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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 114 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 LNTH LANTHEUS HLDGS INC Healthcare 6,500.0 $721K -4K -38.5% $110.94 -9.4%
2262 WHIRLPOOL CORP 20,510.0 $720K NEW $35.12
2263 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 155,838.0 $720K +8K +5.1% $4.62 -26.8%
2264 RSPT INVESCO EXCHANGE TRADED FD T 11,090.0 $715K +1K +14.3% $64.50 +2.0%
2265 TXNM ENERGY INC 12,594.0 $715K -2K -16.2% $56.78
2266 WFRD WEATHERFORD INTL PLC Energy 8,766.0 $714K +83.0 +1.0% $81.50 +12.8%
2267 QLYS QUALYS INC Technology 5,196.0 $714K +1K +30.4% $137.49 +37.2%
2268 GOP TIDAL TRUST I 15,921.0 $714K -2K -10.5% $44.86 -0.2%
2269 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 75,820.0 $712K -178K -70.2% $9.39 +26.0%
2270 HIGHLANDER SILVER CORP 151,574.0 $711K -41K -21.3% $4.69
2271 OZK BANK OZK LITTLE ROCK ARK Financial Services 13,643.0 $711K -28K -67.3% $52.09 -5.1%
2272 TFX TELEFLEX INCORPORATED Healthcare 5,603.0 $710K +901.0 +19.2% $126.76 +8.6%
2273 SNAP PUT SNAP INC Communication Services 159,500.0 $708K +51K +46.7% $4.44 +20.0%
2274 BCPC BALCHEM CORP Basic Materials 4,188.0 $708K +212.0 +5.3% $168.95 +5.3%
2275 KT KT CORP Communication Services 40,943.0 $707K +18K +79.2% $17.28 +13.4%
2276 OMF ONEMAIN HLDGS INC Financial Services 11,599.0 $707K +5K +89.7% $60.97 +4.8%
2277 IYK ISHARES TR 9,728.0 $707K -887.0 -8.4% $72.66 +2.8%
2278 EQTY VALUED ADVISERS TR 25,164.0 $703K +16K +165.5% $27.95 +7.1%
2279 ARI APOLLO COML REAL ESTATE FIN Real Estate 65,631.0 $701K -6K -8.8% $10.68 -35.4%
2280 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 13,431.0 $701K +2K +20.4% $52.17 -11.9%
Page 114 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%