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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 74 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,432.0 $350K +158.0 +4.8% $101.88 +8.2%
1462 SBCF SEACOAST BKG CORP FLA Financial Services 10,415.0 $346K +137.0 +1.3% $33.25 +4.5%
1463 UMAC UNUSUAL MACHS INC Financial Services 15,491.0 $345K +4K +30.6% $22.30 +16.5%
1464 NBTB NBT BANCORP INC Financial Services 6,995.0 $345K +1K +19.8% $49.37 +5.1%
1465 FULT FULTON FINL CORP PA Financial Services 14,267.0 $345K +529.0 +3.9% $24.19 -2.4%
1466 FIBK FIRST INTST BANCSYSTEM INC Financial Services 8,939.0 $345K +259.0 +3.0% $38.56 -1.9%
1467 HCC WARRIOR MET COAL INC Energy 4,246.0 $345K +286.0 +7.2% $81.16 +27.3%
1468 XMMO INVESCO EXCHANGE TRADED FD T 2,025.0 $345K +712.0 +54.2% $170.14 -7.7%
1469 SKYY FIRST TR EXCHANGE-TRADED FD 2,556.0 $344K +30.0 +1.2% $134.56 +18.5%
1470 PJT PJT PARTNERS INC Financial Services 2,278.0 $344K +307.0 +15.6% $150.94 +13.1%
1471 ADT ADT INC DEL Industrials 52,533.0 $341K +16K +43.8% $6.50 +13.3%
1472 SEB SEABOARD CORP DEL Industrials 76.0 $339K +1.0 +1.3% $4464.32 -2.4%
1473 BGC BGC GROUP INC Financial Services 31,658.0 $338K +2K +6.9% $10.69 +1.8%
1474 BPOP POPULAR INC Financial Services 2,061.0 $338K +477.0 +30.1% $164.18 +2.5%
1475 BRC BRADY CORP Industrials 3,688.0 $338K +278.0 +8.2% $91.57 -1.0%
1476 LIFE360 INC 6,088.0 $337K +726.0 +13.5% $55.36
1477 S SENTINELONE INC Technology 19,839.0 $337K +9K +79.8% $16.97 +23.5%
1478 OSIS OSI SYSTEMS INC Technology 1,538.0 $336K +72.0 +4.9% $218.70 -0.3%
1479 MIR MIRION TECHNOLOGIES INC Industrials 18,724.0 $336K +1K +7.9% $17.93 -15.0%
1480 KSS KOHLS CORP Consumer Cyclical 18,942.0 $336K +355.0 +1.9% $17.72 -2.3%
Page 74 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%