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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 51 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 OGS ONE GAS INC Utilities 27,551.0 $2.1M 0.00% +1K +4.5% $77.07 +4.3%
1002 TRU TRANSUNION Industrials 29,385.0 $2.1M 0.00% +1K +3.7% $72.14 +17.6%
1003 QEFA SPDR INDEX SHS FDS 22,069.0 $2.1M 0.00% +4K +25.3% $96.02 +6.2%
1004 RELY REMITLY GLOBAL INC Technology 94,290.0 $2.1M 0.00% +5K +6.1% $22.41 +18.7%
1005 SPHQ INVESCO EXCHANGE TRADED FD T 23,395.0 $2.1M 0.00% +11K +93.0% $90.10 -4.7%
1006 BOX BOX INC Technology 79,134.0 $2.1M 0.00% +43K +121.0% $26.54 +26.1%
1007 MFG MIZUHO FINANCIAL GROUP INC Financial Services 217,870.0 $2.1M 0.00% +21K +10.8% $9.58 +6.8%
1008 LSCC LATTICE SEMICONDUCTOR CORP Technology 13,636.0 $2.1M 0.00% +190.0 +1.4% $152.96 -25.4%
1009 AOR ISHARES TR 29,905.0 $2.1M 0.00% +5K +20.5% $69.50 +0.3%
1010 SPMD SPDR SERIES TRUST 30,675.0 $2.1M 0.00% +6K +23.3% $67.56 -1.2%
1011 PUK PRUDENTIAL PLC Financial Services 76,754.0 $2.1M 0.00% +37K +95.4% $26.81 +6.3%
1012 SR SPIRE INC Utilities 26,318.0 $2.1M 0.00% +250.0 +1.0% $78.09 +5.5%
1013 MTN VAIL RESORTS INC Consumer Cyclical 15,014.0 $2.0M 0.00% +371.0 +2.5% $136.15 +10.2%
1014 MUR MURPHY OIL CORP Energy 62,586.0 $2.0M 0.00% +2K +3.7% $32.56 +10.6%
1015 TS TENARIS S A Energy 36,498.0 $2.0M 0.00% +6K +20.3% $55.49 -3.7%
1016 TPG TPG INC Financial Services 49,801.0 $2.0M 0.00% +35K +232.1% $40.55 +30.3%
1017 KMLM KRANESHARES TRUST 72,917.0 $2.0M 0.00% +4K +5.5% $27.52 +5.7%
1018 LXFR LUXFER HLDGS PLC Industrials 109,775.0 $2.0M 0.00% +14K +15.1% $18.04 -5.1%
1019 AR ANTERO RESOURCES CORP Energy 56,312.0 $2.0M 0.00% +16K +39.9% $35.14 +7.9%
1020 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 1,033,027.0 $2.0M 0.00% +136K +15.1% $1.91 -6.8%
Page 51 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%