Bank of Montreal /Can/
Annual return '25
+23.6%
SPY '25
+17.7%
Alpha
+5.8ptsvs SPY
Invested
$268.4B
Holdings
3,217
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +20.6% (4.4k → 5.2k shares)
4.9%
02
$RY
ROYAL BK CDA
Q4 2025: New position (2.1k shares)
3.8%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (242 shares)
3.1%
04
$TD
TORONTO DOMINION BK ONT
Held since at least Q1 2024
2.7%
05
$AAPL
APPLE INC
Q1 2026: Sold 78.3% (4.6k → 1.0k shares)
2.7%
06
$BUR
BURFORD CAPITAL LIMITED
Held since at least Q1 2024
2.6%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +10.0% (2.0k → 2.2k shares)
2.3%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +20.7% (7.7k → 9.3k shares)
2.3%
09
$GOOGL
ALPHABET INC
Q4 2025: New position (4.5k shares)
2.2%
10
$META
META PLATFORMS INC
Q4 2025: New position (1.0k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.