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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 6 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 DUK CALL DUKE ENERGY CORP NEW Utilities 11,500 $1.5M 0.00% SOLD
102 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 1,500 $1.5M 0.00% SOLD
103 HD CALL HOME DEPOT INC Consumer Cyclical 4,500 $1.5M 0.00% SOLD
104 HD PUT HOME DEPOT INC Consumer Cyclical 4,400 $1.4M 0.00% SOLD
105 NUE PUT NUCOR CORP Basic Materials 8,500 $1.4M 0.00% SOLD
106 NUE CALL NUCOR CORP Basic Materials 8,500 $1.4M 0.00% SOLD
107 XLP PUT SELECT SECTOR SPDR TR 17,500 $1.4M 0.00% SOLD
108 XLP CALL SELECT SECTOR SPDR TR 17,500 $1.4M 0.00% SOLD
109 ZS CALL ZSCALER INC Technology 10,000 $1.4M 0.00% SOLD
110 FANG CALL DIAMONDBACK ENERGY INC Energy 7,000 $1.4M 0.00% SOLD
111 RF PUT REGIONS FINANCIAL CORP NEW Financial Services 53,000 $1.4M 0.00% SOLD
112 RF CALL REGIONS FINANCIAL CORP NEW Financial Services 53,000 $1.4M 0.00% SOLD
113 WMG PUT WARNER MUSIC GROUP CORP Communication Services 51,800 $1.3M SOLD
114 XLV PUT SELECT SECTOR SPDR TR 9,000 $1.3M SOLD
115 XLV CALL SELECT SECTOR SPDR TR 9,000 $1.3M SOLD
116 ALLW SSGA ACTIVE TR 45,531 $1.3M SOLD
117 CCL PUT CARNIVAL CORP Consumer Cyclical 50,500 $1.3M SOLD
118 CCL CALL CARNIVAL CORP Consumer Cyclical 50,500 $1.3M SOLD
119 DVN PUT DEVON ENERGY CORP NEW Energy 25,000 $1.3M SOLD
120 HBAN PUT HUNTINGTON BANCSHARES INC Financial Services 78,500 $1.2M SOLD
Page 6 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%