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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 9 of 88  ·  1,742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PINNACLE FINL PARTNERS INC 1,818,045.0 $183.4M 0.06% +128K +7.6% $100.88
162 DE DEERE & CO Industrials 287,708.0 $182.5M 0.06% +36K +14.4% $634.33 -7.2%
163 VST VISTRA CORP Utilities 1,142,607.0 $181.3M 0.06% +759K +198.2% $158.63 -11.4%
164 SBUX STARBUCKS CORP Consumer Cyclical 1,750,871.0 $178.9M 0.06% +134K +8.3% $102.19 +3.7%
165 ADP AUTOMATIC DATA PROCESSING IN Industrials 796,251.0 $178.3M 0.06% +5K +0.6% $223.95 +20.3%
166 HSIC SCHEIN HENRY INC Healthcare 2,115,510.0 $176.7M 0.06% +72K +3.5% $83.52 +6.8%
167 SPGI S&P GLOBAL INC Financial Services 431,000.0 $175.5M 0.06% +34K +8.5% $407.26 +2.6%
168 HLI HOULIHAN LOKEY INC Financial Services 1,300,687.0 $174.5M 0.06% +151K +13.1% $134.13 -5.3%
169 BA BOEING CO Industrials 804,417.0 $174.1M 0.06% +22K +2.8% $216.47 +3.0%
170 MSI MOTOROLA SOLUTIONS INC Technology 416,662.0 $173.0M 0.06% +2K +0.5% $415.29 +13.1%
171 BLK BLACKROCK INC Financial Services 179,573.0 $172.7M 0.06% +6K +3.2% $961.56 +20.0%
172 SHW SHERWIN WILLIAMS CO Basic Materials 498,292.0 $171.6M 0.06% +74K +17.4% $344.32 +0.3%
173 DELL DELL TECHNOLOGIES INC Technology 394,658.0 $170.3M 0.06% +107K +37.1% $431.46 +8.6%
174 PGR PROGRESSIVE CORP Financial Services 774,764.0 $169.2M 0.06% +107K +16.1% $218.45 -5.1%
175 BKNG BOOKING HOLDINGS INC Consumer Cyclical 922,200.0 $164.4M 0.05% +892K +2974.0% $178.24 +16.8%
176 STT STATE STR CORP Financial Services 961,717.0 $163.1M 0.05% +5K +0.5% $169.60 +13.1%
177 EEFT EURONET WORLDWIDE INC Technology 2,215,823.0 $162.2M 0.05% +302K +15.8% $73.19 -5.4%
178 ROP ROPER TECHNOLOGIES INC Industrials 477,851.0 $161.7M 0.05% +86K +21.8% $338.39 +16.5%
179 ALRM ALARM COM HLDGS INC Technology 3,455,190.0 $161.4M 0.05% +798K +30.0% $46.72 +18.9%
180 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,777,169.0 $160.0M 0.05% +408K +17.2% $57.62 +14.6%
Page 9 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 29.8%
Technology 23.9%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 6.6%
Healthcare 5.1%
Basic Materials 4.6%
Utilities 3.2%
Consumer Defensive 3.1%