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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 140 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 JACK JACK IN THE BOX INC Consumer Cyclical 18,815.0 $297K NEW $15.81 +9.0%
2782 HAE HAEMONETICS CORP MASS Healthcare 3,959.0 $297K -5K -54.1% $75.00 +45.1%
2783 DNOW DNOW INC Energy 22,861.0 $297K +2K +7.8% $12.97 +20.9%
2784 CALL JBS N.V. 25,000.0 $296K NEW $11.85
2785 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,172.0 $296K +83.0 +2.0% $70.86 +4.8%
2786 GNW GENWORTH FINL INC Financial Services 31,161.0 $295K +511.0 +1.7% $9.47 +4.3%
2787 AMER SPORTS INC 8,712.0 $295K +389.0 +4.7% $33.84
2788 EUHY ISHARES INC 5,458.0 $294K $53.86 -0.7%
2789 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,463.0 $292K +157.0 +6.8% $118.53 -25.1%
2790 PPG PUT PPG INDS INC Basic Materials 2,400.0 $291K $121.29 -6.3%
2791 AKRE PROFESIONALLY MANAGED PORTFO 5,429.0 $289K -413.0 -7.1% $53.19 +13.8%
2792 UBER PUT UBER TECHNOLOGIES INC Technology 4,000.0 $289K -90K -95.7% $72.16 +9.2%
2793 SCHK SCHWAB STRATEGIC TR 7,996.0 $288K +482.0 +6.4% $36.06 +2.5%
2794 MGRC MCGRATH RENTCORP Industrials 2,380.0 $288K -1K -30.6% $121.03 -3.6%
2795 SFNC SIMMONS FIRST NATL CORP Financial Services 12,707.0 $288K +3K +25.0% $22.65 +1.6%
2796 CALX CALIX INC Technology 7,710.0 $288K -70.0 -0.9% $37.32 +7.5%
2797 AVA AVISTA CORP Utilities 7,017.0 $287K +228.0 +3.4% $40.91 -8.2%
2798 QS QUANTUMSCAPE CORP Consumer Cyclical 37,954.0 $287K +1K +4.0% $7.56 -20.9%
2799 WLFC WILLIS LEASE FIN CORP Industrials 1,254.0 $287K -3K -71.2% $228.80 -76.2%
2800 SEZL SEZZLE INC Financial Services 1,670.0 $287K NEW $171.63 -30.6%
Page 140 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%