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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 105 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 ITUB ITAU UNIBANCO HLDG S A Financial Services 123,631.0 $1.0M +89K +261.1% $8.17 -7.8%
2082 FIVN FIVE9 INC Technology 47,203.0 $1.0M NEW $21.32 +62.1%
2083 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 20,077.0 $1.0M $49.98 +5.7%
2084 ACA ARCOSA INC Industrials 6,889.0 $1.0M +979.0 +16.6% $145.29 +0.1%
2085 VSAT VIASAT INC Technology 11,143.0 $1.0M +1K +12.4% $89.81 -19.0%
2086 AAON AAON INC Industrials 7,867.0 $998K -73.0 -0.9% $126.86 -38.4%
2087 WTM WHITE MTNS INS GROUP LTD Financial Services 481.0 $997K +48.0 +11.1% $2073.40 +2.6%
2088 CORT CORCEPT THERAPEUTICS INC Healthcare 11,455.0 $996K +2K +18.5% $86.95 +34.5%
2089 UAMY UNITED STATES ANTIMONY CORP Basic Materials 137,075.0 $995K +18K +14.8% $7.26 -28.9%
2090 BIRKENSTOCK HOLDING PLC 23,062.0 $992K +3K +17.3% $43.03
2091 RLAY RELAY THERAPEUTICS INC Healthcare 52,938.0 $990K $18.71 +3.8%
2092 HACK AMPLIFY ETF TR 9,438.0 $990K -51.0 -0.5% $104.93 +13.0%
2093 SKM SK TELECOM CO LTD Communication Services 30,682.0 $987K +4K +14.1% $32.16 +22.7%
2094 REMX VANECK ETF TRUST 11,103.0 $983K -10K -46.7% $88.50 -10.5%
2095 SM SM ENERGY COMPANY Energy 37,598.0 $981K +542.0 +1.5% $26.10 +41.0%
2096 SBSW SIBANYE STILLWATER LTD Basic Materials 115,396.0 $980K -128K -52.6% $8.49 +44.4%
2097 SNEX STONEX GROUP INC Financial Services 8,248.0 $977K +392.0 +5.0% $118.50 -42.3%
2098 KNSL KINSALE CAP GROUP INC Financial Services 2,960.0 $976K -522.0 -15.0% $329.81 +15.8%
2099 PRF INVESCO EXCHANGE TRADED FD T 17,931.0 $969K -340.0 -1.9% $54.03 +3.8%
2100 SCHV SCHWAB STRATEGIC TR 27,793.0 $967K -2K -6.3% $34.81 -0.1%
Page 105 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%