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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 17 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 JHMD JOHN HANCOCK EXCHANGE TRADED 1,670.0 $74K NEW $44.41 +3.8%
322 NUS NU SKIN ENTERPRISES INC Consumer Defensive 13,923.0 $74K NEW $5.28 -8.4%
323 SHAK PUT SHAKE SHACK INC Consumer Cyclical 1,300.0 $73K NEW $56.02 +31.9%
324 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 7,700.0 $72K NEW $9.39 +22.3%
325 EWO ISHARES INC 3,150.0 $70K NEW $22.22 +95.7%
326 HUMN ROUNDHILL ETF TRUST 1,935.0 $68K NEW $35.25 -9.6%
327 ANGI ANGI INC Communication Services 11,134.0 $66K NEW $5.95 -20.0%
328 GBIL GOLDMAN SACHS ETF TR 647.0 $65K NEW $100.17 -0.1%
329 VFMO VANGUARD WELLINGTON FD 331.0 $65K NEW $195.78 +19.3%
330 XQQI NEOS ETF TRUST 1,217.0 $65K NEW $53.20 -7.4%
331 IMAX IMAX CORP Communication Services 1,603.0 $64K NEW $39.86 +34.0%
332 EDD MORGAN STANLEY EMERGING MKTS Financial Services 12,000.0 $64K NEW $5.32 +12.3%
333 SCHMID GROUP N.V. 10,000.0 $63K NEW $6.26
334 OTEX PUT OPEN TEXT CORP Technology 2,800.0 $62K NEW $22.11 +10.6%
335 PTF INVESCO EXCHANGE TRADED FD T 441.0 $60K NEW $136.31 -24.6%
336 PIE INVESCO EXCH TRADED FD TR II 1,800.0 $60K NEW $33.40 -0.9%
337 LTRX LANTRONIX INC Technology 10,006.0 $59K NEW $5.88 +3.8%
338 LABU DIREXION SHARES ETF TRUST 200.0 $58K NEW $292.10 +13.4%
339 BAC PUT BANK OF AMER CORP Financial Services 1,000.0 $57K NEW $56.98 +10.8%
340 SMOT VANECK ETF TRUST 1,800.0 $57K NEW $31.57 +30.4%
Page 17 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%