BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,580 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 59.6M | $10.2B | 3.5% | $115.69 | +45.49% | 5 qtrssince 2024-Q4 | Decreased 0 |
NVIDIA CORP | 54.2M | $10.1B | 3.5% | $133.95 | +40.01% | 5 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 28.2M | $7.7B | 2.7% | $248.24 | +9.22% | 5 qtrssince 2024-Q4 | Decreased 0 |
FINANCIAL SELECT SECTOR SPDR | 126.9M | $7B | 2.4% | — | — | — | Increased — |
MICROSOFT CORP | 14.2M | $6.9B | 2.4% | $428.20 | +13.84% | 5 qtrssince 2024-Q4 | Decreased 0 |
INDUSTRIAL SELECT SECT SPDR | 42.7M | $6.6B | 2.3% | — | — | — | New — |
TORONTO-DOMINION BANK | 69.8M | $6.6B | 2.3% | $51.89 | +82.52% | 5 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL A | 20.2M | $6.3B | 2.2% | $189.88 | +65.28% | 5 qtrssince 2024-Q4 | Decreased 0 |
BURFORD CAPITAL LIMITED | 6.8M | $6.1B | 2.1% | $11.67 | -22.77% | 5 qtrssince 2024-Q4 | Increased 67 |
META PLATFORMS INC-CLASS A | 8.3M | $5.5B | 1.9% | $622.48 | +6.98% | 5 qtrssince 2024-Q4 | Increased 73 |
AMAZON.COM INC | 21.9M | $5B | 1.7% | $221.50 | +4.98% | 5 qtrssince 2024-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 7.1M | $4.8B | 1.7% | $588.74 | +16.69% | 5 qtrssince 2024-Q4 | Increased 54 |
BANK OF NOVA SCOTIA | 57.9M | $4.3B | 1.5% | $53.01 | +39.54% | 5 qtrssince 2024-Q4 | Increased 54 |
BROADCOM INC | 11.2M | $3.9B | 1.3% | $231.98 | +48.64% | 5 qtrssince 2024-Q4 | Decreased 0 |
CAN IMPERIAL BK OF COMMERCE | 42.4M | $3.8B | 1.3% | $63.52 | +44.01% | 5 qtrssince 2024-Q4 | Increased 56 |
BANK OF MONTREAL | 28.2M | $3.7B | 1.3% | $92.57 | +38.11% | 5 qtrssince 2024-Q4 | Decreased 0 |
ALPHABET INC-CL C | 11.2M | $3.5B | 1.2% | $194.62 | +61.62% | 5 qtrssince 2024-Q4 | Increased 51 |
TESLA INC | 7.8M | $3.5B | 1.2% | $419.80 | +8.25% | 5 qtrssince 2024-Q4 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.8M | $3.3B | 1.1% | — | — | — | Decreased — |
TC ENERGY CORP | 49.4M | $2.7B | 0.9% | $47.59 | +17.93% | 5 qtrssince 2024-Q4 | Increased 55 |
BANK OF MONTREAL /CAN/ manages $288.7B across 3580 positions as of Q4 2025. Top holdings: RY (3.5%), NVDA (3.5%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 263 new positions, 190 exits, 1410 increased. Top move: META (INCREASED, conviction 73). Portfolio: $288.7B across 3580 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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