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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 11 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CALL JBS N.V. 25,000.0 $296K NEW $11.85
202 SEZL SEZZLE INC Financial Services 1,670.0 $287K NEW $171.63 -30.7%
203 DGII DIGI INTL INC Technology 3,790.0 $284K NEW $74.95 +1.5%
204 NSP INSPERITY INC Industrials 6,872.0 $284K NEW $41.31 +25.5%
205 ICHR ICHOR HOLDINGS Technology 2,523.0 $283K NEW $112.28 -45.5%
206 JIVE J P MORGAN EXCHANGE TRADED F 2,950.0 $271K NEW $91.95 +5.7%
207 ENOV ENOVIS CORPORATION Industrials 13,018.0 $269K NEW $20.70 +28.0%
208 ESTC ELASTIC N V Technology 4,721.0 $269K NEW $57.02 +53.2%
209 XANADU QUANTUM TECHNOLO LTD 22,093.0 $267K NEW $12.09
210 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,019.0 $266K NEW $131.61 -5.2%
211 SHOO MADDEN STEVEN LTD Consumer Cyclical 6,285.0 $265K NEW $42.10 +12.4%
212 MAN MANPOWERGROUP INC WIS Industrials 7,620.0 $257K NEW $33.77 +76.0%
213 AIN ALBANY INTL CORP Consumer Cyclical 3,442.0 $256K NEW $74.50 -19.6%
214 THRM GENTHERM INC Consumer Cyclical 7,362.0 $251K NEW $34.11 +22.0%
215 PAAS PUT PAN AMERN SILVER CORP Basic Materials 5,600.0 $251K NEW $44.78 +12.3%
216 BITZERO HOLDINGS INC 36,806.0 $249K NEW $6.76
217 CRESCENT BIOPHARMA INC. 13,768.0 $248K NEW $18.00
218 VKTX VIKING THERAPEUTICS INC Healthcare 6,305.0 $246K NEW $39.01 -7.8%
219 WAFD WAFD INC Financial Services 6,250.0 $240K NEW $38.37 -4.3%
220 TBBK BANCORP INC DEL Financial Services 3,821.0 $239K NEW $62.64 +8.4%
Page 11 of 22  ·  424 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%