MB
MONTRUSCO BOLTON INVESTMENTS INC.
MONTRUSCO BOLTON INVESTMENTS INC. · Investor
1Y performance ⓘ
+20%
AUM (13F)
$6.6B
# of Holdings
72
3Y performance ⓘ
+50%
vs S&P 500 ⓘ
−22%
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 +50% over 3 years (-22 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) | $425.38 | $208.65 (−51%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 6.8% | 1.2M | $450M | ▼ 23% (−364K) | $280.60 | $367.34 (+31%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 6.0% | 1.4M | $394M | ▼ 19% (−334K) | $100.34 | $349.68 (+249%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 5.6% | 1.8M | $370M | ▼ 14% (−300K) | $99.27 | $232.79 (+134%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 5.4% | 1.2M | $356M | ▲ 24% (+241K) | $283.26 | $331.48 (+17%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 4.3% | 1.8M | $287M | ▼ 22% (−523K) | $134.25 | $153.43 (+14%) | 2026-03-31 |
| DHR Danaher Corporation | 3.7% | 1.3M | $246M | ▼ 7.2% (−103K) | $243.07 | $178.19 (−27%) | 2026-03-31 |
| MA Mastercard Incorporated | 3.6% | 490K | $237M | ▲ 28% (+107K) | $351.01 | $484.09 (+38%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 3.6% | 422K | $236M | ▼ 7.7% (−35K) | $207.01 | $563.85 (+172%) | 2026-03-31 |
| VLO Valero Energy Corporation | 3.5% | 936K | $231M | ▼ 15% (−165K) | $117.30 | $243.78 (+108%) | 2026-03-31 |
| MNST Monster Beverage Corporation | 3.2% | 3.0M | $210M | ▼ 16% (−579K) | $52.17 | $93.02 (+78%) | 2026-03-31 |
| ZTS ZOETIS INC. | 2.9% | 1.7M | $191M | ▼ 23% (−502K) | $166.44 | $75.89 (−54%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 2.8% | 626K | $188M | ▲ 119% (+340K) | $346.10 | $392.13 (+13%) | 2026-03-31 |
| IDXX Idexx Laboratories Inc | 2.8% | 342K | $187M | ▲ 93% (+165K) | $419.95 | $545.73 (+30%) | 2026-03-31 |
| APG APi Group Corporation | 2.8% | 4.7M | $184M | ▲ 51% (+1.6M) | $51.05 | $42.78 (−16%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 2.5% | 510K | $162M | ▼ 27% (−189K) | $141.52 | $467.67 (+230%) | 2026-03-31 |
| AAPL Apple Inc. | 2.4% | 619K | $157M | ▼ 22% (−174K) | $164.90 | $297.01 (+80%) | 2026-03-31 |
| UBER Uber Technologies, Inc. | 2.4% | 2.2M | $156M | ▲ 7.5% (+156K) | $58.37 | $71.43 (+22%) | 2026-03-31 |
| CMG Chipotle Mexican Grill, Inc. | 2.2% | 4.8M | $148M | ▼ 10% (−531K) | $57.62 | $30.54 (−47%) | 2026-03-31 |
| LRCX Lam Research Corp | 2.1% | 685K | $142M | ▲ 9.3% (+59K) | $70.88 | $409.54 (+478%) | 2026-03-31 |
| PSA Public Storage | 2.1% | 518K | $136M | ▼ 18% (−117K) | $302.14 | $320.22 (+6%) | 2026-03-31 |
| RYAN Ryan Specialty Holdings, Inc. | 2.0% | 4.0M | $132M | ▼ 7.4% (−321K) | $66.57 | $33.26 (−50%) | 2026-03-31 |
| APH Amphenol Corporation | 1.8% | 936K | $118M | NEW (+936K) | $126.35 | $165.96 (+31%) | 2026-03-31 |
| SHW The Sherwin-Williams Company | 1.7% | 361K | $113M | ▼ 6.9% (−27K) | $347.33 | $316.90 (−9%) | 2026-03-31 |
| SNPS Synopsys Inc | 1.6% | 281K | $109M | ▼ 38% (−170K) | $419.17 | $464.58 (+11%) | 2026-03-31 |
| WMT Walmart Inc. Common Stock | 1.1% | 596K | $74M | — | $141.76 | $117.18 (−17%) | 2026-03-31 |
| TSCO Tractor Supply Co | 0.9% | 1.3M | $58M | — | $52.77 | $29.81 (−44%) | 2026-03-31 |
| SUNB Sunbelt Rentals Holdings, Inc. | 0.9% | 1.0M | $57M | NEW (+1.0M) | $57.01 | $83.24 (+46%) | 2026-03-31 |
| RY Royal Bank of Canada | 0.7% | 278K | $45M | ▼ 2.5% (−7K) | $95.50 | $202.74 (+112%) | 2026-03-31 |
| GIB CGI Inc. | 0.6% | 523K | $38M | ▲ 0.9% (+5K) | $96.24 | $61.33 (−36%) | 2026-03-31 |
| BLK Blackrock, Inc. | 0.6% | 39K | $37M | ▼ 84% (−209K) | $1,000.69 | $1,051.74 (+5%) | 2026-03-31 |
| FSV FirstService Corporation Common Shares | 0.6% | 263K | $37M | ▲ 38% (+73K) | $140.71 | $130.55 (−7%) | 2026-03-31 |
| BGSI Boyd Group Services Inc. | 0.5% | 280K | $36M | NEW (+280K) | $127.25 | $89.06 (−30%) | 2026-03-31 |
| TD Toronto Dominion Bank | 0.5% | 368K | $34M | ▼ 1.7% (−6K) | $59.81 | $119.58 (+100%) | 2026-03-31 |
| AEM Agnico Eagle Mines Ltd. | 0.5% | 163K | $33M | ▼ 4.9% (−8K) | $118.90 | $166.85 (+40%) | 2026-03-31 |
| SU Suncor Energy, Inc. | 0.5% | 478K | $32M | ▼ 3.3% (−16K) | $38.71 | $56.23 (+45%) | 2026-03-31 |
| BMO Bank of Montreal | 0.4% | 205K | $28M | ▼ 1.7% (−3K) | $95.48 | $173.18 (+81%) | 2026-03-31 |
| TFII TFI International Inc. | 0.4% | 238K | $26M | ▼ 20% (−61K) | $119.16 | $146.85 (+23%) | 2026-03-31 |
| WPM Wheaton Precious Metals Corp. Common Stock | 0.4% | 196K | $26M | ▲ 0.8% (+2K) | $40.77 | $121.72 (+199%) | 2026-03-31 |
| CNI Canadian National Railway | 0.3% | 195K | $20M | ▼ 1.3% (−3K) | $117.83 | $114.13 (−3%) | 2026-03-31 |
| TGB Taseko Mines Limited | 0.3% | 3.0M | $20M | ▲ 23% (+577K) | $4.24 | $6.96 (+64%) | 2026-03-31 |
| DSGX Descartes Systems Group Inc | 0.3% | 246K | $18M | ▲ 28% (+53K) | $80.60 | $66.46 (−18%) | 2026-03-31 |
| DOO BRP Inc. Common Subordinate Voting Shares | 0.2% | 222K | $16M | ▼ 18% (−48K) | $48.44 | $59.78 (+23%) | 2026-03-31 |
| CIGI Colliers International Group Inc. Subordinate Voting Shares | 0.2% | 145K | $15M | ▲ 12% (+16K) | $105.39 | $89.61 (−15%) | 2026-03-31 |
| BAM Brookfield Asset Management Ltd. | 0.2% | 345K | $15M | ▲ 7.3% (+23K) | $32.71 | $47.29 (+45%) | 2026-03-31 |
| RBA RB Global, Inc. | 0.2% | 156K | $15M | ▼ 7.0% (−12K) | $106.02 | $108.63 (+2%) | 2026-03-31 |
| CAE CAE INC | 0.2% | 566K | $15M | — | $29.25 | $24.93 (−15%) | 2026-03-31 |
| GIL Gildan Activewear Inc. | 0.2% | 244K | $14M | ▼ 0.7% (−2K) | $49.18 | $52.09 (+6%) | 2026-03-31 |
| BNT Brookfield Wealth Solutions Ltd. | 0.2% | 307K | $13M | ▲ 31% (+72K) | $53.26 | $44.12 (−17%) | 2026-03-31 |
| SLF Sun Life Financial Inc. | 0.2% | 201K | $13M | ▼ 1.3% (−3K) | $46.65 | $77.55 (+66%) | 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?
+50% (13F-replication, price return), -22 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.