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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 154 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 AIRR FIRST TR EXCHANGE TRADED FD 1,313.0 $175K -275.0 -17.3% $133.27 -13.5%
3062 CNQ PUT CANADIAN NAT RES LTD MED TER Energy 4,400.0 $174K +2K +100.0% $39.53 +30.0%
3063 SPROTT PHYSICAL COPPER TRUST 15,250.0 $173K NEW $11.38
3064 SHW PUT SHERWIN WILLIAMS CO Basic Materials 500.0 $172K $344.32 +0.7%
3065 GRAN TIERRA ENERGY INC 27,543.0 $172K +149.0 +0.5% $6.25
3066 NOG NORTHERN OIL & GAS INC Energy 9,462.0 $172K +2K +35.0% $18.15 +50.6%
3067 NBIL GRANITESHARES ETF TR 3,000.0 $171K NEW $57.15 -57.7%
3068 PULS PGIM ETF TR 3,455.0 $171K -2K -35.5% $49.55 +0.2%
3069 ALOY REALLOYS INC Basic Materials 11,800.0 $171K NEW $14.45 -13.5%
3070 USAR USA RARE EARTH INC Basic Materials 7,842.0 $169K -6K -41.3% $21.58 -10.8%
3071 TDAY USA TODAY CO INC Communication Services 19,761.0 $169K $8.55 -24.3%
3072 VCRB VANGUARD MALVERN FDS 2,186.0 $169K +60.0 +2.8% $77.23 -1.7%
3073 SJM CALL SMUCKER J M CO Consumer Defensive 1,500.0 $169K $112.50 +10.5%
3074 PSI INVESCO EXCHANGE TRADED FD T 891.0 $167K +123.0 +16.0% $187.82 -26.0%
3075 BBJP J P MORGAN EXCHANGE TRADED F 2,211.0 $167K +897.0 +68.3% $75.31 +2.1%
3076 AVO MISSION PRODUCE INC Consumer Defensive 14,052.0 $166K NEW $11.79 +12.7%
3077 FTXH FIRST TR EXCHANGE TRADED FD 4,326.0 $165K -5K -53.0% $38.19 +10.7%
3078 HAS CALL HASBRO INC Consumer Cyclical 2,000.0 $165K $82.59 +13.3%
3079 LYFT PUT LYFT INC Technology 11,300.0 $165K -4K -27.1% $14.61 +19.6%
3080 SDVY FIRST TR EXCHANGE TRADED FD 3,824.0 $165K -1K -22.8% $43.14 +1.7%
Page 154 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%