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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 83 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 ADBE PUT ADOBE INC Technology 12,200.0 $2.5M 0.00% +6K +84.8% $205.02 +33.6%
1642 FTAI AVIATION LTD 9,205.0 $2.5M 0.00% +2K +21.0% $270.53
1643 PUMP PROPETRO HLDG CORP Energy 172,913.0 $2.5M 0.00% NEW $14.34 -26.1%
1644 FR FIRST INDL RLTY TR INC Real Estate 40,343.0 $2.5M 0.00% +2K +6.6% $61.31 +3.6%
1645 TLN TALEN ENERGY CORP Utilities 6,396.0 $2.5M 0.00% +569.0 +9.8% $384.26 -19.9%
1646 PUT BERKSHIRE HATHAWAY INC DEL 4,900.0 $2.5M 0.00% -3K -37.2% $500.39
1647 ZION ZIONS BANCORPORATION NATL AS Financial Services 35,400.0 $2.4M 0.00% -8K -18.9% $69.19 -2.3%
1648 ARKK PUT ARK ETF TR 30,000.0 $2.4M 0.00% $80.82 +6.9%
1649 ET ENERGY TRANSFER L P Energy 126,775.0 $2.4M 0.00% -99K -43.9% $19.12 +9.9%
1650 VPU VANGUARD WORLD FD 12,374.0 $2.4M 0.00% +9K +280.4% $195.73 -4.3%
1651 SJNK SPDR SERIES TRUST 96,623.0 $2.4M 0.00% +4K +3.8% $25.03 -0.4%
1652 HEICO CORP NEW 9,358.0 $2.4M 0.00% +1K +17.6% $257.91
1653 NJR NEW JERSEY RES CORP Utilities 42,890.0 $2.4M 0.00% +1K +2.6% $56.04 -4.0%
1654 IEF PUT ISHARES TR 25,400.0 $2.4M 0.00% $94.57 -1.1%
1655 SPYG SPDR SERIES TRUST 20,106.0 $2.4M 0.00% -3K -13.2% $118.99 +1.0%
1656 LECO LINCOLN ELEC HLDGS INC Industrials 9,005.0 $2.4M 0.00% -158.0 -1.7% $265.51 +5.5%
1657 WMS ADVANCED DRAIN SYS INC DEL Industrials 15,230.0 $2.4M 0.00% -2K -9.0% $156.96 -9.8%
1658 GSEW GOLDMAN SACHS ETF TR 25,247.0 $2.4M 0.00% -768.0 -3.0% $94.42 +4.0%
1659 URI PUT UNITED RENTALS INC Industrials 2,100.0 $2.4M 0.00% +100.0 +5.0% $1132.89 -7.0%
1660 URI CALL UNITED RENTALS INC Industrials 2,100.0 $2.4M 0.00% +100.0 +5.0% $1132.89 -7.0%
Page 83 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%