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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 55 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 MARRIOTT VACATIONS WORLDWIDE 12,500,000.0 $12.4M 0.00% -5.0M -28.6% $0.99
1082 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 171,957.0 $12.3M 0.00% +154K +834.8% $71.74 +1.0%
1083 TRP PUT TC ENERGY CORP Energy 185,000.0 $12.2M 0.00% $66.16 -6.2%
1084 GWRE GUIDEWIRE SOFTWARE INC Technology 99,143.0 $12.2M 0.00% -13K -11.3% $123.05 +56.0%
1085 BAND BANDWIDTH INC Technology 192,680.0 $12.2M 0.00% +47K +32.4% $63.30 -27.4%
1086 WWD WOODWARD INC Industrials 28,645.0 $12.2M 0.00% -2K -7.6% $425.44 -21.6%
1087 TM TOYOTA MOTOR CORP Consumer Cyclical 72,227.0 $12.2M 0.00% +31K +76.5% $168.42 +15.4%
1088 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 3,320,580.0 $12.1M 0.00% +3.3M +10000.0% $3.65 -19.4%
1089 AVDE AMERICAN CENTY ETF TR 135,655.0 $12.1M 0.00% +9K +6.9% $89.20 +5.4%
1090 SOLV SOLVENTUM CORP Healthcare 156,532.0 $12.1M 0.00% +39K +33.7% $77.15 +16.9%
1091 ALGN ALIGN TECHNOLOGY INC Healthcare 71,285.0 $12.0M 0.00% -79K -52.6% $168.66 -5.6%
1092 LYFT LYFT INC Technology 819,301.0 $12.0M 0.00% -29K -3.4% $14.61 +20.3%
1093 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 45,386.0 $11.9M 0.00% +16K +52.5% $263.26 +37.4%
1094 TRP CALL TC ENERGY CORP Energy 180,000.0 $11.9M 0.00% -6K -3.5% $66.16 -6.2%
1095 CHKP PUT CHECK POINT SOFTWARE TECH LT Technology 90,000.0 $11.8M 0.00% NEW $131.43 -0.4%
1096 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 159,675.0 $11.8M 0.00% -4K -2.5% $74.04 +10.7%
1097 FEZ SPDR INDEX SHS FDS 172,036.0 $11.8M 0.00% +8K +4.8% $68.68 +4.3%
1098 SONY SONY GROUP CORP Technology 588,459.0 $11.8M 0.00% -17K -2.9% $20.06 +20.8%
1099 BKLN INVESCO EXCH TRADED FD TR II 574,314.0 $11.7M 0.00% -27K -4.4% $20.37 +0.6%
1100 RGTI PUT RIGETTI COMPUTING INC Technology 605,000.0 $11.7M 0.00% +140K +30.1% $19.32 -14.9%
Page 55 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%