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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 88 of 192  ·  3,831 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 AR ANTERO RESOURCES CORP Energy 56,312.0 $2.0M 0.00% +16K +39.9% $35.14 +8.2%
1742 BBCA J P MORGAN EXCHANGE TRADED F 19,863.0 $2.0M 0.00% $99.40 +7.6%
1743 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 1,033,027.0 $2.0M 0.00% +136K +15.1% $1.91 -8.6%
1744 VIV TELEFONICA BRASIL SA Communication Services 149,631.0 $2.0M 0.00% +58K +63.5% $13.16 -13.3%
1745 MRCY MERCURY SYS INC Industrials 16,032.0 $2.0M 0.00% +8K +97.3% $122.33 -27.0%
1746 CLOZ SERIES PORTFOLIOS TR 74,941.0 $2.0M 0.00% NEW $26.14 +0.5%
1747 EPAM EPAM SYS INC Technology 24,552.0 $1.9M 0.00% -21K -46.1% $79.35 +43.5%
1748 CUBE CUBESMART Real Estate 48,917.0 $1.9M 0.00% +3K +6.8% $39.77 +1.4%
1749 YETI YETI HLDGS INC Consumer Cyclical 39,153.0 $1.9M 0.00% +7K +22.5% $49.56 -15.0%
1750 JLL JONES LANG LASALLE INC Real Estate 6,247.0 $1.9M 0.00% -826.0 -11.7% $309.95 +23.5%
1751 LBRDK LIBERTY BROADBAND CORP Communication Services 58,203.0 $1.9M 0.00% -32K -35.5% $33.26 +8.3%
1752 SOUN SOUNDHOUND AI INC Technology 298,440.0 $1.9M 0.00% -161K -35.0% $6.47 +12.8%
1753 DFAW DIMENSIONAL ETF TRUST 23,308.0 $1.9M 0.00% +734.0 +3.2% $82.79 +3.1%
1754 PKW INVESCO EXCHANGE TRADED FD T 13,600.0 $1.9M 0.00% +103.0 +0.8% $141.66 +7.5%
1755 AMERICA MOVIL SAB DE CV 73,867.0 $1.9M 0.00% -1.2M -94.2% $25.99
1756 SFBS SERVISFIRST BANCSHARES INC Financial Services 22,095.0 $1.9M 0.00% -552.0 -2.4% $86.75 -51.0%
1757 NET CLOUDFLARE INC Technology 7,788.0 $1.9M 0.00% -56K -87.8% $245.28 +22.6%
1758 FLKR FRANKLIN TEMPLETON ETF TR 28,884.0 $1.9M 0.00% +26K +779.0% $66.08 -9.4%
1759 MTDR MATADOR RES CO Energy 38,297.0 $1.9M 0.00% +10K +36.5% $49.78 +10.3%
1760 XP CALL XP INC Financial Services 116,900.0 $1.9M 0.00% NEW $16.26 +9.2%
Page 88 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%