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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 25 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NDAQ NASDAQ INC Financial Services 394,975.0 $31.1M 0.01% +72K +22.2% $78.82 +24.6%
482 WSM WILLIAMS SONOMA INC Consumer Cyclical 131,659.0 $30.7M 0.01% +25K +23.2% $233.10 +1.9%
483 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 401,311.0 $30.7M 0.01% +89K +28.6% $76.40 +5.1%
484 XLB SELECT SECTOR SPDR TR 602,714.0 $30.6M 0.01% +51K +9.2% $50.83 +5.3%
485 EZU ISHARES INC 440,650.0 $30.6M 0.01% +7K +1.6% $69.50 +2.9%
486 NTRS NORTHERN TR CORP Financial Services 175,606.0 $30.5M 0.01% +35K +24.6% $173.84 +5.8%
487 LYG LLOYDS BANKING GROUP PLC Financial Services 5,235,547.0 $30.5M 0.01% +4.8M +1113.6% $5.83 +3.3%
488 CRBG COREBRIDGE FINL INC 1,059,426.0 $30.3M 0.01% +711K +204.2% $28.63
489 ESGU ISHARES TR 184,616.0 $30.2M 0.01% +99K +115.1% $163.67 +2.5%
490 EQR EQUITY RESIDENTIAL Real Estate 441,083.0 $30.0M 0.01% +91K +26.1% $67.93 -6.3%
491 SII SPROTT INC Financial Services 265,252.0 $29.9M 0.01% +85K +47.0% $112.56 +17.6%
492 RGLD ROYAL GOLD INC Basic Materials 148,040.0 $29.6M 0.01% +6K +4.5% $199.61 +29.8%
493 UNILEVER PLC 490,089.0 $29.5M 0.01% +48K +10.8% $60.12
494 BB BLACKBERRY LTD Technology 2,334,378.0 $29.4M 0.01% +499K +27.2% $12.62 -36.3%
495 VOE VANGUARD INDEX FDS 148,473.0 $29.3M 0.01% +3K +1.8% $197.60 +5.6%
496 FERROVIAL NV 425,405.0 $29.1M 0.01% +25K +6.3% $68.51
497 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 548,804.0 $29.0M 0.01% +63K +12.9% $52.85 +1.2%
498 FISV FISERV INC Technology 590,261.0 $29.0M 0.01% +76K +14.8% $49.05 +7.2%
499 CM PUT CANADIAN IMPERIAL BANK OF CO Financial Services 250,000.0 $28.8M 0.01% +249K +10000.0% $115.04 +1.3%
500 EVEREST GROUP LTD 80,420.0 $28.7M 0.01% +7K +9.0% $357.23
Page 25 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%