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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 52 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 VIV TELEFONICA BRASIL SA Communication Services 149,631.0 $2.0M 0.00% +58K +63.5% $13.16 -13.6%
1022 MRCY MERCURY SYS INC Industrials 16,032.0 $2.0M 0.00% +8K +97.3% $122.33 -27.1%
1023 CUBE CUBESMART Real Estate 48,917.0 $1.9M 0.00% +3K +6.8% $39.77 +2.3%
1024 YETI YETI HLDGS INC Consumer Cyclical 39,153.0 $1.9M 0.00% +7K +22.5% $49.56 -12.3%
1025 DFAW DIMENSIONAL ETF TRUST 23,308.0 $1.9M 0.00% +734.0 +3.2% $82.79 +2.7%
1026 PKW INVESCO EXCHANGE TRADED FD T 13,600.0 $1.9M 0.00% +103.0 +0.8% $141.66 +7.3%
1027 FLKR FRANKLIN TEMPLETON ETF TR 28,884.0 $1.9M 0.00% +26K +779.0% $66.08 -13.8%
1028 MTDR MATADOR RES CO Energy 38,297.0 $1.9M 0.00% +10K +36.5% $49.78 +15.3%
1029 THG HANOVER INS GROUP INC Financial Services 8,854.0 $1.9M 0.00% +224.0 +2.6% $214.12 +6.6%
1030 FNDF SCHWAB STRATEGIC TR 35,449.0 $1.9M 0.00% +6K +19.3% $52.76 +5.4%
1031 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 37,451.0 $1.9M 0.00% +7K +25.0% $49.86 +8.6%
1032 OGE OGE ENERGY CORP Utilities 38,373.0 $1.9M 0.00% +12K +47.9% $48.66 -6.2%
1033 EWH ISHARES INC 89,140.0 $1.9M 0.00% +2K +1.9% $20.92 +11.1%
1034 TDS TELEPHONE & DATA SYS INC Communication Services 50,062.0 $1.9M 0.00% +13K +35.1% $37.01 -10.8%
1035 TFLO ISHARES TR 36,544.0 $1.9M 0.00% +2K +6.6% $50.63 -0.0%
1036 BCLO BLACKROCK ETF TRUST II 37,035.0 $1.8M 0.00% +31K +527.7% $49.77 +0.1%
1037 IXP ISHARES TR 16,257.0 $1.8M 0.00% +162.0 +1.0% $112.85 +3.5%
1038 SLB CALL SLB LIMITED Energy 39,000.0 $1.8M 0.00% +30K +333.3% $46.49 +13.6%
1039 SNAP SNAP INC Communication Services 408,265.0 $1.8M 0.00% +44K +12.0% $4.44 +21.5%
1040 ESI ELEMENT SOLUTIONS INC Basic Materials 37,852.0 $1.8M 0.00% +628.0 +1.7% $47.75 -26.1%
Page 52 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%