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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 37 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MAS MASCO CORP Industrials 415,025.0 $33.8M 0.01% +149K +56.1% $81.37 -9.9%
722 EVERGY INC 23,750,000.0 $33.7M 0.01% $1.42
723 LUNR INTUITIVE MACHINES INC Industrials 1,575,109.0 $33.7M 0.01% +842K +114.9% $21.39 -14.4%
724 IJS ISHARES TR 246,399.0 $33.7M 0.01% -7K -2.7% $136.68 +1.3%
725 DISV DIMENSIONAL ETF TRUST 829,638.0 $33.3M 0.01% +22K +2.8% $40.13 +10.9%
726 AIG AMERICAN INTL GROUP INC Financial Services 445,617.0 $33.2M 0.01% +91K +25.8% $74.53 +2.1%
727 FERG FERGUSON ENTERPRISES INC Industrials 139,690.0 $33.2M 0.01% -16K -10.5% $237.33 +2.1%
728 SMCI PUT SUPER MICRO COMPUTER INC Technology 1,128,800.0 $33.1M 0.01% +428K +61.2% $29.33 +27.0%
729 HAL HALLIBURTON CO Energy 973,593.0 $33.1M 0.01% +171K +21.3% $33.95 +4.1%
730 SNN SMITH & NEPHEW PLC Healthcare 1,145,234.0 $33.0M 0.01% -1.1M -48.9% $28.81 +1.6%
731 ACWX ISHARES TR 432,859.0 $32.9M 0.01% $76.11 +2.4%
732 AVB AVALONBAY CMNTYS INC Real Estate 174,529.0 $32.9M 0.01% +29K +19.8% $188.69 -2.5%
733 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 971,583.0 $32.9M 0.01% +92K +10.5% $33.88 +10.2%
734 BTG B2GOLD CORP Basic Materials 8,781,521.0 $32.9M 0.01% -2.6M -22.9% $3.75 +47.3%
735 CHRW C H ROBINSON WORLDWIDE IN Industrials 174,685.0 $32.9M 0.01% +16K +9.8% $188.34 -24.8%
736 BOFA FIN LLC 26,000,000.0 $32.8M 0.01% $1.26
737 BAYTEX ENERGY CORP 8,146,171.0 $32.6M 0.01% +2.2M +36.5% $4.01
738 IWN ISHARES TR 147,412.0 $32.6M 0.01% -7K -4.4% $221.20 +1.6%
739 FSLR FIRST SOLAR INC Energy 137,395.0 $32.4M 0.01% +14K +11.3% $235.96 -9.2%
740 CVNA CARVANA CO Consumer Cyclical 490,321.0 $32.3M 0.01% +419K +585.0% $65.82 +6.2%
Page 37 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%