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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 87 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 DY DYCOM INDS INC Industrials 4,102.0 $2.1M 0.00% -31.0 -0.8% $505.59 -38.5%
1722 SPMD SPDR SERIES TRUST 30,675.0 $2.1M 0.00% +6K +23.3% $67.56 -0.6%
1723 VDE VANGUARD WORLD FD 13,714.0 $2.1M 0.00% -2K -10.9% $150.13 +17.2%
1724 PUK PRUDENTIAL PLC Financial Services 76,754.0 $2.1M 0.00% +37K +95.4% $26.81 +5.6%
1725 SR SPIRE INC Utilities 26,318.0 $2.1M 0.00% +250.0 +1.0% $78.09 +7.1%
1726 KWEB CALL KRANESHARES TRUST 83,900.0 $2.1M 0.00% -11.9M -99.3% $24.47 +7.4%
1727 NE NOBLE CORP PLC Energy 54,929.0 $2.0M 0.00% -25K -31.4% $37.30 +21.1%
1728 IONS IONIS PHARMACEUTICALS INC Healthcare 25,782.0 $2.0M 0.00% -803.0 -3.0% $79.29 -20.1%
1729 MTN VAIL RESORTS INC Consumer Cyclical 15,014.0 $2.0M 0.00% +371.0 +2.5% $136.15 +9.2%
1730 COLD PUT AMERICOLD REALTY TRUST INC Real Estate 129,800.0 $2.0M 0.00% NEW $15.72 -2.9%
1731 CVSA COVISTA INC Consumer Cyclical 16,361.0 $2.0M 0.00% -4K -20.1% $124.66 +10.5%
1732 OSK OSHKOSH CORP Industrials 13,280.0 $2.0M 0.00% -5K -25.4% $153.48 +2.6%
1733 MUR MURPHY OIL CORP Energy 62,586.0 $2.0M 0.00% +2K +3.7% $32.56 +6.5%
1734 TS TENARIS S A Energy 36,498.0 $2.0M 0.00% +6K +20.3% $55.49 -2.9%
1735 COPP SPROTT FDS TR 52,859.0 $2.0M 0.00% $38.30 +21.2%
1736 TPG TPG INC Financial Services 49,801.0 $2.0M 0.00% +35K +232.1% $40.55 +30.2%
1737 KMLM KRANESHARES TRUST 72,917.0 $2.0M 0.00% +4K +5.5% $27.52 +5.8%
1738 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 32,805.0 $2.0M 0.00% -4K -11.4% $60.67 +22.4%
1739 COKE COCA COLA CONS INC Consumer Defensive 10,397.0 $2.0M 0.00% -302.0 -2.8% $190.93 +1.6%
1740 LXFR LUXFER HLDGS PLC Industrials 109,775.0 $2.0M 0.00% +14K +15.1% $18.04 -4.8%
Page 87 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%