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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 12 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ALGT ALLEGIANT TRAVEL CO Industrials 2,024.0 $238K NEW $117.60 -33.6%
222 HUBG HUB GROUP INC Industrials 5,432.0 $238K NEW $43.79 -8.7%
223 TNC TENNANT CO Industrials 2,717.0 $238K NEW $87.54 -22.3%
224 WRBY WARBY PARKER INC Healthcare 7,834.0 $238K NEW $30.34 -6.1%
225 PRG PROG HOLDINGS INC Industrials 5,034.0 $235K NEW $46.61 -11.3%
226 COCO VITA COCO CO INC Consumer Defensive 3,547.0 $235K NEW $66.14 +2.2%
227 LMND LEMONADE INC Financial Services 3,604.0 $234K NEW $65.05 -21.2%
228 ZD ZIFF DAVIS INC Communication Services 4,454.0 $233K NEW $52.37 +6.0%
229 RCUS ARCUS BIOSCIENCES INC Healthcare 7,512.0 $232K NEW $30.83 -1.6%
230 ATEN A10 NETWORKS INC Technology 6,152.0 $230K NEW $37.36 -31.1%
231 GEF GREIF INC Consumer Cyclical 3,076.0 $229K NEW $74.49 +17.6%
232 NTCT NETSCOUT SYS INC Technology 5,243.0 $228K NEW $43.55 -11.9%
233 PLUS EPLUS INC Technology 2,741.0 $228K NEW $83.23 +4.0%
234 CRVL CORVEL CORP Financial Services 3,628.0 $227K NEW $62.52 +13.2%
235 MBIN MERCHANTS BANCORP IND Financial Services 4,495.0 $225K NEW $50.00 +7.0%
236 WMK WEIS MKTS INC Consumer Defensive 2,829.0 $222K NEW $78.31 -10.2%
237 PDFS PDF SOLUTIONS INC Technology 3,128.0 $221K NEW $70.79 -36.1%
238 WERN WERNER ENTERPRISES INC Industrials 5,068.0 $221K NEW $43.61 -13.0%
239 WS WORTHINGTON STL INC Basic Materials 6,574.0 $221K NEW $33.58 +7.3%
240 KNTK KINETIK HOLDINGS INC Energy 4,538.0 $219K NEW $48.34 +13.2%
Page 12 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%