MONTRUSCO BOLTON INVESTMENTS INC.
Q3 2026 13F filing
Updated 23 days ago85 disclosed positions worth $5.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $522.8M | 2.29M | 9.06% | Trimmed(-13.2%) |
| 2 | M MICROSOFT CORP | $460.4M | 897.7K | 7.98% | Trimmed(-12.1%) |
| 3 | G ALPHABET INC | $327.6M | 952.0K | 5.68% | Trimmed(-12.9%) |
| 4 | A AMAZON COM INC | $325.7M | 1.31M | 5.64% | Trimmed(-17.1%) |
| 5 | M META PLATFORMS INC | $213.8M | 294.9K | 3.71% | Trimmed(-11.9%) |
| 6 | L LAM RESEARCH CORP | $213M | 648.3K | 3.69% | Trimmed(-3.5%) |
| 7 | J JPMORGAN CHASE & CO | $210.2M | 635.2K | 3.64% | Trimmed(-31.3%) |
| 8 | D DANAHER CORP DEL | $202.1M | 912.1K | 3.50% | Trimmed(-14.3%) |
| 9 | M MICRON TECHNOLOGY INC | $194.2M | 182.3K | 3.36% | Trimmed(-10.7%) |
| 10 | V VALERO ENERGY CORP | $181.8M | 468.9K | 3.15% | Trimmed(-26.4%) |
| 11 | I IDEXX LABS INC | $165.6M | 317.1K | 2.87% | Trimmed(-14.9%) |
| 12 | A BROADCOM INC | $164.6M | 468.6K | 2.85% | Trimmed(-26.5%) |
| 13 | M MASTERCARD INCORPORATED | $158.2M | 286.9K | 2.74% | Trimmed(-38.7%) |
| 14 | A AMPHENOL CORP | $146.8M | 1.74M | 2.54% | Added(+95.9%) |
| 15 | A APPLE INC | $142.1M | 426.6K | 2.46% | Trimmed(-6.4%) |
| 16 | M MONSTER BEVERAGE CORP NEW | $141.9M | 3.41M | 2.46% | Added(+61.3%) |
| 17 | A API GROUP CORP | $132M | 3.42M | 2.29% | Trimmed(-15.6%) |
| 18 | L LINDE PLC | $116.3M | 244.9K | 2.01% | Added(+1.0%) |
| 19 | T TAIWAN SEMICONDUCTOR MANUFAC | $114.6M | 251.2K | 1.99% | Trimmed(-30.8%) |
| 20 | W WASTE CONNECTIONS INC | $114.6M | 744.2K | 1.99% | Trimmed(-23.7%) |
| 21 | P PUBLIC STORAGE | $106.3M | 375.9K | 1.84% | Trimmed(-14.3%) |
| 22 | U UBER TECHNOLOGIES INC | $99.8M | 1.46M | 1.73% | Trimmed(-14.9%) |
| 23 | G GE VERNOVA INC | $82.9M | 87.2K | 1.44% | Added(+15.5%) |
| 24 | C CHIPOTLE MEXICAN GRILL INC | $78.7M | 2.46M | 1.36% | Trimmed(-20.4%) |
| 25 | V VERTEX PHARMACEUTICALS INC | $78.4M | 149.9K | 1.36% | — |
| 26 | C CME GROUP INC | $75.8M | 289.5K | 1.31% | — |
| 27 | R RYAN SPECIALTY HOLDINGS INC | $74.6M | 2.02M | 1.29% | Trimmed(-25.0%) |
| 28 | S CHARLES SCHWAB CORP (THE) | $67.9M | 695.1K | 1.18% | — |
| 29 | S SYNOPSYS INC | $66.9M | 153.7K | 1.16% | Trimmed(-24.2%) |
| 30 | Z ZOETIS INC | $57.2M | 819.3K | 0.99% | Trimmed(-26.3%) |
| 31 | S SUNBELT RENTALS HOLDINGS INC | $51.8M | 699.0K | 0.90% | Added(+5.5%) |
| 32 | R ROYAL BK CDA | $43.2M | 219.3K | 0.75% | Trimmed(-13.3%) |
| 33 | W WALMART INC | $36.7M | 352.7K | 0.64% | Added(+20.5%) |
| 34 | C CHURCH & DWIGHT CO INC | $34.6M | 366.7K | 0.60% | Added(+3.5%) |
| 35 | T TRACTOR SUPPLY CO | $34.5M | 1.10M | 0.60% | Trimmed(-6.5%) |
| 36 | T TORONTO DOMINION BK ONT | $33.6M | 284.9K | 0.58% | Trimmed(-10.3%) |
| 37 | A ASTRAZENECA PLC | $28.7M | 176.1K | 0.50% | Trimmed(-19.3%) |
| 38 | G CGI INC | $28.7M | 421.2K | 0.50% | Trimmed(-15.8%) |
| 39 | B BANK NOVA SCOTIA B C | $26M | 284.9K | 0.45% | Trimmed(-6.8%) |
| 40 | T TFI INTERNATIONAL INC | $25.3M | 210.9K | 0.44% | Trimmed(-0.2%) |
| 41 | F FIRSTSERVICE CORP NEW | $25.1M | 195.5K | 0.43% | Trimmed(-23.1%) |
| 42 | O BANK OF MONTREAL | $24M | 143.4K | 0.42% | Trimmed(-16.6%) |
| 43 | T TREKOR METALS LTD | $23M | 2.58M | 0.40% | Trimmed(-5.9%) |
| 44 | D DESCARTES SYS GROUP INC | $20.6M | 254.5K | 0.36% | Added(+1.1%) |
| 45 | C CANADIAN NATL RY CO | $20.2M | 169.2K | 0.35% | Trimmed(-8.4%) |
| 46 | B BOYD GROUP SERVICES INC | $19M | 241.9K | 0.33% | Trimmed(-1.3%) |
| 47 | W WHEATON PRECIOUS METALS CORP | $16.5M | 123.4K | 0.29% | Trimmed(-18.5%) |
| 48 | A AGNICO EAGLE MINES LTD | $15.3M | 83.6K | 0.27% | Trimmed(-43.0%) |
| 49 | C CENTERRA GOLD INC | $15.2M | 696.7K | 0.26% | Added(+82.6%) |
| 50 | S SUN LIFE FINANCIAL INC. | $15M | 191.6K | 0.26% | Trimmed(-4.6%) |