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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 9 of 52  ·  1,030 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EWY ISHARES INC 265,836.0 $53.7M 0.02% -220K -45.3% $201.90 -11.8%
162 XLV SELECT SECTOR SPDR TR 337,628.0 $53.6M 0.02% -143K -29.8% $158.66 +8.7%
163 SLV ISHARES SILVER TR Financial Services 995,013.0 $53.2M 0.02% -1.7M -62.6% $53.47 +15.3%
164 ACGL ARCH CAP GROUP LTD Financial Services 537,813.0 $52.2M 0.02% -18K -3.2% $97.06 +2.3%
165 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 542,925.0 $52.1M 0.02% -409K -43.0% $95.98 +36.0%
166 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 591,581.0 $51.5M 0.02% -14K -2.4% $87.04 +3.2%
167 OTEX OPEN TEXT CORP Technology 2,293,648.0 $50.7M 0.02% -242K -9.5% $22.11 +11.3%
168 XLE PUT SELECT SECTOR SPDR TR 950,000.0 $50.5M 0.02% -370K -28.0% $53.11 +20.0%
169 OXY OCCIDENTAL PETE CORP Energy 1,005,807.0 $48.9M 0.02% -172K -14.6% $48.57 +26.7%
170 IGSB ISHARES TR 890,251.0 $46.7M 0.01% -216K -19.6% $52.41 -0.5%
171 FFIV F5 INC Technology 112,122.0 $46.6M 0.01% -62K -35.6% $415.96 -9.2%
172 CSL CARLISLE COS INC Industrials 125,984.0 $45.7M 0.01% -4K -2.8% $362.75 -1.4%
173 CWB SPDR SERIES TRUST 422,729.0 $45.6M 0.01% -15K -3.5% $107.82 -3.9%
174 XLC SELECT SECTOR SPDR TR 418,959.0 $44.9M 0.01% -5K -1.2% $107.13 +3.3%
175 IONQ IONQ INC Technology 829,020.0 $44.2M 0.01% -207K -19.9% $53.26 -22.0%
176 VSS VANGUARD INTL EQUITY INDEX F 283,383.0 $43.7M 0.01% -31K -9.7% $154.29 +3.3%
177 CGAU CENTERRA GOLD INC Basic Materials 2,688,706.0 $42.6M 0.01% -401K -13.0% $15.84 +48.3%
178 BHP BHP BILLITON LIMITED Basic Materials 508,813.0 $42.4M 0.01% -635K -55.5% $83.31 +12.4%
179 EUAD SPINNAKER ETF SERIES 1,004,379.0 $42.4M 0.01% -41K -3.9% $42.18 +9.4%
180 ZTS ZOETIS INC Healthcare 588,398.0 $42.3M 0.01% -27K -4.3% $71.86 +4.5%
Page 9 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 29.8%
Technology 23.9%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 6.6%
Healthcare 5.1%
Basic Materials 4.6%
Utilities 3.2%
Consumer Defensive 3.1%