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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 57 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ESLT ELBIT SYS LTD Industrials 14,452.0 $11.0M 0.00% +2K +15.1% $758.38 -3.5%
1122 TTD THE TRADE DESK INC Technology 604,643.0 $10.9M 0.00% +255K +73.0% $18.08 -26.7%
1123 FPE FIRST TR EXCH TRADED FD III 611,306.0 $10.9M 0.00% -21K -3.4% $17.88 -1.2%
1124 IXN ISHARES TR 75,592.0 $10.9M 0.00% +2K +3.2% $144.48 -4.9%
1125 LQD PUT ISHARES TR 100,000.0 $10.9M 0.00% NEW $109.07 -2.6%
1126 VET VERMILION ENERGY INC Energy 1,165,591.0 $10.9M 0.00% -420K -26.5% $9.35 +33.0%
1127 EWZ CALL ISHARES INC 315,000.0 $10.9M 0.00% $34.50 +2.2%
1128 FLJP FRANKLIN TEMPLETON ETF TR 273,331.0 $10.9M 0.00% -56K -17.1% $39.75 +1.8%
1129 PAAS CALL PAN AMERN SILVER CORP Basic Materials 242,500.0 $10.9M 0.00% +192K +385.0% $44.78 +18.8%
1130 PPTA PERPETUA RESOURCES CORP Basic Materials 523,369.0 $10.9M 0.00% +11K +2.2% $20.74 +24.0%
1131 SVM SILVERCORP METALS INC Basic Materials 1,071,969.0 $10.8M 0.00% +291K +37.2% $10.12 +24.1%
1132 DNN DENISON MINES CORP Energy 3,531,082.0 $10.8M 0.00% +251K +7.7% $3.06 +16.8%
1133 HALOZYME THERAPEUTICS INC 10,833,000.0 $10.8M 0.00% +4.8M +80.5% $1.00
1134 ENTG ENTEGRIS INC Technology 59,876.0 $10.8M 0.00% -5K -7.0% $179.86 -22.7%
1135 TRMB TRIMBLE INC Technology 209,424.0 $10.7M 0.00% +69K +49.1% $51.18 +18.4%
1136 BAB INVESCO EXCH TRADED FD TR II 397,845.0 $10.7M 0.00% -66K -14.2% $26.84 -1.9%
1137 TKO TKO GROUP HOLDINGS INC Communication Services 52,806.0 $10.6M 0.00% +17K +49.2% $201.31 -3.3%
1138 AFRM AFFIRM HLDGS INC Technology 130,189.0 $10.6M 0.00% +105K +418.4% $81.55 -5.7%
1139 ORCL PUT ORACLE CORP Technology 72,400.0 $10.6M 0.00% NEW $146.55 -2.1%
1140 MGA CALL MAGNA INTL INC Consumer Cyclical 161,200.0 $10.6M 0.00% +99K +158.8% $65.69 +3.1%
Page 57 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%