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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 91 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 TKR TIMKEN CO Industrials 11,971.0 $1.7M 0.00% +3K +29.4% $145.32 -14.4%
1802 AMGN CALL AMGEN INC Healthcare 4,800.0 $1.7M 0.00% -5K -50.5% $362.12 +21.5%
1803 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 12,178.0 $1.7M 0.00% +1K +9.6% $142.41 -9.5%
1804 ABNB PUT AIRBNB INC Consumer Cyclical 12,000.0 $1.7M 0.00% NEW $143.10 +30.6%
1805 CNI CALL CANADIAN NATL RY CO Industrials 14,400.0 $1.7M 0.00% -56K -79.4% $119.22 +6.9%
1806 KEY PUT KEYCORP Financial Services 74,000.0 $1.7M 0.00% $23.05 -5.1%
1807 KEY CALL KEYCORP Financial Services 74,000.0 $1.7M 0.00% $23.05 -5.1%
1808 CYTK PUT CYTOKINETICS INC Healthcare 20,000.0 $1.7M 0.00% NEW $85.19 -7.8%
1809 NOBL PROSHARES TR 30,338.0 $1.7M 0.00% +15K +102.2% $56.16 +4.1%
1810 WEBULL CORP 260,992.0 $1.7M 0.00% -84K -24.4% $6.52
1811 FRMI FERMI INC Utilities 185,426.0 $1.7M 0.00% NEW $9.16 -38.4%
1812 CMPS COMPASS PATHWAYS PLC Healthcare 119,222.0 $1.7M 0.00% NEW $14.15 +2.0%
1813 SMTC SEMTECH CORP Technology 10,351.0 $1.7M 0.00% +945.0 +10.1% $161.85 -11.9%
1814 PUT WEBULL CORP 256,600.0 $1.7M 0.00% -81K -24.1% $6.52
1815 HOOD CALL ROBINHOOD MKTS INC Financial Services 16,600.0 $1.7M 0.00% -19K -52.8% $100.28 +11.0%
1816 MANH MANHATTAN ASSOCIATES INC Technology 11,895.0 $1.7M 0.00% -925.0 -7.2% $139.25 +61.9%
1817 FLIN FRANKLIN TEMPLETON ETF TR 46,561.0 $1.7M 0.00% -55K -54.3% $35.57 +0.3%
1818 SCI PUT SERVICE CORP INTL Consumer Cyclical 21,800.0 $1.7M 0.00% NEW $75.96 +11.0%
1819 ORI OLD REP INTL CORP Financial Services 40,427.0 $1.7M 0.00% -5K -10.3% $40.92 +2.4%
1820 SN SHARKNINJA INC Consumer Cyclical 10,856.0 $1.7M 0.00% +8K +332.0% $152.27 +24.7%
Page 91 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%