BANK OF MONTREAL /CAN/

Bank
CIK
927971
City
TORONTO
State / Country
A6

Top Portfolio Positions

2,019 positions · $221,856,798,008 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
75,036,582 $13,086,379,897 5.90%
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

52 quarters · across all stocks

Holdings in PPLT

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Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2026-03-31 $880,634 4,941
2025-12-31 $6,190,408 33,205
2024-06-30 $1,890,684 20,670
2024-03-31 $6,066,231 72,606
2023-12-31 $2,673,996 29,333
2023-09-30 $11,595,585 138,670
2023-03-31 $4,799,451 52,202
2021-06-30 $840,178 8,380
2021-03-31 $16,696 150
2020-12-31 $15,109 150
2020-09-30 $12,598 150
2020-06-30 $11,725 150
2020-03-31 $10,185 150