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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 34 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LNTH LANTHEUS HLDGS INC Healthcare 6,500.0 $721K -4K -38.5% $110.94 -9.9%
662 TXNM ENERGY INC 12,594.0 $715K -2K -16.2% $56.78
663 GOP TIDAL TRUST I 15,921.0 $714K -2K -10.5% $44.86 -0.5%
664 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 75,820.0 $712K -178K -70.2% $9.39 +20.0%
665 HIGHLANDER SILVER CORP 151,574.0 $711K -41K -21.3% $4.69
666 OZK BANK OZK LITTLE ROCK ARK Financial Services 13,643.0 $711K -28K -67.3% $52.09 -5.1%
667 IYK ISHARES TR 9,728.0 $707K -887.0 -8.4% $72.66 +3.7%
668 ARI APOLLO COML REAL ESTATE FIN Real Estate 65,631.0 $701K -6K -8.8% $10.68 -35.1%
669 SLAB SILICON LABORATORIES INC Technology 3,182.0 $695K -214.0 -6.3% $218.56 -0.3%
670 SCHC SCHWAB STRATEGIC TR 14,355.0 $691K -812.0 -5.3% $48.12 +6.5%
671 V CALL VISA INC Financial Services 2,000.0 $686K -6K -73.3% $343.09 +8.1%
672 STUBHUB HLDGS INC 53,259.0 $685K -287K -84.3% $12.87
673 AXTA AXALTA COATING SYS LTD Basic Materials 20,006.0 $685K -507.0 -2.5% $34.22 +5.8%
674 PTEN PATTERSON-UTI ENERGY INC Energy 73,646.0 $676K -64K -46.5% $9.18 +34.4%
675 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 17,296.0 $675K -868.0 -4.8% $39.05 +1.1%
676 LBRT LIBERTY ENERGY INC Energy 25,658.0 $672K -4K -13.4% $26.19 -26.1%
677 WEX WEX INC Technology 4,758.0 $671K -740.0 -13.5% $141.09 +41.7%
678 MMS MAXIMUS INC Industrials 12,352.0 $664K -1K -10.7% $53.76 +8.3%
679 VLYPN VALLEY NATL BANCORP 45,158.0 $662K -2K -5.2% $14.65
680 UEC URANIUM ENERGY CORP Energy 61,965.0 $661K -44K -41.4% $10.66 +19.7%
Page 34 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%