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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 150 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 CECO CECO ENVIRONMENTAL CORP Industrials 2,322.0 $211K NEW $90.74 -21.2%
2982 THRY THRYV HLDGS INC Communication Services 53,391.0 $210K +2K +3.7% $3.94 -47.2%
2983 QDEL QUIDELORTHO CORP Healthcare 11,986.0 $210K +827.0 +7.4% $17.52 -15.8%
2984 SIL PUT GLOBAL X FDS 2,700.0 $209K $77.46 +28.5%
2985 TALO TALOS ENERGY INC Energy 16,193.0 $209K +842.0 +5.5% $12.91 +35.3%
2986 ABT PUT ABBOTT LABORATORIES Healthcare 2,300.0 $209K -10K -81.5% $90.74 +28.5%
2987 OFFICE PPTYS INCOME TR 12,235.0 $208K NEW $17.00
2988 ANDE ANDERSONS INC Consumer Defensive 3,020.0 $207K +189.0 +6.7% $68.40 -0.5%
2989 ROCK GIBRALTAR INDS INC Industrials 4,578.0 $206K NEW $45.10 +3.1%
2990 PLAB PHOTRONICS INC Technology 6,341.0 $206K NEW $32.53 -6.2%
2991 APD PUT AIR PRODUCTS AND CHEMICALS I Basic Materials 700.0 $205K -6K -90.0% $293.18 +4.1%
2992 IOSP INNOSPEC INC Basic Materials 2,515.0 $205K NEW $81.39 +15.0%
2993 PWV INVESCO EXCHANGE TRADED FD T 2,690.0 $204K $75.77 +8.5%
2994 APOG APOGEE ENTERPRISES INC Industrials 4,454.0 $204K -2K -27.9% $45.74 -9.1%
2995 BKV BKV CORP Energy 7,445.0 $204K NEW $27.36 -11.5%
2996 MBC MASTERBRAND INC Consumer Cyclical 19,772.0 $203K +6K +44.9% $10.29 -11.5%
2997 EWT ISHARES INC 1,865.0 $203K -2K -56.7% $108.61 -4.0%
2998 HCSG HEALTHCARE SVCS GROUP INC Healthcare 8,245.0 $202K NEW $24.56 -7.3%
2999 PRDO PERDOCEO ED CORP Consumer Defensive 6,314.0 $202K -181.0 -2.8% $32.00 +3.2%
3000 COTY COTY INC Consumer Defensive 93,316.0 $202K +48K +105.8% $2.16 +26.9%
Page 150 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%