BANK OF MONTREAL /CAN/

Est. AUM

$87.9M

13F long equity, this entity only

Positions

3,693

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$5.5M	31759894	6.30%	DFND
2	ROYAL BK CDA	COM	$3.4M	20892274	3.84%	DFND
3	NVIDIA CORPORATIONPUT	COM	$2.8M	15997500	3.17%	DFND
4	AMAZON COM INC	COM	$2.3M	11119001	2.63%	DFND
5	META PLATFORMS INC	CL A	$2.3M	4015494	2.61%	DFND
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.3M	3501114	2.59%	DFND
7	APPLE INC	COM	$2.3M	8895640	2.57%	DFND
8	TORONTO DOMINION BK ONT	COM NEW	$2.1M	22791233	2.42%	DFND
9	ISHARES TRPUT	RUSSELL 2000 ETF	$2.0M	7894300	2.23%	DFND
10	VANECK ETF TRUST	GOLD MINERS ETF	$1.9M	21178626	2.21%	DFND
11	NETFLIX INC.	COM	$1.8M	19220507	2.10%	DFND
12	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$1.8M	2821900	2.09%	DFND
13	MICROSOFT CORP	COM	$1.8M	4798056	2.02%	DFND
14	TESLA INC	COM	$1.8M	4717092	1.99%	DFND
15	ALPHABET INC	CAP STK CL A	$1.7M	6022416	1.97%	DFND
16	STATE STR SPDR S&P 500 ETF TCALL	TR UNIT	$1.7M	2588200	1.91%	DFND
17	TC ENERGY CORP	COM	$1.5M	23788286	1.69%	DFND
18	BANK NOVA SCOTIA B C	COM	$1.4M	20060609	1.58%	DFND
19	CANADIAN IMPERIAL BANK OF CO	COM	$1.4M	14568082	1.57%	DFND
20	ISHARES TR	20 YR TR BD ETF	$1.4M	15614555	1.54%	DFND
21	BROADCOM INC	COM	$1.1M	3503069	1.23%	DFND
22	AMAZON COM INCPUT	COM	$1.0M	4971100	1.18%	DFND
23	ISHARES TRPUT	20 YR TR BD ETF	$953K	10997900	1.08%	DFND
24	PALANTIR TECHNOLOGIES INC	CL A	$812K	5554566	0.92%	DFND
25	META PLATFORMS INCPUT	CL A	$793K	1386700	0.90%	DFND
26	VANECK ETF TRUST	JUNIOR GOLD MINE	$717K	5976987	0.82%	DFND
27	ISHARES TR	CORE S&P500 ETF	$670K	1025935	0.76%	DFND
28	ADVANCED MICRO DEVICES INC	COM	$632K	3107498	0.72%	DFND
29	MICROSOFT CORPPUT	COM	$630K	1702300	0.72%	DFND
30	VISA INC	COM CL A	$614K	2034614	0.70%	DFND
31	MICRON TECHNOLOGY INC	COM	$596K	1766770	0.68%	DFND
32	NVIDIA CORPORATIONCALL	COM	$551K	3161400	0.63%	DFND
33	ISHARES TRCALL	RUSSELL 2000 ETF	$525K	2119500	0.60%	DFND
34	CROWDSTRIKE HLDGS INC	CL A	$512K	1312296	0.58%	DFND
35	SPDR SERIES TRUSTPUT	STATE STREET SPD	$476K	8001300	0.54%	DFND
36	ISHARES TR	RUSSELL 2000 ETF	$439K	1772811	0.50%	DFND
37	SELECT SECTOR SPDR TRCALL	STATE STREET MAT	$434K	8700500	0.49%	DFND
38	TESLA INCPUT	COM	$418K	1125900	0.48%	DFND
39	ENBRIDGE INC	COM	$416K	7690801	0.47%	DFND
40	INVESCO QQQ TR	UNIT SER 1	$409K	709525	0.47%	DFND
41	SERVICENOW INC	COM	$406K	3883988	0.46%	DFND
42	GOLDMAN SACHS GROUP INC	COM	$404K	477981	0.46%	DFND
43	PALANTIR TECHNOLOGIES INCPUT	CL A	$403K	2756000	0.46%	DFND
44	ADVANCED MICRO DEVICES INCPUT	COM	$401K	1975200	0.46%	DFND
45	BCE INC	COM NEW	$385K	15294263	0.44%	DFND
46	CANADIAN NAT RES LTD MED TER	COM	$373K	7664451	0.42%	DFND
47	MANULIFE FINL CORP	COM	$361K	10500199	0.41%	DFND
48	ICL GROUP LTD	SHS	$330K	644538	0.38%	DFND
49	ISHARES TR	7-10 YR TRSY BD	$316K	3316428	0.36%	DFND
50	PRIMERICA INC	COM	$308K	1229794	0.35%	DFND

1–50 of 3,693

1 / 74

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.