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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 152 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 PSA PUT PUBLIC STORAGE Real Estate 600.0 $191K NEW $318.31 +1.3%
3022 HUN HUNTSMAN CORP Basic Materials 17,978.0 $191K +2K +9.9% $10.62 -6.1%
3023 HDEF DBX ETF TR 5,933.0 $191K +5K +887.2% $32.14 +6.8%
3024 ABT CALL ABBOTT LABORATORIES Healthcare 2,100.0 $191K -10K -82.3% $90.74 +28.5%
3025 ARMOUR RESIDENTIAL REIT INC 10,907.0 $190K NEW $17.45
3026 DOLE DOLE PLC Consumer Defensive 13,866.0 $190K -3K -18.9% $13.72 -3.0%
3027 RELL RICHARDSON ELECTRS LTD Technology 10,000.0 $190K NEW $19.01 -9.5%
3028 PDP INVESCO EXCHANGE TRADED FD T 1,252.0 $190K +1K +396.8% $151.67 -9.8%
3029 SIZE ISHARES TR 1,065.0 $190K $178.28 +3.7%
3030 PUT INGERSOLL RAND INC 2,300.0 $189K $81.99
3031 CSCO PUT CISCO SYS INC Technology 1,600.0 $188K -8K -83.3% $117.46 -5.5%
3032 FRA BLACKROCK FLOATING RATE INCO Financial Services 17,083.0 $188K $10.99 -1.9%
3033 ISHARES TR 3,727.0 $187K -176.0 -4.5% $50.15
3034 HLIT HARMONIC INC Technology 11,444.0 $187K +183.0 +1.6% $16.33 -23.6%
3035 LENNAR CORP 2,106.0 $187K -345.0 -14.1% $88.71
3036 NWBI NORTHWEST BANCSHARES INC Financial Services 12,298.0 $186K +660.0 +5.7% $15.16 +1.7%
3037 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 13,180.0 $186K +86.0 +0.7% $14.14 +17.2%
3038 SPBO SPDR SERIES TRUST 6,411.0 $186K -1K -18.1% $29.04 -2.2%
3039 ETH GRAYSCALE ETHEREUM STAKING Financial Services 12,376.0 $186K +1K +10.8% $15.03 +53.3%
3040 MAR CALL MARRIOTT INTL INC NEW Consumer Cyclical 500.0 $185K $370.59 -3.8%
Page 152 of 192  ·  3,831 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%