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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 39 of 68  ·  1,348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SPYG SPDR SERIES TRUST 23,176.0 $2.3M 0.00% -3K -12.5% $97.91 +21.1%
762 V PUT VISA INC Financial Services 7,400.0 $2.2M 0.00% -8K -53.5% $302.24 +8.3%
763 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 103,000.0 $2.2M 0.00% -430K -80.7% $21.44 -17.4%
764 ODDITY TECH LTD 163,628.0 $2.2M 0.00% -132K -44.7% $13.38
765 VONV VANGUARD SCOTTSDALE FDS 23,313.0 $2.2M 0.00% -19K -44.8% $93.74 +13.9%
766 QLD PROSHARES TR 35,759.0 $2.2M 0.00% -3K -7.5% $61.00 +60.1%
767 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 253,975.0 $2.1M 0.00% -47K -15.7% $8.45 +40.7%
768 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 29,952.0 $2.1M 0.00% -3K -9.3% $70.51 -27.5%
769 UPST UPSTART HLDGS INC Financial Services 81,488.0 $2.1M 0.00% -9K -10.1% $25.65 +22.1%
770 VECO VEECO INSTRS INC DEL Technology 60,593.0 $2.1M 0.00% -12K -16.2% $33.86 +135.2%
771 COKE COCA COLA CONS INC Consumer Defensive 10,699.0 $2.1M 0.00% -929.0 -8.0% $191.74 -6.7%
772 MRNA PUT MODERNA INC Healthcare 40,300.0 $2.0M 0.00% -300.0 -0.7% $50.80 +16.8%
773 UGP ULTRAPAR PARTICIPACOES SA Energy 366,908.0 $2.0M 0.00% -1.5M -79.9% $5.51 -11.3%
774 PCY INVESCO EXCH TRADED FD TR II 96,449.0 $2.0M 0.00% -131K -57.5% $20.90 +3.5%
775 TW TRADEWEB MKTS INC Financial Services 17,015.0 $2.0M 0.00% -1K -7.2% $117.66 -16.5%
776 IONS IONIS PHARMACEUTICALS INC Healthcare 26,585.0 $2.0M 0.00% -10K -26.9% $75.09 +1.1%
777 UPS PUT UNITED PARCEL SVCS INC Industrials 20,000.0 $2.0M 0.00% -80K -80.0% $98.38 +9.0%
778 EMBJ EMBRAER S.A. Industrials 32,942.0 $2.0M 0.00% -416K -92.7% $59.34 +2.7%
779 AX AXOS FINANCIAL INC Financial Services 22,885.0 $1.9M 0.00% -326.0 -1.4% $85.09 +4.0%
780 EPD ENTERPRISE PRODS PARTNERS L Energy 51,458.0 $1.9M 0.00% -312K -85.8% $37.84 -3.8%
Page 39 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%