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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 112 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 CBT CABOT CORP Basic Materials 8,493.0 $771K +331.0 +4.1% $90.82 -6.9%
2222 WHF WHITEHORSE FIN INC Financial Services 114,842.0 $769K $6.70 +6.4%
2223 BXSL BLACKSTONE SECD LENDING FD Financial Services 32,399.0 $768K +554.0 +1.7% $23.71 +4.3%
2224 PARR PAR PAC HOLDINGS INC Energy 13,670.0 $767K +890.0 +7.0% $56.08 +37.4%
2225 BLD TOPBUILD COR Industrials 2,158.0 $765K -4K -63.7% $354.53 +0.0%
2226 PK PUT PARK HOTELS & RESORTS INC Real Estate 53,500.0 $762K $14.25 +10.2%
2227 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 2,400.0 $762K $317.53 -10.3%
2228 ADEA ADEIA INC Technology 23,129.0 $762K +13K +132.2% $32.93 -20.4%
2229 MTRN MATERION CORP Basic Materials 2,559.0 $761K +69.0 +2.8% $297.39 -17.2%
2230 GWX SPDR INDEX SHS FDS 17,382.0 $761K $43.76 +7.2%
2231 WD WALKER & DUNLOP INC Financial Services 13,900.0 $760K +1K +8.1% $54.70 -26.4%
2232 MASS 908 DEVICES INC Healthcare 87,346.0 $760K $8.70 +27.6%
2233 CHWY CHEWY INC Consumer Cyclical 38,650.0 $759K -2K -5.7% $19.65 +16.0%
2234 NWN NORTHWEST NAT HLDG CO Utilities 15,469.0 $759K +728.0 +4.9% $49.06 +1.0%
2235 AES PUT AES CORP Utilities 51,500.0 $755K $14.66 +0.6%
2236 AES CALL AES CORP Utilities 51,500.0 $755K $14.66 +0.6%
2237 APPS DIGITAL TURBINE INC Technology 58,502.0 $755K $12.90 -11.3%
2238 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 6,147.0 $754K +390.0 +6.8% $122.58 +22.0%
2239 SPSB SPDR SERIES TRUST 25,108.0 $753K -487.0 -1.9% $30.01 -0.2%
2240 AVLV AMERICAN CENTY ETF TR 8,247.0 $752K +6K +321.0% $91.21 +3.0%
Page 112 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%