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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 57 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 WTS WATTS WATER TECHNOLOGIES INC Industrials 3,212.0 $1.3M +582.0 +22.1% $391.45 -4.1%
1122 SPXC SPX TECHNOLOGIES INC Industrials 5,128.0 $1.3M +154.0 +3.1% $245.17 -15.5%
1123 RALLIANT CORP 16,999.0 $1.3M +5K +40.9% $73.63
1124 NHC NATIONAL HEALTHCARE CORP Healthcare 5,857.0 $1.2M +51.0 +0.9% $211.36 +10.4%
1125 APLE APPLE HOSPITALITY REIT INC Real Estate 73,529.0 $1.2M +1K +1.4% $16.81 -0.8%
1126 MZTI MARZETTI COMPANY Consumer Defensive 10,813.0 $1.2M +3K +47.4% $114.16 -2.2%
1127 ADI CALL ANALOG DEVICES INC Technology 3,100.0 $1.2M +2K +287.5% $397.17 -6.1%
1128 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 19,361.0 $1.2M +11K +127.2% $63.25 +18.0%
1129 KRYS KRYSTAL BIOTECH INC Healthcare 3,291.0 $1.2M +129.0 +4.1% $371.67 -6.8%
1130 ENIC ENEL CHILE SA Utilities 270,428.0 $1.2M +83K +44.3% $4.50 -1.3%
1131 FELE FRANKLIN ELEC INC Industrials 11,329.0 $1.2M +206.0 +1.9% $107.19 -2.9%
1132 PCGG LITMAN GREGORY FDS TR 109,926.0 $1.2M +2K +2.1% $10.96 +5.6%
1133 CE CELANESE CORP DEL Basic Materials 26,095.0 $1.2M +6K +26.8% $46.00 +1.7%
1134 HTO H2O AMERICA Utilities 19,663.0 $1.2M +6K +48.6% $60.77 +4.5%
1135 SANM SANMINA CORP Technology 4,715.0 $1.2M +336.0 +7.7% $253.08 -25.4%
1136 TLH ISHARES TR 11,872.0 $1.2M +4K +48.7% $100.35 -3.6%
1137 KLIC KULICKE & SOFFA INDS INC Technology 8,878.0 $1.2M +733.0 +9.0% $133.76 -35.9%
1138 CPK CHESAPEAKE UTILS CORP Utilities 9,688.0 $1.2M +1K +12.0% $122.48 +9.5%
1139 RNW RENEW ENERGY GLOBAL PLC Utilities 189,606.0 $1.2M +105K +124.3% $6.25 +9.0%
1140 ASTL ALGOMA STL GROUP INC Basic Materials 288,488.0 $1.2M +16K +5.8% $4.07 +14.2%
Page 57 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%