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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 33 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ALLIED GOLD CORP 1,828,363.0 $43.4M 0.01% +1.1M +144.5% $23.74
642 PYPL PAYPAL HLDGS INC Financial Services 1,000,919.0 $43.2M 0.01% +247K +32.8% $43.18 +42.5%
643 AXON AXON ENTERPRISE INC Industrials 76,437.0 $42.9M 0.01% +17K +28.0% $560.61 +12.0%
644 IQVIA HLDGS INC 221,364.0 $42.8M 0.01% +20K +9.8% $193.22
645 PG&E CORP 41,500,000.0 $42.8M 0.01% $1.03
646 CGAU CENTERRA GOLD INC Basic Materials 2,688,706.0 $42.6M 0.01% -401K -13.0% $15.84 +49.9%
647 BHP BHP BILLITON LIMITED Basic Materials 508,813.0 $42.4M 0.01% -635K -55.5% $83.31 +16.5%
648 EUAD SPINNAKER ETF SERIES 1,004,379.0 $42.4M 0.01% -41K -3.9% $42.18 +9.3%
649 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 45,200.0 $42.3M 0.01% +44K +2913.3% $935.47 +1.3%
650 ZTS ZOETIS INC Healthcare 588,398.0 $42.3M 0.01% -27K -4.3% $71.86 +8.2%
651 FLEX FLEX LTD Technology 260,214.0 $42.2M 0.01% +200K +330.5% $162.07 -31.9%
652 PSA PUBLIC STORAGE Real Estate 132,352.0 $42.1M 0.01% +25K +23.4% $318.31 +1.3%
653 DTE DTE ENERGY CO Utilities 273,741.0 $41.7M 0.01% +36K +15.0% $152.37 -11.3%
654 WPC WP CAREY INC Real Estate 582,527.0 $41.7M 0.01% +538K +1203.3% $71.50 -0.4%
655 VMC VULCAN MATLS CO Basic Materials 141,099.0 $41.6M 0.01% +19K +15.3% $295.01 -6.4%
656 LNG CHENIERE ENERGY INC Energy 173,832.0 $41.5M 0.01% -16K -8.2% $239.01 +16.1%
657 UBER TECHNOLOGIES INC 34,000,000.0 $41.2M 0.01% +10.0M +41.7% $1.21
658 AFFIRM HLDGS INC 36,203,000.0 $41.0M 0.01% $1.13
659 DRAM ROUNDHILL ETF TRUST 554,282.0 $40.9M 0.01% NEW $73.85 -21.9%
660 FDS FACTSET RESH SYS INC Financial Services 177,354.0 $40.8M 0.01% -390K -68.8% $230.08 +30.4%
Page 33 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%