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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 12 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 258,659.0 $25.9M 0.01% -21K -7.6% $100.07 +6.8%
222 EFG ISHARES TR 205,856.0 $25.6M 0.01% -20K -8.9% $124.42 +0.3%
223 WBS WEBSTER FINL CORP Financial Services 333,643.0 $25.5M 0.01% -56K -14.3% $76.42 +1.5%
224 VOD VODAFONE GROUP PLC Communication Services 1,882,117.0 $24.9M 0.01% -624K -24.9% $13.22 +21.1%
225 UDR UDR INC Real Estate 623,411.0 $24.9M 0.01% -28K -4.3% $39.92 -5.6%
226 XHB SPDR SERIES TRUST 213,280.0 $24.6M 0.01% -2K -0.7% $115.56 -8.6%
227 DOO BRP INC Consumer Cyclical 403,160.0 $24.6M 0.01% -63K -13.6% $61.02 +9.5%
228 IWP ISHARES TR 166,511.0 $24.4M 0.01% -11K -6.2% $146.41 -2.8%
229 SMURFIT WESTROCK PLC 523,612.0 $24.2M 0.01% -206K -28.3% $46.26
230 ERO ERO COPPER CORP Basic Materials 899,291.0 $24.0M 0.01% -103K -10.3% $26.68 +35.0%
231 IJJ ISHARES TR 162,264.0 $24.0M 0.01% -2K -1.4% $147.73 +0.2%
232 VRSK VERISK ANALYTICS INC Industrials 133,520.0 $24.0M 0.01% -14K -9.7% $179.53 +4.5%
233 BAX BAXTER INTL INC Healthcare 1,119,079.0 $23.9M 0.01% -33K -2.9% $21.32 +23.9%
234 SOUTHSTATE BK CORP 237,223.0 $23.7M 0.01% -18K -7.1% $99.90
235 CABO CABLE ONE INC Communication Services 436,747.0 $23.2M 0.01% -5K -1.1% $53.11 -50.6%
236 IYW ISHARES TR 90,781.0 $22.9M 0.01% -667.0 -0.7% $252.23 -2.2%
237 COMP COMPASS INC Technology 1,852,937.0 $22.8M 0.01% -10K -0.6% $12.33 -3.3%
238 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 584,549.0 $22.6M 0.01% -367K -38.6% $38.73 +57.3%
239 PDD PDD HOLDINGS INC Consumer Cyclical 292,093.0 $22.3M 0.01% -38K -11.6% $76.28 +17.4%
240 ALAB ASTERA LABS INC Technology 45,418.0 $21.9M 0.01% -64K -58.5% $483.02 -39.9%
Page 12 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%