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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 132 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 BEACON FINANCIAL CORP. 12,639.0 $385K +1K +8.8% $30.45
2622 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 10,967.0 $385K +650.0 +6.3% $35.09 +0.1%
2623 NMR NOMURA HLDGS INC Financial Services 43,701.0 $384K +12K +38.0% $8.78 +12.9%
2624 PLMR PALOMAR HLDGS INC Financial Services 3,030.0 $383K +240.0 +8.6% $126.39 +4.2%
2625 EOSE CALL EOS ENERGY ENTERPRISES INC Industrials 65,100.0 $383K $5.88 -39.8%
2626 MC MOELIS & CO Financial Services 5,842.0 $382K +381.0 +7.0% $65.42 +4.0%
2627 LAZ LAZARD INC Financial Services 9,110.0 $382K NEW $41.94 +4.4%
2628 IVOO VANGUARD ADMIRAL FDS INC 2,930.0 $382K $130.40 -1.2%
2629 RXO RXO INC Industrials 13,833.0 $382K +2K +17.8% $27.59 -21.7%
2630 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4,424.0 $381K +181.0 +4.3% $86.20 -1.9%
2631 CSIQ CANADIAN SOLAR INC Energy 23,648.0 $379K +8K +48.5% $16.02 -10.9%
2632 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 12,826.0 $379K +2K +20.7% $29.53 +1.2%
2633 ON PUT ON SEMICONDUCTOR CORP Technology 4,000.0 $378K NEW $94.54 -23.3%
2634 BILS SPDR SERIES TRUST 3,800.0 $378K $99.38 +0.0%
2635 PRK PARK NATL CORP Financial Services 2,061.0 $377K +75.0 +3.8% $182.99 +9.2%
2636 CNK CINEMARK HLDGS INC Communication Services 11,874.0 $377K -971.0 -7.6% $31.73 +17.9%
2637 LC HAPPEN INC Financial Services 18,014.0 $374K $20.74 -7.4%
2638 SPTM SPDR SERIES TRUST 4,112.0 $373K +1K +37.1% $90.79 +2.4%
2639 FEDERATED HERMES INC 6,760.0 $373K -665.0 -9.0% $55.22
2640 NATL NCR ATLEOS CORPORATION Technology 8,561.0 $372K $43.41 +6.9%
Page 132 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%