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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 8 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVS CVS HEALTH CORP Healthcare 1,980,182.0 $204.8M 0.07% +332K +20.1% $103.45 -8.3%
142 CB CHUBB LIMITED Financial Services 595,119.0 $202.8M 0.07% +55K +10.2% $340.74 +1.3%
143 PNC PNC FINL SVCS GROUP INC Financial Services 819,060.0 $201.7M 0.07% +19K +2.4% $246.22 +3.3%
144 ISRG INTUITIVE SURGICAL INC Healthcare 506,945.0 $201.6M 0.07% +68K +15.4% $397.68 -1.6%
145 APP APPLOVIN CORP Technology 387,835.0 $199.8M 0.07% +44K +12.9% $515.23 -40.4%
146 PFE PFIZER INC Healthcare 8,168,120.0 $196.7M 0.07% +501K +6.5% $24.08 +13.2%
147 GNRC GENERAC HLDGS INC Industrials 671,412.0 $196.6M 0.07% +10K +1.5% $292.81 -27.7%
148 CMCSA COMCAST CORP NEW Communication Services 7,995,758.0 $196.3M 0.07% +892K +12.6% $24.55 +6.7%
149 VRT VERTIV HOLDINGS CO Industrials 584,347.0 $195.7M 0.06% +87K +17.4% $334.82 -18.6%
150 EA ELECTRONIC ARTS INC Communication Services 945,878.0 $193.9M 0.06% +8K +0.8% $205.04 +2.3%
151 GLOBUS MED INC 2,425,491.0 $191.6M 0.06% +118K +5.1% $79.01
152 COIN COINBASE GLOBAL INC Financial Services 1,308,878.0 $191.3M 0.06% +172K +15.2% $146.19 +0.0%
153 MO ALTRIA GROUP INC Consumer Defensive 2,632,492.0 $189.4M 0.06% +292K +12.5% $71.95 -9.4%
154 TDG TRANSDIGM GROUP INC Industrials 142,184.0 $189.4M 0.06% +23K +18.9% $1332.04 -7.4%
155 PAAS PAN AMERN SILVER CORP Basic Materials 4,205,059.0 $188.3M 0.06% +1.5M +56.2% $44.78 +4.1%
156 ADBE ADOBE INC Technology 916,955.0 $188.0M 0.06% +60K +7.0% $205.02 +28.3%
157 SHLD GLOBAL X FDS 3,140,770.0 $187.5M 0.06% +363K +13.1% $59.71 +16.9%
158 RY CALL ROYAL BK CDA Financial Services 900,800.0 $186.3M 0.06% +295K +48.8% $206.86 +3.0%
159 TFII TFI INTERNATIONAL INC Industrials 1,276,521.0 $183.6M 0.06% +87K +7.3% $143.80 -2.1%
160 CTAS CINTAS CORP Industrials 1,078,844.0 $183.5M 0.06% +111K +11.4% $170.08 +17.3%
Page 8 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%