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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 120 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 IPAR INTERPARFUMS INC Consumer Defensive 5,150.0 $576K +416.0 +8.8% $111.86 +4.3%
2382 ACMR ACM RESH INC Technology 4,519.0 $573K NEW $126.89 -37.7%
2383 HOG HARLEY DAVIDSON INC Consumer Cyclical 23,382.0 $572K -5K -18.1% $24.46 +13.9%
2384 PATH UIPATH INC Technology 52,510.0 $571K -9K -14.6% $10.87 +54.2%
2385 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 9,164.0 $570K -17K -65.3% $62.22 -29.2%
2386 NSIT INSIGHT ENTERPRISES INC Technology 4,672.0 $569K -395.0 -7.8% $121.80 +24.7%
2387 PIPR PIPER SANDLER COMPANIES Financial Services 7,849.0 $568K +274.0 +3.6% $72.34 +2.9%
2388 XLU CALL SELECT SECTOR SPDR TR 12,500.0 $567K NEW $45.34 -4.0%
2389 TIDAL TRUST II 26,783.0 $564K $21.05
2390 SCHW PUT SCHWAB CHARLES CORP Financial Services 6,100.0 $563K +2K +45.2% $92.27 +18.6%
2391 ACIW ACI WORLDWIDE INC Technology 11,181.0 $562K -3K -21.9% $50.29 +5.5%
2392 CORZ CORE SCIENTIFIC INC NEW Technology 21,936.0 $561K -4K -15.2% $25.59 -31.9%
2393 YUM PUT YUM BRANDS INC Consumer Cyclical 3,500.0 $560K +1K +40.0% $159.86 -3.4%
2394 YUM CALL YUM BRANDS INC Consumer Cyclical 3,500.0 $560K +1K +40.0% $159.86 -3.4%
2395 NHI NATIONAL HEALTH INVS INC Real Estate 7,318.0 $558K +4K +120.7% $76.26 -3.8%
2396 EWS ISHARES INC 18,839.0 $558K +17K +1062.2% $29.61 +15.4%
2397 NICM NICOLA MNG INC Basic Materials 92,000.0 $558K NEW $6.06 +5.6%
2398 WM PUT WASTE MGMT INC DEL Industrials 2,500.0 $557K +1K +66.7% $222.88 -0.7%
2399 WM CALL WASTE MGMT INC DEL Industrials 2,500.0 $557K +1K +66.7% $222.88 -0.7%
2400 CNK PUT CINEMARK HLDGS INC Communication Services 17,500.0 $555K $31.73 +16.9%
Page 120 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%