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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 45 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CASY CASEYS GEN STORES INC Consumer Cyclical 28,501.0 $22.7M 0.01% +14K +98.2% $794.79 +5.2%
882 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 584,549.0 $22.6M 0.01% -367K -38.6% $38.73 +59.7%
883 SOLARIS ENERGY INFRAS INC 6,993,000.0 $22.6M 0.01% $3.24
884 META CALL META PLATFORMS INC Communication Services 40,100.0 $22.6M 0.01% +25K +169.1% $563.29 -2.4%
885 ARIS ARIS MINING CORPORATION Basic Materials 1,513,510.0 $22.5M 0.01% +203K +15.5% $14.90 +40.0%
886 BROOKFIELD BUSINESS CORP 755,051.0 $22.5M 0.01% +456K +152.9% $29.85
887 LYFT INC 21,500,000.0 $22.5M 0.01% $1.05
888 LII LENNOX INTL INC Industrials 39,305.0 $22.5M 0.01% +11K +39.7% $572.95 -29.7%
889 CVLT COMMVAULT SYS INC Technology 158,542.0 $22.5M 0.01% +21K +15.2% $141.73 -5.6%
890 STRIDE INC 13,000,000.0 $22.3M 0.01% $1.72
891 PDD PDD HOLDINGS INC Consumer Cyclical 292,093.0 $22.3M 0.01% -38K -11.6% $76.28 +15.9%
892 SYF SYNCHRONY FINANCIAL Financial Services 292,602.0 $22.3M 0.01% +73K +33.0% $76.05 +4.5%
893 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 280,603.0 $22.2M 0.01% +81K +40.4% $79.22 +6.4%
894 PKG PACKAGING CORP AMER Consumer Cyclical 93,040.0 $22.2M 0.01% +34K +58.7% $238.28 +6.1%
895 BNS PUT BANK NOVA SCOTIA B C Financial Services 255,000.0 $22.1M 0.01% $86.83 +0.9%
896 ALAB ASTERA LABS INC Technology 45,418.0 $21.9M 0.01% -64K -58.5% $483.02 -41.0%
897 WKC WORLD KINECT CORPORATION Energy 664,009.0 $21.9M 0.01% $32.94 +9.1%
898 SDY SPDR SERIES TRUST 142,939.0 $21.8M 0.01% -16K -10.3% $152.18 +4.1%
899 CHKP CHECK POINT SOFTWARE TECH LT Technology 162,995.0 $21.4M 0.01% +81K +98.5% $131.43 -0.7%
900 SBAC SBA COMMUNICATIONS CORP Real Estate 121,303.0 $21.4M 0.01% +24K +24.6% $176.46 +3.5%
Page 45 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%