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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 59 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 WGMI VALKYRIE ETF TRUST II 17,355.0 $1.1M +1K +7.1% $63.07 -27.5%
1162 MAC MACERICH CO Real Estate 43,144.0 $1.1M +5K +11.7% $25.19 -3.2%
1163 QDEF FLEXSHARES TR 12,444.0 $1.1M +9K +217.4% $87.02 +4.7%
1164 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 36,119.0 $1.1M +2K +7.3% $29.85 +3.3%
1165 SPMO INVESCO EXCH TRADED FD TR II 6,647.0 $1.1M +1K +20.4% $161.54 -7.9%
1166 WRN WESTERN COPPER & GOLD CORP Basic Materials 479,252.0 $1.1M +70K +17.2% $2.24 +12.9%
1167 CDP COPT DEFENSE PROPERTIES Real Estate 29,361.0 $1.1M +680.0 +2.4% $36.39 +2.4%
1168 AMAL AMALGAMATED FINANCIAL CORP Financial Services 23,237.0 $1.1M +159.0 +0.7% $45.90 +6.2%
1169 BLUE OWL CAPITAL CORPORATION 97,926.0 $1.1M +74K +312.2% $10.87
1170 IOT SAMSARA INC Technology 32,617.0 $1.1M +4K +15.7% $32.43 +23.2%
1171 TMC TMC THE METALS COMPANY INC Basic Materials 238,483.0 $1.1M +31K +14.9% $4.43 +8.1%
1172 NVAX NOVAVAX INC Healthcare 111,699.0 $1.1M +3K +2.7% $9.42 -5.1%
1173 AGO ASSURED GUARANTY LTD Financial Services 13,084.0 $1.0M +1K +8.5% $80.16 -7.1%
1174 KRC KILROY REALTY CORP Real Estate 27,800.0 $1.0M +12K +80.2% $37.47 -2.4%
1175 PYPL PUT PAYPAL HLDGS INC Financial Services 24,000.0 $1.0M +14K +140.0% $43.18 +42.5%
1176 PYPL CALL PAYPAL HLDGS INC Financial Services 24,000.0 $1.0M +13K +124.3% $43.18 +42.5%
1177 KFRC KFORCE INC Industrials 21,942.0 $1.0M +142.0 +0.7% $46.92 +24.4%
1178 PAX PATRIA INVESTMENTS LIMITED Financial Services 93,165.0 $1.0M +48K +106.9% $10.98 +4.4%
1179 RWL INVESCO EXCH TRADED FD TR II 7,970.0 $1.0M +5K +149.4% $127.76 +4.8%
1180 BCO BRINKS CO Industrials 10,741.0 $1.0M +2K +20.0% $94.49 +17.9%
Page 59 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%