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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 10 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LNG CHENIERE ENERGY INC Energy 173,832.0 $41.5M 0.01% -16K -8.2% $239.01 +14.8%
182 FDS FACTSET RESH SYS INC Financial Services 177,354.0 $40.8M 0.01% -390K -68.8% $230.08 +29.6%
183 RCI CALL ROGERS COMMUNICATIONS INC Communication Services 1,250,000.0 $40.6M 0.01% -2.2M -63.5% $32.50 +12.4%
184 PRU PRUDENTIAL FINL INC Financial Services 368,734.0 $39.8M 0.01% -44K -10.7% $107.93 +13.2%
185 SOXX ISHARES TR 62,090.0 $39.8M 0.01% -183K -74.7% $640.76 -18.9%
186 FE FIRSTENERGY CORP Utilities 836,785.0 $39.8M 0.01% -52K -5.8% $47.54 -0.6%
187 EQT EQT CORP Energy 724,633.0 $38.5M 0.01% -252K -25.8% $53.17 +0.9%
188 IAC PEOPLE INC Technology 825,380.0 $38.3M 0.01% -1.2M -59.5% $46.37 -0.5%
189 G GENPACT LIMITED Technology 1,380,455.0 $38.0M 0.01% -26K -1.9% $27.50 +32.4%
190 NGG NATIONAL GRID PLC Utilities 455,287.0 $37.7M 0.01% -607K -57.1% $82.87 -2.7%
191 EWBC EAST WEST BANCORP INC Financial Services 287,545.0 $37.1M 0.01% -13K -4.2% $129.09 +1.0%
192 FLR FLUOR CORP Industrials 678,304.0 $35.5M 0.01% -40K -5.6% $52.39 +3.2%
193 NTAP NETAPP INC Technology 224,861.0 $34.8M 0.01% -42K -15.9% $154.76 +25.7%
194 MELI MERCADOLIBRE INC Consumer Cyclical 20,358.0 $34.6M 0.01% -2K -10.4% $1697.39 +12.4%
195 WDAY WORKDAY INC Technology 278,675.0 $34.1M 0.01% -404K -59.2% $122.42 +62.1%
196 ZS ZSCALER INC Technology 241,607.0 $34.1M 0.01% -9K -3.7% $141.15 +30.8%
197 RJF RAYMOND JAMES FINL INC Financial Services 223,806.0 $34.0M 0.01% -20K -8.3% $152.03 +17.0%
198 IJS ISHARES TR 246,399.0 $33.7M 0.01% -7K -2.7% $136.68 +1.5%
199 FERG FERGUSON ENTERPRISES INC Industrials 139,690.0 $33.2M 0.01% -16K -10.5% $237.33 +2.5%
200 SNN SMITH & NEPHEW PLC Healthcare 1,145,234.0 $33.0M 0.01% -1.1M -48.9% $28.81 +1.7%
Page 10 of 52  ·  1,030 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%