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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 15 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GWRE GUIDEWIRE SOFTWARE INC Technology 99,143.0 $12.2M 0.00% -13K -11.3% $123.05 +53.8%
282 WWD WOODWARD INC Industrials 28,645.0 $12.2M 0.00% -2K -7.6% $425.44 -19.3%
283 ALGN ALIGN TECHNOLOGY INC Healthcare 71,285.0 $12.0M 0.00% -79K -52.6% $168.66 -3.6%
284 LYFT LYFT INC Technology 819,301.0 $12.0M 0.00% -29K -3.4% $14.61 +19.6%
285 TRP CALL TC ENERGY CORP Energy 180,000.0 $11.9M 0.00% -6K -3.5% $66.16 -6.3%
286 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 159,675.0 $11.8M 0.00% -4K -2.5% $74.04 +10.7%
287 SONY SONY GROUP CORP Technology 588,459.0 $11.8M 0.00% -17K -2.9% $20.06 +19.2%
288 BKLN INVESCO EXCH TRADED FD TR II 574,314.0 $11.7M 0.00% -27K -4.4% $20.37 +1.1%
289 SU CALL SUNCOR ENERGY INC NEW Energy 216,600.0 $11.6M 0.00% -180K -45.4% $53.74 +27.3%
290 NEE PUT NEXTERA ENERGY INC Utilities 130,000.0 $11.4M 0.00% -20K -13.3% $87.77 -4.7%
291 FCX CALL FREEPORT MCMORAN INC Basic Materials 175,200.0 $11.0M 0.00% -464K -72.6% $62.89 +21.9%
292 FPE FIRST TR EXCH TRADED FD III 611,306.0 $10.9M 0.00% -21K -3.4% $17.88 -1.2%
293 VET VERMILION ENERGY INC Energy 1,165,591.0 $10.9M 0.00% -420K -26.5% $9.35 +36.2%
294 FLJP FRANKLIN TEMPLETON ETF TR 273,331.0 $10.9M 0.00% -56K -17.1% $39.75 +2.1%
295 ENTG ENTEGRIS INC Technology 59,876.0 $10.8M 0.00% -5K -7.0% $179.86 -20.1%
296 BAB INVESCO EXCH TRADED FD TR II 397,845.0 $10.7M 0.00% -66K -14.2% $26.84 -1.8%
297 VIGI VANGUARD WHITEHALL FDS 111,788.0 $10.4M 0.00% -3K -2.9% $93.38 +5.6%
298 ING ING GROEP N.V. Financial Services 327,347.0 $10.3M 0.00% -38K -10.4% $31.38 +11.0%
299 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 535,079.0 $10.1M 0.00% -60K -10.1% $18.86 +21.1%
300 REET ISHARES TR 364,913.0 $10.1M 0.00% -1.0M -73.6% $27.62 +1.4%
Page 15 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 30.2%
Technology 24.3%
Energy 7.4%
Communication Services 7.3%
Consumer Cyclical 6.8%
Industrials 6.7%
Healthcare 5.2%
Basic Materials 4.7%
Utilities 3.2%
Consumer Defensive 3.2%