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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 56 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 DFA INVT DIMENSIONS GROUP IN 191,279.0 $11.7M 0.00% NEW $61.08
1102 SU CALL SUNCOR ENERGY INC NEW Energy 216,600.0 $11.6M 0.00% -180K -45.4% $53.74 +26.1%
1103 HII HUNTINGTON INGALLS INDS INC Industrials 41,008.0 $11.5M 0.00% +13K +47.9% $279.89 +4.7%
1104 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 486,147.0 $11.5M 0.00% +446K +1100.9% $23.58 +5.8%
1105 NTR CALL NUTRIEN LTD Basic Materials 181,900.0 $11.4M 0.00% NEW $62.94 +20.5%
1106 CHTR CHARTER COMMUNICATIONS INC Communication Services 80,432.0 $11.4M 0.00% +7K +9.4% $142.21 +4.5%
1107 NEE PUT NEXTERA ENERGY INC Utilities 130,000.0 $11.4M 0.00% -20K -13.3% $87.77 -5.0%
1108 ITGR INTEGER HLDGS CORP Healthcare 122,092.0 $11.4M 0.00% +23K +23.6% $93.45 +34.0%
1109 DVA DAVITA INC Healthcare 51,152.0 $11.4M 0.00% +13K +33.4% $222.48 -21.7%
1110 CWI SPDR INDEX SHS FDS 279,603.0 $11.4M 0.00% +6K +2.2% $40.67 +1.3%
1111 EXK ENDEAVOUR SILVER CORP Basic Materials 1,362,787.0 $11.3M 0.00% +46K +3.5% $8.29 +29.1%
1112 CENTURY ALUM CO 3,750,000.0 $11.2M 0.00% $2.99
1113 QTUM ETF SER SOLUTIONS 67,596.0 $11.2M 0.00% +64K +1700.2% $165.38 -11.5%
1114 NUVL NUVALENT INC Healthcare 90,434.0 $11.2M 0.00% NEW $123.50 +0.4%
1115 VIZSLA SILVER CORP 3,402,106.0 $11.2M 0.00% +165K +5.1% $3.28
1116 BLDR BUILDERS FIRSTSOURCE INC Industrials 124,650.0 $11.2M 0.00% +64K +104.1% $89.48 -20.1%
1117 NG NOVAGOLD RESOURCES INC Basic Materials 1,850,720.0 $11.1M 0.00% +182K +10.9% $5.97 +55.8%
1118 IGF ISHARES TR 165,568.0 $11.0M 0.00% +13K +8.3% $66.60 -2.1%
1119 FCX CALL FREEPORT MCMORAN INC Basic Materials 175,200.0 $11.0M 0.00% -464K -72.6% $62.89 +23.5%
1120 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 519,704.0 $11.0M 0.00% +160K +44.7% $21.11 -18.8%
Page 56 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%