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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 33 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MUX MCEWEN INC. Basic Materials 883,013.0 $16.0M 0.01% +197K +28.6% $18.13 +15.9%
642 LRN STRIDE INC Consumer Defensive 184,407.0 $15.9M 0.01% +169K +1089.7% $86.24 -1.4%
643 DECK DECKERS OUTDOOR CORP Consumer Cyclical 159,152.0 $15.8M 0.01% +12K +7.8% $99.29 -7.3%
644 VHT VANGUARD WORLD FD 52,674.0 $15.8M 0.01% +1K +2.3% $299.01 +9.5%
645 FN FABRINET Technology 27,700.0 $15.6M 0.01% +8K +38.7% $562.08 -25.1%
646 AIZ ASSURANT INC Financial Services 57,891.0 $15.5M 0.01% +14K +32.8% $268.53 +7.2%
647 LEIDOS HOLDINGS INC 150,915.0 $15.5M 0.01% +52K +52.1% $102.97
648 SPHD INVESCO EXCH TRADED FD TR II 305,487.0 $15.5M 0.01% +24K +8.5% $50.84 +5.2%
649 GPC GENUINE PARTS CO Consumer Cyclical 129,765.0 $15.3M 0.01% +40K +45.2% $117.98 +15.0%
650 GL GLOBE LIFE INC Financial Services 85,626.0 $15.3M 0.01% +33K +61.4% $178.68 -3.1%
651 TSEM TOWER SEMICONDUCTOR LTD Technology 58,610.0 $15.3M 0.01% +13K +28.8% $260.64 -19.0%
652 J JACOBS SOLUTIONS INC Industrials 121,014.0 $15.2M 0.01% +29K +31.0% $126.00 +20.3%
653 TSCO TRACTOR SUPPLY CO Consumer Cyclical 482,368.0 $15.2M 0.01% +112K +30.1% $31.61 +13.6%
654 DOX AMDOCS LTD Technology 300,940.0 $15.2M 0.01% +29K +10.9% $50.54 +22.9%
655 COIN PUT COINBASE GLOBAL INC Financial Services 102,800.0 $15.0M 0.01% +20K +24.5% $146.19 +22.8%
656 EPOL ISHARES TR 388,957.0 $15.0M 0.01% +388K +10000.0% $38.61 +15.3%
657 PTC PTC INC Technology 131,386.0 $14.9M 0.01% +30K +29.3% $113.61 +35.8%
658 COOPER COS INC 207,330.0 $14.9M 0.01% +60K +40.7% $71.71
659 GNR SPDR INDEX SHS FDS 219,836.0 $14.8M 0.01% +16K +7.7% $67.31 +17.4%
660 VT VANGUARD INTL EQUITY INDEX F 92,835.0 $14.6M 0.01% +3K +3.0% $156.95 +2.0%
Page 33 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%