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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 33 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 T PUT AT&T INC Communication Services 40,200.0 $832K -184K -82.0% $20.70 +22.3%
642 IMO CALL IMPERIAL OIL LTD Energy 7,400.0 $830K -8K -52.9% $112.18 +23.1%
643 MTBA SIMPLIFY EXCHANGE TRADED FUN 16,914.0 $830K -138K -89.1% $49.07 -0.9%
644 VSNT VERSANT MEDIA GROUP INC Industrials 23,032.0 $829K -9K -27.0% $36.01 +7.6%
645 PRVA PRIVIA HEALTH GROUP INC Healthcare 31,981.0 $823K -4K -11.0% $25.73 -17.9%
646 EMB ISHARES TR 8,511.0 $821K -624.0 -6.8% $96.44 -1.8%
647 JBLU JETBLUE AIRWAYS CORP Industrials 140,530.0 $805K -59K -29.6% $5.73 -14.7%
648 LEA LEAR CORP Consumer Cyclical 5,963.0 $799K -157.0 -2.6% $134.06 -4.1%
649 CMC COMMERCIAL METALS CO Basic Materials 12,699.0 $797K -11K -45.6% $62.75 +5.7%
650 HEI HEICO CORP NEW Industrials 2,211.0 $788K -3K -59.8% $356.19 -0.3%
651 SIGI SELECTIVE INS GROUP INC Financial Services 8,002.0 $776K -510.0 -6.0% $97.01 -5.7%
652 BLD TOPBUILD COR Industrials 2,158.0 $765K -4K -63.7% $354.53 +0.0%
653 CHWY CHEWY INC Consumer Cyclical 38,650.0 $759K -2K -5.7% $19.65 +22.2%
654 SPSB SPDR SERIES TRUST 25,108.0 $753K -487.0 -1.9% $30.01 -0.2%
655 ALGM ALLEGRO MICROSYSTEMS INC Technology 10,797.0 $752K -2K -17.9% $69.62 -46.6%
656 SON SONOCO PRODS CO Consumer Cyclical 13,333.0 $751K -2K -14.9% $56.35 +5.6%
657 CNM CORE & MAIN INC Industrials 15,397.0 $743K -698.0 -4.3% $48.25 -7.0%
658 SCL STEPAN CO Basic Materials 13,266.0 $739K -178.0 -1.3% $55.72 +14.2%
659 NANC TIDAL TRUST I 14,358.0 $727K -1K -6.9% $50.61 +1.4%
660 HWC HANCOCK WHITNEY CORPORATION Financial Services 9,721.0 $726K -718.0 -6.9% $74.72 +0.9%
Page 33 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%