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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 69 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 NOVT NOVANTA INC Technology 3,079.0 $500K +235.0 +8.3% $162.24 -10.3%
1362 DFSI DIMENSIONAL ETF TRUST 11,073.0 $499K +417.0 +3.9% $45.10 +4.2%
1363 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 10,807.0 $492K +110.0 +1.0% $45.52 +23.6%
1364 RDNT RADNET INC Healthcare 7,972.0 $492K +455.0 +6.0% $61.67 +24.9%
1365 KAI KADANT INC Industrials 1,553.0 $488K +40.0 +2.6% $314.23 -0.1%
1366 BW BABCOCK & WILCOX ENTERPRISES Industrials 34,557.0 $487K +1K +3.9% $14.10 -40.2%
1367 VAL VALARIS LTD Energy 6,650.0 $483K +529.0 +8.6% $72.60 +22.6%
1368 ZYMEWORKS INC 18,416.0 $481K +948.0 +5.4% $26.14
1369 BHF BRIGHTHOUSE FINL INC Financial Services 7,601.0 $481K +486.0 +6.8% $63.30 -15.9%
1370 TFC CALL TRUIST FINL CORP Financial Services 9,600.0 $478K +6K +166.7% $49.82 +0.8%
1371 SXI STANDEX INTL CORP Industrials 1,335.0 $477K +38.0 +2.9% $357.67 -13.5%
1372 PHIN PHINIA INC Consumer Cyclical 5,776.0 $476K +197.0 +3.5% $82.37 -13.0%
1373 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 11,580.0 $473K +998.0 +9.4% $40.84 +9.5%
1374 CRSP CRISPR THERAPEUTICS AG Healthcare 8,658.0 $472K +295.0 +3.5% $54.54 +6.6%
1375 FTDR FRONTDOOR INC Consumer Cyclical 6,054.0 $470K +209.0 +3.6% $77.59 +5.6%
1376 MTX MINERALS TECHNOLOGIES INC Basic Materials 6,301.0 $466K +269.0 +4.5% $73.97 -4.7%
1377 CGGR CAPITAL GROUP GROWTH ETF 9,833.0 $464K +832.0 +9.2% $47.20 -1.5%
1378 ARCB ARCBEST CORP Industrials 3,232.0 $464K +69.0 +2.2% $143.54 -5.3%
1379 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 15,559.0 $463K +81.0 +0.5% $29.75 +17.0%
1380 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 311,289.0 $460K +103K +49.6% $1.48 -6.7%
Page 69 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%