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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 44 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FICO FAIR ISAAC CORP Technology 19,887.0 $23.8M 0.01% +5K +31.5% $1194.78 -1.9%
862 SOUTHSTATE BK CORP 237,223.0 $23.7M 0.01% -18K -7.1% $99.90
863 LUV SOUTHWEST AIRLS CO Industrials 459,668.0 $23.6M 0.01% +123K +36.4% $51.42 -21.5%
864 INCY INCYTE CORP Healthcare 208,134.0 $23.6M 0.01% +36K +21.2% $113.36 +12.7%
865 DG PUT DOLLAR GEN CORP Consumer Defensive 204,400.0 $23.5M 0.01% $115.11 +7.2%
866 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 51,000.0 $23.4M 0.01% +20K +64.5% $459.13 +16.2%
867 HRL HORMEL FOODS CORP Consumer Defensive 942,395.0 $23.4M 0.01% +122K +14.9% $24.82 -3.7%
868 NVT NVENT ELEC PLC Industrials 137,611.0 $23.3M 0.01% +101K +278.0% $169.61 -10.4%
869 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 773,714.0 $23.3M 0.01% +11K +1.4% $30.16 +16.0%
870 VEEV VEEVA SYS INC Healthcare 131,381.0 $23.3M 0.01% +100K +323.0% $177.47 +39.7%
871 EXPD EXPEDITORS INTL WASH INC Industrials 142,479.0 $23.2M 0.01% +27K +22.9% $162.98 +15.2%
872 CABO CABLE ONE INC Communication Services 436,747.0 $23.2M 0.01% -5K -1.1% $53.11 -57.0%
873 EXR EXTRA SPACE STORAGE INC Real Estate 159,331.0 $23.2M 0.01% +40K +33.8% $145.30 +1.0%
874 PAAA PGIM ETF TR 449,854.0 $23.1M 0.01% +376K +508.3% $51.27 +0.4%
875 ALC ALCON AG Healthcare 339,720.0 $22.9M 0.01% +26K +8.2% $67.55 +9.0%
876 IYW ISHARES TR 90,781.0 $22.9M 0.01% -667.0 -0.7% $252.23 -2.0%
877 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,315,465.0 $22.9M 0.01% +86K +7.0% $17.40 +14.7%
878 COMP COMPASS INC Technology 1,852,937.0 $22.8M 0.01% -10K -0.6% $12.33 -4.7%
879 COPX GLOBAL X FDS 296,396.0 $22.8M 0.01% +101K +51.4% $76.97 +22.9%
880 DPZ DOMINOS PIZZA INC Consumer Cyclical 77,000.0 $22.8M 0.01% +27K +55.0% $296.04 +15.5%
Page 44 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%