MB
MONTRUSCO BOLTON INVESTMENTS INC.
MONTRUSCO BOLTON INVESTMENTS INC. · Investor
1Y performance ⓘ
+11%
AUM (13F)
$6.6B
# of Holdings
72
3Y performance ⓘ
+57%
vs S&P 500 ⓘ
−7%
Updated
Mar 31
MONTRUSCO BOLTON INVESTMENTS INC.'s MONTRUSCO BOLTON INVESTMENTS INC. holds 72 U.S.-equity positions worth $6.6B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 9.4%, MICROSOFT CORP 6.8%, Alphabet Inc. Class A Common Stock 6.0%. 13F-replication return is +57% over 3 years (-7 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 9.4% | 3.7M | $619M | ▼ 8.3% (−332K) | $52.12 | $200.75 (+285%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 6.8% | 1.2M | $450M | ▼ 23% (−364K) | $324.93 | $464.72 (+43%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 6.0% | 1.4M | $394M | ▼ 19% (−334K) | $125.99 | $356.13 (+183%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 5.6% | 1.8M | $370M | ▼ 14% (−300K) | $145.56 | $271.58 (+87%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 5.4% | 1.2M | $356M | ▲ 24% (+241K) | $290.75 | $351.79 (+21%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 4.3% | 1.8M | $287M | ▼ 22% (−523K) | $160.12 | $167.38 (+5%) | 2026-03-31 |
| DHR Danaher Corporation | 3.7% | 1.3M | $246M | ▼ 7.2% (−103K) | $249.28 | $194.98 (−22%) | 2026-03-31 |
| MA Mastercard Incorporated | 3.6% | 490K | $237M | ▲ 28% (+107K) | $471.66 | $573.10 (+22%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 3.6% | 422K | $236M | ▼ 7.7% (−35K) | $376.82 | $556.71 (+48%) | 2026-03-31 |
| VLO Valero Energy Corporation | 3.5% | 936K | $231M | ▼ 15% (−165K) | $124.49 | $312.90 (+151%) | 2026-03-31 |
| MNST Monster Beverage Corporation | 3.2% | 3.0M | $210M | ▼ 16% (−579K) | $55.28 | $96.38 (+74%) | 2026-03-31 |
| ZTS ZOETIS INC. | 2.9% | 1.7M | $191M | ▼ 23% (−502K) | $138.05 | $77.29 (−44%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 2.8% | 626K | $188M | ▲ 119% (+340K) | $326.73 | $389.28 (+19%) | 2026-03-31 |
| IDXX Idexx Laboratories Inc | 2.8% | 342K | $187M | ▲ 93% (+165K) | $507.13 | $559.07 (+10%) | 2026-03-31 |
| APG APi Group Corporation | 2.8% | 4.7M | $184M | ▲ 51% (+1.6M) | $37.74 | $39.68 (+5%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 2.5% | 510K | $162M | ▼ 27% (−189K) | $203.72 | $404.25 (+98%) | 2026-03-31 |
| AAPL Apple Inc. | 2.4% | 619K | $157M | ▼ 22% (−174K) | $178.10 | $308.91 (+73%) | 2026-03-31 |
| UBER Uber Technologies, Inc. | 2.4% | 2.2M | $156M | ▲ 7.5% (+156K) | $62.72 | $70.36 (+12%) | 2026-03-31 |
| CMG Chipotle Mexican Grill, Inc. | 2.2% | 4.8M | $148M | ▼ 10% (−531K) | $48.32 | $37.22 (−23%) | 2026-03-31 |
| LRCX Lam Research Corp | 2.1% | 685K | $142M | ▲ 9.3% (+59K) | $92.15 | $293.02 (+218%) | 2026-03-31 |
| PSA Public Storage | 2.1% | 518K | $136M | ▼ 18% (−117K) | $292.04 | $324.17 (+11%) | 2026-03-31 |
| RYAN Ryan Specialty Holdings, Inc. | 2.0% | 4.0M | $132M | ▼ 7.4% (−321K) | $64.62 | $44.16 (−32%) | 2026-03-31 |
| APH Amphenol Corporation | 1.8% | 936K | $118M | NEW (+936K) | $126.35 | $160.70 (+27%) | 2026-03-31 |
| SHW The Sherwin-Williams Company | 1.7% | 361K | $113M | ▼ 6.9% (−27K) | $347.16 | $340.85 (−2%) | 2026-03-31 |
| SNPS Synopsys Inc | 1.6% | 281K | $109M | ▼ 38% (−170K) | $461.90 | $388.76 (−16%) | 2026-03-31 |
| WMT Walmart Inc. Common Stock | 1.1% | 596K | $74M | — | $64.66 | $111.20 (+72%) | 2026-03-31 |
| TSCO Tractor Supply Co | 0.9% | 1.3M | $58M | — | $52.35 | $30.77 (−41%) | 2026-03-31 |
| SUNB Sunbelt Rentals Holdings, Inc. | 0.9% | 1.0M | $57M | NEW (+1.0M) | $65.09 | $71.92 (+10%) | 2026-03-31 |
| RY Royal Bank of Canada | 0.7% | 278K | $45M | ▼ 2.5% (−7K) | $106.21 | $209.51 (+97%) | 2026-03-31 |
| GIB CGI Inc. | 0.6% | 523K | $38M | ▲ 0.9% (+5K) | $100.99 | $73.15 (−28%) | 2026-03-31 |
| BLK Blackrock, Inc. | 0.6% | 39K | $37M | ▼ 84% (−209K) | $1,013.64 | $1,090.39 (+8%) | 2026-03-31 |
| FSV FirstService Corporation Common Shares | 0.6% | 263K | $37M | ▲ 38% (+73K) | $149.46 | $140.89 (−6%) | 2026-03-31 |
| BGSI Boyd Group Services Inc. | 0.5% | 280K | $36M | NEW (+280K) | $127.86 | $103.58 (−19%) | 2026-03-31 |
| TD Toronto Dominion Bank | 0.5% | 368K | $34M | ▼ 1.7% (−6K) | $59.65 | $119.92 (+101%) | 2026-03-31 |
| AEM Agnico Eagle Mines Ltd. | 0.5% | 163K | $33M | ▼ 4.9% (−8K) | $124.48 | $145.27 (+17%) | 2026-03-31 |
| SU Suncor Energy, Inc. | 0.5% | 478K | $32M | ▼ 3.3% (−16K) | $38.70 | $67.28 (+74%) | 2026-03-31 |
| BMO Bank of Montreal | 0.4% | 205K | $28M | ▼ 1.7% (−3K) | $100.62 | $179.45 (+78%) | 2026-03-31 |
| TFII TFI International Inc. | 0.4% | 238K | $26M | ▼ 20% (−61K) | $95.31 | $135.02 (+42%) | 2026-03-31 |
| WPM Wheaton Precious Metals Corp. Common Stock | 0.4% | 196K | $26M | ▲ 0.8% (+2K) | $81.77 | $109.03 (+33%) | 2026-03-31 |
| CNI Canadian National Railway | 0.3% | 195K | $20M | ▼ 1.3% (−3K) | $116.56 | $127.21 (+9%) | 2026-03-31 |
| TGB Taseko Mines Limited | 0.3% | 3.0M | $20M | ▲ 23% (+577K) | $4.65 | $6.77 (+46%) | 2026-03-31 |
| DSGX Descartes Systems Group Inc | 0.3% | 246K | $18M | ▲ 28% (+53K) | $88.18 | $75.16 (−15%) | 2026-03-31 |
| DOO BRP Inc. Common Subordinate Voting Shares | 0.2% | 222K | $16M | ▼ 18% (−48K) | $70.76 | $61.83 (−13%) | 2026-03-31 |
| CIGI Colliers International Group Inc. Subordinate Voting Shares | 0.2% | 145K | $15M | ▲ 12% (+16K) | $112.61 | $98.55 (−12%) | 2026-03-31 |
| BAM Brookfield Asset Management Ltd. | 0.2% | 345K | $15M | ▲ 7.3% (+23K) | $36.59 | $48.40 (+32%) | 2026-03-31 |
| RBA RB Global, Inc. | 0.2% | 156K | $15M | ▼ 7.0% (−12K) | $106.19 | $109.74 (+3%) | 2026-03-31 |
| CAE CAE INC | 0.2% | 566K | $15M | — | $29.28 | $25.82 (−12%) | 2026-03-31 |
| GIL Gildan Activewear Inc. | 0.2% | 244K | $14M | ▼ 0.7% (−2K) | $49.56 | $55.38 (+12%) | 2026-03-31 |
| BNT Brookfield Wealth Solutions Ltd. | 0.2% | 307K | $13M | ▲ 31% (+72K) | $38.07 | $43.19 (+13%) | 2026-03-31 |
| SLF Sun Life Financial Inc. | 0.2% | 201K | $13M | ▼ 1.3% (−3K) | $57.42 | $82.95 (+44%) | 2026-03-31 |
Showing top 50 of 72 holdings by value.
FAQ ▾
What are MONTRUSCO BOLTON INVESTMENTS INC.'s largest holdings?
As of the latest 13F: NVIDIA CORP 9.4%, MICROSOFT CORP 6.8%, Alphabet Inc. Class A Common Stock 6.0%, Amazon.Com Inc 5.6%, JPMorgan Chase & Co. 5.4%.
How big is MONTRUSCO BOLTON INVESTMENTS INC.'s 13F portfolio?
$6.6B across 72 disclosed U.S.-equity positions.
What is MONTRUSCO BOLTON INVESTMENTS INC.'s 3-year performance?
+57% (13F-replication, price return), -7 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.