BANK OF MONTREAL /CAN/

Bank

CIK

927971

City

TORONTO

State / Country

A6

Stock

IX — Orix Corp

Top Portfolio Positions

2,019 positions · $221,865,630,063 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	75,036,582	$13,086,379,897	5.90%
RY	Royal Bank Of Canada Financial Services	63,188,799	$10,222,683,897	4.61%
SPY	Spdr S&P 500 ETF Trust	12,656,607	$8,231,097,791	3.71%
TD	Toronto Dominion Bank Financial Services	77,214,064	$7,204,844,308	3.25%
AAPL	Apple Inc. Technology	28,151,961	$7,144,686,178	3.22%
MSFT	Microsoft Corp Technology	16,775,836	$6,209,911,208	2.80%
AMZN	Amazon Com Inc Consumer Cyclical	29,619,896	$6,168,935,735	2.78%
GOOGL	Alphabet Inc. Communication Services	20,185,967	$5,804,676,666	2.62%
META	Meta Platforms, Inc. Communication Services	7,317,960	$4,186,824,449	1.89%
BNS	Bank Of Nova Scotia Financial Services	56,674,406	$3,928,103,076	1.77%

Portfolio Trend

25 quarters · across all stocks

Holdings in IX

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$779,948	26,007	+267.8%	Shares	Defined	2026-05-13
2025-12-31	$206,614	7,071	+159.2%	Shares	Defined	2026-02-12
2022-06-30	$45,917	2,728	-8.9%	Shares	Defined	2022-08-11
2022-03-31	$59,789	2,994	+1.9%	Shares	Defined	2022-05-12
2021-12-31	$59,825	2,939	-0.9%	Shares	Defined	2022-02-11
2021-09-30	$56,087	2,967	+3.2%	Shares	Defined	2021-11-12
2021-06-30	$48,662	2,874	+11.4%	Shares	Defined	2021-08-12
2021-03-31	$43,768	2,581	+13.5%	Shares	Defined	2021-05-13
2020-12-31	$35,169	2,274	-92.6%	Shares	Defined	2021-02-12
2020-09-30	$386,118	30,855	-4.2%	Shares	Defined	2020-11-12
2020-06-30	$396,604	32,192	+17.6%	Shares	Defined	2020-08-12
2020-03-31	$323,643	27,381	—	Shares	Defined	2020-05-13
No 13F history on record for this holder in this stock.