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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 67 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BZ KANZHUN LIMITED Industrials 45,953.0 $591K +24K +110.7% $12.87 +22.6%
1322 FIRST HAWAIIAN INC 19,919.0 $584K +5K +35.4% $29.30
1323 RAMP LIVERAMP HLDGS INC Technology 15,392.0 $579K +322.0 +2.1% $37.64 +0.0%
1324 IPAR INTERPARFUMS INC Consumer Defensive 5,150.0 $576K +416.0 +8.8% $111.86 +2.6%
1325 PIPR PIPER SANDLER COMPANIES Financial Services 7,849.0 $568K +274.0 +3.6% $72.34 +0.7%
1326 SCHW PUT SCHWAB CHARLES CORP Financial Services 6,100.0 $563K +2K +45.2% $92.27 +19.0%
1327 YUM PUT YUM BRANDS INC Consumer Cyclical 3,500.0 $560K +1K +40.0% $159.86 -4.7%
1328 YUM CALL YUM BRANDS INC Consumer Cyclical 3,500.0 $560K +1K +40.0% $159.86 -4.7%
1329 NHI NATIONAL HEALTH INVS INC Real Estate 7,318.0 $558K +4K +120.7% $76.26 -3.1%
1330 EWS ISHARES INC 18,839.0 $558K +17K +1062.2% $29.61 +13.5%
1331 WM PUT WASTE MGMT INC DEL Industrials 2,500.0 $557K +1K +66.7% $222.88 +0.9%
1332 WM CALL WASTE MGMT INC DEL Industrials 2,500.0 $557K +1K +66.7% $222.88 +0.9%
1333 HMN HORACE MANN EDUCATORS CORP N Financial Services 10,714.0 $553K +55.0 +0.5% $51.65 -2.4%
1334 HGTY HAGERTY INC Financial Services 46,332.0 $552K +13K +39.0% $11.92 +7.5%
1335 BOTZ GLOBAL X FDS 14,538.0 $552K +4K +44.0% $37.94 -5.6%
1336 DBX DROPBOX INC Technology 20,051.0 $551K +2K +11.8% $27.47 +23.8%
1337 SAIC SCIENCE APPLICATIONS INTL CO Technology 4,986.0 $551K +215.0 +4.5% $110.41 +14.4%
1338 ARKB ARK 21SHARES BITCOIN ETF Financial Services 28,200.0 $549K +4K +14.2% $19.46 +23.8%
1339 AUB ATLANTIC UN BANKSHARES CORP Financial Services 12,917.0 $547K +1K +11.7% $42.31 -3.0%
1340 POWI POWER INTEGRATIONS INC Technology 6,503.0 $545K +35.0 +0.5% $83.76 -34.5%
Page 67 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 29.8%
Technology 23.9%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 6.6%
Healthcare 5.1%
Basic Materials 4.6%
Utilities 3.2%
Consumer Defensive 3.1%