MondegarAI
BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD)

Q2 2025 · 13F-HR

BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD)holdings as filed

Filed 2025-08-05 · accession 0000927971-25-000018

$213.21B
Reported value
3,495
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD) · Q2 2025

AI · grounded in 13F

BANK OF MONTREAL established a new position in NVDA valued at $11.9B. The fund also initiated new stakes in SPY for $9.4B and RY for $8.5B. Additional new positions include MSFT at $6.6B, TD at $5.7B, and AAPL at $5.7B.

Holdings as filed

First 500 of 3495

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$9.65B4.53%61,101,701CommonSOLE
780087102RYROYAL BK CDA$8.39B3.94%63,654,238CommonSOLE
594918104MSFTMICROSOFT CORP$6.62B3.11%13,312,135CommonSOLE
037833100AAPLAPPLE INC$5.70B2.67%27,791,939CommonSOLE
891160509TDTORONTO DOMINION BK ONT$5.64B2.64%76,614,673CommonSOLE
023135106AMZNAMAZON COM INC$5.02B2.36%22,900,198CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.78B2.24%7,742,650CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.17B1.96%6,748,200PUTSOLE
30303M102METAMETA PLATFORMS INC$3.93B1.85%5,331,279CommonSOLE
02079K305GOOGLALPHABET INC$3.72B1.74%21,105,779CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$3.29B1.54%59,406,433CommonSOLE
64110L106NFLXNETFLIX INC$3.25B1.52%2,426,932CommonSOLE
063671101BMOBANK MONTREAL QUE$3.15B1.48%28,389,384CommonSOLE
11135F101AVGOBROADCOM INC$3.13B1.47%11,359,828CommonSOLE
136385101CNQCANADIAN NAT RES LTD$2.91B1.37%92,678,802CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$2.89B1.35%40,646,355CommonSOLE
11271J107BNBROOKFIELD CORP$2.88B1.35%46,507,392CommonSOLE
29250N105ENBENBRIDGE INC$2.50B1.17%55,184,057CommonSOLE
87807B107TRPTC ENERGY CORP$2.23B1.05%45,624,934CommonSOLE
88160R101TSLATESLA INC$2.19B1.03%6,886,130CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.06B0.97%13,058,000PUTSOLE
02079K107GOOGALPHABET INC$1.97B0.93%11,124,932CommonSOLE
92826C839VVISA INC$1.73B0.81%4,879,881CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.67B0.78%21,014,713CommonSOLE
464287200IVVISHARES TR$1.67B0.78%2,683,942CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.66B0.78%5,725,987CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.55B0.73%8,311,108CommonSOLE
136375102CNICANADIAN NATL RY CO$1.48B0.70%14,228,768CommonSOLE
81762P102NOWSERVICENOW INC$1.47B0.69%1,429,777CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.47B0.69%1,484,014CommonSOLE
56501R106MFCMANULIFE FINL CORP$1.45B0.68%45,307,807CommonSOLE
464287432TLTISHARES TR$1.43B0.67%16,196,886CommonSOLE
87971M103TUTELUS CORPORATION$1.34B0.63%83,536,575CommonSOLE
82509L107SHOPSHOPIFY INC$1.31B0.61%11,334,086CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.27B0.60%2,500,967CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.23B0.58%8,679,324CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.14B0.53%2,346,397CommonSOLE
532457108LLYELI LILLY & CO$1.12B0.53%1,442,238CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.11B0.52%9,271,840CommonSOLE
349553107FTSFORTIS INC$1.06B0.50%22,210,523CommonSOLE
464287655IWMISHARES TR$1.06B0.50%4,893,500PUTSOLE
931142103WMTWALMART INC$1.05B0.49%10,737,149CommonSOLE
464287655IWMISHARES TR$1.05B0.49%4,863,368CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$1.04B0.49%5,147,057CommonSOLE
060505104BACBANK AMERICA CORP$1.02B0.48%21,456,062CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.01B0.47%1,795,660CommonSOLE
37954Y673PAVEGLOBAL X FDS$992.4M0.47%22,773,050CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$934.0M0.44%24,919,006CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$916.7M0.43%27,363,460CommonSOLE
05534B760BCEBCE INC$916.7M0.43%41,307,420CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$912.3M0.43%1,288,989CommonSOLE
617446448MSMORGAN STANLEY$901.9M0.42%6,402,618CommonSOLE
351858105FNVFRANCO NEV CORP$839.1M0.39%5,107,505CommonSOLE
68389X105ORCLORACLE CORP$808.3M0.38%3,696,999CommonSOLE
67077M108NTRNUTRIEN LTD$808.1M0.38%13,859,699CommonSOLE
922908363VOOVANGUARD INDEX FDS$772.3M0.36%1,359,692CommonSOLE
290876101EMAEMERA INC$758.0M0.36%16,537,422CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$751.5M0.35%11,321,433CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$722.6M0.34%19,233,147CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$718.9M0.34%10,797,819CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$713.7M0.33%5,235,761CommonSOLE
464287440IEFISHARES TR$702.4M0.33%7,334,706CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$691.9M0.32%23,312,830CommonSOLE
172967424CCITIGROUP INC$648.6M0.30%7,619,572CommonSOLE
478160104JNJJOHNSON & JOHNSON$640.4M0.30%4,192,363CommonSOLE
437076102HDHOME DEPOT INC$601.0M0.28%1,639,128CommonSOLE
M3760D101ESLTELBIT SYS LTD$598.4M0.28%13,435CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$591.5M0.28%4,168,300PUTSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$584.3M0.27%10,550,578CommonSOLE
46434G822EWJISHARES INC$580.1M0.27%7,737,437CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$566.7M0.27%1,816,472CommonSOLE
46432F842IEFAISHARES TR$544.3M0.26%6,519,679CommonSOLE
833445109SNOWSNOWFLAKE INC$544.2M0.26%2,431,810CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$543.7M0.26%5,827,797CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$537.4M0.25%2,625,977CommonSOLE
00287Y109ABBVABBVIE INC$519.3M0.24%2,797,654CommonSOLE
464288513HYGISHARES TR$516.8M0.24%6,407,800PUTSOLE
30231G102XOMEXXON MOBIL CORP$510.8M0.24%4,737,990CommonSOLE
742718109PGPROCTER AND GAMBLE CO$492.9M0.23%3,094,024CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$460.7M0.22%5,120,087CommonSOLE
701094104PHPARKER-HANNIFIN CORP$437.1M0.21%625,828CommonSOLE
882508104TXNTEXAS INSTRS INC$432.0M0.20%2,080,775CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$420.0M0.20%679,700CALLSOLE
17275R102CSCOCISCO SYS INC$419.9M0.20%6,052,766CommonSOLE
872540109TJXTJX COS INC NEW$410.5M0.19%3,324,098CommonSOLE
464287507IJHISHARES TR$404.0M0.19%6,513,657CommonSOLE
023135106AMZNAMAZON COM INC$403.9M0.19%1,841,000PUTSOLE
00724F101ADBEADOBE INC$403.4M0.19%1,042,654CommonSOLE
12532H104GIBCGI INC$397.7M0.19%3,784,296CommonSOLE
G54950103LINLINDE PLC$397.3M0.19%846,877CommonSOLE
78409V104SPGIS&P GLOBAL INC$388.0M0.18%735,884CommonSOLE
79466L302CRMSALESFORCE INC$384.9M0.18%1,411,379CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$383.0M0.18%8,850,839CommonSOLE
369550108GDGENERAL DYNAMICS CORP$380.6M0.18%1,305,016CommonSOLE
713448108PEPPEPSICO INC$377.7M0.18%2,860,797CommonSOLE
580135101MCDMCDONALDS CORP$376.6M0.18%1,288,912CommonSOLE
191216100KOCOCA COLA CO$375.1M0.18%5,301,893CommonSOLE
88160R101TSLATESLA INC$375.1M0.18%1,180,800PUTSOLE
594972408MSTRMICROSTRATEGY INC$372.0M0.17%920,353CommonSOLE
002824100ABTABBOTT LABS$371.8M0.17%2,733,846CommonSOLE
58933Y105MRKMERCK & CO INC$370.1M0.17%4,675,862CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$368.7M0.17%1,233,684CommonSOLE
06849F108BBARRICK MNG CORP$368.5M0.17%17,687,377CommonSOLE
85472N109STNSTANTEC INC$364.4M0.17%3,347,088CommonSOLE
92189F106GDXVANECK ETF TRUST$364.3M0.17%6,997,972CommonSOLE
46434G103IEMGISHARES INC$357.4M0.17%5,953,689CommonSOLE
464287465EFAISHARES TR$356.6M0.17%3,989,191CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$350.9M0.16%1,190,242CommonSOLE
65339F101NEENEXTERA ENERGY INC$350.1M0.16%5,043,452CommonSOLE
13321L108CCJCAMECO CORP$344.6M0.16%4,637,654CommonSOLE
718172109PMPHILIP MORRIS INTL INC$344.6M0.16%1,892,069CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$338.6M0.16%731,141CommonSOLE
94106L109WMWASTE MGMT INC DEL$337.5M0.16%1,475,013CommonSOLE
949746101WMT2WELLS FARGO CO NEW$331.8M0.16%4,140,865CommonSOLE
00206R102TAT&T INC$331.1M0.16%11,440,098CommonSOLE
438516106HONHONEYWELL INTL INC$327.3M0.15%1,405,339CommonSOLE
369604301GEGE AEROSPACE$325.5M0.15%1,264,560CommonSOLE
375558103GILDGILEAD SCIENCES INC$322.4M0.15%2,908,027CommonSOLE
166764100CVXCHEVRON CORP NEW$317.0M0.15%2,214,014CommonSOLE
907818108UNPUNION PAC CORP$315.6M0.15%1,371,692CommonSOLE
747525103QCOMQUALCOMM INC$315.2M0.15%1,979,191CommonSOLE
464287184FXIISHARES TR$313.0M0.15%8,515,646CommonSOLE
025816109AXPAMERICAN EXPRESS CO$302.5M0.14%948,304CommonSOLE
464287457SHYISHARES TR$294.0M0.14%3,548,657CommonSOLE
58155Q103MCKMCKESSON CORP$287.1M0.13%391,814CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$283.7M0.13%500,851CommonSOLE
031162100AMGNAMGEN INC$281.9M0.13%1,009,513CommonSOLE
922908769VTIVANGUARD INDEX FDS$276.8M0.13%910,754CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$272.3M0.13%2,984,760CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$271.3M0.13%645,214CommonSOLE
74340W103PLDPROLOGIS INC.$264.0M0.12%2,511,628CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$263.6M0.12%598,170CommonSOLE
149123101CATCATERPILLAR INC$263.1M0.12%677,707CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$261.3M0.12%480,878CommonSOLE
595112103MUMICRON TECHNOLOGY INC$260.1M0.12%2,110,141CommonSOLE
453038408IMOIMPERIAL OIL LTD$257.2M0.12%3,235,443CommonSOLE
254687106DISDISNEY WALT CO$252.3M0.12%2,034,899CommonSOLE
032654105ADIANALOG DEVICES INC$247.7M0.12%1,040,536CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$241.2M0.11%5,565,063CommonSOLE
464287226AGGISHARES TR$237.8M0.11%2,397,183CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$226.6M0.11%558,849CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$217.0M0.10%2,020,494CommonSOLE
65473P105NINISOURCE INC$216.0M0.10%5,355,191CommonSOLE
458140100INTCINTEL CORP$213.6M0.10%9,535,952CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$213.6M0.10%692,468CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$213.5M0.10%609,286CommonSOLE
20030N101CMCSACOMCAST CORP NEW$211.4M0.10%5,922,265CommonSOLE
464287655IWMISHARES TR$210.2M0.10%974,300CALLSOLE
654106103NKENIKE INC$208.6M0.10%2,936,980CommonSOLE
717081103PFEPFIZER INC$208.6M0.10%8,606,068CommonSOLE
011532108AGIALAMOS GOLD INC NEW$204.8M0.10%7,695,043CommonSOLE
09290D101BLKBLACKROCK INC$203.3M0.10%193,743CommonSOLE
387437205GRTUFGRANITE REAL ESTATE INVT TR$201.6M0.09%3,965,317CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$200.7M0.09%1,934,640CommonSOLE
461202103INTUINTUIT$199.3M0.09%253,049CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$196.8M0.09%1,667,379CommonSOLE
743315103PGRPROGRESSIVE CORP$196.4M0.09%736,103CommonSOLE
G5960L103MDTMEDTRONIC PLC$194.5M0.09%2,231,439CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$192.4M0.09%264CommonSOLE
12572Q105CMECME GROUP INC$191.7M0.09%695,616CommonSOLE
032095101APHAMPHENOL CORP NEW$191.4M0.09%1,938,552CommonSOLE
922908629VOVANGUARD INDEX FDS$190.1M0.09%679,323CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$188.3M0.09%4,522,487CommonSOLE
969457100WMBWILLIAMS COS INC$187.6M0.09%2,986,272CommonSOLE
559222401MGAMAGNA INTL INC$187.4M0.09%4,845,441CommonSOLE
464287804IJRISHARES TR$186.4M0.09%1,705,168CommonSOLE
92189F676SMHVANECK ETF TRUST$183.0M0.09%656,227CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$183.0M0.09%807,842CommonSOLE
311900104FASTFASTENAL CO$181.9M0.09%4,330,811CommonSOLE
36828A101GEVGE VERNOVA INC$180.7M0.08%341,553CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$180.0M0.08%31,085CommonSOLE
464287234EEMISHARES TR$179.5M0.08%3,720,173CommonSOLE
67066G104NVDANVIDIA CORPORATION$179.4M0.08%1,135,300CALLSOLE
878742204TECKTECK RESOURCES LTD$177.2M0.08%4,378,968CommonSOLE
01609WBG6BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$176.4M0.08%139,000,000CommonSOLE
863667101SYKSTRYKER CORPORATION$174.6M0.08%441,301CommonSOLE
596278101MIDDMIDDLEBY CORP$174.2M0.08%1,209,747CommonSOLE
464287549IGMISHARES TR$171.8M0.08%1,529,365CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$171.0M0.08%222,851CommonSOLE
670100205NVONOVO-NORDISK A S$170.8M0.08%2,475,300CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$170.6M0.08%1,678,473CommonSOLE
482480100KLACKLA CORP$167.7M0.08%187,174CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$167.6M0.08%818,957CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$167.1M0.08%6,550,512CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$167.0M0.08%2,275,228CommonSOLE
053332102AZOAUTOZONE INC$163.4M0.08%44,024CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$161.9M0.08%868,619CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$161.6M0.08%363,035CommonSOLE
040413205ANETARISTA NETWORKS INC$160.5M0.08%1,568,584CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$160.5M0.08%874,683CommonSOLE
34959E109FTNTFORTINET INC$160.5M0.08%1,556,188CommonSOLE
15135U109CVECENOVUS ENERGY INC$160.2M0.08%11,766,428CommonSOLE
69331C108PCGPG&E CORP$160.1M0.08%11,481,948CommonSOLE
038222105AMATAPPLIED MATLS INC$159.7M0.07%872,115CommonSOLE
83671M105SOBOSOUTH BOW CORP$159.4M0.07%6,136,658CommonSOLE
922908751VBVANGUARD INDEX FDS$157.8M0.07%665,898CommonSOLE
74935Q107RBARB GLOBAL INC$156.5M0.07%1,472,165CommonSOLE
097023105BABOEING CO$156.2M0.07%745,648CommonSOLE
550021109LULULULULEMON ATHLETICA INC$154.8M0.07%651,553CommonSOLE
842587107SOSOUTHERN CO$154.5M0.07%1,681,955CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$153.8M0.07%3,110,193CommonSOLE
92189F676SMHVANECK ETF TRUST$152.8M0.07%547,800PUTSOLE
H1467J104CBCHUBB LIMITED$152.7M0.07%526,970CommonSOLE
548661107LOWLOWES COS INC$152.4M0.07%686,938CommonSOLE
75513E101RTXRTX CORPORATION$150.5M0.07%1,040,288CommonSOLE
172908105CTASCINTAS CORP$149.1M0.07%668,877CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$147.5M0.07%1,039,817CommonSOLE
496902404KGCKINROSS GOLD CORP$147.2M0.07%9,410,995CommonSOLE
055622104BPBP PLC$146.4M0.07%4,890,302CommonSOLE
855244109SBUXSTARBUCKS CORP$143.2M0.07%1,562,754CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$143.1M0.07%416,645CommonSOLE
780259305SHELSHELL PLC$141.5M0.07%2,009,199CommonSOLE
G29183103ETNEATON CORP PLC$141.1M0.07%395,122CommonSOLE
15101Q207CLSCELESTICA INC$138.9M0.07%888,554CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$137.5M0.06%646,259CommonSOLE
231021106CMICUMMINS INC$136.6M0.06%416,967CommonSOLE
512807306LRCXLAM RESEARCH CORP$136.3M0.06%1,400,232CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$135.6M0.06%535,631CommonSOLE
02209S103MOALTRIA GROUP INC$134.8M0.06%2,298,568CommonSOLE
244199105DEDEERE & CO$133.9M0.06%263,385CommonSOLE
902973304USBUS BANCORP DEL$133.4M0.06%2,947,787CommonSOLE
N07059210ASMLASML HOLDING N V$132.5M0.06%165,344CommonSOLE
052769106ADSKAUTODESK INC$131.1M0.06%423,533CommonSOLE
125523100CITHE CIGNA GROUP$130.5M0.06%394,825CommonSOLE
89832Q109TFCTRUIST FINL CORP$130.1M0.06%3,026,821CommonSOLE
464287614IWFISHARES TR$129.8M0.06%305,750CommonSOLE
48251W104KKRKKR & CO INC$129.1M0.06%970,811CommonSOLE
958102AT2WDC 3 11/15/28WESTERN DIGITAL CORP$128.5M0.06%71,500,000CommonSOLE
09260D107BXBLACKSTONE INC$127.9M0.06%854,976CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$124.7M0.06%564,402CommonSOLE
464287499IWRISHARES TR$124.5M0.06%1,353,515CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$124.0M0.06%567,020CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$122.7M0.06%280,405CommonSOLE
872590104TMUST-MOBILE US INC$122.6M0.06%514,607CommonSOLE
98978V103ZTSZOETIS INC$121.9M0.06%781,341CommonSOLE
20825C104COPCONOCOPHILLIPS$121.6M0.06%1,355,306CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$121.4M0.06%4,128,632CommonSOLE
651639106NEMNEWMONT CORP$120.2M0.06%2,062,531CommonSOLE
464287432TLTISHARES TR$118.8M0.06%1,345,800PUTSOLE
464288588MBBISHARES TR$118.4M0.06%1,260,829CommonSOLE
571903202MARMARRIOTT INTL INC NEW$118.3M0.06%433,162CommonSOLE
760759100RSGREPUBLIC SVCS INC$118.0M0.06%478,555CommonSOLE
30161N101EXCEXELON CORP$116.4M0.05%2,679,857CommonSOLE
92189F791GDXJVANECK ETF TRUST$116.3M0.05%1,720,930CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$116.1M0.05%2,595,345CommonSOLE
G0403H108AONAON PLC$115.5M0.05%323,682CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$112.4M0.05%1,247,348CommonSOLE
02079K107GOOGALPHABET INC$111.6M0.05%629,100PUTSOLE
03076C106AMPAMERIPRISE FINL INC$111.3M0.05%208,605CommonSOLE
N3167Y103RACEFERRARI N V$108.4M0.05%220,911CommonSOLE
767204100RIORIO TINTO PLC$108.2M0.05%1,855,607CommonSOLE
124765108CAECAE INC$108.2M0.05%3,688,644CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$108.0M0.05%436,993CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$107.8M0.05%2,328,855CommonSOLE
682189105ONON SEMICONDUCTOR CORP$107.7M0.05%2,055,459CommonSOLE
833034101SNASNAP ON INC$107.5M0.05%345,518CommonSOLE
126650100CVSCVS HEALTH CORP$106.4M0.05%1,542,189CommonSOLE
46428Q109SLVISHARES SILVER TR$106.3M0.05%3,241,100CALLSOLE
780087102RYROYAL BK CDA$105.5M0.05%800,000PUTSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$105.4M0.05%1,498,246CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$105.1M0.05%3,429,829CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$104.2M0.05%1,990,243CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$104.2M0.05%322,830CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$103.0M0.05%640,760CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$102.8M0.05%1,212,069CommonSOLE
88579Y101MMM3M CO$102.4M0.05%672,809CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$100.1M0.05%200,251CommonSOLE
464287168DVYISHARES TR$100.0M0.05%753,003CommonSOLE
235851102DHRDANAHER CORPORATION$99.8M0.05%505,331CommonSOLE
10950A205BTSG 6.75 02/01/27BRIGHTSPRING HEALTH SVCS INC$99.7M0.05%1,207,700CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$98.3M0.05%1,434,838CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$97.8M0.05%579,997CommonSOLE
89346D107TACTRANSALTA CORP$97.7M0.05%9,055,479CommonSOLE
G25508105CRHCRH PLC$97.6M0.05%1,063,066CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$97.1M0.05%16,962,431CommonSOLE
88160R101TSLATESLA INC$96.9M0.05%305,000CALLSOLE
464287622IWBISHARES TR$96.0M0.05%282,613CommonSOLE
74762E102QUREQUANTA SVCS INC$95.6M0.04%250,819CommonSOLE
871829107SYYSYSCO CORP$95.6M0.04%1,262,530CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$95.4M0.04%1,275,000CommonSOLE
871607107SNPSSYNOPSYS INC$94.1M0.04%183,568CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$92.2M0.04%1,160,044CommonSOLE
98138H101WDAYWORKDAY INC$92.2M0.04%384,034CommonSOLE
37733W204GSKGSK PLC$91.6M0.04%2,385,787CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$91.5M0.04%296,979CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$90.9M0.04%91,500,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$90.7M0.04%59,677CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$90.7M0.04%160,044CommonSOLE
H42097107UBSUBS GROUP AG$90.5M0.04%2,674,414CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$89.8M0.04%686,130CommonSOLE
69351T106PPLPPL CORP$88.9M0.04%2,624,368CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$88.4M0.04%305,000PUTSOLE
89417E109TRVTRAVELERS COMPANIES INC$88.2M0.04%334,811CommonSOLE
315616102FFIVF5 INC$87.5M0.04%297,297CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$87.4M0.04%1,079,393CommonSOLE
609207105MDLZMONDELEZ INTL INC$86.2M0.04%1,277,863CommonSOLE
020002101ALLALLSTATE CORP$86.0M0.04%427,014CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$85.9M0.04%644,693CommonSOLE
37940X102GPNGLOBAL PMTS INC$85.9M0.04%1,073,027CommonSOLE
761152107RMDRESMED INC$85.6M0.04%331,646CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$84.6M0.04%2,379,974CommonSOLE
683715106OTEXOPEN TEXT CORP$84.5M0.04%2,889,012CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$84.0M0.04%924,618CommonSOLE
00724F101ADBEADOBE INC$83.8M0.04%216,700PUTSOLE
59156R108METMETLIFE INC$81.5M0.04%1,012,940CommonSOLE
036752103ELVELEVANCE HEALTH INC$81.4M0.04%209,274CommonSOLE
126408103CSXCSX CORP$81.2M0.04%2,488,754CommonSOLE
911363109URIUNITED RENTALS INC$80.8M0.04%107,229CommonSOLE
009158106APDAIR PRODS & CHEMS INC$80.7M0.04%285,985CommonSOLE
87241L109TFIITFI INTL INC$80.5M0.04%896,289CommonSOLE
337738108FISVFISERV INC$80.2M0.04%465,045CommonSOLE
384802104GWWGRAINGER W W INC$79.8M0.04%76,723CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$79.4M0.04%786,915CommonSOLE
29444U700EQIXEQUINIX INC$79.3M0.04%99,715CommonSOLE
803054204SAPSAP SE$78.5M0.04%258,272CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$76.9M0.04%1,542,395CommonSOLE
219350105GLWCORNING INC$76.5M0.04%1,454,979CommonSOLE
718546104PSXPHILLIPS 66$76.3M0.04%639,206CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$75.7M0.04%561,903CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$75.2M0.04%3,197,510CommonSOLE
56585A102MPCMARATHON PETE CORP$75.1M0.04%452,289CommonSOLE
464287465EFAISHARES TR$75.1M0.04%840,000PUTSOLE
247361702DALDELTA AIR LINES INC DEL$75.1M0.04%1,526,096CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$75.0M0.04%710,285CommonSOLE
387328107GVAGRANITE CONSTR INC$75.0M0.04%801,687CommonSOLE
744320102PRUPRUDENTIAL FINL INC$74.9M0.04%697,379CommonSOLE
78468R721TFISPDR SERIES TRUST$74.7M0.04%1,672,375CommonSOLE
922908611VBRVANGUARD INDEX FDS$74.4M0.03%381,568CommonSOLE
636274409NGGNATIONAL GRID PLC$74.2M0.03%997,141CommonSOLE
775711104ROLROLLINS INC$74.1M0.03%1,312,890CommonSOLE
857477103STTSTATE STR CORP$73.4M0.03%690,499CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$73.3M0.03%918,923CommonSOLE
G3223R108EGEVEREST GROUP LTD$73.2M0.03%215,270CommonSOLE
03073E105CORCENCORA INC$72.9M0.03%243,049CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$72.3M0.03%3,971,339CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$72.1M0.03%225,323CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$71.9M0.03%1,423,692CommonSOLE
704326107PAYXPAYCHEX INC$71.6M0.03%492,382CommonSOLE
G17977110BURBURFORD CAP LTD$71.6M0.03%4,976,941CommonSOLE
443201108HWMHOWMET AEROSPACE INC$71.1M0.03%382,156CommonSOLE
713448108PEPPEPSICO INC$71.1M0.03%538,400PUTSOLE
075887109BDXBECTON DICKINSON & CO$71.0M0.03%412,137CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$70.7M0.03%1,682,635CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$70.7M0.03%179,711CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$70.4M0.03%1,234,441CommonSOLE
25434V765DIHPDIMENSIONAL ETF TRUST$69.4M0.03%2,352,865CommonSOLE
22822V101CCICROWN CASTLE INC$69.0M0.03%671,333CommonSOLE
55354G100MSCIMSCI INC$68.9M0.03%119,392CommonSOLE
291011104EMREMERSON ELEC CO$68.5M0.03%513,507CommonSOLE
947890109WBSWEBSTER FINL CORP$68.4M0.03%1,252,795CommonSOLE
66987V109NVSNOVARTIS AG$68.4M0.03%564,990CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$68.3M0.03%919,022CommonSOLE
91913Y100VLOVALERO ENERGY CORP$68.1M0.03%506,432CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$67.7M0.03%868,692CommonSOLE
922908744VTVVANGUARD INDEX FDS$67.6M0.03%382,733CommonSOLE
87612E106TGTTARGET CORP$67.1M0.03%676,401CommonSOLE
278865100ECLECOLAB INC$67.0M0.03%248,711CommonSOLE
278642103EBAYEBAY INC.$66.8M0.03%897,688CommonSOLE
55261F104MTBM & T BK CORP$66.7M0.03%344,051CommonSOLE
615369105MCOMOODYS CORP$66.1M0.03%131,751CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$66.0M0.03%683,678CommonSOLE
95040Q104WELLWELLTOWER INC$65.4M0.03%425,613CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$65.4M0.03%124,596CommonSOLE
464288158SUBISHARES TR$65.2M0.03%613,408CommonSOLE
316773100FITBFIFTH THIRD BANCORP$65.2M0.03%1,584,099CommonSOLE
45168D104IDXXIDEXX LABS INC$65.0M0.03%121,101CommonSOLE
891160509TDTORONTO DOMINION BK ONT$64.6M0.03%877,700CALLSOLE
501044101KRKROGER CO$64.5M0.03%899,477CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$64.5M0.03%707,555CommonSOLE
40412C101HCAHCA HEALTHCARE INC$64.2M0.03%167,664CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$63.6M0.03%3,793,980CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$62.9M0.03%813,599CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$62.8M0.03%442,500CALLSOLE
26875P101EOGEOG RES INC$62.7M0.03%524,567CommonSOLE
816851109SRESEMPRA$62.1M0.03%819,869CommonSOLE
G3922B107GGENPACT LIMITED$62.1M0.03%1,410,734CommonSOLE
464287309IVWISHARES TR$61.7M0.03%560,084CommonSOLE
493267108KEYKEYCORP$61.6M0.03%3,537,904CommonSOLE
217204106CPRTCOPART INC$61.4M0.03%1,251,232CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$61.4M0.03%281,680CommonSOLE
464285204IAUISHARES GOLD TR$60.8M0.03%974,903CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$60.8M0.03%216,413CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$60.8M0.03%1,232,567CommonSOLE
25809K105DASHDOORDASH INC$60.3M0.03%244,648CommonSOLE
464286509EWCISHARES INC$60.3M0.03%1,304,333CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$59.9M0.03%1,201,900PUTSOLE
775109200RCIROGERS COMMUNICATIONS INC$59.4M0.03%2,000,000CALLSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$59.2M0.03%189,053CommonSOLE
252131107DXCMDEXCOM INC$59.2M0.03%677,986CommonSOLE
209115104EDCONSOLIDATED EDISON INC$58.5M0.03%582,773CommonSOLE
15135U109CVECENOVUS ENERGY INC$58.3M0.03%4,283,000PUTSOLE
23331A109DHID R HORTON INC$57.4M0.03%445,469CommonSOLE
115236101BROBROWN & BROWN INC$57.2M0.03%515,601CommonSOLE
97717W422EPIWISDOMTREE TR$57.2M0.03%1,203,951CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$56.7M0.03%233,614CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$56.7M0.03%326,221CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$56.4M0.03%241,995CommonSOLE
81141R100SESEA LTD$56.2M0.03%351,393CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$56.2M0.03%881,370CommonSOLE
922908736VUGVANGUARD INDEX FDS$56.0M0.03%127,749CommonSOLE
464287101OEFISHARES TR$55.9M0.03%183,616CommonSOLE
92939U106WECWEC ENERGY GROUP INC$55.8M0.03%535,157CommonSOLE
852234103XYZBLOCK INC$55.6M0.03%819,200CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$55.4M0.03%253,589CommonSOLE
876030107TPRTAPESTRY INC$55.3M0.03%630,107CommonSOLE
36467W109GMEGAMESTOP CORP NEW$55.2M0.03%2,264,620CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$55.1M0.03%427,151CommonSOLE
92840M102VSTVISTRA CORP$54.9M0.03%283,060CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$54.8M0.03%218,600CommonSOLE
668771108GENGEN DIGITAL INC$54.8M0.03%1,863,588CommonSOLE
046353108AZNNASTRAZENECA PLC$54.7M0.03%782,321CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$54.6M0.03%643,500PUTSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$54.2M0.03%53,500,000CommonSOLE
25243Q205DEODIAGEO PLC$54.1M0.03%536,289CommonSOLE
464286806EWGISHARES INC$53.9M0.03%1,275,097CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$53.6M0.03%684,898CommonSOLE
78464A698KRESPDR SERIES TRUST$53.5M0.03%900,302CommonSOLE
464287408IVEISHARES TR$53.2M0.02%272,484CommonSOLE
55024UAH2LITE 1.5 12/15/29LUMENTUM HLDGS INC$53.2M0.02%34,548,000CommonSOLE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$53.1M0.02%1,200,000CommonSOLE
654106103NKENIKE INC$52.9M0.02%744,100PUTSOLE
285512109EAELECTRONIC ARTS INC$52.2M0.02%326,682CommonSOLE
75734B100RDDTREDDIT INC$52.1M0.02%346,170CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$51.2M0.02%911,555CommonSOLE
05464C101AXONAXON ENTERPRISE INC$51.0M0.02%61,578CommonSOLE
001055102AFLAFLAC INC$50.7M0.02%481,126CommonSOLE
682680103OKEONEOK INC NEW$50.7M0.02%621,296CommonSOLE
464288257ACWIISHARES TR$50.7M0.02%394,307CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$50.3M0.02%733,498CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$50.1M0.02%441,608CommonSOLE
233051200DBEFDBX ETF TR$50.1M0.02%1,144,654CommonSOLE
464288273SCZISHARES TR$50.1M0.02%689,001CommonSOLE
29364G103ETRENTERGY CORP NEW$49.7M0.02%598,263CommonSOLE
25746U109DDOMINION ENERGY INC$49.5M0.02%875,142CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$49.4M0.02%161,185CommonSOLE
29273V100ETENERGY TRANSFER L P$49.3M0.02%2,720,786CommonSOLE
22052L104CTVACORTEVA INC$49.1M0.02%659,321CommonSOLE
31428X106FDXFEDEX CORP$48.9M0.02%215,324CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$48.8M0.02%330,939CommonSOLE
009066101ABNBAIRBNB INC$48.8M0.02%368,828CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$48.7M0.02%156,297CommonSOLE
596278101MIDDMIDDLEBY CORP$48.2M0.02%335,000PUTSOLE
46434V647REETISHARES TR$48.2M0.02%1,950,176CommonSOLE
142339100CSLCARLISLE COS INC$48.1M0.02%128,860CommonSOLE
464288414MUBISHARES TR$47.6M0.02%455,925CommonSOLE
464287606IJKISHARES TR$47.5M0.02%522,412CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$47.5M0.02%2,575,969CommonSOLE
16411R208LNGCHENIERE ENERGY INC$47.5M0.02%194,940CommonSOLE
89377MAB5TMDX 1.5 06/01/28TRANSMEDICS GROUP INC$47.3M0.02%30,000,000CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$47.1M0.02%2,586,200PUTSOLE
756109104OREALTY INCOME CORP$47.0M0.02%816,224CommonSOLE
H11356104BGBUNGE GLOBAL SA$46.7M0.02%581,120CommonSOLE
02079K305GOOGLALPHABET INC$46.6M0.02%264,300PUTSOLE
36467W109GMEGAMESTOP CORP NEW$46.5M0.02%1,908,000PUTSOLE
81369Y852XLCSELECT SECTOR SPDR TR$46.5M0.02%428,320CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$46.5M0.02%181,538CommonSOLE
644535106NGDNNEW GOLD INC CDA$46.4M0.02%9,336,806CommonSOLE
78468R663BILSPDR SERIES TRUST$46.4M0.02%505,862CommonSOLE
629377508NRGNRG ENERGY INC$46.0M0.02%286,456CommonSOLE
146869102CVNACARVANA CO$46.0M0.02%136,424CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$45.8M0.02%329,292CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$45.7M0.02%171,430CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$45.3M0.02%611,426CommonSOLE
42809H107HESHESS CORP$45.1M0.02%325,202CommonSOLE
594972408MSTRMICROSTRATEGY INC$45.0M0.02%111,400PUTSOLE
136069101CMCANADIAN IMPERIAL BK COMM$45.0M0.02%633,200CALLSOLE
465741106ITRIITRON INC$44.3M0.02%336,735CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$44.1M0.02%662,500PUTSOLE
370334104GISGENERAL MLS INC$43.9M0.02%847,804CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$43.9M0.02%711,911CommonSOLE
988498101YUMYUM BRANDS INC$43.7M0.02%294,667CommonSOLE
697900108PAASPAN AMERN SILVER CORP$43.5M0.02%1,533,094CommonSOLE
98389B100XELXCEL ENERGY INC$43.5M0.02%638,607CommonSOLE
464288646IGSBISHARES TR$43.5M0.02%824,228CommonSOLE
G87052109TELTE CONNECTIVITY PLC$43.4M0.02%257,079CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$43.1M0.02%281,074CommonSOLE
443628102HBMHUDBAY MINERALS INC$42.9M0.02%4,044,273CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$42.9M0.02%517,493CommonSOLE
464288513HYGISHARES TR$42.7M0.02%529,921CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$42.5M0.02%544,669CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$42.4M0.02%547,335CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$42.3M0.02%7,319,417CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$42.2M0.02%463,933CommonSOLE
59151K108MEOHMETHANEX CORP$42.0M0.02%1,266,519CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$41.7M0.02%1,403,528CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$41.5M0.02%228,450CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$41.4M0.02%410,102CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$41.2M0.02%34,992,000CommonSOLE
14365C103POH3CARNIVAL PLC$41.1M0.02%1,611,280CommonSOLE
58733R102MELIMERCADOLIBRE INC$40.8M0.02%15,610CommonSOLE
875372AD6TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC$40.6M0.02%42,039,000CommonSOLE
98419M100XYLXYLEM INC$40.5M0.02%313,280CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$39.9M0.02%720,000CALLSOLE
031100100AMEAMETEK INC$39.8M0.02%219,979CommonSOLE
50189K103LCIILCI INDS$39.7M0.02%435,844CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$39.6M0.02%750,927CommonSOLE
65339F101NEENEXTERA ENERGY INC$39.6M0.02%570,000PUTSOLE
55306NAB0MKSI 1.25 06/01/30MKS INC.$39.5M0.02%40,000,000CommonSOLE
88339J105TTDTHE TRADE DESK INC$39.5M0.02%548,100PUTSOLE
37045V100GMGENERAL MTRS CO$39.4M0.02%800,759CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.