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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 8 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AVUQ AMERICAN CENTY ETF TR 12,871.0 $849K NEW $66.00 +1.0%
142 TBN TAMBORAN RES CORP Basic Materials 24,070.0 $832K NEW $34.55 +10.4%
143 WOLF WOLFSPEED INC Technology 16,309.0 $787K NEW $48.25 -49.7%
144 KEEL PUT KEEL INFRASTRUCTURE CORP Technology 135,900.0 $780K NEW $5.74 -44.8%
145 SLG PUT SL GREEN RLTY CORP Real Estate 14,400.0 $745K NEW $51.77 +12.1%
146 ELF PUT E L F BEAUTY INC Consumer Defensive 10,000.0 $740K NEW $74.00 +36.2%
147 WHIRLPOOL CORP 20,510.0 $720K NEW $35.12
148 FLBR FRANKLIN TEMPLETON ETF TR 40,049.0 $678K NEW $16.94 +24.6%
149 FE CALL FIRSTENERGY CORP Utilities 14,100.0 $670K NEW $47.54 -0.1%
150 EMBC EMBECTA CORP Healthcare 201,607.0 $657K NEW $3.26 +71.9%
151 CALL CARNIVAL CORP LTD 23,000.0 $657K NEW $28.57
152 PUT CARNIVAL CORP LTD 23,000.0 $657K NEW $28.57
153 IIF MORGAN STANLEY INDIA INVT FD Financial Services 28,060.0 $640K NEW $22.82 +1.1%
154 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 7,894.0 $632K NEW $80.04 -11.5%
155 UHS PUT UNIVERSAL HLTH SVCS INC Healthcare 4,000.0 $595K NEW $148.69 +17.4%
156 GFS GLOBALFOUNDRIES INC Technology 7,113.0 $586K NEW $82.41 -42.1%
157 OKE CALL ONEOK INC NEW Energy 6,700.0 $582K NEW $86.94 +9.8%
158 ACMR ACM RESH INC Technology 4,519.0 $573K NEW $126.89 -39.3%
159 XLU CALL SELECT SECTOR SPDR TR 12,500.0 $567K NEW $45.34 -2.9%
160 NICM NICOLA MNG INC Basic Materials 92,000.0 $558K NEW $6.06 +13.0%
Page 8 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%