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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 61 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CMF ISHARES TR 153,750.0 $8.9M 0.00% +3K +2.0% $57.64 -1.9%
1202 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 103,150.0 $8.8M 0.00% +12K +12.7% $85.75 +3.0%
1203 BILL BILL HOLDINGS INC Technology 244,495.0 $8.8M 0.00% -51K -17.3% $36.16 +33.2%
1204 BMI BADGER METER INC Technology 59,532.0 $8.8M 0.00% +46K +332.5% $148.38 -8.5%
1205 PUT GAMESTOP CORP 398,200.0 $8.8M 0.00% -94K -19.1% $22.08
1206 MSGE SPHERE ENTERTAINMENT CO Communication Services 50,227.0 $8.7M 0.00% +48K +2290.6% $173.03 -54.0%
1207 JPM PUT JPMORGAN CHASE & CO Financial Services 26,500.0 $8.7M 0.00% $327.33 +8.9%
1208 LOGI LOGITECH INTL S A Technology 92,210.0 $8.6M 0.00% +14K +17.2% $93.70 +3.7%
1209 SUSA ISHARES TR 55,905.0 $8.6M 0.00% +2K +3.0% $154.30 +2.0%
1210 TNDM TANDEM DIABETES CARE INC Healthcare 564,966.0 $8.5M 0.00% +528K +1409.2% $15.09 +47.2%
1211 CLOA BLACKROCK ETF TRUST II 163,521.0 $8.5M 0.00% +42K +34.1% $51.91 +0.0%
1212 HLN HALEON PLC Healthcare 908,864.0 $8.5M 0.00% -38K -4.0% $9.33 +8.9%
1213 ILMN ILLUMINA INC Healthcare 48,011.0 $8.4M 0.00% -27K -35.8% $175.83 +27.0%
1214 VIKING HOLDINGS LTD 80,623.0 $8.4M 0.00% NEW $104.67
1215 VYMI VANGUARD WHITEHALL FDS 85,843.0 $8.4M 0.00% -2K -2.5% $98.20 +7.1%
1216 NVMI NOVA LTD Technology 15,481.0 $8.4M 0.00% +2K +15.3% $542.94 -33.2%
1217 COP PUT CONOCOPHILLIPS Energy 80,700.0 $8.4M 0.00% -2K -2.2% $103.96 +28.3%
1218 FLOT ISHARES TR 163,391.0 $8.3M 0.00% +46K +38.8% $51.05 -0.1%
1219 FOXA FOX CORP Communication Services 159,629.0 $8.3M 0.00% +47K +41.1% $52.16 +32.7%
1220 FIRSTENERGY CORP 7,500,000.0 $8.3M 0.00% NEW $1.11
Page 61 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%