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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 18 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DVY ISHARES TR 797,353.0 $124.6M 0.04% +29K +3.8% $156.30 +5.8%
342 O REALTY INCOME CORP Real Estate 2,009,475.0 $124.5M 0.04% +65K +3.4% $61.96 +2.2%
343 AVEM AMERICAN CENTY ETF TR 1,286,150.0 $124.1M 0.04% +224K +21.1% $96.49 -3.2%
344 TD CALL TORONTO DOMINION BK ONT Financial Services 1,019,900.0 $123.9M 0.04% -458K -31.0% $121.46 -3.8%
345 MPC MARATHON PETE CORP Energy 483,814.0 $123.7M 0.04% -45K -8.4% $255.67 +42.0%
346 CARR CARRIER GLOBAL CORPORATION Industrials 1,683,123.0 $123.5M 0.04% +114K +7.3% $73.35 -17.3%
347 CDNS CADENCE DESIGN SYSTEM INC Technology 325,928.0 $122.3M 0.04% +34K +11.5% $375.32 -16.1%
348 SRE SEMPRA Utilities 1,313,390.0 $121.8M 0.04% -349K -21.0% $92.71 -5.3%
349 AQN ALGONQUIN POWER & UTILITIES Utilities 20,655,228.0 $121.3M 0.04% +500K +2.5% $5.87 -0.9%
350 DAL DELTA AIR LINES INC Industrials 1,282,419.0 $120.1M 0.04% +24K +1.9% $93.66 -13.1%
351 ROST ROSS STORES INC Consumer Cyclical 563,631.0 $120.0M 0.04% -112K -16.5% $212.85 +8.1%
352 DUHP DIMENSIONAL ETF TRUST 2,871,276.0 $119.8M 0.04% +138K +5.1% $41.73 +1.6%
353 DOV DOVER CORP Industrials 533,001.0 $119.5M 0.04% +92K +20.8% $224.28 -9.7%
354 BX BLACKSTONE INC Financial Services 1,012,727.0 $119.2M 0.04% +112K +12.4% $117.67 +21.1%
355 VYM VANGUARD WHITEHALL FDS 750,642.0 $118.6M 0.04% $158.03 +4.4%
356 CSX CSX CORP Industrials 2,483,179.0 $118.0M 0.04% +238K +10.6% $47.53 +7.8%
357 NYT NEW YORK TIMES CO MTN BE Communication Services 1,682,875.0 $117.8M 0.04% -432K -20.4% $69.98 -6.5%
358 FRPT FRESHPET INC Consumer Defensive 1,984,961.0 $117.4M 0.04% +118K +6.3% $59.12 +26.4%
359 EOG EOG RES INC Energy 903,206.0 $117.2M 0.04% +104K +13.0% $129.73 +17.6%
360 PSX PHILLIPS 66 Energy 690,089.0 $116.7M 0.04% -36K -5.0% $169.05 +43.9%
Page 18 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 29.8%
Technology 23.9%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 6.6%
Healthcare 5.1%
Basic Materials 4.6%
Utilities 3.2%
Consumer Defensive 3.1%