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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 51 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 UHS UNIVERSAL HLTH SVCS INC Healthcare 109,822.0 $16.3M 0.01% +24K +28.6% $148.69 +19.2%
1002 B CALL BARRICK MNG CORP Basic Materials 441,000.0 $16.2M 0.01% -347K -44.0% $36.73 +29.6%
1003 APA APA CORPORATION Energy 493,099.0 $16.1M 0.01% +150K +43.7% $32.57 +33.2%
1004 OKLO PUT OKLO INC Utilities 306,700.0 $16.0M 0.01% -101K -24.8% $52.33 -19.6%
1005 MUX MCEWEN INC. Basic Materials 883,013.0 $16.0M 0.01% +197K +28.6% $18.13 +14.6%
1006 SEI SOLARIS ENERGY INFRAS INC Energy 198,464.0 $16.0M 0.01% -31K -13.5% $80.46 -33.8%
1007 LRN STRIDE INC Consumer Defensive 184,407.0 $15.9M 0.01% +169K +1089.7% $86.24 -2.2%
1008 ORLA ORLA MNG LTD NEW Basic Materials 1,625,835.0 $15.9M 0.01% -60K -3.5% $9.77 -3.4%
1009 DECK DECKERS OUTDOOR CORP Consumer Cyclical 159,152.0 $15.8M 0.01% +12K +7.8% $99.29 -7.7%
1010 VHT VANGUARD WORLD FD 52,674.0 $15.8M 0.01% +1K +2.3% $299.01 +9.6%
1011 AMCOR PLC 361,038.0 $15.7M 0.01% NEW $43.35
1012 FN FABRINET Technology 27,700.0 $15.6M 0.01% +8K +38.7% $562.08 -22.3%
1013 PANW CALL PALO ALTO NETWORKS INC Technology 45,600.0 $15.6M 0.01% $341.02 +4.9%
1014 AIZ ASSURANT INC Financial Services 57,891.0 $15.5M 0.01% +14K +32.8% $268.53 +5.8%
1015 LEIDOS HOLDINGS INC 150,915.0 $15.5M 0.01% +52K +52.1% $102.97
1016 SPHD INVESCO EXCH TRADED FD TR II 305,487.0 $15.5M 0.01% +24K +8.5% $50.84 +4.7%
1017 BFC BANK FIRST CORP Financial Services 103,836.0 $15.4M 0.01% $148.35 +3.0%
1018 GPC GENUINE PARTS CO Consumer Cyclical 129,765.0 $15.3M 0.01% +40K +45.2% $117.98 +13.5%
1019 GL GLOBE LIFE INC Financial Services 85,626.0 $15.3M 0.01% +33K +61.4% $178.68 -4.3%
1020 SOLAREDGE TECHNOLOGIES INC 8,000,000.0 $15.3M 0.01% $1.91
Page 51 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%