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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 103 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 QDEF FLEXSHARES TR 12,444.0 $1.1M +9K +217.4% $87.02 +5.2%
2042 TE T1 ENERGY INC Industrials 114,093.0 $1.1M NEW $9.48 -47.7%
2043 JBBB JANUS DETROIT STR TR 22,832.0 $1.1M NEW $47.35 +0.5%
2044 UMBF UMB FINL CORP Financial Services 7,570.0 $1.1M $142.77 +1.2%
2045 QTWO Q2 HLDGS INC Technology 22,456.0 $1.1M -925.0 -4.0% $48.10 +36.5%
2046 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 36,119.0 $1.1M +2K +7.3% $29.85 +1.7%
2047 SPMO INVESCO EXCH TRADED FD TR II 6,647.0 $1.1M +1K +20.4% $161.54 -8.0%
2048 WRN WESTERN COPPER & GOLD CORP Basic Materials 479,252.0 $1.1M +70K +17.2% $2.24 +15.6%
2049 CDP COPT DEFENSE PROPERTIES Real Estate 29,361.0 $1.1M +680.0 +2.4% $36.39 +2.4%
2050 AMAL AMALGAMATED FINANCIAL CORP Financial Services 23,237.0 $1.1M +159.0 +0.7% $45.90 +5.9%
2051 CNO CNO FINL GROUP INC Financial Services 20,883.0 $1.1M $50.98 +8.2%
2052 BLUE OWL CAPITAL CORPORATION 97,926.0 $1.1M +74K +312.2% $10.87
2053 RBB FD INC 10,606.0 $1.1M NEW $100.19
2054 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 9,300.0 $1.1M $114.18 +0.7%
2055 IYC ISHARES TR 10,485.0 $1.1M $101.10 -0.1%
2056 REGN CALL REGENERON PHARMACEUTICALS Healthcare 1,700.0 $1.1M NEW $623.54 +29.5%
2057 IOT SAMSARA INC Technology 32,617.0 $1.1M +4K +15.7% $32.43 +29.1%
2058 TMC TMC THE METALS COMPANY INC Basic Materials 238,483.0 $1.1M +31K +14.9% $4.43 +14.9%
2059 NVAX NOVAVAX INC Healthcare 111,699.0 $1.1M +3K +2.7% $9.42 -3.9%
2060 AGO ASSURED GUARANTY LTD Financial Services 13,084.0 $1.0M +1K +8.5% $80.16 -5.4%
Page 103 of 192  ·  3,831 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%