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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 34 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CBRE CBRE GROUP INC Real Estate 302,885.0 $40.8M 0.01% +38K +14.4% $134.69 +12.9%
662 RCI CALL ROGERS COMMUNICATIONS INC Communication Services 1,250,000.0 $40.6M 0.01% -2.2M -63.5% $32.50 +11.6%
663 TANDEM DIABETES CARE INC 42,039,000.0 $40.0M 0.01% $0.95
664 KDP KEURIG DR PEPPER INC Consumer Defensive 1,223,453.0 $40.0M 0.01% +253K +26.1% $32.73 -2.1%
665 PRU PRUDENTIAL FINL INC Financial Services 368,734.0 $39.8M 0.01% -44K -10.7% $107.93 +12.2%
666 SOXX ISHARES TR 62,090.0 $39.8M 0.01% -183K -74.7% $640.76 -18.8%
667 FE FIRSTENERGY CORP Utilities 836,785.0 $39.8M 0.01% -52K -5.8% $47.54 -3.3%
668 DFSV DIMENSIONAL ETF TRUST 1,023,556.0 $39.7M 0.01% +33K +3.3% $38.79 +3.9%
669 ES EVERSOURCE ENERGY Utilities 546,300.0 $39.5M 0.01% +82K +17.6% $72.27 -2.9%
670 NXE NEXGEN ENERGY LTD Energy 4,200,320.0 $39.4M 0.01% +332K +8.6% $9.38 +15.7%
671 VTR VENTAS INC Real Estate 439,814.0 $39.1M 0.01% +75K +20.5% $88.80 +4.8%
672 TPR TAPESTRY INC Consumer Cyclical 266,807.0 $39.1M 0.01% +38K +16.4% $146.38 -11.1%
673 HAS HASBRO INC Consumer Cyclical 471,404.0 $38.9M 0.01% +122K +34.9% $82.59 +13.3%
674 HSBC HSBC HLDGS PLC Financial Services 408,789.0 $38.9M 0.01% +72K +21.3% $95.09 +9.5%
675 EQT EQT CORP Energy 724,633.0 $38.5M 0.01% -252K -25.8% $53.17 +1.0%
676 HUBS HUBSPOT INC Technology 209,850.0 $38.3M 0.01% +53K +34.1% $182.51 +31.5%
677 IAC PEOPLE INC Technology 825,380.0 $38.3M 0.01% -1.2M -59.5% $46.37 -0.5%
678 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,122,593.0 $38.2M 0.01% +181K +19.2% $34.00 +8.5%
679 GPN GLOBAL PMTS INC Industrials 525,854.0 $38.2M 0.01% +75K +16.8% $72.56 +28.8%
680 G GENPACT LIMITED Technology 1,380,455.0 $38.0M 0.01% -26K -1.9% $27.50 +35.1%
Page 34 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%