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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 16 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XEL PUT XCEL ENERGY INC Utilities 1,300.0 $104K NEW $80.30 -1.1%
302 GRO BRAZIL POTASH CORP Basic Materials 47,690.0 $103K NEW $2.15 +4.2%
303 GENI GENIUS SPORTS LIMITED Communication Services 16,029.0 $97K NEW $6.06 +27.5%
304 VST CALL VISTRA CORP Utilities 600.0 $95K NEW $158.63 -11.0%
305 JHMM JOHN HANCOCK EXCHANGE TRADED 1,268.0 $95K NEW $74.96 +1.7%
306 NEWSMAX INC 10,380.0 $86K NEW $8.28
307 ASAN ASANA INC Technology 12,143.0 $85K NEW $7.00 +36.9%
308 LILAK LIBERTY LATIN AMERICA LTD Communication Services 10,828.0 $84K NEW $7.79 +5.9%
309 AMT PUT AMERICAN TOWER CORP Real Estate 500.0 $82K NEW $163.57 +6.3%
310 BNDD KRANESHARES TRUST 6,314.0 $81K NEW $12.80 +651.8%
311 PFXF VANECK ETF TRUST 4,513.0 $80K NEW $17.71 +1.6%
312 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 12,184.0 $79K NEW $6.46 -4.1%
313 DSM BNY MELLON STRATEGIC MUN BD Financial Services 12,760.0 $78K NEW $6.15 -4.8%
314 CERT CERTARA INC Healthcare 11,875.0 $78K NEW $6.55 +26.0%
315 MDXG MIMEDX GROUP INC Healthcare 20,194.0 $78K NEW $3.85 +16.0%
316 NABL N-ABLE INC Technology 21,163.0 $78K NEW $3.67 -6.4%
317 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 500.0 $78K NEW $155.22 +32.5%
318 PTEU PACER FDS TR 2,313.0 $77K NEW $33.31 +3.0%
319 AGPU AXE COMPUTE INC Technology 10,000.0 $76K NEW $7.58 +40.6%
320 XSPI NEOS ETF TRUST 1,506.0 $75K NEW $49.73 +0.9%
Page 16 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%