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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 44 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 IDEV ISHARES TR 2,201.0 $196K -5K -70.8% $89.01 +3.8%
862 AHCO ADAPTHEALTH CORP Healthcare 18,757.0 $195K -2K -8.7% $10.42 -44.1%
863 DFSU DIMENSIONAL ETF TRUST 4,167.0 $194K -85.0 -2.0% $46.63 +3.5%
864 XPEV XPENG INC Consumer Cyclical 14,660.0 $194K -60K -80.3% $13.24 -11.3%
865 ABT CALL ABBOTT LABORATORIES Healthcare 2,100.0 $191K -10K -82.3% $90.74 +24.2%
866 DOLE DOLE PLC Consumer Defensive 13,866.0 $190K -3K -18.9% $13.72 -5.8%
867 CSCO PUT CISCO SYS INC Technology 1,600.0 $188K -8K -83.3% $117.46 -5.0%
868 ISHARES TR 3,727.0 $187K -176.0 -4.5% $50.15
869 LENNAR CORP 2,106.0 $187K -345.0 -14.1% $88.71
870 SPBO SPDR SERIES TRUST 6,411.0 $186K -1K -18.1% $29.04 -2.3%
871 FMC FMC CORP Basic Materials 15,916.0 $183K -42K -72.4% $11.50 -12.0%
872 SRPT SAREPTA THERAPEUTICS INC Healthcare 10,185.0 $183K -16K -60.5% $17.97 +0.3%
873 OTEX CALL OPEN TEXT CORP Technology 8,200.0 $181K -6K -40.6% $22.11 +9.3%
874 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 27,404.0 $181K -25K -47.6% $6.60 -10.2%
875 HYLS FIRST TR EXCHANGE-TRADED FD 4,446.0 $181K -2K -29.8% $40.65 +0.2%
876 SOXQ INVESCO EXCH TRADED FD TR II 1,609.0 $180K -79.0 -4.7% $112.10 -15.8%
877 FTSM FIRST TR EXCHANGE-TRADED FD 3,000.0 $179K -533.0 -15.1% $59.73 +0.2%
878 SNPS CALL SYNOPSYS INC Technology 400.0 $178K -600.0 -60.0% $446.07 -9.3%
879 TDIV FIRST TR EXCHANGE TRADED FD 1,541.0 $177K -250.0 -14.0% $114.88 -0.4%
880 AIRR FIRST TR EXCHANGE TRADED FD 1,313.0 $175K -275.0 -17.3% $133.27 -9.7%
Page 44 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 29.8%
Technology 23.9%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 6.6%
Healthcare 5.1%
Basic Materials 4.6%
Utilities 3.2%
Consumer Defensive 3.1%