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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 70 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 ENPH ENPHASE ENERGY INC Energy 96,346.0 $4.7M 0.00% +23K +31.4% $49.24 -24.5%
1382 GUARDIAN METAL RES PLC 243,279.0 $4.7M 0.00% +233K +2332.8% $19.50
1383 QQQE DIREXION SHARES ETF TRUST 38,724.0 $4.7M 0.00% +38K +6217.1% $122.01 +0.0%
1384 COLLECTIVE MINING LTD 383,848.0 $4.7M 0.00% -12K -2.9% $12.29
1385 CARNIVAL CORP LTD 164,781.0 $4.7M 0.00% NEW $28.57
1386 ITRI ITRON INC Technology 54,327.0 $4.7M 0.00% +33K +160.7% $86.53 +14.1%
1387 OHI OMEGA HEALTHCARE INVS INC Real Estate 98,558.0 $4.7M 0.00% +4K +4.2% $47.68 -2.3%
1388 PUT RB GLOBAL INC 40,300.0 $4.7M 0.00% -40K -49.8% $116.30
1389 IONQ PUT IONQ INC Technology 88,000.0 $4.7M 0.00% -735K -89.3% $53.26 -22.9%
1390 TOL TOLL BROTHERS INC Consumer Cyclical 28,306.0 $4.7M 0.00% -1K -4.5% $164.75 -10.5%
1391 INSTALLED BLDG PRODS INC 20,248.0 $4.7M 0.00% +2K +12.4% $229.84
1392 SCHX SCHWAB STRATEGIC TR 158,053.0 $4.7M 0.00% -31K -16.3% $29.43 +2.4%
1393 HYCROFT MINING HOLDING CORP 197,942.0 $4.6M 0.00% -10K -4.9% $23.40
1394 VECO VEECO INSTRS INC DEL Technology 61,088.0 $4.6M 0.00% +495.0 +0.8% $75.80 -38.3%
1395 WSO WATSCO INC Industrials 11,106.0 $4.6M 0.00% $416.73 -25.4%
1396 TMDX TRANSMEDICS GROUP INC Healthcare 69,601.0 $4.6M 0.00% $66.42 +40.9%
1397 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 266,405.0 $4.6M 0.00% -166K -38.5% $17.35 -4.3%
1398 VCR VANGUARD WORLD FD 11,643.0 $4.6M 0.00% $396.61 +0.2%
1399 GLDM WORLD GOLD TR Financial Services 58,071.0 $4.6M 0.00% -2K -3.2% $79.42 +15.9%
1400 GBCI GLACIER BANCORP INC NEW Financial Services 88,955.0 $4.6M 0.00% -2K -2.5% $51.58 -9.3%
Page 70 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%