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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 9 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EEM ISHARES TR 4,415,489.0 $302.1M 0.10% -1.4M -24.1% $68.41 -4.5%
162 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 5,852,695.0 $301.4M 0.10% +996K +20.5% $51.50 +8.3%
163 SSNC SS&C TECH HLDGS Technology 4,762,252.0 $295.5M 0.10% -243K -4.8% $62.05 +29.8%
164 GLW CORNING INC Technology 1,154,955.0 $295.0M 0.10% -178K -13.3% $255.43 -37.4%
165 MDT MEDTRONIC PLC Healthcare 3,765,229.0 $294.6M 0.10% -129K -3.3% $78.23 +17.7%
166 QCOM QUALCOMM INC Technology 1,580,588.0 $292.1M 0.10% -216K -12.1% $184.79 -13.3%
167 TMO THERMO FISHER SCIENTIFIC INC Healthcare 581,630.0 $291.6M 0.10% $501.36 +17.5%
168 MRVL MARVELL TECHNOLOGY INC Technology 958,829.0 $285.6M 0.09% +669K +231.1% $297.89 -27.5%
169 UNP UNION PAC CORP Industrials 1,048,022.0 $285.1M 0.09% +115K +12.3% $272.00 +9.8%
170 RB GLOBAL INC 2,450,521.0 $285.0M 0.09% -76K -3.0% $116.30
171 CENCORA INC 1,001,746.0 $283.5M 0.09% +104K +11.6% $282.98
172 VO VANGUARD INDEX FDS 3,516,510.0 $283.3M 0.09% +2.6M +299.6% $80.57 +3.2%
173 BEP BROOKFIELD RENEWABLE ENERGY Utilities 8,149,658.0 $282.3M 0.09% -571K -6.5% $34.64 -5.3%
174 USFD US FOODS HLDG CORP Consumer Defensive 2,709,712.0 $277.1M 0.09% $102.25 +4.6%
175 SO SOUTHERN CO Utilities 2,860,777.0 $273.8M 0.09% +1.1M +66.1% $95.71 -3.8%
176 XEL XCEL ENERGY INC Utilities 3,395,450.0 $272.7M 0.09% +2.7M +393.6% $80.30 -1.4%
177 USB US BANCORP Financial Services 4,513,535.0 $272.6M 0.09% +557K +14.1% $60.40 +7.3%
178 KRE SPDR SERIES TRUST 3,568,740.0 $267.1M 0.09% $74.85 +2.7%
179 AEP AMERICAN ELEC PWR CO INC Utilities 1,948,767.0 $266.6M 0.09% -41K -2.1% $136.81 -7.6%
180 MBB ISHARES TR 2,803,720.0 $265.0M 0.09% -622K -18.1% $94.52 -1.5%
Page 9 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 29.8%
Technology 23.9%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 6.6%
Healthcare 5.1%
Basic Materials 4.6%
Utilities 3.2%
Consumer Defensive 3.1%