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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 133 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 13,830.0 $371K NEW $26.85 -8.5%
2642 DATADOG INC 261,000.0 $371K NEW $1.42
2643 PI IMPINJ INC Technology 2,591.0 $371K +453.0 +21.2% $143.23 +16.1%
2644 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 59,452.0 $371K $6.24 +44.2%
2645 VSGX VANGUARD WORLD FD 4,502.0 $371K $82.34 +1.9%
2646 SPYX SPDR SERIES TRUST 6,057.0 $370K +157.0 +2.7% $61.10 +2.8%
2647 PRLB PROTO LABS INC Industrials 4,535.0 $370K +319.0 +7.6% $81.51 -4.8%
2648 JKS JINKOSOLAR HLDG CO LTD Energy 21,930.0 $368K +9K +71.1% $16.80 -7.7%
2649 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 19,764.0 $368K +6K +46.4% $18.64 +3.1%
2650 SPXL DIREXION SHARES ETF TRUST 1,353.0 $366K +1K +2501.9% $270.68 +5.9%
2651 TROX TRONOX HOLDINGS PLC Basic Materials 58,115.0 $366K $6.30 -12.5%
2652 XNCR XENCOR INC Healthcare 22,716.0 $366K +1K +4.9% $16.10 +82.0%
2653 PGNY PROGYNY INC Healthcare 12,634.0 $364K +992.0 +8.5% $28.83 -10.4%
2654 PXF INVESCO EXCH TRADED FD TR II 4,807.0 $364K +1K +36.0% $75.64 +5.8%
2655 QXO CALL QXO INC Industrials 21,000.0 $363K NEW $17.28 -19.8%
2656 FSK FS KKR CAP CORP Financial Services 34,500.0 $362K $10.50 +14.8%
2657 FQAL FIDELITY COVINGTON TRUST 4,447.0 $362K -35.0 -0.8% $81.36 +4.0%
2658 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 6,894.0 $361K $52.37 -14.2%
2659 PPLT ABRDN PLATINUM ETF TRUST Financial Services 25,506.0 $360K +21K +416.2% $14.13 +19.3%
2660 NMIH NMI HLDGS INC Financial Services 8,768.0 $360K -47.0 -0.5% $41.09 +10.3%
Page 133 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%