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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 53 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 GDDY GODADDY INC Technology 167,891.0 $14.3M 0.01% +96K +133.5% $84.88 +18.1%
1042 IWS ISHARES TR 86,319.0 $14.2M 0.01% +1K +1.3% $164.60 +4.6%
1043 ANGLOGOLD ASHANTI PLC 175,024.0 $14.2M 0.01% +18K +11.7% $80.89
1044 RVTY REVVITY INC Healthcare 127,065.0 $14.1M 0.01% +34K +35.8% $111.26 +10.5%
1045 YUMC YUM CHINA HLDGS INC Consumer Cyclical 345,305.0 $14.1M 0.01% -57K -14.1% $40.87 +17.4%
1046 PODD INSULET CORP Healthcare 92,396.0 $14.1M 0.01% +25K +37.4% $152.25 -2.4%
1047 MGNI CALL MAGNITE INC Communication Services 740,000.0 $14.0M 0.01% NEW $18.98 +24.9%
1048 DOC HEALTHPEAK PROPERTIES INC Real Estate 647,455.0 $13.9M 0.01% +60K +10.3% $21.40 +1.4%
1049 SCHR SCHWAB STRATEGIC TR 560,068.0 $13.8M 0.01% +38K +7.3% $24.66 -1.0%
1050 IOO ISHARES TR 100,391.0 $13.7M 0.01% $136.60 +4.8%
1051 GLPI GAMING & LEISURE P Real Estate 307,652.0 $13.7M 0.01% +19K +6.7% $44.53 -0.2%
1052 LSPD LIGHTSPEED COMMERCE INC Technology 1,308,435.0 $13.7M 0.01% -15K -1.1% $10.46 +1.3%
1053 EEM CALL ISHARES TR 200,000.0 $13.7M 0.01% -106K -34.6% $68.41 -3.6%
1054 EEM PUT ISHARES TR 200,000.0 $13.7M 0.01% NEW $68.41 -3.6%
1055 PEB PEBBLEBROOK HOTEL TR Real Estate 703,337.0 $13.7M 0.00% $19.41 -4.5%
1056 SCCO SOUTHERN COPPER CORP Basic Materials 78,237.0 $13.6M 0.00% +7K +9.4% $174.26 +23.8%
1057 ITOT ISHARES TR 81,992.0 $13.5M 0.00% +15K +22.6% $164.27 +1.8%
1058 VISHAY INTERTECHNOLOGY INC 15,000,000.0 $13.4M 0.00% +13.2M +718.8% $0.90
1059 UUUU ENERGY FUELS INC Energy 924,459.0 $13.4M 0.00% +91K +10.9% $14.51 +3.1%
1060 RNR RENAISSANCERE HLDGS LTD Financial Services 42,204.0 $13.4M 0.00% +410.0 +1.0% $316.90 +3.9%
Page 53 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%