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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 63 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 BE PUT BLOOM ENERGY CORP Industrials 25,300.0 $7.7M 0.00% -380K -93.8% $302.70 -32.6%
1242 STAG STAG INDUSTRIAL INC Real Estate 200,275.0 $7.6M 0.00% -12K -5.7% $38.06 -2.7%
1243 VOT VANGUARD INDEX FDS 24,722.0 $7.6M 0.00% -3K -11.1% $306.30 -1.3%
1244 SHV ISHARES TR 68,498.0 $7.6M 0.00% +2K +3.6% $110.35 -0.0%
1245 OSCR OSCAR HEALTH INC Healthcare 261,650.0 $7.5M 0.00% -13K -4.6% $28.52 +11.5%
1246 DFIV DIMENSIONAL ETF TRUST 138,099.0 $7.5M 0.00% +14K +11.3% $54.02 +7.8%
1247 CAT CALL CATERPILLAR INC Industrials 7,000.0 $7.5M 0.00% $1064.90 -23.8%
1248 SHOP PUT SHOPIFY INC Technology 65,000.0 $7.4M 0.00% -40K -38.1% $114.29 +31.1%
1249 QSR PUT RESTAURANT BRANDS INTL INC Consumer Cyclical 102,500.0 $7.4M 0.00% NEW $72.46 +12.6%
1250 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 66,000.0 $7.4M 0.00% NEW $112.38 +42.5%
1251 MTCH MATCH GROUP INC NEW Communication Services 194,793.0 $7.4M 0.00% +62K +46.5% $38.05 +9.7%
1252 HXL HEXCEL CORP NEW Industrials 73,874.0 $7.4M 0.00% -403.0 -0.5% $100.06 -7.5%
1253 OSCR PUT OSCAR HEALTH INC Healthcare 258,900.0 $7.4M 0.00% -13K -4.7% $28.52 +11.5%
1254 CIEN CALL CIENA CORP Technology 15,000.0 $7.4M 0.00% NEW $490.56 -24.2%
1255 RPRX ROYALTY PHARMA PLC Healthcare 130,885.0 $7.3M 0.00% NEW $56.07 +9.4%
1256 IYY ISHARES TR 40,054.0 $7.3M 0.00% -243.0 -0.6% $182.28 +2.1%
1257 HDV ISHARES TR 265,075.0 $7.3M 0.00% +213K +410.5% $27.41 +9.2%
1258 LINE LINEAGE INC Real Estate 96,459.0 $7.3M 0.00% +45K +86.5% $75.27 -45.8%
1259 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13,342.0 $7.2M 0.00% -573.0 -4.1% $541.83 -5.3%
1260 AGCO AGCO CORP Industrials 60,266.0 $7.2M 0.00% +6K +11.2% $119.70 -8.0%
Page 63 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%