BANK OF MONTREAL /CAN/

Bank

CIK

927971

City

TORONTO

State / Country

Stock

APLS — Apellis Pharmaceuticals, Inc.

Top Portfolio Positions

2,024 positions · $223,189,058,903 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	75,036,582	$13,086,379,897	5.86%
RY	Royal Bank Of Canada Financial Services	63,188,799	$10,222,683,897	4.58%
SPY	Spdr S&P 500 ETF Trust	12,656,607	$8,231,097,791	3.69%
TD	Toronto Dominion Bank Financial Services	77,214,064	$7,204,844,308	3.23%
AAPL	Apple Inc. Technology	28,151,961	$7,144,686,178	3.20%
MSFT	Microsoft Corp Technology	16,775,836	$6,209,911,208	2.78%
AMZN	Amazon Com Inc Consumer Cyclical	29,619,896	$6,168,935,735	2.76%
GOOGL	Alphabet Inc. Communication Services	20,185,967	$5,804,676,666	2.60%
META	Meta Platforms, Inc. Communication Services	7,317,960	$4,186,824,449	1.88%
BNS	Bank Of Nova Scotia Financial Services	56,674,406	$3,928,103,076	1.76%

Portfolio Trend

25 quarters · across all stocks

Holdings in APLS

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,651,098	215,041	+21.8%	Shares	Defined	2026-05-13
2025-12-31	$4,435,462	176,571	+10.1%	Shares	Defined	2026-02-12
2025-09-30	$3,627,724	160,306	+0.4%	Shares	Defined	2025-11-13
2025-06-30	$2,762,900	159,613	+0.7%	Shares	Defined	2025-08-05
2025-03-31	$3,467,990	158,573	+95.8%	Shares	Defined	2025-05-13
2024-12-31	$2,584,420	80,991	+105.8%	Shares	Defined	2025-02-13
2024-09-30	$1,135,026	39,356	-70.3%	Shares	Defined	2024-11-13
2024-06-30	$5,075,717	132,318	-0.5%	Shares	Defined	2024-08-14
2024-03-31	$7,814,035	132,937	-71.7%	Shares	Defined	2024-05-13
2023-12-31	$28,127,255	469,884	+8.8%	Shares	Defined	2024-02-08
2023-09-30	$16,432,251	431,973	+454.3%	Shares	Defined	2023-11-01
2023-06-30	$7,099,058	77,926	-62.3%	Shares	Defined	2023-08-02
2023-03-31	$13,623,905	206,548	+104.6%	Shares	Defined	2024-06-13
2022-12-31	$5,219,141	100,931	-22.0%	Shares	Defined	2023-02-01
2022-09-30	$8,833,853	129,339	-23.1%	Shares	Defined	2022-11-10
2022-06-30	$7,602,611	168,125	+0.0%	Shares	Defined	2022-08-11
2022-03-31	$8,541,516	168,107	-6.4%	Shares	Defined	2022-05-12
2021-12-31	$8,495,317	179,681	+89740.5%	Shares	Defined	2022-02-11
2021-09-30	$6,592	200	-99.9%	Put	Defined	2021-11-12
2021-09-30	$8,356,281	253,528	-0.4%	Shares	Defined	2021-11-12
2021-06-30	$16,083,957	254,493	+33.8%	Shares	Defined	2021-08-12
2021-03-31	$8,159,121	190,145	+19.3%	Shares	Defined	2021-05-13
2020-12-31	$9,114,190	159,339	-53.6%	Shares	Defined	2021-02-12
2020-09-30	$10,357,963	343,320	+2.5%	Shares	Defined	2020-11-12
2020-06-30	$10,935,547	334,830	+396.0%	Shares	Defined	2020-08-12
2020-03-31	$1,808,325	67,500	—	Shares	Defined	2020-05-13
No 13F history on record for this holder in this stock.