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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 49 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PINNACLE WEST CAP CORP 15,000,000.0 $18.0M 0.01% $1.20
962 BSV VANGUARD BD INDEX FDS 229,668.0 $17.9M 0.01% +7K +3.0% $77.91 -0.4%
963 INVH INVITATION HOMES INC Real Estate 591,946.0 $17.9M 0.01% +129K +28.0% $30.21 -0.3%
964 EL LAUDER ESTEE COS INC Consumer Defensive 224,145.0 $17.7M 0.01% +59K +35.4% $78.95 +29.1%
965 DOW DOW HLDGS INC Basic Materials 646,163.0 $17.7M 0.01% +193K +42.7% $27.36 +18.2%
966 BMO PUT BANK MONTREAL MEDIUM Financial Services 100,000.0 $17.7M 0.01% -410K -80.4% $176.57 -1.2%
967 ETSY INC 15,000,000.0 $17.6M 0.01% NEW $1.18
968 FTV FORTIVE CORP Technology 287,296.0 $17.6M 0.01% +20K +7.5% $61.09 -1.7%
969 IYG ISHARES TR 193,645.0 $17.5M 0.01% +6K +3.3% $90.47 +6.9%
970 ORA ORMAT TECHNOLOGIES INC Utilities 160,631.0 $17.5M 0.01% -66K -29.2% $108.90 -0.5%
971 NU NU HLDGS LTD Financial Services 1,308,590.0 $17.5M 0.01% +120K +10.1% $13.36 +9.1%
972 ODV OSISKO DEVELOPMENT CORP Basic Materials 7,156,059.0 $17.4M 0.01% +4.5M +171.9% $2.43 -6.2%
973 XME SPDR SERIES TRUST 162,517.0 $17.4M 0.01% +14K +9.3% $106.93 +11.6%
974 NFLX CALL NETFLIX INC. Communication Services 243,000.0 $17.4M 0.01% +135K +124.6% $71.40 +11.5%
975 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 148,400.0 $17.3M 0.01% +89K +151.5% $116.67 +54.2%
976 CDW CDW CORP Technology 122,829.0 $17.3M 0.01% +28K +29.8% $140.64 -2.4%
977 NXST NEXSTAR MEDIA GROUP INC Communication Services 96,486.0 $17.2M 0.01% +3K +3.2% $178.59 +4.2%
978 ETSY INC 228,448.0 $17.2M 0.01% +21K +10.3% $75.33
979 WAYFAIR INC 11,266,000.0 $17.2M 0.01% +11.3M +10000.0% $1.52
980 LEN LENNAR CORP Consumer Cyclical 189,529.0 $17.2M 0.01% +16K +9.0% $90.49 -3.8%
Page 49 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%