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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 59 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 WULF PUT TERAWULF INC Financial Services 403,000.0 $10.0M 0.00% +78K +23.9% $24.70 -37.3%
1162 AEROVIRONMENT INC 10,450,000.0 $9.9M 0.00% $0.95
1163 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 32,834.0 $9.9M 0.00% +970.0 +3.0% $301.03 -21.6%
1164 NOK NOKIA CORP Technology 741,467.0 $9.8M 0.00% +96K +14.8% $13.28 -25.0%
1165 CGIE CAPITAL GROUP INTERNATIONAL 266,637.0 $9.8M 0.00% -7K -2.6% $36.78 +3.4%
1166 TWLO TWILIO INC Communication Services 47,482.0 $9.8M 0.00% -7K -12.2% $206.33 +7.9%
1167 FNF FIDELITY NATL FINL INC Financial Services 207,465.0 $9.8M 0.00% -59K -22.0% $47.16 +0.6%
1168 GAMESTOP CORP 441,245.0 $9.7M 0.00% -94K -17.5% $22.08
1169 F PUT FORD MTR CO Consumer Cyclical 700,000.0 $9.7M 0.00% -392K -35.9% $13.90 +0.2%
1170 GBDC GOLUB CAP BDC INC Financial Services 753,317.0 $9.7M 0.00% -303K -28.7% $12.88 +2.8%
1171 MOD MODINE MFG CO Consumer Cyclical 36,259.0 $9.7M 0.00% +34K +1745.2% $267.02 -29.5%
1172 IYF ISHARES TR 75,864.0 $9.7M 0.00% +22K +39.7% $127.51 +7.7%
1173 FLS FLOWSERVE CORP Industrials 129,555.0 $9.6M 0.00% +50K +63.8% $74.16 +8.5%
1174 BOX INC 9,500,000.0 $9.6M 0.00% $1.01
1175 OBE OBSIDIAN ENERGY LTD Energy 1,169,592.0 $9.6M 0.00% +778K +198.4% $8.18 +40.9%
1176 JMTG J P MORGAN EXCHANGE TRADED F 188,720.0 $9.6M 0.00% -21K -10.0% $50.68 -1.1%
1177 PCT PURECYCLE TECHNOLOGIES INC Industrials 1,172,405.0 $9.5M 0.00% +41K +3.7% $8.11 -18.5%
1178 PFF ISHARES TR 311,098.0 $9.5M 0.00% +2K +0.5% $30.49 +0.1%
1179 SILVERCORP METALS INC 3,167,000.0 $9.4M 0.00% +167K +5.6% $2.97
1180 CVE PUT CENOVUS ENERGY INC Energy 380,000.0 $9.4M 0.00% +180K +90.0% $24.79 +29.8%
Page 59 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%