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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 4 of 20  ·  386 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 STNE STONECO LTD Technology 364,041 $5.4M 0.00% SOLD
62 SA PUT SEABRIDGE GOLD INC Basic Materials 180,700 $5.4M 0.00% SOLD
63 SA CALL SEABRIDGE GOLD INC Basic Materials 180,000 $5.3M 0.00% SOLD
64 MARA PUT MARA HOLDINGS INC Financial Services 580,800 $5.2M 0.00% SOLD
65 LEGATO MERGER CORP III 468,673 $5.1M 0.00% SOLD
66 FSM CALL FORTUNA MNG CORP Basic Materials 511,500 $5.0M 0.00% SOLD
67 KASPI KZ JSC 61,486 $4.9M 0.00% SOLD
68 CALL BAYTEX ENERGY CORP 1,500,000 $4.9M 0.00% SOLD
69 NRG PUT NRG ENERGY INC Utilities 30,400 $4.8M 0.00% SOLD
70 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 140,000 $4.8M 0.00% SOLD
71 PSCI INVESCO EXCH TRADED FD TR II 30,724 $4.7M 0.00% SOLD
72 EOSE PUT EOS ENERGY ENTERPRISES INC Industrials 400,000 $4.6M 0.00% SOLD
73 ITRON INC 4,500,000 $4.6M 0.00% SOLD
74 NRG CALL NRG ENERGY INC Utilities 28,300 $4.5M 0.00% SOLD
75 MGNI MAGNITE INC Communication Services 276,273 $4.5M 0.00% SOLD
76 VERTEX INC 4,720,000 $4.5M 0.00% SOLD
77 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 70,000 $4.5M 0.00% SOLD
78 ALB CALL ALBEMARLE CORP Basic Materials 30,900 $4.4M 0.00% SOLD
79 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 30,000 $4.3M 0.00% SOLD
80 QTWO CALL Q2 HLDGS INC Technology 60,100 $4.3M 0.00% SOLD
Page 4 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%