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Portfolio (Quarterly) Guide ↗

BANK OF MONTREAL /CAN/

· CIK 0000927971
13F Portfolio $268.5B AUM 13,875 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 539 New 1348 Added 1348 Reduced 386 Exited
Page 36 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PKW INVESCO EXCHANGE TRADED FD T 13,497.0 $1.8M 0.00% +2K +16.5% $131.25 +5.6%
702 TS TENARIS S A Energy 30,336.0 $1.8M 0.00% +25K +433.5% $58.18 -0.1%
703 TILT FLEXSHARES TR 7,268.0 $1.8M 0.00% +5K +272.3% $241.37 +13.3%
704 AMLP ALPS ETF TR 33,114.0 $1.7M 0.00% +5K +19.3% $52.64 -3.8%
705 SPEM SPDR INDEX SHS FDS 37,151.0 $1.7M 0.00% +4K +11.5% $46.91 +13.3%
706 AAL AMERICAN AIRLINES GROUP INC Industrials 162,262.0 $1.7M 0.00% +86K +113.5% $10.74 +49.7%
707 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5,227.0 $1.7M 0.00% +67.0 +1.3% $330.63 -4.7%
708 DINO HF SINCLAIR CORP Energy 27,693.0 $1.7M 0.00% +8K +37.5% $62.39 +5.5%
709 CENTRAIS ELET BRAS SA 152,333.0 $1.7M 0.00% +148K +3194.4% $11.28
710 OWL BLUE OWL CAPITAL INC Financial Services 187,140.0 $1.7M 0.00% +103K +121.8% $9.13 +1.1%
711 MANH MANHATTAN ASSOCIATES INC Technology 12,820.0 $1.7M 0.00% +633.0 +5.2% $133.12 -3.3%
712 CNR CORE NATURAL RESOURCES INC Energy 16,156.0 $1.7M 0.00% +2K +17.3% $104.73 -21.6%
713 HEICO CORP NEW 7,957.0 $1.7M 0.00% +117.0 +1.5% $211.09
714 SNAP SNAP INC Communication Services 364,479.0 $1.7M 0.00% +97K +36.2% $4.60 +0.7%
715 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 4,980.0 $1.7M 0.00% +74.0 +1.5% $336.13 -10.7%
716 DFAW DIMENSIONAL ETF TRUST 22,574.0 $1.7M 0.00% +4K +21.0% $73.78 +13.0%
717 ADC AGREE RLTY CORP Real Estate 21,813.0 $1.6M 0.00% +2K +10.1% $75.38 -2.6%
718 QEFA SPDR INDEX SHS FDS 17,619.0 $1.6M 0.00% +1K +8.5% $93.27 +2.6%
719 AMKR AMKOR TECHNOLOGY INC Technology 36,084.0 $1.6M 0.00% +21K +133.2% $45.03 +107.8%
720 MGV VANGUARD WORLD FD 11,183.0 $1.6M 0.00% +2K +25.2% $144.96 +13.2%
Page 36 of 68  ·  1,348 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 29.4%
Technology 20.4%
Communication Services 9.4%
Energy 9.0%
Consumer Cyclical 6.9%
Industrials 6.8%
Basic Materials 5.7%
Healthcare 4.9%
Consumer Defensive 3.4%
Utilities 3.2%