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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 17 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EWC ISHARES INC 1,218,152.0 $70.2M 0.02% +8K +0.6% $57.64 +8.2%
322 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 237,471.0 $69.6M 0.02% +32K +15.8% $293.18 +4.1%
323 BCS BARCLAYS PLC Financial Services 2,587,965.0 $69.5M 0.02% +2.0M +358.1% $26.86 -0.1%
324 SMH VANECK ETF TRUST 105,839.0 $69.4M 0.02% +3K +3.1% $655.89 -14.6%
325 MP MP MATERIALS CORP Basic Materials 1,239,147.0 $69.4M 0.02% +443K +55.6% $56.01 +7.2%
326 DASH DOORDASH INC Communication Services 373,178.0 $68.9M 0.02% +100K +36.4% $184.53 +21.1%
327 NSC NORFOLK SOUTHN CORP Industrials 217,426.0 $68.4M 0.02% +34K +18.3% $314.59 +11.5%
328 IVE ISHARES TR 300,302.0 $68.2M 0.02% +8K +2.8% $227.06 +4.5%
329 KEY KEYCORP Financial Services 2,946,679.0 $67.9M 0.02% +55K +1.9% $23.05 -5.1%
330 AME AMETEK INC Industrials 279,952.0 $67.7M 0.02% +48K +20.9% $241.94 -1.0%
331 OKE ONEOK INC NEW Energy 778,102.0 $67.6M 0.02% +77K +11.1% $86.94 +7.3%
332 STLD STEEL DYNAMICS INC Basic Materials 292,306.0 $67.1M 0.02% +22K +8.1% $229.46 -0.3%
333 CTVA CORTEVA INC Basic Materials 790,541.0 $67.0M 0.02% +131K +19.9% $84.69 -3.4%
334 URTH ISHARES INC 329,307.0 $66.7M 0.02% +6K +1.7% $202.64 +3.2%
335 IDXX IDEXX LABS INC Healthcare 124,073.0 $65.3M 0.02% +6K +5.0% $526.44 +5.8%
336 AJG GALLAGHER ARTHUR J & CO Financial Services 283,417.0 $65.1M 0.02% +59K +26.2% $229.57 +14.9%
337 RMD RESMED INC Healthcare 331,904.0 $64.7M 0.02% +40K +13.6% $194.88 +18.8%
338 MPWR MONOLITHIC PWR SYS INC Technology 46,739.0 $64.6M 0.02% +269.0 +0.6% $1382.36 -4.8%
339 AG FIRST MAJESTIC SILVER CORP Basic Materials 3,800,996.0 $64.5M 0.02% +1.7M +77.4% $16.96 +24.3%
340 REGN REGENERON PHARMACEUTICALS Healthcare 103,247.0 $64.4M 0.02% +18K +20.7% $623.54 +33.8%
Page 17 of 88  ·  1,742 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%