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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 113 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 ALGM ALLEGRO MICROSYSTEMS INC Technology 10,797.0 $752K -2K -17.9% $69.62 -46.0%
2242 ZMUN RBB FD INC 15,000.0 $752K +9K +146.7% $50.10 -0.3%
2243 GTES GATES INDL CORP PLC Industrials 26,865.0 $751K +2K +8.0% $27.97 -5.7%
2244 SON SONOCO PRODS CO Consumer Cyclical 13,333.0 $751K -2K -14.9% $56.35 +0.6%
2245 SLG PUT SL GREEN RLTY CORP Real Estate 14,400.0 $745K NEW $51.77 +11.7%
2246 PDM PIEDMONT REALTY TRUST INC Real Estate 81,434.0 $745K +30K +57.4% $9.15 +6.1%
2247 TR TOOTSIE ROLL INDS INC Consumer Defensive 18,829.0 $745K $39.55 +3.4%
2248 RYN RAYONIER INC Real Estate 34,946.0 $744K +1K +3.3% $21.28 -3.1%
2249 CNM CORE & MAIN INC Industrials 15,397.0 $743K -698.0 -4.3% $48.25 -9.3%
2250 AHR AMERICAN HEALTHCARE REIT INC Real Estate 14,195.0 $740K +306.0 +2.2% $52.15 +8.3%
2251 ELF PUT E L F BEAUTY INC Consumer Defensive 10,000.0 $740K NEW $74.00 +43.5%
2252 SCL STEPAN CO Basic Materials 13,266.0 $739K -178.0 -1.3% $55.72 +12.7%
2253 JXN JACKSON FINANCIAL INC Financial Services 7,217.0 $739K +355.0 +5.2% $102.39 +30.4%
2254 KMX CARMAX INC Consumer Cyclical 13,922.0 $736K +304.0 +2.2% $52.89 +18.4%
2255 DIOD DIODES INC Technology 6,725.0 $736K +3K +85.2% $109.44 -17.0%
2256 INTEGRA RES CORP 331,243.0 $735K +24K +7.8% $2.22
2257 PECO PHILLIPS EDISON & CO INC Real Estate 17,509.0 $729K +5K +39.6% $41.62 -5.8%
2258 PTCT PTC THERAPEUTICS INC Healthcare 8,911.0 $727K +616.0 +7.4% $81.57 -12.0%
2259 NANC TIDAL TRUST I 14,358.0 $727K -1K -6.9% $50.61 +3.1%
2260 HWC HANCOCK WHITNEY CORPORATION Financial Services 9,721.0 $726K -718.0 -6.9% $74.72 +0.4%
Page 113 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%