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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 71 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CART MAPLEBEAR INC Consumer Cyclical 96,226.0 $4.6M 0.00% -2K -2.1% $47.35 +9.4%
1402 VLUE ISHARES TR 22,785.0 $4.6M 0.00% +1K +4.7% $199.81 +0.2%
1403 AMKR AMKOR TECHNOLOGY INC Technology 52,738.0 $4.5M 0.00% +17K +46.1% $86.23 -44.5%
1404 AGI CALL ALAMOS GOLD INC Basic Materials 150,000.0 $4.5M 0.00% +10K +7.1% $30.29 +26.5%
1405 XLU PUT SELECT SECTOR SPDR TR 100,000.0 $4.5M 0.00% $45.34 -4.7%
1406 IYR PUT ISHARES TR 44,300.0 $4.5M 0.00% +22K +94.3% $102.25 +3.1%
1407 BWXT BWX TECHNOLOGIES INC Industrials 23,177.0 $4.5M 0.00% -3K -12.2% $194.65 -23.2%
1408 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 100,000.0 $4.5M 0.00% NEW $45.11 +16.2%
1409 SHM SPDR SERIES TRUST 93,847.0 $4.5M 0.00% +6K +6.5% $47.97 -0.4%
1410 CTVA PUT CORTEVA INC Basic Materials 53,000.0 $4.5M 0.00% NEW $84.69 -2.2%
1411 STIP ISHARES TR 43,737.0 $4.5M 0.00% -45K -51.0% $102.16 -1.2%
1412 ELF E L F BEAUTY INC Consumer Defensive 60,341.0 $4.5M 0.00% +23K +61.0% $74.00 +43.2%
1413 TECK CALL TECK RESOURCES LTD Basic Materials 74,900.0 $4.5M 0.00% +38K +104.1% $59.50 +18.0%
1414 TECHNIPFMC PLC 67,093.0 $4.4M 0.00% -22K -24.4% $66.30
1415 AA ALCOA CORP Basic Materials 85,297.0 $4.4M 0.00% -116K -57.6% $52.14 -5.3%
1416 BINC BLACKROCK ETF TRUST II 84,750.0 $4.4M 0.00% +9K +11.2% $52.34 -0.6%
1417 AUGO AURA MINERALS INC Basic Materials 69,962.0 $4.4M 0.00% -3K -3.6% $62.95 +38.8%
1418 CALL CANADIAN PACIFIC KANSAS CITY 50,800.0 $4.4M 0.00% -64K -55.8% $86.61
1419 FLCA FRANKLIN TEMPLETON ETF TR 85,139.0 $4.4M 0.00% +26K +44.8% $51.47 +7.7%
1420 SBS COMPANHIA DE SANEAMENTO BASI Utilities 757,003.0 $4.4M 0.00% +609K +413.2% $5.78 -19.9%
Page 71 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%