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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 76 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 PPC PILGRIMS PRIDE CORP Consumer Defensive 10,984.0 $309K +3K +29.9% $28.11 +11.3%
1502 GEO GEO GROUP INC Industrials 10,444.0 $309K +378.0 +3.8% $29.55 +3.8%
1503 NBR NABORS INDUSTRIES LTD Energy 3,672.0 $308K +67.0 +1.9% $84.01 +9.2%
1504 WHD CACTUS INC Energy 5,975.0 $306K +868.0 +17.0% $51.23 +43.9%
1505 OLN OLIN CORP Basic Materials 15,413.0 $305K +457.0 +3.1% $19.82 -5.6%
1506 KMPR KEMPER CORP Financial Services 11,298.0 $305K +614.0 +5.8% $26.96 -0.9%
1507 UE URBAN EDGE PPTYS Real Estate 13,278.0 $304K +578.0 +4.5% $22.88 -5.2%
1508 DAN DANA INC Consumer Cyclical 11,079.0 $301K +160.0 +1.5% $27.21 +13.3%
1509 ANRO ALTO NEUROSCIENCE INC Healthcare 11,415.0 $301K +72.0 +0.6% $26.39 +32.2%
1510 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 8,716.0 $301K +784.0 +9.9% $34.53 +23.1%
1511 SPTL SPDR SERIES TRUST 11,454.0 $300K +204.0 +1.8% $26.23 -3.3%
1512 SUPN SUPERNUS PHARMACEUTICALS Healthcare 6,444.0 $300K +132.0 +2.1% $46.51 +4.4%
1513 FCF FIRST COMWLTH FINL CORP PA Financial Services 14,720.0 $299K +241.0 +1.7% $20.33 +3.6%
1514 DNOW DNOW INC Energy 22,861.0 $297K +2K +7.8% $12.97 +20.4%
1515 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,172.0 $296K +83.0 +2.0% $70.86 +5.0%
1516 GNW GENWORTH FINL INC Financial Services 31,161.0 $295K +511.0 +1.7% $9.47 +4.8%
1517 AMER SPORTS INC 8,712.0 $295K +389.0 +4.7% $33.84
1518 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,463.0 $292K +157.0 +6.8% $118.53 -24.4%
1519 SCHK SCHWAB STRATEGIC TR 7,996.0 $288K +482.0 +6.4% $36.06 +2.9%
1520 SFNC SIMMONS FIRST NATL CORP Financial Services 12,707.0 $288K +3K +25.0% $22.65 +1.8%
Page 76 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%