BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,500 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 59.4M | $11.1B | 4.2% | $133.95 | +35.75% | 4 qtrssince 2024-Q4 | Decreased 0 |
ROYAL BANK OF CANADA | 62.7M | $9.2B | 3.5% | $115.69 | +25.72% | 4 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 29.5M | $7.5B | 2.9% | $248.24 | +2.20% | 4 qtrssince 2024-Q4 | Increased 58 |
MICROSOFT CORP | 14.3M | $7.4B | 2.8% | $428.20 | +19.95% | 4 qtrssince 2024-Q4 | Increased 59 |
BURFORD CAPITAL LIMITED | 5.4M | $6.5B | 2.5% | $12.32 | -1.74% | 4 qtrssince 2024-Q4 | Increased 60 |
TORONTO-DOMINION BANK | 69.8M | $5.6B | 2.1% | $51.89 | +53.73% | 4 qtrssince 2024-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 7.9M | $5.3B | 2.0% | — | — | — | Increased — |
ALPHABET INC-CL A | 20.8M | $5.1B | 1.9% | $189.88 | +28.44% | 4 qtrssince 2024-Q4 | Decreased 0 |
AMAZON.COM INC | 22.8M | $5B | 1.9% | $221.50 | +0.30% | 4 qtrssince 2024-Q4 | Decreased 0 |
ARISTA NETWORKS INC | 1.8M | $4.7B | 1.8% | $112.14 | +27.85% | 4 qtrssince 2024-Q4 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.6M | $4.4B | 1.7% | $581.39 | +13.82% | 4 qtrssince 2024-Q4 | Decreased 0 |
BROADCOM INC | 11.7M | $3.9B | 1.5% | $231.98 | +41.42% | 4 qtrssince 2024-Q4 | Increased 52 |
BANK OF MONTREAL | 28.5M | $3.7B | 1.4% | $92.57 | +38.60% | 4 qtrssince 2024-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 5M | $3.7B | 1.4% | $594.38 | +24.97% | 4 qtrssince 2024-Q4 | Decreased 0 |
BANK OF NOVA SCOTIA | 53.9M | $3.5B | 1.3% | $51.44 | +25.91% | 4 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 7.6M | $3.4B | 1.3% | $419.24 | +5.72% | 4 qtrssince 2024-Q4 | Increased 56 |
CAN IMPERIAL BK OF COMMERCE | 38.4M | $3.1B | 1.2% | $60.61 | +31.32% | 4 qtrssince 2024-Q4 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 43.7M | $3B | 1.1% | $38.00 | +21.13% | 4 qtrssince 2024-Q4 | Decreased 0 |
ENBRIDGE INC | 58M | $2.9B | 1.1% | $40.80 | +21.85% | 4 qtrssince 2024-Q4 | Increased 53 |
ISHARES CORE S&P 500 ETF | 4.4M | $2.9B | 1.1% | $599.80 | +10.77% | 4 qtrssince 2024-Q4 | Increased 73 |
BANK OF MONTREAL /CAN/ manages $260.7B across 3500 positions as of Q3 2025. Top holdings: NVDA (4.2%), RY (3.5%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 232 new positions, 299 exits, 1300 increased. Top move: IVV (INCREASED, conviction 73). Portfolio: $260.7B across 3500 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer