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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 40 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DXCM DEXCOM INC Healthcare 426,466.0 $28.7M 0.01% +106K +33.1% $67.35 +37.1%
782 CF CF INDUSTRIES HOLD Basic Materials 263,543.0 $28.5M 0.01% +111K +72.6% $108.26 +19.8%
783 TGTX TG THERAPEUTICS INC Healthcare 515,981.0 $28.3M 0.01% $54.94 -1.2%
784 WY WEYERHAEUSER CO Real Estate 1,183,412.0 $28.3M 0.01% +191K +19.2% $23.94 +2.0%
785 SGOV ISHARES TR 280,484.0 $28.2M 0.01% +88K +46.1% $100.67 -0.0%
786 AVY AVERY DENNISON CORP Industrials 173,690.0 $28.2M 0.01% +41K +30.5% $162.35 +13.2%
787 CHEF CHEFS WHSE INC Consumer Defensive 292,488.0 $28.1M 0.01% +122K +71.1% $96.10 +15.1%
788 ASTS AST SPACEMOBILE INC Technology 314,955.0 $28.0M 0.01% +141K +81.4% $88.86 -22.7%
789 INTEGER HLDGS CORP 22,500,000.0 $27.7M 0.01% $1.23
790 ESS ESSEX PPTY TR INC Real Estate 94,342.0 $27.5M 0.01% +58K +160.5% $291.59 -0.9%
791 JBT MAREL CORPORATION 189,358.0 $27.5M 0.01% +2K +1.1% $145.00
792 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 13,180.0 $27.4M 0.01% -1K -8.4% $2080.79 +4.9%
793 MRNA MODERNA INC Healthcare 389,789.0 $27.3M 0.01% +92K +30.9% $70.03 +107.2%
794 CRWD PUT CROWDSTRIKE HLDGS INC Technology 35,700.0 $27.2M 0.01% +13K +56.6% $190.78 +0.6%
795 PHM PULTE GROUP INC Consumer Cyclical 197,851.0 $27.1M 0.01% +38K +23.6% $137.21 -6.0%
796 SATS ECHOSTAR CORP Technology 266,698.0 $27.1M 0.01% +35K +15.2% $101.50 -14.3%
797 RHI ROBERT HALF INC. Industrials 877,876.0 $27.0M 0.01% -1.4M -61.9% $30.70 +45.8%
798 HIMS HIMS & HERS HEALTH INC Healthcare 776,464.0 $26.9M 0.01% -323K -29.4% $34.67 -2.6%
799 AVGO CALL BROADCOM INC Technology 71,100.0 $26.9M 0.01% +56K +377.2% $377.75 -2.5%
800 BIIB BIOGEN INC Healthcare 124,267.0 $26.8M 0.01% +32K +34.0% $216.06 +0.3%
Page 40 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%