Fund Holdings — BANK OF MONTREAL /CAN/

Total Portfolio Value
$330.91B
Total Bought
$31.08B
Total Sold
$16.74B
Net Transaction
+$14.34B
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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CHIPOTLE MEXICAN GRILL INC(CMG)38,0031,418,998+1,380,995112,3734,745,0871.43%+4,632,714
BURFORD CAP LTD
ORD SHS
1,229,9445,753,031+4,523,0871,113,4265,215,9881.58%+4,102,562
TESLA INC(TSLA)8,042,5199,507,704+1,465,1858,747,60710,341,2443.13%+1,593,637
NVIDIA CORPORATION(NVDA)6,569,05860,569,438+54,000,3806,148,7047,658,4002.31%+1,509,696
ALPHABET INC(GOOG)23,803,29324,149,025+345,73264,268,89165,202,36919.70%+933,478
MICROSOFT CORP(MSFT)17,238,86518,030,292+791,4277,307,2108,239,8432.49%+932,633
ROYAL BK CDA(RY)74,355,91475,448,865+1,092,9517,481,4488,156,1542.46%+674,706
BROADCOM INC(AVGO)1,739,5661,760,377+20,8112,340,3252,908,1600.88%+567,835
APPLE INC(AAPL)31,969,66132,958,962+989,30115,984,83116,479,4804.98%+494,650
HIGH TIDE INC1,5101,108,065+1,106,55535486,9410.15%+486,906
INVESCO QQQ TR1,281,5061,927,708+646,202572,577926,5910.28%+354,015
AMAZON COM INC(AMZN)25,667,19725,848,338+181,14145,045,93145,363,83313.71%+317,902
EXXON MOBIL CORP5,658,4608,199,105+2,540,645653,552956,0160.29%+302,464
WALMART INC(WMT)12,002,58514,585,014+2,582,4291,404,3021,706,4470.52%+302,144
ALPHABET INC(GOOG)13,754,59312,776,667-977,9262,096,2002,386,6810.72%+290,481
INTEL CORP(INTC)10,803,63316,842,638+6,039,005516,414805,0780.24%+288,664
SNOWFLAKE INC(SNOW)4,810,6877,608,036+2,797,349770,0951,028,6830.31%+258,588
ELI LILLY & CO(LLY)1,812,9821,839,140+26,1581,412,7661,670,2880.50%+257,522
NETFLIX INC(NFLX)3,146,5583,244,835+98,2771,981,5132,212,9770.67%+231,464
SELECT SECTOR SPDR TR
ST STR UTIL ETF
106,6493,196,432+3,089,7837,010220,8410.07%+213,831
COSTCO WHSL CORP NEW(COST)1,841,9131,824,275-17,6381,349,1461,560,9950.47%+211,849
STARBUCKS CORP(SBUX)2,185,6345,033,028+2,847,394225,842411,9530.12%+186,112
ISHARES TR215,5376,562,802+6,347,2655,173189,5990.06%+184,426
PEMBINA PIPELINE CORP(PBA)21,859,32825,382,246+3,522,918769,787941,8060.28%+172,019
ISHARES INC
CORE MSCI EMKT
5,513,0538,410,401+2,897,348283,867452,4800.14%+168,612
ISHARES TR
CORE MSCI TOTAL
25,5662,425,505+2,399,9391,737164,3760.05%+162,640
ISHARES TR
CORE MSCI EAFE
8,730,21110,859,322+2,129,111648,000793,5990.24%+145,599
ISHARES TR3,830,8417,092,851+3,262,010158,214302,0140.09%+143,800
ISHARES TR583,3602,086,923+1,503,56355,203197,2350.06%+142,032
BP PLC(BP)3,927,4047,704,155+3,776,751148,102278,1970.08%+130,095
QUALCOMM INC(QCOM)2,946,2482,732,070-214,178498,476625,8900.19%+127,414
BERKSHIRE HATHAWAY INC DEL2,782,4673,089,052+306,5851,160,8731,287,3620.39%+126,489
CROWN CASTLE INC(CCI)696,8772,032,521+1,335,64473,611195,1830.06%+121,572
VANGUARD INDEX FDS774,084975,362+201,278372,234491,2220.15%+118,988
AIR PRODS & CHEMS INC612,092931,411+319,319148,591266,7650.08%+118,174
RIO TINTO PLC(RIO)733,7192,472,471+1,738,75246,782164,4930.05%+117,712
BHP GROUP LTD372,2602,353,268+1,981,00821,889134,4420.04%+112,553
VERIZON COMMUNICATIONS INC(VZ)10,976,02413,016,271+2,040,247591,388701,3170.21%+109,928
AGNICO EAGLE MINES LTD(AEM)10,505,40610,957,670+452,264609,088717,6790.22%+108,592
VEREN INC013,407,837+13,407,8370105,6650.03%+105,665
NEXTERA ENERGY INC(NEE)5,116,2135,868,364+752,151326,491430,1510.13%+103,660
PALO ALTO NETWORKS INC(PANW)1,609,6231,646,939+37,316462,155562,7760.17%+100,621
FRANCO NEV CORP(FNV)4,880,7345,663,207+782,473573,634672,9800.20%+99,346
NUTRIEN LTD(NTR)11,560,05213,354,385+1,794,333623,105719,6680.22%+96,564
DIAGEO PLC(DEO)70,486799,652+729,16610,545104,4430.03%+93,898
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,525,2301,789,743+264,513319,917413,2520.12%+93,335
CRH PLC
ORD
779,9402,128,963+1,349,02367,457160,1830.05%+92,726
VANGUARD INTL EQUITY INDEX F4,918,0706,755,417+1,837,347204,764297,2380.09%+92,474
WAYFAIR INC(W)000087,4460.03%+87,446
CENCORA INC271,046641,887+370,84166,311153,6230.05%+87,311
PEPSICO INC(PEP)3,383,4663,876,354+492,888590,077676,0360.20%+85,960
HESS CORP882,4191,449,969+567,550133,016218,2200.07%+85,204
PROCTER AND GAMBLE CO(PG)4,025,8774,424,462+398,585654,890739,7700.22%+84,881
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)838,7762,120,012+1,281,23661,507146,1320.04%+84,625
TELEFONAKTIEBOLAGET LM ERICS(ERIC)26,66413,557,885+13,531,22114783,7880.03%+83,641
GOLDMAN SACHS GROUP INC(GS)1,346,1071,403,694+57,587562,673644,2960.19%+81,623
SPOTIFY USA INC(SPOT)00093,241167,9490.05%+74,709
ISHARES TR
CORE MSCI INTL
4,1211,119,623+1,115,50227773,9730.02%+73,697
GE VERNOVA INC(GEV)0403,173+403,173073,1560.02%+73,156
UNILEVER PLC(UL)500,1931,748,329+1,248,13625,13098,2040.03%+73,074
VANECK ETF TRUST
JUNIOR GOLD MINE
3,051,0314,524,511+1,473,480118,212190,9340.06%+72,722
FERROVIAL SE
ORD SHS
01,739,638+1,739,638069,7150.02%+69,715
ORACLE CORP(ORCL)3,288,3593,511,742+223,383425,481494,4530.15%+68,972
CELESTICA INC(CLS)01,150,806+1,150,806068,4700.02%+68,470
PDD HOLDINGS INC(PDD)0448,442+448,442067,2840.02%+67,284
META PLATFORMS INC(META)5,724,1575,664,830-59,3272,862,0792,928,7170.89%+66,638
SOUTHWEST AIRLS CO(LUV)573,7202,916,036+2,342,31616,76483,1950.03%+66,430
AMGEN INC(AMGN)1,222,5611,295,602+73,041350,080414,8130.13%+64,733
GILEAD SCIENCES INC(GILD)3,594,2074,347,752+753,545305,508369,5590.11%+64,051
NXP SEMICONDUCTORS N V
COM
371,625578,146+206,52192,222156,1920.05%+63,969
ISHARES INC
MSCI JAPAN ETF
6,309,7137,490,881+1,181,168450,892513,5000.16%+62,608
VANGUARD INTL EQUITY INDEX F120,4971,023,294+902,7978,13069,4000.02%+61,270
WASTE CONNECTIONS INC(WCN)7,925,0258,103,895+178,8701,363,4591,423,3730.43%+59,914
SERVICENOW INC(NOW)344,201432,027+87,826271,230330,5050.10%+59,275
COCA COLA CO(KO)7,142,7537,765,284+622,531437,137496,2020.15%+59,065
DIAMONDBACK ENERGY INC(FANG)331,865619,082+287,21765,875124,0330.04%+58,158
TE CONNECTIVITY LTD(TEL)808,1111,155,426+347,315117,370174,9550.05%+57,585
SMUCKER J M CO(SJM)261,226805,029+543,80332,86290,1950.03%+57,333
UNITED PARCEL SERVICE INC(UPS)1,019,5781,331,160+311,582184,595241,0070.07%+56,412
NOVARTIS AG(NVS)148,336657,903+509,56714,39370,6520.02%+56,259
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
573,1201,268,991+695,87146,153102,0400.03%+55,886
FIRSTENERGY CORP(FE)000051,6380.02%+51,638
BOSTON SCIENTIFIC CORP(BSX)5,174,6775,236,779+62,102355,293406,1120.12%+50,819
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,252,6221,710,191+457,569158,025208,6950.06%+50,670
COTERRA ENERGY INC1,114,6842,898,876+1,784,19231,08380,1540.02%+49,071
AUTODESK INC611,513840,153+228,640159,458208,0810.06%+48,623
SHERWIN WILLIAMS CO(SHW)296,892508,723+211,831103,030151,2690.05%+48,238
RAPID7 INC(RPD)0004,91452,8360.02%+47,922
ROPER TECHNOLOGIES INC(ROP)258,632338,887+80,255144,666192,1760.06%+47,510
DATADOG INC(DDOG)261,546610,977+349,43132,44579,3840.02%+46,939
ISHARES TR1,636,4121,652,048+15,636860,360907,0570.27%+46,697
APPLIED MATLS INC1,402,8101,479,169+76,359300,201346,8060.10%+46,605
ISHARES TR440214,687+214,2478646,4490.01%+46,363
WISDOMTREE TR(WT)21,292944,687+923,39592845,6660.01%+44,738
SPDR INDEX SHS FDS
ST STR EU 50 ETF
47,820914,183+866,3632,52346,8790.01%+44,356
UBER TECHNOLOGIES INC(UBER)0001043,9490.01%+43,939
ASTRAZENECA PLC(AZN)1,081,2671,465,575+384,30873,256116,9240.04%+43,668
BECTON DICKINSON & CO(BDX)417,707623,640+205,933102,986146,5550.04%+43,570
MICRON TECHNOLOGY INC(MU)3,509,6633,241,880-267,783418,878461,9350.14%+43,057
DELL TECHNOLOGIES INC(DELL)76,302368,695+292,3938,71951,7720.02%+43,053
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