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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 104 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 TXN PUT TEXAS INSTRS INC Technology 3,500.0 $1.0M -10K -74.1% $298.07 -10.6%
2062 TXN CALL TEXAS INSTRS INC Technology 3,500.0 $1.0M -10K -74.1% $298.07 -10.6%
2063 KRC KILROY REALTY CORP Real Estate 27,800.0 $1.0M +12K +80.2% $37.47 -2.1%
2064 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 17,514.0 $1.0M -2K -10.8% $59.36 -10.1%
2065 VFVA VANGUARD WELLINGTON FD 7,002.0 $1.0M -85.0 -1.2% $148.42 +9.0%
2066 ALK ALASKA AIR GROUP INC Industrials 19,872.0 $1.0M -458.0 -2.2% $52.20 -19.2%
2067 PYPL PUT PAYPAL HLDGS INC Financial Services 24,000.0 $1.0M +14K +140.0% $43.18 +42.4%
2068 PYPL CALL PAYPAL HLDGS INC Financial Services 24,000.0 $1.0M +13K +124.3% $43.18 +42.4%
2069 PMMF BLACKROCK ETF TRUST 10,303.0 $1.0M NEW $100.31 -0.0%
2070 KFRC KFORCE INC Industrials 21,942.0 $1.0M +142.0 +0.7% $46.92 +23.4%
2071 PETROLEO BRASILEIRO S A 70,028.0 $1.0M -17K -19.7% $14.64
2072 PAX PATRIA INVESTMENTS LIMITED Financial Services 93,165.0 $1.0M +48K +106.9% $10.98 +6.1%
2073 OIH VANECK ETF TRUST 2,739.0 $1.0M -575.0 -17.4% $372.03 +11.5%
2074 RWL INVESCO EXCH TRADED FD TR II 7,970.0 $1.0M +5K +149.4% $127.76 +4.8%
2075 BCO BRINKS CO Industrials 10,741.0 $1.0M +2K +20.0% $94.49 +15.9%
2076 NFG NATIONAL FUEL GAS CO Energy 13,129.0 $1.0M +776.0 +6.3% $77.21 +7.3%
2077 KLARNA GROUP PLC 50,058.0 $1.0M +23K +84.7% $20.24
2078 NXPI CALL NXP SEMICONDUCTORS N V Technology 3,600.0 $1.0M -7K -65.4% $281.03 -19.6%
2079 M MACYS INC Consumer Cyclical 42,928.0 $1.0M -7K -13.8% $23.55 -4.4%
2080 PCG CALL PG&E CORP Utilities 60,100.0 $1.0M +45K +292.8% $16.82 +6.7%
Page 104 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%