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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 13 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MCY MERCURY GENL CORP NEW Financial Services 2,044.0 $218K NEW $106.62 -2.2%
242 DIEBOLD NIXDORF INC 2,560.0 $218K NEW $85.02
243 CURB CURBLINE PPTYS CORP Real Estate 7,106.0 $216K NEW $30.40 -1.4%
244 AVSC AMERICAN CENTY ETF TR 2,941.0 $216K NEW $73.34 +1.0%
245 CHIPMOS TECHNOLOGIES INC 3,344.0 $215K NEW $64.25
246 IGLB ISHARES TR 4,288.0 $215K NEW $50.04 -3.6%
247 LKFN LAKELAND FINL CORP Financial Services 3,458.0 $213K NEW $61.72 -2.7%
248 IVT INVENTRUST PPTYS CORP Real Estate 6,024.0 $213K NEW $35.40 -5.9%
249 CXW CORECIVIC INC Real Estate 7,010.0 $213K NEW $30.38 +5.3%
250 FIG FIGMA INC Technology 11,770.0 $213K NEW $18.09 +48.1%
251 PUT TEMA ETF TRUST 7,000.0 $213K NEW $30.38
252 SAM BOSTON BEER INC Consumer Defensive 1,194.0 $211K NEW $177.03 +5.6%
253 CECO CECO ENVIRONMENTAL CORP Industrials 2,322.0 $211K NEW $90.74 -17.1%
254 OFFICE PPTYS INCOME TR 12,235.0 $208K NEW $17.00
255 ROCK GIBRALTAR INDS INC Industrials 4,578.0 $206K NEW $45.10 +6.1%
256 PLAB PHOTRONICS INC Technology 6,341.0 $206K NEW $32.53 -5.6%
257 IOSP INNOSPEC INC Basic Materials 2,515.0 $205K NEW $81.39 +15.2%
258 BKV BKV CORP Energy 7,445.0 $204K NEW $27.36 -3.6%
259 HCSG HEALTHCARE SVCS GROUP INC Healthcare 8,245.0 $202K NEW $24.56 -6.6%
260 CSWC CAPITAL SOUTHWEST CORP Financial Services 8,477.0 $201K NEW $23.77 +3.3%
Page 13 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%