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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 20 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 W WAYFAIR INC Consumer Cyclical 568,988.0 $52.6M 0.02% +38K +7.1% $92.42 +9.8%
382 DFIS DIMENSIONAL ETF TRUST 1,498,139.0 $52.5M 0.02% +80K +5.7% $35.03 +7.2%
383 MKSI MKS INC. Technology 117,782.0 $52.4M 0.02% +650.0 +0.6% $444.80 -37.3%
384 CCI CROWN CASTLE INC Real Estate 686,554.0 $52.0M 0.02% +103K +17.7% $75.73 -0.3%
385 CIEN CIENA CORP Technology 105,944.0 $52.0M 0.02% +25K +30.2% $490.56 -19.3%
386 ODFL OLD DOMINION FREIGHT LINE IN Industrials 238,584.0 $51.7M 0.02% +5K +2.3% $216.60 -4.7%
387 CAH CARDINAL HEALTH INC Healthcare 217,397.0 $51.6M 0.02% +46K +26.6% $237.56 -3.4%
388 DGX QUEST DIAGNOSTICS INC Healthcare 243,647.0 $51.6M 0.02% +33K +15.8% $211.95 +15.3%
389 MSFT CALL MICROSOFT CORP Technology 135,900.0 $50.7M 0.02% +79K +140.1% $373.02 +29.5%
390 DLR DIGITAL RLTY TR INC Real Estate 280,567.0 $50.4M 0.02% +70K +33.2% $179.58 +6.1%
391 JBL JABIL INC Technology 130,207.0 $50.2M 0.02% +9K +7.5% $385.48 -18.7%
392 CMS CMS ENERGY CORP Utilities 653,735.0 $50.0M 0.02% +66K +11.3% $76.50 -10.8%
393 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,341,214.0 $49.8M 0.02% +140K +11.6% $37.14 -10.5%
394 TEL TE CONNECTIVITY PLC Technology 245,454.0 $49.5M 0.02% +44K +22.0% $201.61 +1.0%
395 WST WEST PHARMACEUTICAL SVSC INC Healthcare 137,753.0 $49.5M 0.02% +11K +8.3% $359.00 -1.6%
396 LCII LCI INDS Consumer Cyclical 466,774.0 $49.4M 0.02% +4K +1.0% $105.88 -3.7%
397 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 573,449.0 $49.4M 0.02% +444K +341.4% $86.09 +17.3%
398 GEN GEN DIGITAL INC Technology 1,980,953.0 $49.3M 0.02% +247K +14.2% $24.89 +16.2%
399 CNP CENTERPOINT ENERGY INC Utilities 1,116,901.0 $49.2M 0.02% +168K +17.7% $44.04 -12.0%
400 BCE PUT BCE INC Communication Services 2,265,000.0 $48.7M 0.02% +760K +50.5% $21.52 +10.2%
Page 20 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%