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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 77 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 RAAX VANECK ETF TRUST 83,513.0 $3.3M 0.00% +83K +9961.8% $39.67 +5.2%
1522 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 29,631.0 $3.3M 0.00% +472.0 +1.6% $111.79 -6.1%
1523 MEDP MEDPACE HLDGS INC Healthcare 6,242.0 $3.3M 0.00% -296.0 -4.5% $529.59 +16.0%
1524 BWA BORGWARNER INC Consumer Cyclical 49,757.0 $3.3M 0.00% +7K +17.2% $66.40 -2.0%
1525 TILT FLEXSHARES TR 11,959.0 $3.3M 0.00% +5K +64.5% $276.07 +2.8%
1526 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 51,041.0 $3.3M 0.00% -26K -33.7% $64.45 +1.4%
1527 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 204,241.0 $3.3M 0.00% +34K +19.9% $16.03 +14.5%
1528 EWZ ISHARES INC 94,328.0 $3.3M 0.00% -1.4M -93.8% $34.50 +4.0%
1529 FIRST TR EXCH TRADED FD III 44,072.0 $3.3M 0.00% +2K +4.6% $73.80
1530 KBE SPDR SERIES TRUST 47,471.0 $3.2M 0.00% -20K -29.3% $68.22 +0.3%
1531 USAR CALL USA RARE EARTH INC Basic Materials 150,000.0 $3.2M 0.00% NEW $21.58 -10.1%
1532 KBH KB HOME Consumer Cyclical 51,545.0 $3.2M 0.00% +6K +13.4% $62.59 -8.8%
1533 AM ANTERO MIDSTREAM CORP Energy 141,793.0 $3.2M 0.00% +4K +2.6% $22.75 -3.7%
1534 NICE NICE LTD Technology 35,478.0 $3.2M 0.00% +4K +11.4% $90.85 +10.5%
1535 MSM MSC INDL DIRECT INC Industrials 27,086.0 $3.2M 0.00% +277.0 +1.0% $118.95 -0.5%
1536 RPAY REPAY HLDGS CORP Technology 765,532.0 $3.2M 0.00% +136K +21.6% $4.20 -8.6%
1537 RELX RELX PLC Communication Services 100,631.0 $3.2M 0.00% -486K -82.8% $31.67 +13.3%
1538 LW LAMB WESTON HLDGS INC Consumer Defensive 73,628.0 $3.2M 0.00% -7K -8.2% $43.18 +28.2%
1539 ATEC ALPHATEC HLDGS INC Healthcare 366,841.0 $3.2M 0.00% +41K +12.4% $8.65 +7.9%
1540 ABCL PUT ABCELLERA BIOLOGICS INC Healthcare 403,100.0 $3.2M 0.00% NEW $7.85 +59.2%
Page 77 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%