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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 36 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 WSC WILLSCOT HLDGS CORP Industrials 20,560.0 $593K -152.0 -0.7% $28.86 -23.3%
702 PVH PVH CORPORATION Consumer Cyclical 7,969.0 $592K -7K -46.4% $74.26 +5.7%
703 CNR CORE NATURAL RESOURCES INC Energy 7,365.0 $589K -9K -54.4% $80.02 +18.9%
704 IAGG ISHARES TR 11,613.0 $588K -2K -14.6% $50.60 -1.6%
705 MDYG SPDR SERIES TRUST 5,218.0 $585K -199.0 -3.7% $112.09 -1.7%
706 CALF PACER FDS TR 11,487.0 $581K -8K -39.5% $50.61 +14.2%
707 FNDE SCHWAB STRATEGIC TR 14,633.0 $581K -892.0 -5.8% $39.68 +5.5%
708 HOG HARLEY DAVIDSON INC Consumer Cyclical 23,382.0 $572K -5K -18.1% $24.46 +15.3%
709 PATH UIPATH INC Technology 52,510.0 $571K -9K -14.6% $10.87 +50.8%
710 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 9,164.0 $570K -17K -65.3% $62.22 -31.6%
711 NSIT INSIGHT ENTERPRISES INC Technology 4,672.0 $569K -395.0 -7.8% $121.80 +21.0%
712 ACIW ACI WORLDWIDE INC Technology 11,181.0 $562K -3K -21.9% $50.29 +3.1%
713 CORZ CORE SCIENTIFIC INC NEW Technology 21,936.0 $561K -4K -15.2% $25.59 -30.4%
714 SCHO SCHWAB STRATEGIC TR 22,994.0 $555K -16K -41.5% $24.14 -0.2%
715 PURSUIT ATTRACTIONS AND HOSP 9,885.0 $553K -70.0 -0.7% $55.97
716 DIVO AMPLIFY ETF TR 12,098.0 $553K -180.0 -1.5% $45.70 +6.3%
717 COP CALL CONOCOPHILLIPS Energy 5,300.0 $551K -2K -24.3% $103.96 +29.7%
718 UI UBIQUITI INC Technology 1,028.0 $549K -8K -88.6% $534.05 +4.7%
719 NEU NEWMARKET CORP Basic Materials 690.0 $546K -1K -62.4% $791.24 +18.5%
720 LIT GLOBAL X FDS 6,972.0 $546K -239K -97.2% $78.28 -2.1%
Page 36 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%