account_balance
Investment manager · 13F filer · SEC CIK 927971
Bank Of Montreal /can/
Reported value$275Bas of Jun 30, 2026
Positions3335 308 new, 193 sold out
Top 10 weight26%RY alone is 5%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RY
Royal Bk Cda
4.6%Trimmed
NVDA
Nvidia Corporation
3.7%Trimmed
AAPL
Apple INC
2.8%Trimmed
TD
Toronto Dominion Bk Ont
2.8%Trimmed
GOOGL
Alphabet INC
2.5%
AMZN
Amazon Com INC
2.0%Trimmed
MSFT
Microsoft Corp
2.0%Trimmed
BMO
Bank Montreal Medium
1.8%
BUR
Burford Capital Limited
1.8%Trimmed
CM
Canadian Imperial Bank Of CO
1.8%Added
3325 others
74.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed