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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 8 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 SBET PUT SHARPLINK INC Financial Services 122,800 $792K SOLD
142 PTRN PATTERN GROUP INC Technology 63,191 $785K SOLD
143 BEN PUT FRANKLIN RESOURCES INC Financial Services 33,000 $779K SOLD
144 BEN CALL FRANKLIN RESOURCES INC Financial Services 33,000 $779K SOLD
145 FORTUNA MNG CORP 430,000 $749K SOLD
146 EIX CALL EDISON INTL Utilities 9,800 $717K SOLD
147 O PUT REALTY INCOME CORP Real Estate 11,500 $704K SOLD
148 O CALL REALTY INCOME CORP Real Estate 11,500 $704K SOLD
149 FRO CALL FRONTLINE PLC Energy 20,000 $697K SOLD
150 BUXX EA SERIES TRUST 34,014 $689K SOLD
151 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 4,000 $686K SOLD
152 ALGN CALL ALIGN TECHNOLOGY INC Healthcare 4,000 $686K SOLD
153 BDN BRANDYWINE RLTY TR Real Estate 244,965 $664K SOLD
154 BKLC BNY MELLON ETF TRUST 5,270 $658K SOLD
155 CALL ENCORE ENERGY CORP 332,100 $602K SOLD
156 BTAL AGF INVTS TR 41,305 $577K SOLD
157 PINS PUT PINTEREST INC Communication Services 30,000 $550K SOLD
158 CEPO PUT CANTOR EQUITY PARTNERS I INC Financial Services 45,100 $474K SOLD
159 TGB CALL TASEKO MINES LTD Basic Materials 70,000 $453K SOLD
160 PULT PUTNAM ETF TRUST 8,768 $443K SOLD
Page 8 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%