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Montrusco Bolton Investments Inc. Portfolio
$5.8B across 85 positions as of 2026-09-30, with 49% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $522.8M | 9.1% | 2,289,351 |
| MSFTMicrosoft Corp | $460.4M | 8.0% | 897,738 |
| GOOGLAlphabet Inc | $327.6M | 5.7% | 951,981 |
| AMZNAmazon.com Inc | $325.7M | 5.6% | 1,307,343 |
| METAMeta Platforms Inc | $213.8M | 3.7% | 294,862 |
| LRCXLam Research Corp | $213M | 3.7% | 648,283 |
| JPMJPMorgan Chase & Co | $210.2M | 3.6% | 635,233 |
| DHRDanaher Corp | $202.1M | 3.5% | 912,150 |
| MUMicron Technology Inc | $194.2M | 3.4% | 182,304 |
| VLOValero Energy Corp | $181.8M | 3.1% | 468,947 |
| IDXXIDEXX Laboratories Inc | $165.6M | 2.9% | 317,110 |
| AVGOBroadcom Inc | $164.6M | 2.9% | 468,632 |
| MAMastercard Inc | $158.2M | 2.7% | 286,931 |
| APHAmphenol Corp | $146.8M | 2.5% | 1,741,326 |
| AAPLApple Inc | $142.1M | 2.5% | 426,645 |
| MNSTMonster Beverage Corp | $141.9M | 2.5% | 3,408,610 |
| APGAPi Group Corp | $132M | 2.3% | 3,420,856 |
| LINDE PLC | $116.3M | 2.0% | 244,948 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $114.6M | 2.0% | 251,239 |
| WCNWaste Connections, Inc | $114.6M | 2.0% | 744,195 |
| PSAPublic Storage | $106.3M | 1.8% | 375,886 |
| UBERUber Technologies Inc | $99.8M | 1.7% | 1,457,387 |
| GEVGE Vernova Inc | $82.9M | 1.4% | 87,243 |
| CMGChipotle Mexican Grill Inc | $78.7M | 1.4% | 2,462,514 |
| VRTXVertex Pharmaceuticals Inc | $78.4M | 1.4% | 149,888 |
| CMECME Group Inc | $75.8M | 1.3% | 289,492 |
| RYAN SPECIALTY HOLDINGS INC | $74.6M | 1.3% | 2,016,985 |
| SCHWCharles Schwab Corp | $67.9M | 1.2% | 695,062 |
| SNPSSynopsys Inc | $66.9M | 1.2% | 153,722 |
| ZTSZoetis Inc | $57.2M | 1.0% | 819,278 |
| SUNBELT RENTALS HOLDINGS INC | $51.8M | 0.9% | 698,976 |
| RYRoyal Bank of Canada | $43.2M | 0.7% | 219,335 |
| WMTWalmart Inc | $36.7M | 0.6% | 352,732 |
| CHDChurch & Dwight Co Inc | $34.6M | 0.6% | 366,739 |
| TSCOTractor Supply Co | $34.5M | 0.6% | 1,103,804 |
| TDToronto-Dominion Bank | $33.6M | 0.6% | 284,911 |
| ASTRAZENECA PLC | $28.7M | 0.5% | 176,054 |
| CGI INC | $28.7M | 0.5% | 421,178 |
| BNSBank of Nova Scotia | $26M | 0.5% | 284,891 |
| TFIITFI International Inc. Common Shares | $25.3M | 0.4% | 210,855 |
| FSVFirstService Corp | $25.1M | 0.4% | 195,494 |
| BMOBank of Montreal | $24M | 0.4% | 143,429 |
| TREKOR METALS LTD | $23M | 0.4% | 2,578,107 |
| DSGXDescartes Systems Group Inc | $20.6M | 0.4% | 254,503 |
| CNICanadian National Railway Co | $20.2M | 0.3% | 169,164 |
| BOYD GROUP SERVICES INC | $19M | 0.3% | 241,859 |
| WPMWheaton Precious Metals Corp | $16.5M | 0.3% | 123,425 |
| AGNICO EAGLE MINES LTD | $15.3M | 0.3% | 83,567 |
| CENTERRA GOLD INC | $15.2M | 0.3% | 696,739 |
| SLFSun Life Financial Inc | $15M | 0.3% | 191,573 |
| BRP INC | $14.8M | 0.3% | 262,748 |
| SUSuncor Energy Inc (Canada) | $13.3M | 0.2% | 196,042 |
| MDA SPACE LTD | $12.1M | 0.2% | 405,947 |
| CAECAE Inc | $11.4M | 0.2% | 474,000 |
| BAMBROOKFIELD ASSET MANAGEMENT LTD | $11.2M | 0.2% | 250,344 |
| COLLIERS INTL GROUP INC | $11.1M | 0.2% | 123,569 |
| AYA GOLD & SILVER INC | $10.3M | 0.2% | 380,600 |
| SKHYSK Hynix Inc | $10.1M | 0.2% | 54,917 |
| PBAPembina Pipeline Corp | $9.2M | 0.2% | 206,061 |
| GILGildan Activewear Inc | $8.9M | 0.2% | 209,300 |
| ELEMENTAL RTY CORP | $8.6M | 0.1% | 447,613 |
| RBARB Global Inc | $7.8M | 0.1% | 95,208 |
| ENDEAVOUR SILVER CORP | $7.3M | 0.1% | 846,377 |
| CNMCore & Main Inc | $7M | 0.1% | 168,215 |
| OPEN TEXT CORP | $6.7M | 0.1% | 297,028 |
| OR ROYALTIES INC. | $6.5M | 0.1% | 188,675 |
| ENERFLEX LTD | $4.8M | 0.1% | 211,736 |
| POOLPool Corp | $4.4M | 0.1% | 26,995 |
| SPSCSPS Commerce Inc | $4.1M | 0.1% | 49,550 |
| INTEGRA RES CORP | $3.8M | 0.1% | 1,476,686 |
| SHOPShopify Inc | $3.3M | 0.1% | 22,449 |
| AMERICAS GOLD AND SILVER COR | $2.9M | 0.1% | 663,040 |
| CCJCameco Corp | $2.3M | 0.0% | 26,119 |
| EQUINOX GOLD CORP | $2.1M | 0.0% | 184,612 |
| ELDORADO GOLD CORP NEW | $1.9M | 0.0% | 49,987 |
| TEVA PHARMACEUTICAL INDS LTD | $1.9M | 0.0% | 47,439 |
| AERCAP HOLDINGS NV | $1.5M | 0.0% | 10,364 |
| ALCON AG | $1.5M | 0.0% | 22,736 |
| SESea Ltd | $1.4M | 0.0% | 14,887 |
| GFLGFL Environmental Inc | $1.4M | 0.0% | 32,495 |
| BNBrookfield Corporation Class A Limited Voting Shares | $1.1M | 0.0% | 29,704 |
| RCIRogers Communications Inc | $784.7K | 0.0% | 25,424 |
| CLSCelestica Inc | $606.4K | 0.0% | 1,672 |
| LIGHTSPEED COMMERCE INC | $332.9K | 0.0% | 34,000 |
| CPCanadian Pacific Kansas City Ltd | $268.7K | 0.0% | 3,147 |
Quarter ending 2026-09-30.
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