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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 19 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BSX BOSTON SCIENTIFIC CORP Healthcare 1,374,431.0 $58.7M 0.02% +50K +3.8% $42.68 +18.0%
362 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 242,063.0 $58.3M 0.02% +3K +1.2% $240.97 +5.5%
363 PCAR PACCAR INC Industrials 484,706.0 $58.2M 0.02% +94K +24.2% $120.12 +9.1%
364 AWK AMERICAN WTR WKS CO INC NEW Utilities 440,823.0 $58.0M 0.02% +83K +23.1% $131.58 +2.9%
365 OR OR ROYALTIES INC. Basic Materials 1,829,980.0 $57.9M 0.02% +369K +25.2% $31.63 +14.1%
366 IRM IRON MTN INC DEL Real Estate 453,715.0 $57.3M 0.02% +48K +11.8% $126.31 -3.4%
367 CM CALL CANADIAN IMPERIAL BANK OF CO Financial Services 487,900.0 $56.1M 0.02% +169K +53.0% $115.04 +1.3%
368 ADSK AUTODESK INC Technology 287,579.0 $55.9M 0.02% +32K +12.6% $194.42 +30.6%
369 NUE NUCOR CORP Basic Materials 249,885.0 $55.7M 0.02% +69K +38.5% $222.75 +9.4%
370 NWS NEWS CORP NEW 1,982,009.0 $55.6M 0.02% +35K +1.8% $28.06
371 NATWEST GROUP PLC 3,125,522.0 $55.1M 0.02% +2.8M +1019.3% $17.63
372 YUM YUM BRANDS INC Consumer Cyclical 342,855.0 $54.8M 0.02% +75K +28.0% $159.86 -4.3%
373 GOOG PUT ALPHABET INC 155,000.0 $54.8M 0.02% +7K +4.7% $353.33
374 EBAY EBAY INC. Consumer Cyclical 488,712.0 $54.6M 0.02% +12K +2.5% $111.75 -6.8%
375 ULTA ULTA BEAUTY INC Consumer Cyclical 119,788.0 $54.0M 0.02% +13K +12.0% $450.98 +15.6%
376 MSCI MSCI INC Financial Services 95,868.0 $53.7M 0.02% +19K +24.2% $560.04 +0.6%
377 VCIT VANGUARD SCOTTSDALE FDS 649,424.0 $53.7M 0.02% +54K +9.0% $82.65 -1.9%
378 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 716,647.0 $53.6M 0.02% +323K +82.1% $74.81 +2.8%
379 IREN PUT IREN LIMITED Financial Services 1,167,200.0 $53.4M 0.02% +594K +103.7% $45.73 -8.4%
380 AFL AFLAC INC Financial Services 453,085.0 $53.1M 0.02% +69K +18.0% $117.25 -1.0%
Page 19 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%