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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 4 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RPRX ROYALTY PHARMA PLC Healthcare 130,885.0 $7.3M 0.00% NEW $56.07 +6.5%
62 APPLIED DIGITAL CORP 11,000,000.0 $7.0M 0.00% NEW $0.64
63 LCII PUT LCI INDS Consumer Cyclical 65,000.0 $6.9M 0.00% NEW $105.88 -2.5%
64 BITWISE HYPERLIQUID ETF 181,981.0 $6.7M 0.00% NEW $36.78
65 APOGEE THERAPEUTICS INC 50,324.0 $6.7M 0.00% NEW $132.73
66 EWJ CALL ISHARES INC 70,000.0 $6.5M 0.00% NEW $93.27 +2.3%
67 ACLO TCW ETF TRUST 125,528.0 $6.3M 0.00% NEW $50.38 +0.1%
68 CIEN PUT CIENA CORP Technology 12,500.0 $6.1M 0.00% NEW $490.56 -17.3%
69 WES WESTERN MIDSTREAM PARTNERS L Energy 139,447.0 $6.1M 0.00% NEW $43.76 +13.8%
70 WISE GROUP PLC 509,279.0 $6.1M 0.00% NEW $11.91
71 MOH PUT MOLINA HEALTHCARE INC Healthcare 25,000.0 $5.7M 0.00% NEW $228.70 -11.0%
72 BCI ABRDN ETFS 230,648.0 $5.2M 0.00% NEW $22.34 +11.4%
73 GIL PUT GILDAN ACTIVEWEAR INC Consumer Cyclical 100,000.0 $5.2M 0.00% NEW $51.50 +8.3%
74 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 200,000.0 $5.1M 0.00% NEW $25.26 -4.8%
75 FRANKLIN TEMPLETON ETF TR 199,448.0 $5.0M 0.00% NEW $25.18
76 IONS CALL IONIS PHARMACEUTICALS INC Healthcare 62,400.0 $4.9M 0.00% NEW $79.29 -24.8%
77 CARNIVAL CORP LTD 164,781.0 $4.7M 0.00% NEW $28.57
78 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 100,000.0 $4.5M 0.00% NEW $45.11 +23.5%
79 CTVA PUT CORTEVA INC Basic Materials 53,000.0 $4.5M 0.00% NEW $84.69 -8.0%
80 TIGO MILLICOM INTL CELLULAR S A Communication Services 48,147.0 $4.4M 0.00% NEW $90.76 -3.9%
Page 4 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%