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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 60 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 NFG NATIONAL FUEL GAS CO Energy 13,129.0 $1.0M +776.0 +6.3% $77.21 +6.8%
1182 KLARNA GROUP PLC 50,058.0 $1.0M +23K +84.7% $20.24
1183 PCG CALL PG&E CORP Utilities 60,100.0 $1.0M +45K +292.8% $16.82 +4.6%
1184 ITUB ITAU UNIBANCO HLDG S A Financial Services 123,631.0 $1.0M +89K +261.1% $8.17 -8.4%
1185 ACA ARCOSA INC Industrials 6,889.0 $1.0M +979.0 +16.6% $145.29 -0.3%
1186 VSAT VIASAT INC Technology 11,143.0 $1.0M +1K +12.4% $89.81 -16.8%
1187 WTM WHITE MTNS INS GROUP LTD Financial Services 481.0 $997K +48.0 +11.1% $2073.40 +1.8%
1188 CORT CORCEPT THERAPEUTICS INC Healthcare 11,455.0 $996K +2K +18.5% $86.95 +40.6%
1189 UAMY UNITED STATES ANTIMONY CORP Basic Materials 137,075.0 $995K +18K +14.8% $7.26 -24.4%
1190 BIRKENSTOCK HOLDING PLC 23,062.0 $992K +3K +17.3% $43.03
1191 SKM SK TELECOM CO LTD Communication Services 30,682.0 $987K +4K +14.1% $32.16 +25.3%
1192 SM SM ENERGY COMPANY Energy 37,598.0 $981K +542.0 +1.5% $26.10 +42.5%
1193 SNEX STONEX GROUP INC Financial Services 8,248.0 $977K +392.0 +5.0% $118.50 -42.2%
1194 CLOX SERIES PORTFOLIOS TR 37,727.0 $966K +2K +4.9% $25.61 -0.4%
1195 CPNG COUPANG INC Consumer Cyclical 55,429.0 $963K +34K +156.6% $17.37 -5.3%
1196 AGNC AGNC INVT CORP Real Estate 88,035.0 $960K +18K +25.7% $10.90 -0.1%
1197 HRB BLOCK H & R INC Consumer Cyclical 25,048.0 $954K +2K +7.5% $38.08 +41.0%
1198 WF WOORI FINL GROUP INC Financial Services 16,382.0 $940K +6K +52.8% $57.40 +19.2%
1199 GPRE GREEN PLAINS INC Basic Materials 60,991.0 $938K +7K +12.4% $15.38 +5.7%
1200 NGVT INGEVITY CORP Basic Materials 12,533.0 $936K +66.0 +0.5% $74.67 -5.9%
Page 60 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%