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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 65 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BCPC BALCHEM CORP Basic Materials 4,188.0 $708K +212.0 +5.3% $168.95 +7.3%
1282 KT KT CORP Communication Services 40,943.0 $707K +18K +79.2% $17.28 +9.4%
1283 OMF ONEMAIN HLDGS INC Financial Services 11,599.0 $707K +5K +89.7% $60.97 +3.6%
1284 EQTY VALUED ADVISERS TR 25,164.0 $703K +16K +165.5% $27.95 +6.9%
1285 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 13,431.0 $701K +2K +20.4% $52.17 -13.7%
1286 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 62,734.0 $699K +35K +122.5% $11.15 -8.3%
1287 CX CEMEX SA EURO MTN BE 144A Basic Materials 57,976.0 $696K +11K +24.3% $12.00 -7.4%
1288 NSA NATIONAL STORAGE AFFILIATES Real Estate 15,604.0 $694K +2K +17.3% $44.47 -2.4%
1289 MOAT VANECK ETF TRUST 6,671.0 $694K +981.0 +17.2% $103.96 +10.1%
1290 PCTY PAYLOCITY HLDG CORP Technology 6,632.0 $693K +237.0 +3.7% $104.53 +46.7%
1291 BOOT BOOT BARN HLDGS INC Consumer Cyclical 4,202.0 $690K +818.0 +24.2% $164.27 +0.8%
1292 PLXS PLEXUS CORP Technology 2,277.0 $685K +137.0 +6.4% $300.67 -20.1%
1293 WING WINGSTOP INC Consumer Cyclical 3,941.0 $683K +237.0 +6.4% $173.41 -33.4%
1294 IPGP IPG PHOTONICS CORP Technology 5,788.0 $679K +375.0 +6.9% $117.32 -37.6%
1295 PRIM PRIMORIS SVCS CORP Industrials 6,822.0 $676K +80.0 +1.2% $99.12 -22.1%
1296 PTLC PACER FDS TR 11,564.0 $674K +5K +72.8% $58.26 +2.4%
1297 VTP VANGUARD MALVERN FDS 8,771.0 $672K +416.0 +5.0% $76.65 -1.7%
1298 FIXD FIRST TR EXCHNG TRADED FD VI 15,204.0 $663K +9K +129.8% $43.61 -2.0%
1299 ASH ASHLAND INC Basic Materials 9,991.0 $658K +837.0 +9.1% $65.89 +10.3%
1300 FUL FULLER H B CO Basic Materials 11,166.0 $651K +351.0 +3.2% $58.29 +0.7%
Page 65 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%