Montrusco Bolton Investments Inc. Top Holdings and 13F Report (2025) About Montrusco Bolton Investments Inc.Investment ActivityMontrusco Bolton Investments Inc. has $9.01 billion in total holdings as of June 30, 2025.Montrusco Bolton Investments Inc. owns shares of 75 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 20.95% of the portfolio was purchased this quarter.About 17.00% of the portfolio was sold this quarter.This quarter, Montrusco Bolton Investments Inc. has purchased 62 new stocks and bought additional shares in 26 stocks.Montrusco Bolton Investments Inc. sold shares of 28 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $837,136,677NVIDIA $735,798,876Amazon.com $573,570,278Meta Platforms $492,216,884JPMorgan Chase & Co. $485,801,860 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $485,801,860 Holding78351F107 - Ryan Specialty $213,852,038 Holding34959E109 - Fortinet $108,055,989 Holding892356106 - Tractor Supply $49,130,558 Holding532457108 - Eli Lilly and Company $46,590,949 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 1,715,064 shares (about $485.80M)Ryan Specialty 3,212,231 shares (about $213.85M)Waste Connections 732,718 shares (about $133.24M)Meta Platforms 178,731 shares (about $127.94M)Fortinet 1,022,096 shares (about $108.06M) Largest Sales this Quarter Mastercard 319,480 shares (about $175.10M)Microsoft 342,743 shares (about $166.49M)Monster Beverage 1,864,066 shares (about $114.99M)NVIDIA 535,822 shares (about $82.82M)Rollins 1,249,366 shares (about $68.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMontrusco Bolton Investments Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$837,136,677$166,488,568 ▼-16.6%1,723,3789.3%Computer and TechnologyNVDANVIDIA$735,798,876$82,821,981 ▼-10.1%4,760,2978.2%Computer and TechnologyAMZNAmazon.com$573,570,278$83,287,322 ▲17.0%2,674,6636.4%Retail/WholesaleMETAMeta Platforms$492,216,884$127,942,130 ▲35.1%687,6115.5%Computer and TechnologyJPMJPMorgan Chase & Co.$485,801,860$485,801,860 ▲New Holding1,715,0645.4%FinanceGOOGLAlphabet$450,523,448$13,405,355 ▲3.1%2,609,6065.0%Computer and TechnologyWCNWaste Connections$419,450,824$133,237,483 ▲46.6%2,306,7024.7%Business ServicesBLACKROCK INC$363,627,363$47,418,299 ▼-11.5%353,5874.0%COMDHRDanaher$345,804,327$14,046,897 ▲4.2%1,789,2253.8%MedicalROLRollins$279,926,025$68,394,911 ▼-19.6%5,113,3933.1%ConstructionCMGChipotle Mexican Grill$279,343,021$14,583,740 ▲5.5%5,116,0873.1%Retail/WholesaleUBERUber Technologies$264,420,397$32,479,310 ▼-10.9%2,906,7732.9%Computer and TechnologyLAM RESEARCH CORP$244,220,426$79,632,237 ▲48.4%2,561,4242.7%COM NEWIDXXIDEXX Laboratories$224,152,563$74,980,958 ▲50.3%429,4092.5%MedicalVLOValero Energy$223,675,821$7,095,091 ▼-3.1%1,664,0072.5%EnergyPSAPublic Storage$220,255,882$15,668,982 ▲7.7%769,7932.4%FinanceMNSTMonster Beverage$216,030,300$114,987,961 ▼-34.7%3,502,0602.4%Consumer StaplesRYANRyan Specialty$213,852,038$213,852,038 ▲New Holding3,212,2312.4%FinanceSNPSSynopsys$209,340,032$59,789,252 ▲40.0%416,5182.3%Computer and TechnologyMAMastercard$205,449,515$175,103,939 ▼-46.0%374,8462.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$184,598,662$66,116,377 ▲55.8%863,1272.0%Computer and TechnologyAAPLApple$184,256,201$8,973,725 ▼-4.6%898,0662.0%Computer and TechnologyADBEAdobe$160,324,538$34,269,116 ▲27.2%421,0231.8%Computer and TechnologySHWSherwin-Williams$149,364,340$541,572 ▼-0.4%442,9311.7%Basic MaterialsFTNTFortinet$108,055,989$108,055,989 ▲New Holding1,022,0961.2%Computer and TechnologyZTSZoetis$76,860,269$15,984,407 ▼-17.2%492,8520.9%MedicalSYYSysco$63,081,953$6,786,456 ▲12.1%832,8750.7%Consumer StaplesRYRoyal Bank Of Canada$55,824,837$11,584,463 ▲26.2%424,4330.6%FinanceTSCOTractor Supply$49,130,558$49,130,558 ▲New Holding931,0320.5%Retail/WholesaleLLYEli Lilly and Company$46,590,949$46,590,949 ▲New Holding59,7680.5%MedicalWMTWalmart$46,344,786$3,078,603 ▲7.1%473,9700.5%Retail/WholesaleTDToronto Dominion Bank$39,172,066$3,127,972 ▼-7.4%533,6490.4%FinanceGIBCGI Group$37,377,018$30,166,254 ▲418.4%356,6250.4%Computer and TechnologyCNICanadian National Railway$27,660,179$5,058,542 ▲22.4%265,9970.3%TransportationSLFSun Life Financial$24,461,513$1,076,894 ▲4.6%368,3670.3%FinanceSUSuncor Energy$23,072,184$477,240 ▲2.1%617,1730.3%EnergyENBEnbridge$22,328,112$12,423,901 ▼-35.8%493,3880.2%EnergyBMOBank Of Montreal$21,443,708$5,355,452 ▼-20.0%193,8900.2%FinanceAEMAgnico Eagle Mines$20,462,929$20,462,929 ▲New Holding172,1010.2%Basic MaterialsTFIITFI International$20,249,466$16,322,736 ▲415.7%226,0340.2%TransportationRBARB Global$19,717,424$19,717,424 ▲New Holding185,9710.2%Business ServicesCIGIColliers International Group$18,080,501$5,247,038 ▲40.9%138,4680.2%FinanceBIPBrookfield Infrastructure Partners$17,743,823$1,998,955 ▼-10.1%530,7200.2%FinanceFSVFirstService$17,640,871$1,355,074 ▲8.3%101,2960.2%FinanceBAMBrookfield Asset Management$17,312,011$6,008,500 ▼-25.8%313,4170.2%FinanceCBZCBIZ$16,736,397$16,736,397 ▲New Holding233,3900.2%Business ServicesCAECAE$16,393,957$16,393,957 ▲New Holding560,5000.2%AerospaceNEW GOLD INC CDA$15,886,910$5,920,096 ▼-27.1%3,202,0220.2%COMTUTELUS$14,192,147$4,556,637 ▼-24.3%885,4680.2%UtilitiesEROEro Copper$12,930,939$249,300 ▼-1.9%767,1420.1%Basic MaterialsGRANITE REAL ESTATE INVT TR$12,909,003$583,809 ▼-4.3%254,6160.1%TR UNIT NEWSANDSandstorm Gold$12,166,918$12,166,918 ▲New Holding1,296,0000.1%Basic MaterialsPBAPembina Pipeline$12,118,503$3,079,678 ▼-20.3%323,4050.1%EnergyDSGXThe Descartes Systems Group$11,922,029$7,609,519 ▲176.5%117,6000.1%Computer and TechnologyGILGildan Activewear$11,802,125$11,802,125 ▲New Holding240,0000.1%Consumer DiscretionaryDOOOBRP$11,139,388$11,139,388 ▲New Holding229,9500.1%Auto/Tires/TrucksPOOLPool$10,856,173$10,856,173 ▲New Holding37,2450.1%Consumer DiscretionaryAGIAlamos Gold$10,663,571$10,663,571 ▲New Holding401,7240.1%Basic MaterialsOR ROYALTIES INC.$10,317,395$10,317,395 ▲New Holding402,2310.1%COM SHSATSATS$10,146,324$10,146,324 ▲New Holding318,7810.1%IndustrialsWPMWheaton Precious Metals$10,135,057$15,519,348 ▼-60.5%112,9290.1%Basic MaterialsCNMCore & Main$9,848,818$9,848,818 ▲New Holding163,1950.1%IndustrialsNFLXNetflix$9,622,988$658,852 ▲7.3%7,1860.1%Consumer DiscretionaryUFPTUFP Technologies$9,487,813$9,487,813 ▲New Holding38,8590.1%IndustrialsFNVFranco-Nevada$8,986,875$15,686,438 ▼-63.6%54,8490.1%Basic MaterialsBROOKFIELD WEALTH SOL LTD$8,307,261$2,096,079 ▼-20.1%134,6550.1%CL A EXCHANGEABAPGAPi Group$7,192,690$7,192,690 ▲New Holding140,8950.1%Business ServicesTRIThomson Reuters$6,287,182$300,231 ▼-4.6%31,3280.1%Business ServicesSHOPShopify$5,224,360$817,472 ▲18.5%45,3880.1%Computer and TechnologyEGOEldorado Gold$5,139,729$3,774,735 ▼-42.3%253,0000.1%Basic MaterialsBNBrookfield$3,477,129$983,565 ▼-22.0%56,2950.0%FinancePGProcter & Gamble$2,348,058$94,317 ▼-3.9%14,7380.0%Consumer StaplesCPCanadian Pacific Kansas City$2,179,298$123,680 ▲6.0%27,4880.0%TransportationLSPDLightspeed Commerce$456,739$456,739 ▲New Holding39,0000.0%Computer and TechnologyWINAWinmark$229,587$229,587 ▲New Holding6080.0%Retail/WholesaleAMGNAmgen$0$210,723,756 ▼-100.0%00.0%MedicalMMCMarsh & McLennan Companies$0$194,811,850 ▼-100.0%00.0%FinanceTXNTexas Instruments$0$162,309,617 ▼-100.0%00.0%Computer and TechnologyCFRCullen/Frost Bankers$0$104,581,313 ▼-100.0%00.0%FinanceGRMNGarmin$0$38,953,122 ▼-100.0%00.0%Computer and TechnologyOROR Royalties$0$9,943,150 ▼-100.0%00.0%Basic MaterialsTFPMTriple Flag Precious Metals$0$8,775,361 ▼-100.0%00.0%Basic MaterialsBBUBrookfield Business Partners$0$720,783 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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