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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 38 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SU PUT SUNCOR ENERGY INC NEW Energy 600,000.0 $32.2M 0.01% +578K +2566.7% $53.74 +27.3%
742 GRMN GARMIN LTD Technology 135,592.0 $32.2M 0.01% +30K +28.6% $237.54 +24.1%
743 IAU ISHARES GOLD TR Financial Services 426,515.0 $32.2M 0.01% -3K -0.7% $75.51 +14.9%
744 XP XP INC Financial Services 1,980,045.0 $32.2M 0.01% +168K +9.3% $16.26 +3.4%
745 LUNR PUT INTUITIVE MACHINES INC Industrials 1,490,000.0 $31.9M 0.01% NEW $21.39 -14.4%
746 IWO ISHARES TR 80,572.0 $31.7M 0.01% +2K +2.9% $393.96 -1.7%
747 BLOCK INC 409,645.0 $31.1M 0.01% +46K +12.8% $76.00
748 NDAQ NASDAQ INC Financial Services 394,975.0 $31.1M 0.01% +72K +22.2% $78.82 +24.6%
749 ITA ISHARES TR 127,944.0 $31.0M 0.01% -21K -13.8% $242.42 -2.1%
750 GLOBAL PMTS INC 35,000,000.0 $30.9M 0.01% $0.88
751 BMNR BITMINE IMMERSION TECHS INC Financial Services 2,322,384.0 $30.9M 0.01% -20K -0.9% $13.31 +71.5%
752 WSM WILLIAMS SONOMA INC Consumer Cyclical 131,659.0 $30.7M 0.01% +25K +23.2% $233.10 +1.9%
753 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 401,311.0 $30.7M 0.01% +89K +28.6% $76.40 +5.1%
754 XLB SELECT SECTOR SPDR TR 602,714.0 $30.6M 0.01% +51K +9.2% $50.83 +5.3%
755 EZU ISHARES INC 440,650.0 $30.6M 0.01% +7K +1.6% $69.50 +2.9%
756 PDS PRECISION DRILLING CORP Energy 398,400.0 $30.6M 0.01% -54K -11.9% $76.72 +19.5%
757 NTRS NORTHERN TR CORP Financial Services 175,606.0 $30.5M 0.01% +35K +24.6% $173.84 +5.8%
758 LYG LLOYDS BANKING GROUP PLC Financial Services 5,235,547.0 $30.5M 0.01% +4.8M +1113.6% $5.83 +3.3%
759 RKLB PUT ROCKET LAB CORP Industrials 300,000.0 $30.5M 0.01% -40K -11.8% $101.65 -28.6%
760 VXUS VANGUARD STAR FDS 356,275.0 $30.5M 0.01% -60K -14.4% $85.49 +2.6%
Page 38 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%