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CIK: 0000927971
Total reported value
$303.7B
$303.7B
3108 檔
15.7%
At the close of Q3 2025, Bank Of Montreal /can/ disclosed equity holdings valued at approximately $303.7B, spread across 3108 reported holdings.
In Q3 2025, Bank Of Montreal /can/ displayed an active expansion posture, initiating 10 new positions and adding to 129 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3108 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.00% | -0.57% | -9.75% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.18% | +0.21% | +4.79% | |
| 3 | RY | Royal Bank Of Canada | Stock-Financials | 3.73% | +0.39% | -0.77% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.02% | +6.88% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.47% | +9.05% | |
| 6 | TD | Toronto-dominion Bank | Stock-Financials | 2.26% | -0.15% | -8.01% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.37% | -3.30% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.11% | -2.56% | |
| 9 | ANET | Arista Networks Inc | Stock-Tech | 1.84% | +0.03% | +6.45% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.56% | -0.02% | +6.16% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | +0.33% | +3.07% | |
| 12 | BMO | Bank Of Montreal | Stock-Financials | 1.47% | +0.19% | -0.90% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.50% | -6.41% | |
| 14 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.40% | +0.05% | -8.62% | |
| 15 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.22% | +0.17% | -7.03% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 1.18% | -0.03% | -6.02% | |
| 17 | ENB | Enbridge Inc | Stock-Energy | 1.17% | -0.07% | +5.82% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.17% | -0.02% | +13.96% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.10% | +62.20% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.15% | -0.28% | -0.58% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.16% | -5.89% | |
| 22 | CNQ | Canadian Natural Resources | Stock-Energy | 1.02% | -0.33% | -13.74% | |
| 23 | TRP | Tc Energy CORP | Stock-Energy | 0.85% | -0.46% | -13.58% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.01% | +6.65% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.81% | -0.07% | +20.74% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.05% | +39.34% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 0.74% | -0.02% | -10.63% | |
| 28 | MFC | Manulife Financial CORP | Stock-Financials | 0.71% | +0.01% | +26.28% | |
| 29 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.69% | -0.20% | +11.48% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.13% | +5.23% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.68% | +0.02% | +9.70% | |
| 32 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.64% | -0.01% | +3.92% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.19% | +58.22% | |
| 34 | WCN | Waste Connections Inc | Stock-Industrials | 0.61% | -0.02% | +6.75% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.55% | -0.03% | +88.76% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.04% | +28.39% | |
| 37 | SU | Suncor Energy Inc | Stock-Energy | 0.54% | -0.14% | +30.54% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +1.55% | — | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.53% | +0.04% | -0.68% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.52% | -0.04% | +0.25% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | +9.95% | |
| 42 | TU | Telus CORP | Stock-Other | 0.51% | -0.07% | -3.13% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | +0.86% | -41.40% | |
| 44 | FNV | Franco-nevada CORP | Stock-Materials | 0.49% | -0.10% | +8.86% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.48% | +0.14% | -1.64% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | — | +7.91% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.16% | +8.85% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | -0.17% | +109.01% | |
| 49 | FTS | Fortis Inc | Stock-Utilities | 0.46% | -0.06% | +4.18% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.12% | +5.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.7% | +6.45% | Trim |
| 2 | ZTS | Zoetis Inc | +0.7% | -10.63% | Trim |
| 3 | AVGO | Broadcom Inc | +0.6% | +3.07% | Add |
| 4 | TSLA | Tesla Inc | +0.5% | +6.16% | Add |
| 5 | BUR | Burford Capital Limited | +0.5% | +9.15% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.56% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.4% | +13.96% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.4% | +58.22% | Add |
| 9 | ORCL | Oracle CORP | +0.3% | +28.39% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | +9.05% | Add |
| 11 | SHOP | Shopify Inc - Class A | +0.3% | +20.74% | Add |
| 12 | GDX | Vaneck Gold Miners ETF | +0.2% | +102.60% | Add |
| 13 | MSTR | Strategy Inc | +0.2% | +112.82% | Add |
| 14 | MTD | Mettler-toledo International | +0.2% | +7.53% | Add |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +706.78% | Add |
| 16 | AEM | Agnico Eagle Mines LTD | +0.2% | +11.48% | Add |
| 17 | FXI | Ishares China Large-cap ETF | +0.2% | +115.13% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -5.89% | Trim |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +69.92% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +9.43% | Add |
| 21 | COIN | Coinbase Global Inc -class A | +0.1% | +110.77% | Add |
| 22 | XLF | Ss Financial Select Sector | +0.1% | +302.06% | Add |
| 23 | UBS | UBS Group AG | +0.1% | +248.68% | Add |
| 24 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +9.70% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | -3.30% | Add |
| 26 | WPM | Wheaton Precious Metals CORP | +0.1% | +26.09% | Add |
| 27 | ESLT | Elbit Systems Ltd. | +0.1% | +5.90% | Add |
| 28 | CCJ | Cameco CORP | +0.1% | +32.08% | Add |
| 29 | DASH | Doordash Inc - A | +0.1% | +392.29% | Add |
| 30 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +109.01% | Add |
| 31 | KLAC | Kla CORP | +0.1% | +102.54% | Add |
| 32 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +124.91% | Add |
| 33 | FNV | Franco-nevada CORP | +0.1% | +8.86% | Add |
| 34 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +1951.04% | Add |
| 35 | HIMS | Hims & Hers Health Inc | +0.1% | +39.31% | Add |
| 36 | SU | Suncor Energy Inc | +0.1% | +30.54% | Add |
| 37 | MU | Micron Technology Inc | +0.1% | +18.36% | Add |
| 38 | MRVL | Marvell Technology Inc | +0.1% | +174.79% | Add |
| 39 | APP | Applovin Corp-class A | +0.1% | +326.14% | Add |
| 40 | SOFI | Sofi Technologies Inc | +0.1% | +48.70% | Add |
| 41 | HOOD | Robinhood Markets Inc - A | +0.1% | +227.79% | Add |
| 42 | NVDA | Nvidia CORP | +0.1% | -9.75% | Trim |
| 43 | WDC 3 11-15-28Bond | Western Digital CORP | +0.1% | +17.48% | Add |
| 44 | SMCI | Super Micro Computer Inc | +0.1% | +724.03% | Add |
| 45 | XLI | Ss Industrial Select Sector | +0.1% | +308.93% | Add |
| 46 | LRCX | Lam Research CORP | +0.1% | +32.29% | Add |
| 47 | GIL | Gildan Activewear Inc | +0.1% | +219.78% | Add |
| 48 | SE | Sea Ltd-adr | +0.1% | +180.70% | Add |
| 49 | AOS | Smith (a.o.) CORP | +0.1% | +9.38% | Trim |
| 50 | IEX | Idex CORP | +0.1% | +22.48% | Trim |
According to official SEC Form 13F filings, Bank Of Montreal /can/ reported a total U.S. public equity portfolio value of $303.7B across 3108 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, RY) accounted for 15.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
EMA
市值: $811.8M
Top Position Liquidated / Trimmed
ABX
前期市值: $393.8M
During Q3 2025, Bank Of Montreal /can/'s top holdings by market value included NVDA (5.0%)、SPY (4.2%)、RY (3.7%). The largest single position, NVDA, represented 5.0% of total portfolio value.
In Q3 2025, Bank Of Montreal /can/ made 200 total portfolio adjustments, initiating 10 new buys, adding to 129 positions, trimming 58 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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