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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 32 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HR HEALTHCARE RLTY TR Real Estate 46,771.0 $943K -472K -91.0% $20.17 -3.9%
622 BC BRUNSWICK CORP Consumer Cyclical 11,179.0 $942K -126.0 -1.1% $84.24 -4.0%
623 DEXCOM INC 1,000,000.0 $933K -1.0M -50.0% $0.93
624 PII POLARIS INC Consumer Cyclical 13,602.0 $931K -6K -29.6% $68.44 -5.9%
625 CALM CAL MAINE FOODS INC Consumer Defensive 11,371.0 $916K -982.0 -8.0% $80.56 +2.8%
626 RUN SUNRUN INC Energy 68,410.0 $915K -52K -43.0% $13.38 -31.5%
627 PPH VANECK ETF TRUST 8,281.0 $906K -170.0 -2.0% $109.35 +6.7%
628 EWJV ISHARES TR 20,584.0 $905K -6K -22.9% $43.96 +7.6%
629 JETS ETF SER SOLUTIONS 27,195.0 $903K -70K -72.0% $33.22 -11.0%
630 NOV NOV INC Energy 48,602.0 $902K -1K -2.4% $18.55 +10.1%
631 FBND FIDELITY MERRIMACK STR TR 19,727.0 $897K -2K -10.3% $45.49 -1.3%
632 CHE CHEMED CORP NEW Healthcare 1,893.0 $882K -73.0 -3.7% $465.75 +16.1%
633 GOVT ISHARES TR 38,649.0 $880K -17K -31.0% $22.78 -1.4%
634 PB PROSPERITY BANCSHARES INC Financial Services 12,037.0 $879K -450.0 -3.6% $73.03 -0.4%
635 FTSL FIRST TR EXCHANGE-TRADED FD 19,603.0 $877K -243.0 -1.2% $44.75 +0.0%
636 ONB OLD NATL BANCORP IND Financial Services 33,842.0 $877K -2K -4.8% $25.90 -0.3%
637 NEOG NEOGEN CORP Healthcare 94,998.0 $854K -3K -3.0% $8.99 +32.9%
638 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 16,719.0 $854K -3K -17.1% $51.05 +31.3%
639 HTHT H WORLD GROUP LTD Consumer Cyclical 20,345.0 $849K -66K -76.4% $41.72 +17.8%
640 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 10,592.0 $842K -1K -9.2% $79.54 +42.5%
Page 32 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%