Fund Holdings

BANK OF MONTREAL /CAN/

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
BURFORD CAP LTD4,976,9415,432,568+455,62771,594,1256,465,055,6502.66%+6,393,461,525
ARISTA NETWORKS INC(ANET)1,568,5841,755,368+186,784160,481,8294,672,789,6161.92%+4,512,307,787
APPLE INC(AAPL)27,791,93929,481,152+1,689,2135,702,072,0737,506,785,7183.09%+1,804,713,645
ZOETIS INC(ZTS)781,341698,265-83,076121,850,0831,869,954,6530.77%+1,748,104,570
NVIDIA CORPORATION(NVDA)61,101,70159,368,557-1,733,1449,653,457,60311,076,985,2284.56%+1,423,527,625
ALPHABET INC(GOOG)21,105,77920,802,804-302,9753,719,471,4105,057,161,6112.08%+1,337,690,201
ISHARES TR2,683,9424,353,330+1,669,3881,666,459,1392,913,682,8471.20%+1,247,223,708
TESLA INC(TSLA)6,886,1307,646,052+759,9222,187,447,9133,400,352,0451.40%+1,212,904,132
SPDR S&P 500 ETF TR(SPY)(Put)6,748,2007,945,300+1,197,1004,169,375,3705,292,999,954+1,123,624,584
ROYAL BK CDA(RY)63,654,23862,711,783-942,4558,394,599,7679,240,917,9773.80%+846,318,210
MICROSOFT CORP(MSFT)13,312,13514,321,962+1,009,8276,621,588,9387,418,060,5533.05%+796,471,615
INVESCO QQQ TR01,232,947+1,232,9470740,224,2970.30%+740,224,297
BROADCOM INC(AVGO)11,359,82811,710,183+350,3553,131,336,6533,863,306,3171.59%+731,969,664
VANECK ETF TRUST6,997,97214,267,836+7,269,864364,314,4231,090,062,6700.45%+725,748,247
SHOPIFY INC(SHOP)11,334,08613,647,796+2,313,7101,308,075,7762,028,198,9630.83%+720,123,187
ALPHABET INC(GOOG)11,124,93210,960,275-164,6571,973,451,9312,669,375,1151.10%+695,923,184
ISHARES TR6,519,67913,626,889+7,107,210544,262,7921,189,763,6670.49%+645,500,875
AGNICO EAGLE MINES LTD(AEM)9,271,84010,358,125+1,086,2851,105,362,3481,744,201,7310.72%+638,839,383
METTLER TOLEDO INTERNATIONAL(MTD)25,93727,890+1,95330,468,713618,572,3100.25%+588,103,597
ALIBABA GROUP HLDG LTD(BABA)441,6083,562,814+3,121,20650,082,745636,781,7300.26%+586,698,985
ORACLE CORP(ORCL)3,696,9994,952,862+1,255,863808,274,9371,392,943,0620.57%+584,668,125
ISHARES TR(Put)4,893,5006,723,500+1,830,0001,055,968,3651,626,818,060+570,849,695
BANK MONTREAL QUE28,389,38428,501,393+112,0093,148,145,4843,713,142,3281.53%+564,996,844
SPDR GOLD TR(GLD)01,564,919+1,564,9190556,281,7570.23%+556,281,757
SNOWFLAKE INC(SNOW)02,343,120+2,343,1200528,490,7160.22%+528,490,716
INVESCO QQQ TR(Put)0840,900+840,9000504,851,133+504,851,133
SPDR S&P 500 ETF TR(SPY)(Call)679,7001,365,800+686,100419,952,645909,868,644+489,915,999
PALANTIR TECHNOLOGIES INC(PLTR)5,235,7616,398,531+1,162,770713,738,9391,167,220,0260.48%+453,481,087
SUNCOR ENERGY INC NEW(SU)24,919,00632,558,366+7,639,360934,042,9341,362,203,2930.56%+428,160,359
ISHARES TR(Call)454,30010,701,800+10,247,50016,700,068440,272,052+423,571,984
ENBRIDGE INC(ENB)55,184,05758,000,111+2,816,0542,503,983,1092,925,403,3471.20%+421,420,238
FRANCO NEV CORP(FNV)5,107,5055,560,980+453,475839,079,6021,237,509,8720.51%+398,430,270
ISHARES TR(Call)187,4004,141,000+3,953,60017,947,298399,440,860+381,493,562
PALANTIR TECHNOLOGIES INC(PLTR)(Put)216,6002,228,000+2,011,40029,526,912406,431,760+376,904,848
SELECT SECTOR SPDR TR(Call)76,0006,923,000+6,847,0003,980,120372,942,010+368,961,890
MANULIFE FINL CORP(MFC)45,307,80756,936,761+11,628,9541,449,580,2971,773,535,9310.73%+323,955,634
UBS GROUP AG(UBS)2,674,4149,325,276+6,650,86290,539,465380,782,2460.16%+290,242,781
JPMORGAN CHASE & CO.(JPM)5,725,9876,132,172+406,1851,660,020,9811,934,270,9270.80%+274,249,946
COSTCO WHSL CORP NEW(COST)1,484,0141,880,925+396,9111,469,084,9011,741,040,7360.72%+271,955,835
ISHARES TR7,334,70610,094,434+2,759,728702,444,780973,709,1240.40%+271,264,344
VANECK ETF TRUST1,720,9303,870,489+2,149,559116,317,633383,294,4980.16%+266,976,865
WHEATON PRECIOUS METALS CORP(WPM)5,120,0876,455,675+1,335,588460,736,306722,270,3250.30%+261,534,019
STRATEGY INC(MSTR)(Put)111,400897,600+786,20045,031,222289,215,696+244,184,474
KLA CORP(KLAC)187,174379,107+191,933167,659,428408,905,0400.17%+241,245,612
PALO ALTO NETWORKS INC(PANW)2,625,9773,785,530+1,159,553537,379,932770,809,6190.32%+233,429,687
PEMBINA PIPELINE CORP(PBA)19,233,14723,635,473+4,402,326722,614,953955,430,6350.39%+232,815,682
BARRICK MNG CORP(B)17,687,37718,114,726+427,349368,465,900594,841,0550.24%+226,375,155
ASTRAZENECA PLC(AZN)782,3213,478,114+2,695,79354,668,626266,840,9000.11%+212,172,274
GOLDMAN SACHS GROUP INC(GS)1,288,9891,410,511+121,522912,282,3301,123,260,4600.46%+210,978,130
COINBASE GLOBAL INC(COIN)609,2861,255,897+646,611213,548,649423,852,6770.17%+210,304,028
INVESCO EXCH TRADED FD TR II142,7082,926,999+2,784,29110,392,022215,075,9180.09%+204,683,896
APPLOVIN CORP(APP)75,327320,997+245,67026,370,475230,649,1850.09%+204,278,710
BANK NOVA SCOTIA HALIFAX59,406,43353,867,081-5,539,3523,287,072,3183,482,375,9161.43%+195,303,598
ISHARES TR16,196,88618,107,124+1,910,2381,429,375,1601,618,233,7090.67%+188,858,549
CANADIAN IMPERIAL BANK OF CO(CM)40,646,35538,407,591-2,238,7642,887,016,0963,068,448,7201.26%+181,432,624
BANK AMERICA CORP21,456,06223,177,447+1,721,3851,015,300,8221,195,724,5350.49%+180,423,713
UNITEDHEALTH GROUP INC(UNH)1,816,4722,155,199+338,727566,684,996744,190,4520.31%+177,505,456
CITIGROUP INC(C)7,619,5728,114,804+495,232648,577,937823,652,6080.34%+175,074,671
COSTCO WHSL CORP NEW(COST)(Put)0186,900+186,9000173,000,247+173,000,247
ABBVIE INC(ABBV)2,797,6542,975,374+177,720519,300,552688,918,2210.28%+169,617,669
GILDAN ACTIVEWEAR INC(GIL)1,232,5673,850,096+2,617,52960,773,446222,374,7950.09%+161,601,349
VANGUARD INDEX FDS1,359,6921,524,989+165,297772,345,598933,872,6720.38%+161,527,074
SELECT SECTOR SPDR TR330,9391,353,308+1,022,36948,820,076208,720,7530.09%+159,900,677
KINROSS GOLD CORP(KGC)9,410,99512,370,617+2,959,622147,159,389306,952,8360.13%+159,793,447
MICRON TECHNOLOGY INC(MU)2,110,1412,498,329+388,188260,074,921418,020,3370.17%+157,945,416
BERKSHIRE HATHAWAY INC DEL2,346,3972,579,781+233,3841,139,809,4981,296,959,3340.53%+157,149,836
PALO ALTO NETWORKS INC(PANW)(Put)130,800898,900+768,10026,766,912183,034,018+156,267,106
ISHARES TR4,863,3684,975,964+112,5961,049,466,1811,203,984,0850.50%+154,517,904
WESTERN DIGITAL CORP(WDC)536,9801,566,540+1,029,56034,361,349188,078,7930.08%+153,717,444
CENOVUS ENERGY INC(CVE)11,766,42818,487,372+6,720,944160,214,148313,831,7400.13%+153,617,592
DISNEY WALT CO(DIS)2,034,8993,540,152+1,505,253252,347,740405,347,3560.17%+152,999,616
SMITH A O CORP(AOS)103,246112,929+9,6836,769,840152,115,3630.06%+145,345,523
DOORDASH INC(DASH)244,648752,985+508,33760,308,178204,804,3900.08%+144,496,212
ROBINHOOD MKTS INC(HOOD)289,4751,182,856+893,38127,103,544169,361,3220.07%+142,257,778
WESTERN DIGITAL CORP(WDC)000128,461,905269,556,0000.11%+141,094,095
IDEX CORP(IEX)40,56349,681+9,1187,121,645148,099,0610.06%+140,977,416
GLOBAL X FDS22,773,05023,774,892+1,001,842992,449,5481,132,398,1120.47%+139,948,564
CELESTICA INC(CLS)888,5541,130,923+242,369138,916,750278,236,1320.11%+139,319,382
INVESCO EXCHANGE TRADED FD T133,028133,366+3386,930,759140,159,6640.06%+133,228,905
MARVELL TECHNOLOGY INC(MRVL)547,3352,002,775+1,455,44042,363,675168,373,2740.07%+126,009,599
ELBIT SYS LTD(ESLT)13,43514,228+793598,440,980722,152,6250.30%+123,711,645
INFOSYS LTD(INFY)23,5907,602,825+7,579,235437,123123,697,9620.05%+123,260,839
DOORDASH INC(DASH)(Put)0451,400+451,4000122,776,286+122,776,286
SEA LTD(SE)351,393986,371+634,97856,201,796176,294,0900.07%+120,092,294
TERADYNE INC(TER)281,2051,048,597+767,39225,285,953144,328,8910.06%+119,042,938
NUTRIEN LTD(NTR)13,859,69915,790,695+1,930,996808,130,569927,130,1190.38%+118,999,550
INVESCO QQQ TR(Call)0198,200+198,2000118,993,334+118,993,334
MORGAN STANLEY(MS)6,402,6186,412,397+9,779901,872,8481,019,314,6460.42%+117,441,798
JOHNSON & JOHNSON(JNJ)4,192,3634,082,999-109,364640,383,390757,069,6090.31%+116,686,219
BROOKFIELD CORP(BN)46,507,39243,677,466-2,829,9262,880,231,0152,995,400,6201.23%+115,169,605
WALMART INC(WMT)10,737,14911,289,949+552,8001,049,878,4361,163,542,1110.48%+113,663,675
DOMINION ENERGY INC(D)875,1422,659,851+1,784,70949,463,026162,703,0500.07%+113,240,024
FORTIS INC(FTS)22,210,52323,131,505+920,9821,061,173,8861,173,018,9380.48%+111,845,052
LAM RESEARCH CORP(LRCX)1,400,2321,852,401+452,169136,298,594248,036,5630.10%+111,737,969
RTX CORPORATION(RTX)1,040,2881,566,008+525,720150,488,117262,040,1670.11%+111,552,050
CONSTELLATION ENERGY CORP(CEG)322,830645,481+322,651104,196,547212,408,4070.09%+108,211,860
DISNEY WALT CO(DIS)(Put)0932,000+932,0000106,714,000+106,714,000
UBER TECHNOLOGIES INC(UBER)5,827,7976,635,984+808,187543,733,462650,127,3540.27%+106,393,892
MAGNA INTL INC(MGA)4,845,4416,106,591+1,261,150187,426,062289,271,5640.12%+101,845,502
MICROSOFT CORP(MSFT)(Put)0195,000+195,0000101,000,250+101,000,250
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