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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 42 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WBS WEBSTER FINL CORP Financial Services 333,643.0 $25.5M 0.01% -56K -14.3% $76.42 +1.5%
822 MKC MCCORMICK & CO INC Consumer Defensive 504,591.0 $25.4M 0.01% +248K +96.7% $50.42 +9.9%
823 ESGV VANGUARD WORLD FD 191,841.0 $25.4M 0.01% +2K +0.9% $132.24 +2.7%
824 UNH CALL UNITEDHEALTH GROUP INC Healthcare 60,900.0 $25.3M 0.01% +38K +167.1% $415.63 -6.1%
825 SJM SMUCKER J M CO Consumer Defensive 222,514.0 $25.0M 0.01% +36K +19.2% $112.50 +10.5%
826 INTC CALL INTEL CORP Technology 178,800.0 $25.0M 0.01% +178K +10000.0% $139.63 -35.5%
827 MLM MARTIN MARIETTA MATLS INC Basic Materials 43,274.0 $25.0M 0.01% +11K +34.9% $576.70 -7.2%
828 VOD VODAFONE GROUP PLC Communication Services 1,882,117.0 $24.9M 0.01% -624K -24.9% $13.22 +20.7%
829 UDR UDR INC Real Estate 623,411.0 $24.9M 0.01% -28K -4.3% $39.92 -5.4%
830 TGT PUT TARGET CORP Consumer Defensive 190,000.0 $24.8M 0.01% +88K +86.3% $130.61 +26.7%
831 IVZ INVESCO LTD Financial Services 940,108.0 $24.8M 0.01% +134K +16.6% $26.39 +21.3%
832 INGERSOLL RAND INC 301,429.0 $24.7M 0.01% +61K +25.4% $81.99
833 XHB SPDR SERIES TRUST 213,280.0 $24.6M 0.01% -2K -0.7% $115.56 -7.8%
834 VRRM VERRA MOBILITY CORP Technology 5,798,830.0 $24.6M 0.01% $4.25 +7.3%
835 DOO BRP INC Consumer Cyclical 403,160.0 $24.6M 0.01% -63K -13.6% $61.02 +11.5%
836 MRVL PUT MARVELL TECHNOLOGY INC Technology 82,300.0 $24.5M 0.01% +18K +28.2% $297.89 -20.4%
837 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 226,559.0 $24.4M 0.01% +57K +33.8% $107.78 +2.8%
838 IWP ISHARES TR 166,511.0 $24.4M 0.01% -11K -6.2% $146.41 -1.9%
839 CYTK CYTOKINETICS INC Healthcare 285,688.0 $24.3M 0.01% +271K +1855.2% $85.19 -9.8%
840 SMURFIT WESTROCK PLC 523,612.0 $24.2M 0.01% -206K -28.3% $46.26
Page 42 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%