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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 19 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PL PLANET LABS PBC Industrials 3,499,298.0 $115.9M 0.04% NEW $33.13 -34.5%
362 MKTX MARKETAXESS HLDGS INC Financial Services 1,017,024.0 $115.4M 0.04% $113.49 +42.6%
363 BK BANK OF NY MELLON CORP Financial Services 797,820.0 $115.4M 0.04% +94K +13.3% $144.61 -1.9%
364 IGM ISHARES TR 695,523.0 $113.8M 0.04% +675K +3249.2% $163.58 -3.0%
365 TRV TRAVELERS COMPANIES INC Financial Services 344,151.0 $113.6M 0.04% +39K +12.8% $330.12 +10.8%
366 FAST FASTENAL CO Industrials 2,354,942.0 $113.1M 0.04% -131K -5.3% $48.03 +6.0%
367 TROW PRICE T ROWE GROUP INC Financial Services 985,728.0 $112.1M 0.04% +62K +6.7% $113.69 -0.6%
368 NOC NORTHROP GRUMMAN CORP Industrials 219,581.0 $111.8M 0.04% +29K +15.0% $509.31 +12.3%
369 EFA PUT ISHARES TR 1,069,000.0 $111.0M 0.04% +224K +26.5% $103.88 +3.5%
370 CBZ CBIZ INC Industrials 3,453,723.0 $110.8M 0.04% -54K -1.5% $32.08 +71.4%
371 ITW ILLINOIS TOOL WKS INC Industrials 409,021.0 $110.6M 0.04% -9K -2.1% $270.47 +5.2%
372 SOFI SOFI TECHNOLOGIES INC Financial Services 6,168,171.0 $110.6M 0.04% -599K -8.8% $17.93 +0.1%
373 BE BLOOM ENERGY CORP Industrials 362,908.0 $109.9M 0.04% -515K -58.7% $302.70 -33.8%
374 JCI JOHNSON CONTROLS INTERNATION Industrials 749,106.0 $109.5M 0.04% +40K +5.6% $146.11 -1.2%
375 DLTR DOLLAR TREE INC Consumer Defensive 897,583.0 $108.6M 0.04% -187K -17.2% $120.95 +7.5%
376 MMM 3M CO Industrials 669,714.0 $108.4M 0.04% +112K +20.2% $161.91 +11.8%
377 CNC CENTENE CORP DEL Healthcare 1,686,373.0 $108.2M 0.04% +98K +6.2% $64.19 +0.7%
378 CL COLGATE PALMOLIVE CO Consumer Defensive 1,171,824.0 $107.4M 0.04% +138K +13.3% $91.68 -1.7%
379 ACN ACCENTURE PLC IRELAND Technology 857,614.0 $106.7M 0.04% +64K +8.1% $124.44 +49.1%
380 WAY WAYSTAR HLDG CORP Technology 5,189,386.0 $106.5M 0.04% +1.7M +50.2% $20.53 +21.0%
Page 19 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%