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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 19 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CTRA COTERRA ENERGY INC Energy 918,110.0 $32.3M 0.01% -53K -5.4% $35.14 -7.3%
362 ES EVERSOURCE ENERGY Utilities 464,587.0 $32.2M 0.01% -48K -9.4% $69.28 +0.4%
363 JBL JABIL INC Technology 121,166.0 $32.2M 0.01% -10K -7.8% $265.63 +40.0%
364 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 448,197.0 $31.9M 0.01% -13K -2.8% $71.18 -13.5%
365 WST WEST PHARMACEUTICAL SVSC INC Healthcare 127,174.0 $31.9M 0.01% -5K -4.1% $250.64 +30.8%
366 DISV DIMENSIONAL ETF TRUST 807,245.0 $31.8M 0.01% -10K -1.2% $39.44 +5.8%
367 HYG ISHARES TR 394,518.0 $31.4M 0.01% -96K -19.6% $79.56 +0.6%
368 BIL SPDR SERIES TRUST 337,232.0 $30.9M 0.01% -949K -73.8% $91.64 -0.1%
369 F FORD MTR CO Consumer Cyclical 2,658,331.0 $30.7M 0.01% -362K -12.0% $11.54 +21.8%
370 NUE NUCOR CORP Basic Materials 180,395.0 $30.5M 0.01% -28K -13.3% $169.10 +44.2%
371 ATO ATMOS ENERGY CORP Utilities 165,001.0 $30.5M 0.01% -36K -17.8% $184.72 -7.9%
372 SMCI SUPER MICRO COMPUTER INC Technology 1,337,555.0 $30.5M 0.01% -1.2M -47.6% $22.77 +34.7%
373 GPN GLOBAL PMTS INC Industrials 450,428.0 $30.3M 0.01% -140K -23.7% $67.30 -0.6%
374 CM CALL CANADIAN IMPERIAL BANK OF CO Financial Services 319,000.0 $30.2M 0.01% -4K -1.4% $94.79 +17.8%
375 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 941,823.0 $30.1M 0.01% -282K -23.1% $32.01 +1.5%
376 IWV ISHARES TR 81,209.0 $30.1M 0.01% -7K -8.3% $370.68 +14.6%
377 HUM HUMANA INC Healthcare 173,593.0 $30.1M 0.01% -3K -1.6% $173.39 +108.0%
378 DG DOLLAR GEN CORP Consumer Defensive 251,883.0 $29.9M 0.01% -13K -4.7% $118.73 -4.4%
379 IONQ IONQ INC Technology 1,035,633.0 $29.9M 0.01% -30K -2.8% $28.83 +96.1%
380 PAYX PAYCHEX INC Industrials 324,050.0 $29.9M 0.01% -42K -11.4% $92.12 +6.6%
Page 19 of 68  ·  1,348 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%