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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 1 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 THOMSON REUTERS CORP 5,323,269 $480.6M 0.18% SOLD
2 ZOOZ STRATEGY LTD 7,000,000 $222.2M 0.08% SOLD
3 HON HONEYWELL INTL INC Industrials 921,526 $208.3M 0.08% SOLD
4 SEAGATE HDD CAYMAN 39,818,000 $178.8M 0.07% SOLD
5 INDA CALL ISHARES TR 3,363,900 $157.6M 0.06% SOLD
6 XLI CALL SELECT SECTOR SPDR TR 705,000 $114.0M 0.04% SOLD
7 BLOOM ENERGY CORP 13,626,000 $96.3M 0.04% SOLD
8 LUMENTUM HLDGS INC 11,901,000 $82.2M 0.03% SOLD
9 SOXX PUT ISHARES TR 213,000 $70.0M 0.03% SOLD
10 DD DUPONT DE NEMOURS INC Basic Materials 1,197,443 $54.8M 0.02% SOLD
11 CUK CARNIVAL PLC Consumer Cyclical 2,057,736 $53.0M 0.02% SOLD
12 SUPER MICRO COMPUTER INC 50,000,000 $40.2M 0.01% SOLD
13 TD PUT TORONTO DOMINION BK ONT Financial Services 400,000 $37.4M 0.01% SOLD
14 CTRA COTERRA ENERGY INC Energy 918,110 $32.3M 0.01% SOLD
15 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 210,000 $32.0M 0.01% SOLD
16 AKAMAI TECHNOLOGIES INC 25,000,000 $29.0M 0.01% SOLD
17 AKAM CALL AKAMAI TECHNOLOGIES INC Technology 250,000 $28.7M 0.01% SOLD
18 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 2,076,351 $26.2M 0.01% SOLD
19 JBT MAREL CORPORATION 26,100,000 $26.0M 0.01% SOLD
20 TGB TASEKO MINES LTD Basic Materials 3,507,879 $22.7M 0.01% SOLD
Page 1 of 17  ·  326 positions
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%