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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 93 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 LVHI LEGG MASON ETF INVT 39,646.0 $1.6M 0.00% +380.0 +1.0% $40.59 +5.2%
1842 AAL AMERICAN AIRLINES GROUP INC Industrials 88,949.0 $1.6M 0.00% -73K -45.2% $18.07 -23.3%
1843 NTNX NUTANIX INC Technology 31,481.0 $1.6M 0.00% +740.0 +2.4% $50.96 +38.4%
1844 IYJ ISHARES TR 9,622.0 $1.6M 0.00% +165.0 +1.7% $166.65 -1.4%
1845 MTH MERITAGE HOMES CORP Consumer Cyclical 19,089.0 $1.6M 0.00% +3K +18.1% $83.85 -15.4%
1846 VNOM VIPER ENERGY INC Energy 37,747.0 $1.6M 0.00% +18K +94.6% $42.40 +4.4%
1847 UBSI UNITED BANKSHARES INC WEST V Financial Services 34,906.0 $1.6M 0.00% -908.0 -2.5% $45.83 +3.6%
1848 CBSH COMMERCE BANCSHARES INC Financial Services 27,621.0 $1.6M 0.00% -9K -25.0% $57.75 +0.7%
1849 ICSH ISHARES TR 31,425.0 $1.6M 0.00% +7K +27.9% $50.58 -0.0%
1850 CAVA CAVA GROUP INC Consumer Cyclical 20,185.0 $1.6M 0.00% -1K -6.5% $78.48 -14.5%
1851 TEMA ETF TRUST 52,104.0 $1.6M 0.00% NEW $30.38
1852 RMBS RAMBUS INC DEL Technology 11,892.0 $1.6M 0.00% -6K -33.4% $132.74 -31.7%
1853 ATR APTARGROUP INC Healthcare 12,591.0 $1.6M 0.00% +303.0 +2.5% $125.20 +6.7%
1854 RSST TIDAL TRUST II 47,961.0 $1.6M 0.00% +2K +3.3% $32.69 +3.2%
1855 THO THOR INDS INC Consumer Cyclical 20,830.0 $1.6M 0.00% -705.0 -3.3% $75.16 +2.7%
1856 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 5,097.0 $1.6M 0.00% +117.0 +2.4% $306.70 -14.5%
1857 SYNA SYNAPTICS INC Technology 12,516.0 $1.6M 0.00% +7K +149.2% $124.23 -22.0%
1858 PR PERMIAN RESOURCES CORP Energy 84,085.0 $1.5M 0.00% -55K -39.7% $18.41 +23.8%
1859 EQT CALL EQT CORP Energy 29,100.0 $1.5M 0.00% -15K -34.0% $53.17 +1.7%
1860 RKT ROCKET COS INC Financial Services 98,064.0 $1.5M 0.00% -4K -3.5% $15.75 -9.6%
Page 93 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%