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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 13 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CMCSA COMCAST CORP NEW Communication Services 7,995,758.0 $196.3M 0.07% +892K +12.6% $24.55 +8.3%
242 VRT VERTIV HOLDINGS CO Industrials 584,347.0 $195.7M 0.06% +87K +17.4% $334.82 -22.0%
243 SOUTH BOW CORP 5,554,724.0 $195.5M 0.06% -1.0M -15.7% $35.19
244 EA ELECTRONIC ARTS INC Communication Services 945,878.0 $193.9M 0.06% +8K +0.8% $205.04 +2.3%
245 GLOBUS MED INC 2,425,491.0 $191.6M 0.06% +118K +5.1% $79.01
246 COIN COINBASE GLOBAL INC Financial Services 1,308,878.0 $191.3M 0.06% +172K +15.2% $146.19 +9.6%
247 MO ALTRIA GROUP INC Consumer Defensive 2,632,492.0 $189.4M 0.06% +292K +12.5% $71.95 -8.2%
248 TDG TRANSDIGM GROUP INC Industrials 142,184.0 $189.4M 0.06% +23K +18.9% $1332.04 -8.2%
249 PAAS PAN AMERN SILVER CORP Basic Materials 4,205,059.0 $188.3M 0.06% +1.5M +56.2% $44.78 +12.3%
250 ADBE ADOBE INC Technology 916,955.0 $188.0M 0.06% +60K +7.0% $205.02 +32.9%
251 SHLD GLOBAL X FDS 3,140,770.0 $187.5M 0.06% +363K +13.1% $59.71 +15.9%
252 RY CALL ROYAL BK CDA Financial Services 900,800.0 $186.3M 0.06% +295K +48.8% $206.86 +0.4%
253 GNTX GENTEX CORP Consumer Cyclical 7,339,694.0 $185.5M 0.06% -58K -0.8% $25.27 -6.5%
254 ABT ABBOTT LABORATORIES Healthcare 2,041,529.0 $185.2M 0.06% -367K -15.2% $90.74 +26.1%
255 TFII TFI INTERNATIONAL INC Industrials 1,276,521.0 $183.6M 0.06% +87K +7.3% $143.80 -3.7%
256 CTAS CINTAS CORP Industrials 1,078,844.0 $183.5M 0.06% +111K +11.4% $170.08 +19.4%
257 PINNACLE FINL PARTNERS INC 1,818,045.0 $183.4M 0.06% +128K +7.6% $100.88
258 DE DEERE & CO Industrials 287,708.0 $182.5M 0.06% +36K +14.4% $634.33 -8.5%
259 VST VISTRA CORP Utilities 1,142,607.0 $181.3M 0.06% +759K +198.2% $158.63 -10.0%
260 SBUX STARBUCKS CORP Consumer Cyclical 1,750,871.0 $178.9M 0.06% +134K +8.3% $102.19 +2.7%
Page 13 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 29.8%
Technology 23.9%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 6.6%
Healthcare 5.1%
Basic Materials 4.6%
Utilities 3.2%
Consumer Defensive 3.1%