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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 41 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 BCE CALL BCE INC Communication Services 1,245,600.0 $26.8M 0.01% -1.1M -46.6% $21.52 +10.2%
802 COINBASE GLOBAL INC 29,000,000.0 $26.7M 0.01% $0.92
803 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 672,100.0 $26.6M 0.01% +231K +52.4% $39.53 +30.0%
804 CINF CINCINNATI FINL CORP Financial Services 143,284.0 $26.5M 0.01% +32K +28.2% $185.14 -9.1%
805 NOW PUT SERVICENOW INC Technology 267,000.0 $26.5M 0.01% -162K -37.7% $99.28 +29.4%
806 GOOGL CALL ALPHABET INC Communication Services 73,800.0 $26.4M 0.01% +53K +260.0% $357.37 -3.5%
807 FHN FIRST HORIZON CORPORATION Financial Services 1,026,899.0 $26.3M 0.01% -75K -6.8% $25.64 -3.9%
808 JKHY HENRY JACK & ASSOC INC Technology 188,828.0 $26.0M 0.01% +23K +14.1% $137.74 +20.7%
809 CLH CLEAN HARBORS INC Industrials 87,012.0 $26.0M 0.01% -1K -1.2% $298.75 +5.8%
810 ENB CALL ENBRIDGE INC Energy 479,400.0 $26.0M 0.01% -195K -28.9% $54.17 -6.9%
811 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 258,659.0 $25.9M 0.01% -21K -7.6% $100.07 +7.9%
812 RL RALPH LAUREN CORP Consumer Cyclical 64,379.0 $25.8M 0.01% +14K +26.8% $401.41 -7.2%
813 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 94,712.0 $25.8M 0.01% +79K +484.5% $271.95 -15.2%
814 AVUV AMERICAN CENTY ETF TR 206,450.0 $25.8M 0.01% +55K +36.5% $124.76 +1.4%
815 XLY SELECT SECTOR SPDR TR 219,157.0 $25.7M 0.01% +5K +2.2% $117.28 +0.6%
816 ALMONTY INDS INC 1,551,348.0 $25.6M 0.01% NEW $16.52
817 ALLE ALLEGION PLC Industrials 182,446.0 $25.6M 0.01% +51K +39.0% $140.49 +15.5%
818 EFG ISHARES TR 205,856.0 $25.6M 0.01% -20K -8.9% $124.42 +1.0%
819 TPL TEXAS PACIFIC LAND CORPORATI Energy 58,456.0 $25.6M 0.01% +14K +30.4% $437.64 -12.3%
820 VSH VISHAY INTERTECHNOLOGY INC Technology 474,962.0 $25.5M 0.01% +116K +32.2% $53.78 -41.2%
Page 41 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%