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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 22 of 27  ·  539 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 2,564.0 $60K NEW $23.50 +7.7%
422 SJM PUT SMUCKER J M CO Consumer Defensive 600.0 $58K NEW $96.44 +15.0%
423 CDXS CODEXIS INC Healthcare 34,998.0 $57K NEW $1.63 +57.7%
424 FNY FIRST TR EXCHANGE-TRADED ALP 629.0 $57K NEW $90.49 +19.3%
425 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 504.0 $55K NEW $110.04 -10.6%
426 CHPY TIDAL TRUST II 989.0 $55K NEW $55.66 +57.4%
427 HELS ETF OPPORTUNITIES TRUST 2,324.0 $55K NEW $23.61 +2.8%
428 TFII CALL TRANSFORCE INC Industrials 500.0 $54K NEW $108.87 +33.6%
429 NVDL GRANITESHARES ETF TR 744.0 $54K NEW $72.57 +37.4%
430 TURB TURBO ENERGY S A Energy 20,000.0 $53K NEW $2.67 -48.3%
431 HEFT ETF OPPORTUNITIES TRUST 2,000.0 $53K NEW $26.62 -0.5%
432 BALI BLACKROCK ETF TRUST 1,720.0 $53K NEW $30.80 +9.5%
433 NRGV ENERGY VAULT HOLDINGS INC Utilities 16,048.0 $53K NEW $3.30 +24.2%
434 LPL LG DISPLAY CO LTD Technology 13,596.0 $53K NEW $3.88 +19.6%
435 ASPN ASPEN AEROGELS INC Industrials 15,403.0 $53K NEW $3.42 +84.8%
436 FDT FIRST TR EXCH TRD ALPHDX FD 599.0 $52K NEW $86.93 +14.3%
437 SQQQ PROSHARES TR 646.0 $52K NEW $80.49 -54.3%
438 BBBY BED BATH & BEYOND INC Consumer Cyclical 11,014.0 $51K NEW $4.64 +27.8%
439 FIRST TR EXCHANGE TRADED FD 2,207.0 $51K NEW $22.95
440 FEMS FIRST TR EXCH TRD ALPHDX FD 1,100.0 $50K NEW $45.55 +3.2%
Page 22 of 27  ·  539 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%