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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 129 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 EUSA ISHARES INC 3,706.0 $423K +600.0 +19.3% $114.19 +3.5%
2562 DBJP DBX ETF TR 3,681.0 $423K +3K +425.9% $114.79 +0.4%
2563 BANK OF AMER CORP 336.0 $422K +17.0 +5.3% $1254.50
2564 FBP FIRST BANCORP CORPORATION Financial Services 16,151.0 $421K $26.07 +7.4%
2565 ICUI ICU MED INC Healthcare 2,863.0 $420K +96.0 +3.5% $146.60 +24.3%
2566 JHG JANUS HENDERSON GROUP PLC Financial Services 8,071.0 $419K -216K -96.4% $51.95 +0.0%
2567 ACAD ACADIA PHARMACEUTICALS INC Healthcare 16,509.0 $418K -8K -31.8% $25.30 +20.8%
2568 DDOG PUT DATADOG INC Technology 1,600.0 $417K $260.36 -14.4%
2569 DDOG CALL DATADOG INC Technology 1,600.0 $417K $260.36 -14.4%
2570 CSGP PUT COSTAR GROUP INC Real Estate 14,700.0 $416K NEW $28.32 +15.9%
2571 CFG PUT CITIZENS FINL GROUP INC Financial Services 5,900.0 $413K -13K -68.8% $70.07 -0.3%
2572 OLED UNIVERSAL DISPLAY CORP Technology 4,773.0 $413K -2K -27.7% $86.59 +3.2%
2573 CSW INDUSTRIALS INC 1,482.0 $412K +112.0 +8.2% $278.30
2574 IAK ISHARES TR 2,932.0 $412K +2K +332.4% $140.55 +3.4%
2575 RIG TRANSOCEAN LTD Energy 84,193.0 $412K +533.0 +0.6% $4.89 +17.6%
2576 BLKB BLACKBAUD INC Technology 13,846.0 $410K +1K +8.2% $29.62 +60.1%
2577 GFF GRIFFON CORP Industrials 4,199.0 $410K +337.0 +8.7% $97.53 +3.9%
2578 DRH DIAMONDROCK HOSPITALITY CO Real Estate 33,603.0 $409K +990.0 +3.0% $12.18 +5.7%
2579 FSLY FASTLY INC Technology 22,280.0 $409K -576.0 -2.5% $18.36 +25.3%
2580 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5,603.0 $409K +611.0 +12.2% $72.98 +5.7%
Page 129 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%