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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 24 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SPYG SPDR SERIES TRUST 20,106.0 $2.4M 0.00% -3K -13.2% $118.99 +1.0%
462 LECO LINCOLN ELEC HLDGS INC Industrials 9,005.0 $2.4M 0.00% -158.0 -1.7% $265.51 +6.1%
463 WMS ADVANCED DRAIN SYS INC DEL Industrials 15,230.0 $2.4M 0.00% -2K -9.0% $156.96 -8.4%
464 GSEW GOLDMAN SACHS ETF TR 25,247.0 $2.4M 0.00% -768.0 -3.0% $94.42 +4.1%
465 BIO BIO RAD LABS INC Healthcare 8,054.0 $2.4M 0.00% -174.0 -2.1% $293.61 +29.4%
466 TEM TEMPUS AI INC Healthcare 40,670.0 $2.4M 0.00% -9K -17.5% $57.93 +25.5%
467 NWE NORTHWESTERN ENERGY GROUP IN Utilities 32,825.0 $2.4M 0.00% -755.0 -2.2% $71.62 -3.0%
468 SOMNIGROUP INTERNATIONAL INC 29,972.0 $2.3M 0.00% -849.0 -2.8% $78.40
469 IDA IDACORP INC Utilities 15,417.0 $2.3M 0.00% -1K -7.0% $151.30 -9.3%
470 CTRE CARETRUST REIT INC Real Estate 57,599.0 $2.3M 0.00% -1.2M -95.3% $40.35 -1.9%
471 TEM PUT TEMPUS AI INC Healthcare 39,500.0 $2.3M 0.00% -8K -17.7% $57.93 +25.5%
472 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 170,831.0 $2.3M 0.00% -3K -1.7% $13.26 +9.6%
473 SLN SILENCE THERAPEUTICS PLC Healthcare 201,734.0 $2.2M 0.00% -1K -0.6% $10.98 +20.9%
474 INSM INSMED INC Healthcare 20,748.0 $2.2M 0.00% -42K -66.8% $106.62 +18.0%
475 TDTT FLEXSHARES TR 92,474.0 $2.2M 0.00% -6K -6.1% $23.91 -1.3%
476 AX AXOS FINANCIAL INC Financial Services 22,622.0 $2.2M 0.00% -263.0 -1.1% $97.39 -0.7%
477 ACM AECOM Industrials 31,413.0 $2.2M 0.00% -3K -9.4% $69.80 -7.2%
478 FIW FIRST TR EXCHANGE-TRADED FD 19,894.0 $2.2M 0.00% -23K -53.9% $109.52 +1.5%
479 VONE VANGUARD SCOTTSDALE FDS 6,395.0 $2.2M 0.00% -37K -85.4% $338.71 +2.5%
480 SFM SPROUTS FMRS MKT INC Consumer Defensive 25,257.0 $2.1M 0.00% -9K -26.4% $84.58 -4.1%
Page 24 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%