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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 54 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 HNI HNI CORP Industrials 39,950.0 $1.6M 0.00% +650.0 +1.6% $40.41 +21.8%
1062 LVHI LEGG MASON ETF INVT 39,646.0 $1.6M 0.00% +380.0 +1.0% $40.59 +5.9%
1063 NTNX NUTANIX INC Technology 31,481.0 $1.6M 0.00% +740.0 +2.4% $50.96 +32.7%
1064 IYJ ISHARES TR 9,622.0 $1.6M 0.00% +165.0 +1.7% $166.65 -1.1%
1065 MTH MERITAGE HOMES CORP Consumer Cyclical 19,089.0 $1.6M 0.00% +3K +18.1% $83.85 -14.5%
1066 VNOM VIPER ENERGY INC Energy 37,747.0 $1.6M 0.00% +18K +94.6% $42.40 +6.8%
1067 ICSH ISHARES TR 31,425.0 $1.6M 0.00% +7K +27.9% $50.58 -0.1%
1068 ATR APTARGROUP INC Healthcare 12,591.0 $1.6M 0.00% +303.0 +2.5% $125.20 +7.7%
1069 RSST TIDAL TRUST II 47,961.0 $1.6M 0.00% +2K +3.3% $32.69 +3.0%
1070 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 5,097.0 $1.6M 0.00% +117.0 +2.4% $306.70 -14.4%
1071 SYNA SYNAPTICS INC Technology 12,516.0 $1.6M 0.00% +7K +149.2% $124.23 -21.4%
1072 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5,292.0 $1.5M 0.00% +65.0 +1.2% $291.17 -10.1%
1073 EUFN ISHARES TR 39,341.0 $1.5M 0.00% +414.0 +1.1% $38.99 +8.3%
1074 AAT AMERICAN ASSETS TR INC Real Estate 62,071.0 $1.5M 0.00% +11K +21.2% $24.69 -7.5%
1075 BAI BLACKROCK ETF TRUST 28,926.0 $1.5M 0.00% +29K +10000.0% $52.72 -16.0%
1076 VNT VONTIER CORPORATION Technology 52,498.0 $1.5M 0.00% +3K +5.4% $29.00 +13.7%
1077 NEXA NEXA RES S A Basic Materials 124,141.0 $1.5M 0.00% +18K +16.9% $12.24 +25.8%
1078 CWST CASELLA WASTE SYS INC Industrials 15,637.0 $1.5M +687.0 +4.6% $96.97 -5.1%
1079 AMRIZE LTD 28,602.0 $1.5M +10K +53.3% $52.97
1080 LNC LINCOLN NATL CORP IND Financial Services 42,737.0 $1.5M +2K +3.8% $35.35 +19.2%
Page 54 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%