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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 2 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 GOOG CALL ALPHABET INC Communication Services 52,000 $16.3M 0.01% SOLD
22 ITRI PUT ITRON INC Technology 170,000 $15.8M 0.01% SOLD
23 RIOT PLATFORMS INC 13,500,000 $15.7M 0.01% SOLD
24 GUESS INC 907,873 $15.2M 0.01% SOLD
25 ITRON INC 15,000,000 $14.8M 0.01% SOLD
26 BURLINGTON STORES INC 9,500,000 $14.1M 0.01% SOLD
27 EEM PUT ISHARES TR 254,800 $13.9M 0.01% SOLD
28 HAL PUT HALLIBURTON CO Energy 479,600 $13.6M 0.01% SOLD
29 EXACT SCIENCES CORP 128,624 $13.1M 0.01% SOLD
30 PUT BROOKFIELD ASSET MANAGMT LTD 242,000 $12.7M 0.00% SOLD
31 TAN PUT INVESCO EXCH TRADED FD TR II 250,000 $12.3M 0.00% SOLD
32 AMCOR PLC 1,459,946 $12.2M 0.00% SOLD
33 AIRBNB INC 11,750,000 $11.6M 0.00% SOLD
34 JBL CALL JABIL INC Technology 50,000 $11.4M 0.00% SOLD
35 QIAGEN NV 249,709 $11.2M 0.00% SOLD
36 BN CALL BROOKFIELD CORP Financial Services 240,000 $11.0M 0.00% SOLD
37 BBUC BROOKFIELD BUSINESS CORP Financial Services 307,706 $11.0M 0.00% SOLD
38 QTWO PUT Q2 HLDGS INC Technology 144,200 $10.4M 0.00% SOLD
39 XME PUT SPDR SERIES TRUST 100,000 $10.4M 0.00% SOLD
40 OMER CALL OMEROS CORP Healthcare 600,000 $10.3M 0.00% SOLD
Page 2 of 20  ·  386 positions
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%