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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 27 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 94,712.0 $25.8M 0.01% +79K +484.5% $271.95 -15.2%
522 AVUV AMERICAN CENTY ETF TR 206,450.0 $25.8M 0.01% +55K +36.5% $124.76 +1.4%
523 XLY SELECT SECTOR SPDR TR 219,157.0 $25.7M 0.01% +5K +2.2% $117.28 +0.6%
524 ALLE ALLEGION PLC Industrials 182,446.0 $25.6M 0.01% +51K +39.0% $140.49 +15.5%
525 TPL TEXAS PACIFIC LAND CORPORATI Energy 58,456.0 $25.6M 0.01% +14K +30.4% $437.64 -12.3%
526 VSH VISHAY INTERTECHNOLOGY INC Technology 474,962.0 $25.5M 0.01% +116K +32.2% $53.78 -41.2%
527 MKC MCCORMICK & CO INC Consumer Defensive 504,591.0 $25.4M 0.01% +248K +96.7% $50.42 +9.9%
528 ESGV VANGUARD WORLD FD 191,841.0 $25.4M 0.01% +2K +0.9% $132.24 +2.7%
529 UNH CALL UNITEDHEALTH GROUP INC Healthcare 60,900.0 $25.3M 0.01% +38K +167.1% $415.63 -6.1%
530 SJM SMUCKER J M CO Consumer Defensive 222,514.0 $25.0M 0.01% +36K +19.2% $112.50 +10.5%
531 INTC CALL INTEL CORP Technology 178,800.0 $25.0M 0.01% +178K +10000.0% $139.63 -35.5%
532 MLM MARTIN MARIETTA MATLS INC Basic Materials 43,274.0 $25.0M 0.01% +11K +34.9% $576.70 -7.2%
533 TGT PUT TARGET CORP Consumer Defensive 190,000.0 $24.8M 0.01% +88K +86.3% $130.61 +26.7%
534 IVZ INVESCO LTD Financial Services 940,108.0 $24.8M 0.01% +134K +16.6% $26.39 +21.3%
535 INGERSOLL RAND INC 301,429.0 $24.7M 0.01% +61K +25.4% $81.99
536 MRVL PUT MARVELL TECHNOLOGY INC Technology 82,300.0 $24.5M 0.01% +18K +28.2% $297.89 -20.4%
537 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 226,559.0 $24.4M 0.01% +57K +33.8% $107.78 +2.8%
538 CYTK CYTOKINETICS INC Healthcare 285,688.0 $24.3M 0.01% +271K +1855.2% $85.19 -9.8%
539 CHD CHURCH & DWIGHT CO INC Consumer Defensive 249,760.0 $24.2M 0.01% +61K +32.2% $96.88 +2.0%
540 L LOEWS CORP Financial Services 213,387.0 $24.2M 0.01% +43K +25.1% $113.21 -3.0%
Page 27 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%