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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 110 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 DRS LEONARDO DRS INC Industrials 19,497.0 $832K +120.0 +0.6% $42.67 -8.8%
2182 TBN TAMBORAN RES CORP Basic Materials 24,070.0 $832K NEW $34.55 +9.3%
2183 IMO CALL IMPERIAL OIL LTD Energy 7,400.0 $830K -8K -52.9% $112.18 +17.9%
2184 MTBA SIMPLIFY EXCHANGE TRADED FUN 16,914.0 $830K -138K -89.1% $49.07 -1.0%
2185 VTWV VANGUARD SCOTTSDALE FDS 4,244.0 $829K $195.44 +1.5%
2186 VSNT VERSANT MEDIA GROUP INC Industrials 23,032.0 $829K -9K -27.0% $36.01 +9.6%
2187 POR PORTLAND GEN ELEC CO Utilities 15,991.0 $829K +372.0 +2.4% $51.83 -3.8%
2188 EUDG WISDOMTREE TR 21,322.0 $829K $38.87 +3.1%
2189 ALKS ALKERMES PLC Healthcare 15,778.0 $827K +1K +6.9% $52.40 -6.7%
2190 PRVA PRIVIA HEALTH GROUP INC Healthcare 31,981.0 $823K -4K -11.0% $25.73 -18.9%
2191 FNDA SCHWAB STRATEGIC TR 21,581.0 $821K $38.06 -1.2%
2192 EMB ISHARES TR 8,511.0 $821K -624.0 -6.8% $96.44 -1.4%
2193 KTB KONTOOR BRANDS INC Consumer Cyclical 9,835.0 $820K +222.0 +2.3% $83.34 -8.2%
2194 TILE INTERFACE INC Consumer Cyclical 22,758.0 $816K +352.0 +1.6% $35.84 +5.7%
2195 EQR PUT EQUITY RESIDENTIAL Real Estate 12,000.0 $815K $67.93 +0.3%
2196 JBLU JETBLUE AIRWAYS CORP Industrials 140,530.0 $805K -59K -29.6% $5.73 -14.7%
2197 HTFL HEARTFLOW INC Healthcare 27,439.0 $805K $29.34 +63.9%
2198 AVTR AVANTOR INC Healthcare 81,304.0 $805K +15K +23.4% $9.90 +47.6%
2199 VSEC VSE CORP Industrials 3,522.0 $805K +264.0 +8.1% $228.50 -3.3%
2200 EAT BRINKER INTL INC Consumer Cyclical 4,774.0 $802K +113.0 +2.4% $168.00 +38.8%
Page 110 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%