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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 81 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 RBC RBC BEARINGS INC Industrials 4,272.0 $2.8M 0.00% -115.0 -2.6% $644.06 -23.0%
1602 PEN PENUMBRA INC Healthcare 8,698.0 $2.7M 0.00% -321.0 -3.6% $315.75 +2.7%
1603 KWEB PUT KRANESHARES TRUST 112,200.0 $2.7M 0.00% -21K -16.0% $24.47 +7.9%
1604 SHIFT4 PMTS INC 44,123.0 $2.7M 0.00% +18K +72.2% $62.05
1605 RGEN REPLIGEN CORP Healthcare 20,025.0 $2.7M 0.00% -4K -15.4% $136.44 +33.2%
1606 AYI ACUITY INC Industrials 7,244.0 $2.7M 0.00% +329.0 +4.8% $376.66 -9.7%
1607 RNG RINGCENTRAL INC Technology 69,787.0 $2.7M 0.00% +2K +3.3% $38.98 +68.3%
1608 FLNC FLUENCE ENERGY INC Utilities 136,739.0 $2.7M 0.00% NEW $19.88 -43.5%
1609 HL HECLA MINING COMPANY Basic Materials 175,629.0 $2.7M 0.00% +67K +61.4% $15.43 +35.6%
1610 LEU CENTRUS ENERGY CORP Energy 16,132.0 $2.7M 0.00% +15K +1417.6% $167.87 +15.2%
1611 TLK TELEKOMUNIKASI IND Communication Services 200,131.0 $2.7M 0.00% +9K +5.0% $13.43 +13.2%
1612 RBLX ROBLOX CORP Technology 49,378.0 $2.7M 0.00% -22K -31.2% $54.38 -28.1%
1613 VMI VALMONT INDS INC Industrials 4,635.0 $2.7M 0.00% +363.0 +8.5% $577.60 -18.1%
1614 PSO PEARSON PLC Communication Services 168,254.0 $2.7M 0.00% -5K -2.8% $15.89 +4.4%
1615 FORM FORMFACTOR INC Technology 16,701.0 $2.7M 0.00% +8K +90.2% $159.93 -32.6%
1616 CPB THE CAMPBELLS COMPANY Consumer Defensive 119,821.0 $2.7M 0.00% -838K -87.5% $22.27 +5.4%
1617 HTZ HERTZ GLOBAL HLDGS INC Industrials 1,176,202.0 $2.7M 0.00% +388K +49.2% $2.27 -1.5%
1618 ONTO ONTO INNOVATION INC Technology 7,036.0 $2.7M 0.00% +121.0 +1.8% $378.45 -22.9%
1619 PRCH PORCH GROUP INC Technology 176,773.0 $2.7M 0.00% +126K +249.7% $15.04 +16.0%
1620 PLD PUT PROLOGIS INC. Real Estate 19,600.0 $2.7M 0.00% NEW $135.47 +5.8%
Page 81 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%