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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 29 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 OR OR ROYALTIES INC. Basic Materials 1,829,980.0 $57.9M 0.02% +369K +25.2% $31.63 +14.1%
562 OCEANAGOLD CORP 2,296,778.0 $57.5M 0.02% NEW $25.04
563 IRM IRON MTN INC DEL Real Estate 453,715.0 $57.3M 0.02% +48K +11.8% $126.31 -3.4%
564 GDX PUT VANECK ETF TRUST 750,500.0 $56.6M 0.02% -1.8M -70.2% $75.45 +36.3%
565 WFG WEST FRASER TIMBER CO LTD Basic Materials 831,932.0 $56.3M 0.02% -15K -1.7% $67.63 +3.1%
566 CM CALL CANADIAN IMPERIAL BANK OF CO Financial Services 487,900.0 $56.1M 0.02% +169K +53.0% $115.04 +1.3%
567 ADSK AUTODESK INC Technology 287,579.0 $55.9M 0.02% +32K +12.6% $194.42 +30.6%
568 ON SEMICONDUCTOR CORP 31,000,000.0 $55.8M 0.02% -161K -0.5% $1.80
569 NUE NUCOR CORP Basic Materials 249,885.0 $55.7M 0.02% +69K +38.5% $222.75 +9.4%
570 NWS NEWS CORP NEW 1,982,009.0 $55.6M 0.02% +35K +1.8% $28.06
571 BUNGE GLOBAL SA 520,003.0 $55.5M 0.02% -66K -11.3% $106.73
572 NATWEST GROUP PLC 3,125,522.0 $55.1M 0.02% +2.8M +1019.3% $17.63
573 IJK ISHARES TR 468,196.0 $55.0M 0.02% -4K -0.9% $117.50 -1.7%
574 OMC OMNICOM GROUP INC Communication Services 755,151.0 $55.0M 0.02% $72.83 +20.2%
575 YUM YUM BRANDS INC Consumer Cyclical 342,855.0 $54.8M 0.02% +75K +28.0% $159.86 -4.3%
576 GOOG PUT ALPHABET INC 155,000.0 $54.8M 0.02% +7K +4.7% $353.33
577 KRE PUT SPDR SERIES TRUST 731,500.0 $54.8M 0.02% -5.6M -88.4% $74.85 +0.0%
578 DUPONT DE NEMOURS INC 402,798.0 $54.6M 0.02% NEW $135.64
579 EBAY EBAY INC. Consumer Cyclical 488,712.0 $54.6M 0.02% +12K +2.5% $111.75 -6.8%
580 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 465,800.0 $54.3M 0.02% -2.3M -83.1% $116.67 +54.2%
Page 29 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%