Fund HoldingsBANK OF MONTREAL /CAN/

Total Portfolio Value
$252.11B
Total Bought
$58.05B
Total Sold
$32.43B
Net Transaction
+$25.63B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR(Call)
ST STR FINL ETF
0126,923,000+126,923,00006,951,573+6,951,573
SELECT SECTOR SPDR TR(Call)
ST STR INDL ETF
042,705,000+42,705,00006,624,400+6,624,400
META PLATFORMS INC(META)(Put)03,587,500+3,587,50002,368,073+2,368,073
META PLATFORMS INC(META)08,274,246+8,274,24605,461,7472.17%+5,461,747
ALPHABET INC(GOOG)20,802,80420,192,270-610,5345,057,1626,320,1802.51%+1,263,019
NVIDIA CORPORATION(NVDA)(Put)013,592,200+13,592,20002,534,945+2,534,945
TORONTO DOMINION BK ONT(TD)069,777,906+69,777,90606,576,5582.61%+6,576,558
ROYAL BK CDA(RY)62,711,78359,644,177-3,067,6069,240,91810,168,2464.03%+927,328
ALPHABET INC(GOOG)10,960,27511,205,550+245,2752,669,3753,516,3021.39%+846,927
NVIDIA CORPORATION(NVDA)(Call)05,788,600+5,788,60001,079,574+1,079,574
BANK NOVA SCOTIA HALIFAX53,867,08157,900,307+4,033,2263,482,3764,270,4221.69%+788,046
APPLE INC(AAPL)(Call)02,870,800+2,870,8000780,456+780,456
CANADIAN IMPERIAL BANK OF CO(CM)38,407,59142,400,895+3,993,3043,068,4493,843,9771.52%+775,529
ISHARES TR(Call)03,330,400+3,330,4000819,811+819,811
ORACLE CORP(ORCL)(Put)03,472,100+3,472,1000676,747+676,747
TC ENERGY CORP(TRP)049,403,289+49,403,28902,720,4671.08%+2,720,467
VANECK ETF TRUST
GOLD MINERS ETF
14,267,83619,417,095+5,149,2591,090,0631,665,4040.66%+575,342
ELI LILLY & CO(LLY)01,629,451+1,629,45101,751,1380.69%+1,751,138
ICL GROUP LTD(ICL)0925,762+925,7620531,5950.21%+531,595
BARRICK MNG CORP(B)18,114,72624,296,483+6,181,757594,8411,058,4070.42%+463,566
KRANESHARES TRUST(Call)013,201,100+13,201,1000449,497+449,497
SPDR S&P 500 ETF TR(SPY)07,078,362+7,078,36204,826,8761.91%+4,826,876
SS&C TECHNOLOGIES HLDGS INC(SSNC)05,126,190+5,126,1900448,1320.18%+448,132
PALANTIR TECHNOLOGIES INC(PLTR)6,398,5318,837,038+2,438,5071,167,2201,570,7840.62%+403,563
PALANTIR TECHNOLOGIES INC(PLTR)(Call)01,974,000+1,974,0000350,879+350,879
MICRON TECHNOLOGY INC(MU)2,498,3292,639,138+140,809418,020753,2360.30%+335,216
PRIMERICA INC(PRI)01,311,634+1,311,6340338,8740.13%+338,874
JOHNSON & JOHNSON(JNJ)4,082,9995,194,401+1,111,402757,0701,074,9810.43%+317,912
GLOBUS MED INC(GMED)03,373,260+3,373,2600294,5190.12%+294,519
MANULIFE FINL CORP(MFC)56,936,76156,829,108-107,6531,773,5362,063,6190.82%+290,083
ZOOZ STRATEGY LTD
SHARE
07,000,000+7,000,0000285,9820.11%+285,982
EMCOR GROUP INC(EME)0560,477+560,4770342,8940.14%+342,894
WILLIS TOWERS WATSON PLC LTD(WTW)0941,637+941,6370309,4220.12%+309,422
RESTAURANT BRANDS INTL INC(QSR)015,219,947+15,219,94701,038,5990.41%+1,038,599
SUNCOR ENERGY INC NEW(SU)32,558,36636,513,628+3,955,2621,362,2031,620,6740.64%+258,470
ARMSTRONG WORLD INDS INC NEW(AWI)01,279,086+1,279,0860244,4330.10%+244,433
MICRON TECHNOLOGY INC(MU)(Put)0818,200+818,2000233,522+233,522
ROGERS COMMUNICATIONS INC(RCI)025,096,573+25,096,5730947,3460.38%+947,346
OPENLANE INC(OPLN)07,392,806+7,392,8060220,1580.09%+220,158
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,398,413+1,398,4130216,9220.09%+216,922
US FOODS HLDG CORP(USFD)02,866,721+2,866,7210215,9210.09%+215,921
ROSS STORES INC(ROST)01,451,569+1,451,5690261,4860.10%+261,486
BOYD GROUP SERVICES INC(BGSI)01,315,435+1,315,4350209,5370.08%+209,537
CENCORA INC0857,612+857,6120289,6580.11%+289,658
ALLISON TRANSMISSION HLDGS I(ALSN)02,151,871+2,151,8710210,6680.08%+210,668
ORACLE CORP(ORCL)4,952,8628,182,233+3,229,3711,392,9431,594,7990.63%+201,856
HOULIHAN LOKEY INC(HLI)01,199,459+1,199,4590208,9340.08%+208,934
MEDTRONIC PLC(MDT)04,102,341+4,102,3410394,0710.16%+394,071
WYNDHAM HOTELS & RESORTS INC(WH)02,562,843+2,562,8430193,6480.08%+193,648
WALMART INC(WMT)11,289,94912,168,509+878,5601,163,5421,355,6940.54%+192,151
ADVANCED MICRO DEVICES INC(AMD)(Put)01,856,500+1,856,5000397,588+397,588
VANECK ETF TRUST
JUNIOR GOLD MINE
3,870,4895,038,294+1,167,805383,294573,2570.23%+189,963
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,277,329+1,277,3290183,8970.07%+183,897
MASTERCARD INCORPORATED(MA)02,076,681+2,076,68101,185,5360.47%+1,185,536
GENTEX CORP(GNTX)07,726,057+7,726,0570179,7850.07%+179,785
AMAZON COM INC(AMZN)(Call)0827,000+827,0000190,888+190,888
SPDR S&P 500 ETF TR(SPY)(Call)1,365,8001,591,400+225,600909,8691,085,207+175,339
TESLA INC(TSLA)(Put)01,322,900+1,322,9000594,935+594,935
ISHARES TR(Put)03,150,400+3,150,4000274,589+274,589
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,815,600+3,815,6000170,5950.07%+170,595
MARKETAXESS HLDGS INC(MKTX)0951,024+951,0240172,3730.07%+172,373
FACTSET RESH SYS INC(FDS)0597,723+597,7230173,4530.07%+173,453
INTERCONTINENTAL EXCHANGE IN(ICE)01,982,715+1,982,7150321,1200.13%+321,120
NEW YORK TIMES CO(NYT)02,316,172+2,316,1720160,7890.06%+160,789
MORGAN STANLEY(MS)6,412,3976,638,226+225,8291,019,3151,178,4840.47%+159,170
HENRY SCHEIN INC(HSIC)02,144,773+2,144,7730162,1020.06%+162,102
APPLE INC(AAPL)29,481,15228,178,778-1,302,3747,506,7867,660,6833.04%+153,897
ADVANCED MICRO DEVICES INC(AMD)(Call)0852,300+852,3000182,529+182,529
WABTEC(WAB)0885,197+885,1970188,9450.07%+188,945
DIAGEO PLC(DEO)02,173,047+2,173,0470187,4690.07%+187,469
GOLDMAN SACHS GROUP INC(GS)1,410,5111,446,060+35,5491,123,2601,271,0860.50%+147,826
ISHARES INC
MSCI JAPAN ETF
01,798,753+1,798,7530145,2310.06%+145,231
AMERICAN HOMES 4 RENT(AMH)04,599,850+4,599,8500147,6550.06%+147,655
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0794,043+794,0430218,6720.09%+218,672
NEWS CORP NEW(NWS)05,664,644+5,664,6440147,9610.06%+147,961
KENVUE INC(KVUE)09,384,200+9,384,2000161,8770.06%+161,877
DOLLAR TREE INC(DLTR)01,296,289+1,296,2890159,4570.06%+159,457
ISHARES TR02,883,524+2,883,5240274,5690.11%+274,569
ELECTRONIC ARTS INC(EA)01,159,064+1,159,0640236,8320.09%+236,832
MONDELEZ INTL INC(MDLZ)04,273,865+4,273,8650230,0620.09%+230,062
VANECK ETF TRUST(Put)
GOLD MINERS ETF
01,847,900+1,847,9000158,494+158,494
TOTALENERGIES SE(TTE)02,104,119+2,104,1190137,2330.05%+137,233
INVESCO QQQ TR1,232,9471,431,050+198,103740,224877,4060.35%+137,181
PENSKE AUTOMOTIVE GRP INC(PAG)0863,352+863,3520136,6600.05%+136,660
EURONET WORLDWIDE INC(EEFT)01,993,682+1,993,6820151,7390.06%+151,739
SPDR SERIES TRUST(Call)
ST STR SP REGBNK
02,076,800+2,076,8000134,597+134,597
BERKSHIRE HATHAWAY INC DEL2,579,7812,841,340+261,5591,296,9591,428,2000.57%+131,240
ALPHABET INC(GOOG)(Put)0427,000+427,0000133,651+133,651
ALPHABET INC(GOOG)(Put)0518,700+518,7000162,768+162,768
ISHARES SILVER TR(SLV)02,218,970+2,218,9700142,9460.06%+142,946
CME GROUP INC(CME)01,192,645+1,192,6450325,6870.13%+325,687
IAC INC(PPLI)03,128,104+3,128,1040122,3090.05%+122,309
SPDR SERIES TRUST(Put)
ST STR SP BANK
02,001,300+2,001,3000121,459+121,459
CATERPILLAR INC(CAT)0757,187+757,1870433,7700.17%+433,770
SPDR SERIES TRUST
ST STR BLO 1 ETF
01,286,215+1,286,2150117,5340.05%+117,534
STRATEGIC ED INC(STRA)01,467,702+1,467,7020117,7100.05%+117,710
EQUITABLE HLDGS INC02,424,823+2,424,8230116,5850.05%+116,585
CBIZ INC(CBZ)02,251,649+2,251,6490113,5960.05%+113,596
CELESTICA INC(CLS)1,130,9231,321,977+191,054278,236391,0580.16%+112,822
MERCK & CO INC(MRK)05,372,201+5,372,2010565,4780.22%+565,478
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