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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 4 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 BILL PUT BILL HOLDINGS INC Technology 100,000 $3.8M 0.00% SOLD
62 VNOM CALL VIPER ENERGY INC Energy 75,000 $3.5M 0.00% SOLD
63 EGO CALL ELDORADO GOLD CORP NEW Basic Materials 100,000 $3.4M 0.00% SOLD
64 AMGN PUT AMGEN INC Healthcare 9,700 $3.4M 0.00% SOLD
65 AMDL GRANITESHARES ETF TR 277,300 $3.4M 0.00% SOLD
66 AMDL PUT GRANITESHARES ETF TR 277,300 $3.4M 0.00% SOLD
67 NEM CALL NEWMONT CORP Basic Materials 30,100 $3.3M 0.00% SOLD
68 ICLN CALL ISHARES TR 175,000 $3.2M 0.00% SOLD
69 CAF MORGAN STANLEY CHINA A SH FD Financial Services 175,000 $3.1M 0.00% SOLD
70 DTH WISDOMTREE TR 55,721 $3.0M 0.00% SOLD
71 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 22,000 $3.0M 0.00% SOLD
72 AWK CALL AMERICAN WTR WKS CO INC NEW Utilities 22,000 $3.0M 0.00% SOLD
73 ERO CALL ERO COPPER CORP Basic Materials 109,500 $2.9M 0.00% SOLD
74 HAEMONETICS CORP MASS 3,019,000 $2.9M 0.00% SOLD
75 CHRD PUT CHORD ENERGY CORPORATION Energy 20,000 $2.8M 0.00% SOLD
76 PROGRESS SOFTWARE CORP 3,000,000 $2.7M 0.00% SOLD
77 TACO BERTO ACQUISITION CORP Financial Services 260,000 $2.7M 0.00% SOLD
78 DRS CALL LEONARDO DRS INC Industrials 59,400 $2.6M 0.00% SOLD
79 BLTE BELITE BIO INC Healthcare 15,981 $2.5M 0.00% SOLD
80 MDB CALL MONGODB INC Technology 10,000 $2.4M 0.00% SOLD
Page 4 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%