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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 80 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 EPP ISHARES INC 4,055.0 $216K +218.0 +5.7% $53.26 +8.3%
1582 PATK PATRICK INDS INC Consumer Cyclical 2,372.0 $213K +109.0 +4.8% $89.78 -2.6%
1583 HLAL LISTED FDS TR 2,977.0 $213K +118.0 +4.1% $71.39 +1.5%
1584 THRY THRYV HLDGS INC Communication Services 53,391.0 $210K +2K +3.7% $3.94 -47.0%
1585 QDEL QUIDELORTHO CORP Healthcare 11,986.0 $210K +827.0 +7.4% $17.52 -21.2%
1586 TALO TALOS ENERGY INC Energy 16,193.0 $209K +842.0 +5.5% $12.91 +33.0%
1587 ANDE ANDERSONS INC Consumer Defensive 3,020.0 $207K +189.0 +6.7% $68.40 -1.0%
1588 MBC MASTERBRAND INC Consumer Cyclical 19,772.0 $203K +6K +44.9% $10.29 -8.8%
1589 COTY COTY INC Consumer Defensive 93,316.0 $202K +48K +105.8% $2.16 +40.3%
1590 PCIG LITMAN GREGORY FDS TR 22,103.0 $195K +7K +42.3% $8.81 +5.2%
1591 DIGITALBRIDGE GROUP INC 12,113.0 $191K +94.0 +0.8% $15.78
1592 HUN HUNTSMAN CORP Basic Materials 17,978.0 $191K +2K +9.9% $10.62 -4.1%
1593 HDEF DBX ETF TR 5,933.0 $191K +5K +887.2% $32.14 +6.3%
1594 PDP INVESCO EXCHANGE TRADED FD T 1,252.0 $190K +1K +396.8% $151.67 -8.9%
1595 HLIT HARMONIC INC Technology 11,444.0 $187K +183.0 +1.6% $16.33 -23.1%
1596 NWBI NORTHWEST BANCSHARES INC Financial Services 12,298.0 $186K +660.0 +5.7% $15.16 +0.7%
1597 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 13,180.0 $186K +86.0 +0.7% $14.14 +18.3%
1598 ETH GRAYSCALE ETHEREUM STAKING Financial Services 12,376.0 $186K +1K +10.8% $15.03 +33.5%
1599 LIBERTY GLOBAL LTD 15,957.0 $181K +3K +23.6% $11.37
1600 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 15,665.0 $179K +2K +12.2% $11.45 -2.4%
Page 80 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%