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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 30 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ULTA ULTA BEAUTY INC Consumer Cyclical 119,788.0 $54.0M 0.02% +13K +12.0% $450.98 +15.6%
582 MSCI MSCI INC Financial Services 95,868.0 $53.7M 0.02% +19K +24.2% $560.04 +0.6%
583 VCIT VANGUARD SCOTTSDALE FDS 649,424.0 $53.7M 0.02% +54K +9.0% $82.65 -1.9%
584 EWY ISHARES INC 265,836.0 $53.7M 0.02% -220K -45.3% $201.90 -11.7%
585 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 716,647.0 $53.6M 0.02% +323K +82.1% $74.81 +2.8%
586 XLV SELECT SECTOR SPDR TR 337,628.0 $53.6M 0.02% -143K -29.8% $158.66 +10.1%
587 IREN PUT IREN LIMITED Financial Services 1,167,200.0 $53.4M 0.02% +594K +103.7% $45.73 -8.4%
588 SLV ISHARES SILVER TR Financial Services 995,013.0 $53.2M 0.02% -1.7M -62.6% $53.47 +17.3%
589 AFL AFLAC INC Financial Services 453,085.0 $53.1M 0.02% +69K +18.0% $117.25 -1.0%
590 W WAYFAIR INC Consumer Cyclical 568,988.0 $52.6M 0.02% +38K +7.1% $92.42 +9.8%
591 DFIS DIMENSIONAL ETF TRUST 1,498,139.0 $52.5M 0.02% +80K +5.7% $35.03 +7.2%
592 MKSI MKS INC. Technology 117,782.0 $52.4M 0.02% +650.0 +0.6% $444.80 -37.3%
593 ACGL ARCH CAP GROUP LTD Financial Services 537,813.0 $52.2M 0.02% -18K -3.2% $97.06 +2.4%
594 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 542,925.0 $52.1M 0.02% -409K -43.0% $95.98 +24.3%
595 CCI CROWN CASTLE INC Real Estate 686,554.0 $52.0M 0.02% +103K +17.7% $75.73 -0.3%
596 CIEN CIENA CORP Technology 105,944.0 $52.0M 0.02% +25K +30.2% $490.56 -19.3%
597 ODFL OLD DOMINION FREIGHT LINE IN Industrials 238,584.0 $51.7M 0.02% +5K +2.3% $216.60 -4.7%
598 CAH CARDINAL HEALTH INC Healthcare 217,397.0 $51.6M 0.02% +46K +26.6% $237.56 -3.4%
599 DGX QUEST DIAGNOSTICS INC Healthcare 243,647.0 $51.6M 0.02% +33K +15.8% $211.95 +15.3%
600 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 591,581.0 $51.5M 0.02% -14K -2.4% $87.04 +7.8%
Page 30 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%