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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 71 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 HEFA ISHARES TR 9,029.0 $424K +7K +375.2% $46.93 -0.0%
1402 AMTM AMENTUM HOLDINGS INC Industrials 20,485.0 $423K +519.0 +2.6% $20.67 -0.3%
1403 EUSA ISHARES INC 3,706.0 $423K +600.0 +19.3% $114.19 +3.0%
1404 DBJP DBX ETF TR 3,681.0 $423K +3K +425.9% $114.79 -0.7%
1405 BANK OF AMER CORP 336.0 $422K +17.0 +5.3% $1254.50
1406 ICUI ICU MED INC Healthcare 2,863.0 $420K +96.0 +3.5% $146.60 +24.5%
1407 CSW INDUSTRIALS INC 1,482.0 $412K +112.0 +8.2% $278.30
1408 IAK ISHARES TR 2,932.0 $412K +2K +332.4% $140.55 +2.6%
1409 RIG TRANSOCEAN LTD Energy 84,193.0 $412K +533.0 +0.6% $4.89 +22.9%
1410 BLKB BLACKBAUD INC Technology 13,846.0 $410K +1K +8.2% $29.62 +56.8%
1411 GFF GRIFFON CORP Industrials 4,199.0 $410K +337.0 +8.7% $97.53 +2.7%
1412 DRH DIAMONDROCK HOSPITALITY CO Real Estate 33,603.0 $409K +990.0 +3.0% $12.18 +4.8%
1413 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5,603.0 $409K +611.0 +12.2% $72.98 +5.7%
1414 TRN TRINITY INDS INC Industrials 11,727.0 $406K +1K +10.1% $34.58 -14.0%
1415 CUBI CUSTOMERS BANCORP INC Financial Services 5,100.0 $403K +416.0 +8.9% $79.10 +0.6%
1416 VBNK VERSABANK NEW Financial Services 17,352.0 $403K +4K +29.4% $23.24 -16.4%
1417 CATY CATHAY GEN BANCORP Financial Services 6,497.0 $403K +344.0 +5.6% $61.99 +0.7%
1418 FIGB FIDELITY MERRIMACK STR TR 9,331.0 $400K +85.0 +0.9% $42.83 -1.2%
1419 VCYT VERACYTE INC Healthcare 6,789.0 $399K +471.0 +7.5% $58.73 -28.8%
1420 VIR VIR BIOTECHNOLOGY INC Healthcare 39,128.0 $399K +491.0 +1.3% $10.19 -9.6%
Page 71 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%