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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 21 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 OKLO OKLO INC Utilities 537,170.0 $26.6M 0.01% -169K -23.9% $49.59 +16.6%
402 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 879,345.0 $26.5M 0.01% -359K -29.0% $30.12 +6.6%
403 CHRW C H ROBINSON WORLDWIDE IN Industrials 159,030.0 $26.4M 0.01% -15K -8.7% $166.07 +14.1%
404 BRO BROWN & BROWN INC Financial Services 404,029.0 $26.3M 0.01% -64K -13.6% $65.21 -10.1%
405 SNX TD SYNNEX CORPORATION Technology 155,379.0 $26.2M 0.01% -6K -3.9% $168.71 +68.4%
406 FERROVIAL SE 400,217.0 $25.6M 0.01% -39K -8.8% $64.05
407 KDP KEURIG DR PEPPER INC Consumer Defensive 970,646.0 $25.6M 0.01% -200K -17.1% $26.33 +17.5%
408 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 693,075.0 $25.5M 0.01% -39K -5.3% $36.81 -12.2%
409 ORA ORMAT TECHNOLOGIES INC Utilities 227,008.0 $25.4M 0.01% -21K -8.3% $111.92 +15.3%
410 AXON AXON ENTERPRISE INC Industrials 59,718.0 $25.4M 0.01% -16K -21.4% $424.69 -4.2%
411 A AGILENT TECHNOLOGIES INC Healthcare 222,068.0 $25.3M 0.01% -71K -24.3% $113.98 +11.4%
412 CLH CLEAN HARBORS INC Industrials 88,052.0 $25.2M 0.01% -6K -6.0% $286.73 +1.5%
413 LULU LULULEMON ATHLETICA INC Consumer Cyclical 164,545.0 $25.2M 0.01% -41K -19.9% $153.10 -31.6%
414 EFG ISHARES TR 226,052.0 $25.2M 0.01% -22K -8.9% $111.37 +12.4%
415 FHN FIRST HORIZON CORPORATION Financial Services 1,102,002.0 $25.1M 0.01% -23K -2.0% $22.76 +9.4%
416 IWO ISHARES TR 78,284.0 $24.6M 0.01% -569.0 -0.7% $313.81 +25.1%
417 GRMN GARMIN LTD Technology 105,463.0 $24.5M 0.01% -21K -16.8% $232.01 +1.1%
418 FSLR FIRST SOLAR INC Energy 123,427.0 $24.3M 0.01% -24K -16.1% $197.26 +34.0%
419 ARIS ARIS MINING CORPORATION Basic Materials 1,310,595.0 $24.3M 0.01% -962K -42.3% $18.57 -11.3%
420 BNS CALL BANK NOVA SCOTIA B C Financial Services 350,000.0 $24.3M 0.01% -584K -62.5% $69.36 +26.1%
Page 21 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%