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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 21 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EQNR EQUINOR ASA Energy 130,488.0 $4.1M 0.00% -18K -11.9% $31.40 +36.5%
402 ST SENSATA TECHNOLOGIES HLDG PL Technology 85,266.0 $4.1M 0.00% -2K -1.9% $47.74 -10.3%
403 HUM PUT HUMANA INC Healthcare 10,000.0 $4.0M 0.00% -5K -33.3% $397.22 -4.6%
404 PAYC PAYCOM SOFTWARE INC Technology 30,825.0 $3.9M 0.00% -2K -5.1% $125.68 +82.3%
405 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 30,068.0 $3.8M 0.00% -265.0 -0.9% $127.90 -5.6%
406 GRAB GRAB HOLDINGS LIMITED Technology 1,017,047.0 $3.8M 0.00% -49K -4.6% $3.77 -7.7%
407 ALV AUTOLIV INC Consumer Cyclical 32,650.0 $3.8M 0.00% -10K -22.6% $116.17 +7.9%
408 ELAN ELANCO ANIMAL HEALTH INC Healthcare 153,173.0 $3.8M 0.00% -12K -7.3% $24.61 -2.6%
409 MAT MATTEL INC Consumer Cyclical 270,901.0 $3.8M 0.00% -23K -7.9% $13.88 +4.5%
410 ALRM PUT ALARM COM HLDGS INC Technology 80,000.0 $3.7M 0.00% -20K -20.0% $46.72 +23.1%
411 ABUS ARBUTUS BIOPHARMA CORP Healthcare 777,938.0 $3.7M 0.00% -5K -0.6% $4.80 +8.5%
412 EXEL EXELIXIS INC Healthcare 68,127.0 $3.7M 0.00% -4K -5.9% $54.41 -0.6%
413 GAU GALIANO GOLD INC Basic Materials 1,973,681.0 $3.7M 0.00% -106K -5.1% $1.87 +25.4%
414 FRO FRONTLINE PLC Energy 104,977.0 $3.7M 0.00% -26K -19.8% $34.79 +25.5%
415 RS RELIANCE INC Basic Materials 9,377.0 $3.5M 0.00% -290.0 -3.0% $373.60 +3.8%
416 AFG AMERICAN FINANCIAL GROUP INC Financial Services 24,528.0 $3.4M 0.00% -964.0 -3.8% $139.94 +2.7%
417 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 172,564.0 $3.4M 0.00% -77K -30.9% $19.89 +10.8%
418 THC TENET HEALTHCARE CORP Healthcare 17,818.0 $3.3M 0.00% -976.0 -5.2% $187.08 +50.1%
419 MEDP MEDPACE HLDGS INC Healthcare 6,242.0 $3.3M 0.00% -296.0 -4.5% $529.59 +17.2%
420 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 51,041.0 $3.3M 0.00% -26K -33.7% $64.45 +1.6%
Page 21 of 52  ·  1,030 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 30.2%
Technology 24.3%
Energy 7.4%
Communication Services 7.3%
Consumer Cyclical 6.8%
Industrials 6.7%
Healthcare 5.2%
Basic Materials 4.7%
Utilities 3.2%
Consumer Defensive 3.2%