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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 18 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SNAP INC 8,000,000.0 $6.5M 0.00% -23.0M -74.2% $0.82
342 WMG WARNER MUSIC GROUP CORP Communication Services 238,519.0 $6.5M 0.00% -51K -17.7% $27.07 +0.2%
343 IUSG ISHARES TR 33,441.0 $6.3M 0.00% -349.0 -1.0% $188.09 +0.9%
344 EMN EASTMAN CHEM CO Basic Materials 93,887.0 $6.3M 0.00% -53K -36.2% $66.98 +10.6%
345 CSTM CONSTELLIUM SE Basic Materials 197,229.0 $6.3M 0.00% -10K -4.8% $31.87 -15.2%
346 PRGS PROGRESS SOFTWARE CORP Technology 186,387.0 $6.3M 0.00% -24K -11.3% $33.58 +32.1%
347 DKNG DRAFTKINGS INC NEW Consumer Cyclical 246,302.0 $6.2M 0.00% -173K -41.2% $25.26 +3.6%
348 VFH VANGUARD WORLD FD 46,549.0 $6.1M 0.00% -2K -3.9% $131.60 +6.9%
349 PSTG EVERPURE INC 77,658.0 $6.1M 0.00% -643.0 -0.8% $78.79
350 ONON ON HLDG AG Consumer Cyclical 169,653.0 $6.0M 0.00% -4K -2.1% $35.42 -15.2%
351 UCTT ULTRA CLEAN HLDGS INC Technology 41,671.0 $5.9M 0.00% -26K -38.0% $142.59 -46.4%
352 REXR REXFORD INDL RLTY INC Real Estate 176,901.0 $5.9M 0.00% -154K -46.6% $33.50 +11.1%
353 JEPI J P MORGAN EXCHANGE TRADED F 103,347.0 $5.8M 0.00% -5K -4.7% $56.48 +2.5%
354 VIS VANGUARD WORLD FD 15,982.0 $5.8M 0.00% -830.0 -4.9% $360.38 -4.1%
355 Z ZILLOW GROUP INC Communication Services 181,879.0 $5.7M 0.00% -20K -9.9% $31.52 +13.8%
356 SEDG SOLAREDGE TECHNOLOGIES INC Energy 97,190.0 $5.7M 0.00% -14K -12.7% $58.44 -47.2%
357 IYH ISHARES TR 81,135.0 $5.4M 0.00% -6K -6.5% $67.01 +10.3%
358 OKTA OKTA INC Technology 39,498.0 $5.4M 0.00% -8K -17.6% $136.45 -1.0%
359 PSKY PARAMOUNT SKYDANCE CORP Communication Services 541,560.0 $5.3M 0.00% -521K -49.0% $9.86 +5.0%
360 DOCU DOCUSIGN INC Technology 120,123.0 $5.3M 0.00% -9K -7.0% $44.42 +39.6%
Page 18 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%