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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 32 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 585,572.0 $47.5M 0.02% +94K +19.1% $81.16 -10.5%
622 ROK ROCKWELL AUTOMATION INC Industrials 94,762.0 $46.9M 0.01% +18K +23.8% $495.08 -11.7%
623 BALL BALL CORP Consumer Cyclical 748,309.0 $46.7M 0.01% +360K +92.9% $62.40 +1.9%
624 IGSB ISHARES TR 890,251.0 $46.7M 0.01% -216K -19.6% $52.41 -0.6%
625 FFIV F5 INC Technology 112,122.0 $46.6M 0.01% -62K -35.6% $415.96 -7.5%
626 XOP PUT SPDR SERIES TRUST 300,000.0 $46.3M 0.01% +200K +200.0% $154.26 +22.9%
627 CSL CARLISLE COS INC Industrials 125,984.0 $45.7M 0.01% -4K -2.8% $362.75 +1.4%
628 GIS GENERAL MILLS INC Consumer Defensive 1,312,388.0 $45.7M 0.01% +45K +3.5% $34.80 +14.9%
629 CRWV COREWEAVE INC Technology 458,444.0 $45.6M 0.01% +151K +49.3% $99.54 -11.7%
630 CWB SPDR SERIES TRUST 422,729.0 $45.6M 0.01% -15K -3.5% $107.82 -3.8%
631 VBIL VANGUARD INSTL INDEX FD 600,000.0 $45.4M 0.01% NEW $75.68 -0.0%
632 EMLC VANECK ETF TRUST 1,773,440.0 $45.3M 0.01% $25.56 +1.1%
633 F FORD MTR CO Consumer Cyclical 3,235,074.0 $45.0M 0.01% +577K +21.7% $13.90 +3.7%
634 XLC SELECT SECTOR SPDR TR 418,959.0 $44.9M 0.01% -5K -1.2% $107.13 +4.0%
635 SNOWFLAKE INC 30,465,000.0 $44.8M 0.01% NEW $1.47
636 NRG NRG ENERGY INC Utilities 304,826.0 $44.5M 0.01% +35K +12.9% $146.06 -22.6%
637 IONQ IONQ INC Technology 829,020.0 $44.2M 0.01% -207K -19.9% $53.26 -15.8%
638 CDE COEUR MNG INC Basic Materials 2,686,464.0 $43.8M 0.01% +34K +1.3% $16.32 +28.5%
639 VSS VANGUARD INTL EQUITY INDEX F 283,383.0 $43.7M 0.01% -31K -9.7% $154.29 +3.7%
640 AEE AMEREN CORP Utilities 384,524.0 $43.5M 0.01% +32K +9.2% $113.04 -6.1%
Page 32 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%