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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 119 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 ALHC ALIGNMENT HEALTHCARE INC Healthcare 25,087.0 $597K +12K +87.8% $23.81 -41.6%
2362 UHS PUT UNIVERSAL HLTH SVCS INC Healthcare 4,000.0 $595K NEW $148.69 +20.2%
2363 FTEC FIDELITY COVINGTON TRUST 2,081.0 $594K +480.0 +30.0% $285.58 -1.4%
2364 WSC WILLSCOT HLDGS CORP Industrials 20,560.0 $593K -152.0 -0.7% $28.86 -26.0%
2365 PVH PVH CORPORATION Consumer Cyclical 7,969.0 $592K -7K -46.4% $74.26 +5.7%
2366 BZ KANZHUN LIMITED Industrials 45,953.0 $591K +24K +110.7% $12.87 +46.4%
2367 CNR CORE NATURAL RESOURCES INC Energy 7,365.0 $589K -9K -54.4% $80.02 +22.6%
2368 IAGG ISHARES TR 11,613.0 $588K -2K -14.6% $50.60 -1.5%
2369 GFS GLOBALFOUNDRIES INC Technology 7,113.0 $586K NEW $82.41 -44.6%
2370 GNRC PUT GENERAC HLDGS INC Industrials 2,000.0 $586K $292.81 -29.4%
2371 GNRC CALL GENERAC HLDGS INC Industrials 2,000.0 $586K $292.81 -29.4%
2372 SG SWEETGREEN INC Consumer Cyclical 66,428.0 $585K $8.81 -22.2%
2373 SYY PUT SYSCO CORP Consumer Defensive 7,000.0 $585K $83.58 -0.4%
2374 SG PUT SWEETGREEN INC Consumer Cyclical 66,400.0 $585K $8.81 -22.2%
2375 MDYG SPDR SERIES TRUST 5,218.0 $585K -199.0 -3.7% $112.09 -1.8%
2376 FIRST HAWAIIAN INC 19,919.0 $584K +5K +35.4% $29.30
2377 OKE CALL ONEOK INC NEW Energy 6,700.0 $582K NEW $86.94 +9.2%
2378 CALF PACER FDS TR 11,487.0 $581K -8K -39.5% $50.61 +13.5%
2379 FNDE SCHWAB STRATEGIC TR 14,633.0 $581K -892.0 -5.8% $39.68 +5.6%
2380 RAMP LIVERAMP HLDGS INC Technology 15,392.0 $579K +322.0 +2.1% $37.64 -0.0%
Page 119 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%