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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 36 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 APLD APPLIED DIGITAL CORP Technology 955,291.0 $35.6M 0.01% +919K +2505.5% $37.30 -27.1%
702 FRT FEDERAL RLTY INVT TR NEW Real Estate 287,966.0 $35.5M 0.01% +10K +3.7% $123.44 -5.4%
703 FLR FLUOR CORP Industrials 678,304.0 $35.5M 0.01% -40K -5.6% $52.39 +0.1%
704 OKLO OKLO INC Utilities 677,701.0 $35.5M 0.01% +141K +26.2% $52.33 -19.6%
705 PAGAYA U S HLDG CO LLC 21,943,000.0 $35.4M 0.01% $1.61
706 DRI DARDEN RESTAURANTS INC Consumer Cyclical 171,397.0 $35.3M 0.01% +26K +18.1% $206.01 +7.6%
707 JOBY AVIATION INC 38,802,000.0 $35.3M 0.01% NEW $0.91
708 UAL UNITED AIRLS HLDGS INC Industrials 257,138.0 $35.0M 0.01% +54K +26.8% $135.99 -16.8%
709 NTAP NETAPP INC Technology 224,861.0 $34.8M 0.01% -42K -15.9% $154.76 +24.2%
710 SSRM SSR MINING IN Basic Materials 1,227,271.0 $34.7M 0.01% +148K +13.7% $28.25 +33.7%
711 ARM ARM HOLDINGS PLC Technology 97,748.0 $34.7M 0.01% +44K +82.9% $354.57 -31.4%
712 MELI MERCADOLIBRE INC Consumer Cyclical 20,358.0 $34.6M 0.01% -2K -10.4% $1697.39 +13.3%
713 ATO ATMOS ENERGY CORP Utilities 199,427.0 $34.4M 0.01% +34K +20.9% $172.27 -3.1%
714 EFV ISHARES TR 446,661.0 $34.2M 0.01% +14K +3.2% $76.55 +7.4%
715 WDAY WORKDAY INC Technology 278,675.0 $34.1M 0.01% -404K -59.2% $122.42 +63.4%
716 ZS ZSCALER INC Technology 241,607.0 $34.1M 0.01% -9K -3.7% $141.15 +28.8%
717 RJF RAYMOND JAMES FINL INC Financial Services 223,806.0 $34.0M 0.01% -20K -8.3% $152.03 +15.2%
718 HYG CALL ISHARES TR 425,000.0 $34.0M 0.01% +340K +400.0% $79.97 -0.5%
719 VGSH VANGUARD SCOTTSDALE FDS 583,471.0 $34.0M 0.01% +156K +36.5% $58.20 -0.1%
720 PNW PINNACLE WEST CAP CORP Utilities 316,993.0 $33.9M 0.01% +33K +11.7% $107.00 -9.0%
Page 36 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%