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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 138 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 IEV ISHARES TR 4,321.0 $315K +667.0 +18.2% $72.85 +4.1%
2742 EIS ISHARES INC 2,604.0 $314K -107K -97.6% $120.71 +1.6%
2743 WSFS WSFS FINL CORP Financial Services 4,074.0 $313K +155.0 +4.0% $76.73 +4.1%
2744 MICROCHIP TECHNOLOGY INC. 4,065.0 $312K -743.0 -15.4% $76.71
2745 TLTE FLEXSHARES TR 4,025.0 $311K +1K +58.1% $77.39 -0.5%
2746 INDB INDEPENDENT BK CORP MASS Financial Services 3,712.0 $311K +238.0 +6.8% $83.72 +0.0%
2747 CACC CREDIT ACCEP CORP MICH Financial Services 488.0 $311K -1K -70.4% $636.74 -5.6%
2748 LUCD LUCID DIAGNOSTICS INC Healthcare 289,936.0 $310K +5K +1.6% $1.07 -9.9%
2749 NKTR NEKTAR THERAPEUTICS Healthcare 4,442.0 $310K NEW $69.81 +6.0%
2750 PNTG PENNANT GROUP INC Healthcare 8,377.0 $310K $36.95 +5.2%
2751 CGMS CAPITAL GRP FIXED INCM ETF T 11,300.0 $309K $27.33 -0.7%
2752 PPC PILGRIMS PRIDE CORP Consumer Defensive 10,984.0 $309K +3K +29.9% $28.11 +14.7%
2753 GEO GEO GROUP INC Industrials 10,444.0 $309K +378.0 +3.8% $29.55 +10.7%
2754 NBR NABORS INDUSTRIES LTD Energy 3,672.0 $308K +67.0 +1.9% $84.01 +10.0%
2755 GM CALL GENERAL MTRS CO Consumer Cyclical 4,000.0 $308K -9K -68.8% $77.08 +14.1%
2756 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 6,041.0 $308K NEW $50.99 -2.3%
2757 UYG PROSHARES TR 3,579.0 $306K $85.57 +13.6%
2758 WHD CACTUS INC Energy 5,975.0 $306K +868.0 +17.0% $51.23 +35.5%
2759 OLN OLIN CORP Basic Materials 15,413.0 $305K +457.0 +3.1% $19.82 -7.2%
2760 KMPR KEMPER CORP Financial Services 11,298.0 $305K +614.0 +5.8% $26.96 +0.3%
Page 138 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%