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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 123 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 MSTR PUT STRATEGY INC Technology 6,000.0 $522K -727K -99.2% $86.93 +41.7%
2442 SBUX PUT STARBUCKS CORP Consumer Cyclical 5,100.0 $521K NEW $102.19 +6.2%
2443 OGN ORGANON & CO Healthcare 38,424.0 $520K +2K +4.4% $13.54 +1.7%
2444 MORN MORNINGSTAR INC Financial Services 3,305.0 $516K -2K -35.9% $156.02 +36.2%
2445 CIGI PUT COLLIERS INTL GROUP INC Real Estate 5,500.0 $516K NEW $93.75 +11.5%
2446 CHH CHOICE HOTELS INTL INC Consumer Cyclical 4,668.0 $515K -1K -21.9% $110.27 -0.4%
2447 MTUM ISHARES TR 1,500.0 $514K +554.0 +58.6% $342.83 -11.3%
2448 BLDP BALLARD PWR SYS INC NEW Industrials 131,982.0 $514K +85K +181.4% $3.90 -41.2%
2449 BANF BANCFIRST CORP Financial Services 4,619.0 $513K +327.0 +7.6% $111.13 +0.6%
2450 IQDG WISDOMTREE TR 11,895.0 $512K +3K +39.7% $43.08 +4.0%
2451 PARSONS CORP DEL 518,000.0 $512K $0.99
2452 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 2,000.0 $512K $255.88 +30.3%
2453 ORACLE CORP 11,373.0 $511K +6K +111.2% $44.97
2454 AVIV AMERICAN CENTY ETF TR 6,576.0 $509K +5K +246.1% $77.42 +7.9%
2455 RDN RADIAN GROUP INC Financial Services 13,511.0 $509K +420.0 +3.2% $37.67 -2.3%
2456 FCPT FOUR CORNERS PPTY TR INC Real Estate 20,721.0 $509K +1K +5.2% $24.55 +3.1%
2457 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 11,000.0 $508K $46.19 +0.1%
2458 LVS PUT LAS VEGAS SANDS CORP Consumer Cyclical 11,000.0 $508K $46.19 +0.1%
2459 SCHW CALL SCHWAB CHARLES CORP Financial Services 5,500.0 $507K +1K +30.9% $92.27 +18.6%
2460 VFMV VANGUARD WELLINGTON FD 3,641.0 $507K -246.0 -6.3% $139.36 +4.9%
Page 123 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%