLOBAL X FDS 37,826.0 $2.9M 0.00% +641.0 +1.7% $75.50 +12.2%
943 KALU KAISER ALUMINIUM CORPORATION Basic Materials 14,482.0 $2.8M 0.00% +2K +15.1% $195.63 -22.0%
944 ABEV AMBEV SA Consumer Defensive 897,667.0 $2.8M 0.00% +17K +1.9% $3.14 -7.0%
945 ODDITY TECH LTD 186,240.0 $2.8M 0.00% +23K +13.8% $15.13
946 BBIO BRIDGEBIO PHARMA INC Healthcare 37,514.0 $2.8M 0.00% +1K +3.7% $74.48 +8.8%
947 SHIFT4 PMTS INC 44,123.0 $2.7M 0.00% +18K +72.2% $62.05
948 AYI ACUITY INC Industrials 7,244.0 $2.7M 0.00% +329.0 +4.8% $376.66 -10.6%
949 RNG RINGCENTRAL INC Technology 69,787.0 $2.7M 0.00% +2K +3.3% $38.98 +72.1%
950 HL HECLA MINING COMPANY Basic Materials 175,629.0 $2.7M 0.00% +67K +61.4% $15.43 +32.2%
951 LEU CENTRUS ENERGY CORP Energy 16,132.0 $2.7M 0.00% +15K +1417.6% $167.87 +5.5%
952 TLK TELEKOMUNIKASI IND Communication Services 200,131.0 $2.7M 0.00% +9K +5.0% $13.43 +11.8%
953 VMI VALMONT INDS INC Industrials 4,635.0 $2.7M 0.00% +363.0 +8.5% $577.60 -16.6%
954 FORM FORMFACTOR INC Technology 16,701.0 $2.7M 0.00% +8K +90.2% $159.93 -32.5%
955 HTZ HERTZ GLOBAL HLDGS INC Industrials 1,176,202.0 $2.7M 0.00% +388K +49.2% $2.27 -3.3%
956 ONTO ONTO INNOVATION INC Technology 7,036.0 $2.7M 0.00% +121.0 +1.8% $378.45 -25.2%
957 PRCH PORCH GROUP INC Technology 176,773.0 $2.7M 0.00% +126K +249.7% $15.04 +13.4%
958 IHI ISHARES TR 53,353.0 $2.6M 0.00% +22K +70.1% $49.41 +13.1%
959 EMBJ EMBRAER S.A. Industrials 41,066.0 $2.6M 0.00% +8K +24.7% $63.80 +19.5%
960 INDA ISHARES TR 53,042.0 $2.6M 0.00% +15K +37.9% $49.39 -0.1%
Page 48 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%