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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 14 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TRMK TRUSTMARK CORP Financial Services 4,379.0 $201K NEW $46.01 +1.1%
262 KMT KENNAMETAL INC Industrials 5,746.0 $201K NEW $35.05 -12.8%
263 LFST LIFESTANCE HEALTH GROUP INC Healthcare 18,781.0 $201K NEW $10.71 +19.8%
264 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 600.0 $198K NEW $330.46 +1.3%
265 WTI W & T OFFSHORE INC Energy 61,915.0 $195K NEW $3.15 +22.5%
266 PSA PUT PUBLIC STORAGE Real Estate 600.0 $191K NEW $318.31 +2.1%
267 ARMOUR RESIDENTIAL REIT INC 10,907.0 $190K NEW $17.45
268 RELL RICHARDSON ELECTRS LTD Technology 10,000.0 $190K NEW $19.01 -5.1%
269 SPROTT PHYSICAL COPPER TRUST 15,250.0 $173K NEW $11.38
270 NBIL GRANITESHARES ETF TR 3,000.0 $171K NEW $57.15 -55.8%
271 ALOY REALLOYS INC Basic Materials 11,800.0 $171K NEW $14.45 -13.4%
272 AVO MISSION PRODUCE INC Consumer Defensive 14,052.0 $166K NEW $11.79 +12.1%
273 EWK ISHARES INC 5,909.0 $160K NEW $27.07 +1.0%
274 PD PAGERDUTY INC Technology 16,574.0 $160K NEW $9.65 +26.1%
275 PSA CALL PUBLIC STORAGE Real Estate 500.0 $159K NEW $318.31 +2.1%
276 XPRO EXPRO GROUP HOLDINGS NV Energy 10,251.0 $151K NEW $14.77 +28.4%
277 VSTS VESTIS CORPORATION Industrials 10,415.0 $151K NEW $14.52 -10.1%
278 PROMIS NEUROSCIENCES INC 11,371.0 $150K NEW $13.16
279 LITHIUM ARGENTINA AG 17,732.0 $147K NEW $8.26
280 UUUU PUT ENERGY FUELS INC Energy 10,000.0 $145K NEW $14.51 +2.3%
Page 14 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%