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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 125 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 VAL VALARIS LTD Energy 6,650.0 $483K +529.0 +8.6% $72.60 +15.2%
2482 IUSV ISHARES TR 4,382.0 $483K $110.15 +4.6%
2483 ZYMEWORKS INC 18,416.0 $481K +948.0 +5.4% $26.14
2484 BHF BRIGHTHOUSE FINL INC Financial Services 7,601.0 $481K +486.0 +6.8% $63.30 -16.9%
2485 AXS AXIS CAP HLDGS LTD Financial Services 4,474.0 $481K -779.0 -14.8% $107.44 -7.2%
2486 NVAX PUT NOVAVAX INC Healthcare 50,900.0 $479K $9.42 -2.6%
2487 TFC CALL TRUIST FINL CORP Financial Services 9,600.0 $478K +6K +166.7% $49.82 +1.9%
2488 SXI STANDEX INTL CORP Industrials 1,335.0 $477K +38.0 +2.9% $357.67 -14.0%
2489 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 4,394.0 $476K -93.0 -2.1% $108.35 -1.0%
2490 PHIN PHINIA INC Consumer Cyclical 5,776.0 $476K +197.0 +3.5% $82.37 -15.6%
2491 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 11,580.0 $473K +998.0 +9.4% $40.84 +9.5%
2492 SCHM SCHWAB STRATEGIC TR 12,816.0 $473K -187.0 -1.4% $36.87 -2.3%
2493 CRSP CRISPR THERAPEUTICS AG Healthcare 8,658.0 $472K +295.0 +3.5% $54.54 +8.9%
2494 DFTX DEFINIUM THERAPEUTICS INC Healthcare 10,030.0 $472K -2K -17.4% $47.04 -5.0%
2495 VERSIGENT PLC 11,217.0 $471K NEW $42.01
2496 DIA CALL STATE STR SPDR DOW JONES IND Financial Services 900.0 $470K -14K -94.0% $522.39 +2.2%
2497 FTDR FRONTDOOR INC Consumer Cyclical 6,054.0 $470K +209.0 +3.6% $77.59 +7.7%
2498 LQDA LIQUIDIA CORPORATION Healthcare 5,885.0 $469K NEW $79.73 -9.7%
2499 MTX MINERALS TECHNOLOGIES INC Basic Materials 6,301.0 $466K +269.0 +4.5% $73.97 -2.6%
2500 CGGR CAPITAL GROUP GROWTH ETF 9,833.0 $464K +832.0 +9.2% $47.20 -0.8%
Page 125 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%