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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 17 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ARMK ARAMARK Industrials 141,672.0 $8.1M 0.00% -54K -27.5% $56.90 +5.0%
322 ECPG ENCORE CAP GROUP INC Financial Services 84,340.0 $7.9M 0.00% -39K -31.4% $93.29 +8.5%
323 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 129,627.0 $7.8M 0.00% -790K -85.9% $60.22 +19.9%
324 BE PUT BLOOM ENERGY CORP Industrials 25,300.0 $7.7M 0.00% -380K -93.8% $302.70 -33.4%
325 STAG STAG INDUSTRIAL INC Real Estate 200,275.0 $7.6M 0.00% -12K -5.7% $38.06 -3.7%
326 VOT VANGUARD INDEX FDS 24,722.0 $7.6M 0.00% -3K -11.1% $306.30 -0.3%
327 OSCR OSCAR HEALTH INC Healthcare 261,650.0 $7.5M 0.00% -13K -4.6% $28.52 +12.3%
328 SHOP PUT SHOPIFY INC Technology 65,000.0 $7.4M 0.00% -40K -38.1% $114.29 +30.6%
329 HXL HEXCEL CORP NEW Industrials 73,874.0 $7.4M 0.00% -403.0 -0.5% $100.06 -6.2%
330 OSCR PUT OSCAR HEALTH INC Healthcare 258,900.0 $7.4M 0.00% -13K -4.7% $28.52 +12.3%
331 IYY ISHARES TR 40,054.0 $7.3M 0.00% -243.0 -0.6% $182.28 +2.4%
332 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13,342.0 $7.2M 0.00% -573.0 -4.1% $541.83 -5.3%
333 PGX INVESCO EXCH TRADED FD TR II 653,421.0 $7.1M 0.00% -19K -2.9% $10.84 -2.2%
334 LGND LIGAND PHARMACEUTICALS INC Healthcare 22,318.0 $7.1M 0.00% -64K -74.1% $316.09 -9.4%
335 RIOT RIOT PLATFORMS INC Financial Services 250,208.0 $6.9M 0.00% -189K -43.0% $27.38 -27.6%
336 TTEK TETRA TECH INC NEW Industrials 235,638.0 $6.8M 0.00% -17K -6.6% $28.89 +28.1%
337 ICICI BANK LIMITED 234,493.0 $6.8M 0.00% -667K -74.0% $29.03
338 IBB ISHARES TR 35,445.0 $6.7M 0.00% -918.0 -2.5% $190.19 +12.3%
339 BROWN FORMAN CORP 249,417.0 $6.6M 0.00% -43K -14.8% $26.65
340 IJT ISHARES TR 36,780.0 $6.6M 0.00% -800.0 -2.1% $178.60 -2.6%
Page 17 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%