MONTRUSCO BOLTON INVESTMENTS INC.
Q2 2026 13F filing
Updated 51 days ago80 disclosed positions worth $6.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $527.8M | 2.64M | 8.18% | Trimmed(-27.9%) |
| 2 | G GOOGN ALPHABET INC | $390.8M | 1.09M | 6.05% | Trimmed(-22.1%) |
| 3 | M MSFT MICROSOFT CORP | $381M | 1.02M | 5.90% | Trimmed(-18.3%) |
| 4 | A AMZN AMAZON COM INC | $375.7M | 1.58M | 5.82% | Trimmed(-13.6%) |
| 5 | J JPM-PM JPMORGAN CHASE & CO | $302.7M | 924.6K | 4.69% | Trimmed(-25.8%) |
| 6 | L LRCX LAM RESEARCH CORP | $291M | 671.5K | 4.51% | Trimmed(-2.0%) |
| 7 | A AVGO BROADCOM INC | $240.8M | 637.4K | 3.73% | Added(+1.9%) |
| 8 | M MA MASTERCARD INCORPORATED | $240.5M | 468.4K | 3.73% | Trimmed(-4.4%) |
| 9 | M MU MICRON TECHNOLOGY INC | $235.5M | 204.1K | 3.65% | — |
| 10 | M MNST MONSTER BEVERAGE CORP NEW | $203.2M | 2.11M | 3.15% | Trimmed(-28.6%) |
| 11 | D DHR DANAHER CORP DEL | $202.8M | 1.06M | 3.14% | Trimmed(-20.6%) |
| 12 | I IDXX IDEXX LABS INC | $196.3M | 372.8K | 3.04% | Added(+9.0%) |
| 13 | M META META PLATFORMS INC | $188.5M | 334.6K | 2.92% | Trimmed(-20.8%) |
| 14 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $173.3M | 362.9K | 2.68% | Trimmed(-28.9%) |
| 15 | A APG API GROUP CORP | $171.6M | 4.05M | 2.66% | Trimmed(-12.9%) |
| 16 | V VLO VALERO ENERGY CORP | $166M | 637.4K | 2.57% | Trimmed(-31.9%) |
| 17 | W WCN WASTE CONNECTIONS INC | $162.5M | 974.8K | 2.52% | Trimmed(-46.5%) |
| 18 | A APH AMPHENOL CORP | $156.8M | 889.0K | 2.43% | Trimmed(-5.0%) |
| 19 | P PSA-PS PUBLIC STORAGE | $139.7M | 438.8K | 2.16% | Trimmed(-15.3%) |
| 20 | A AAPL APPLE INC | $131.9M | 455.9K | 2.04% | Trimmed(-26.4%) |
| 21 | L LIN LINDE PLC | $125.9M | 242.6K | 1.95% | — |
| 22 | U UBER UBER TECHNOLOGIES INC | $123.5M | 1.71M | 1.91% | Trimmed(-23.6%) |
| 23 | C CMG CHIPOTLE MEXICAN GRILL INC | $105.2M | 3.10M | 1.63% | Trimmed(-35.0%) |
| 24 | R RYAN RYAN SPECIALTY HOLDINGS INC | $101.5M | 2.69M | 1.57% | Trimmed(-33.1%) |
| 25 | S SNPS SYNOPSYS INC | $90.4M | 202.8K | 1.40% | Trimmed(-27.9%) |
| 26 | G GEV GE VERNOVA INC | $88.7M | 75.5K | 1.37% | — |
| 27 | Z ZTS ZOETIS INC | $79.9M | 1.11M | 1.24% | Trimmed(-33.3%) |
| 28 | R RYLBF ROYAL BK CDA | $52.4M | 253.0K | 0.81% | Trimmed(-9.1%) |
| 29 | ? N/A SUNBELT RENTALS HOLDINGS INC | $48.3M | 662.7K | 0.75% | Trimmed(-33.9%) |
| 30 | B BSTZ BLACKROCK INC | $41.7M | 43.3K | 0.65% | Added(+11.3%) |
| 31 | A AZN ASTRAZENECA PLC | $40.8M | 218.1K | 0.63% | — |
| 32 | T TDBCP TORONTO DOMINION BK ONT | $38.6M | 317.7K | 0.60% | Trimmed(-13.6%) |
| 33 | T TSCO TRACTOR SUPPLY CO | $37.3M | 1.18M | 0.58% | Trimmed(-8.6%) |
| 34 | F FSV FIRSTSERVICE CORP NEW | $36.2M | 254.3K | 0.56% | Trimmed(-3.5%) |
| 35 | C CHD CHURCH & DWIGHT CO INC | $34.3M | 354.4K | 0.53% | — |
| 36 | W WMT WALMART INC | $33.2M | 292.8K | 0.51% | Trimmed(-50.9%) |
| 37 | G GIB CGI INC | $32.3M | 500.5K | 0.50% | Trimmed(-4.3%) |
| 38 | T TFII TFI INTERNATIONAL INC | $30.4M | 211.3K | 0.47% | Trimmed(-11.3%) |
| 39 | O OILD BANK MONTREAL MEDIUM | $30.4M | 171.9K | 0.47% | Trimmed(-16.1%) |
| 40 | B BNS BANK NOVA SCOTIA B C | $26.6M | 305.6K | 0.41% | — |
| 41 | B BGSI BOYD GROUP SERVICES INC | $23.2M | 245.1K | 0.36% | Trimmed(-12.5%) |
| 42 | A AEM AGNICO EAGLE MINES LTD | $22.8M | 146.6K | 0.35% | Trimmed(-9.9%) |
| 43 | C CNI CANADIAN NATL RY CO | $22M | 184.7K | 0.34% | Trimmed(-5.5%) |
| 44 | T TGB TREKOR METALS LTD | $18.9M | 2.74M | 0.29% | — |
| 45 | B BAM BROOKFIELD ASSET MANAGMT LTD | $17.7M | 394.7K | 0.27% | Added(+14.3%) |
| 46 | D DSGX DESCARTES SYS GROUP INC | $17.4M | 251.9K | 0.27% | Added(+2.3%) |
| 47 | W WPM WHEATON PRECIOUS METALS CORP | $17M | 151.4K | 0.26% | Trimmed(-22.7%) |
| 48 | ? N/A BRP INC | $16.3M | 267.2K | 0.25% | Added(+20.6%) |
| 49 | A AYA AYA GOLD & SILVER INC | $15.9M | 841.1K | 0.25% | — |
| 50 | S SUNFF SUN LIFE FINANCIAL INC. | $15.8M | 200.9K | 0.24% | Added(+0.0%) |