Montrusco Bolton Investments Inc. Top Holdings and 13F Report (2025) About Montrusco Bolton Investments Inc.Investment ActivityMontrusco Bolton Investments Inc. has $7.61 billion in total holdings as of March 31, 2025.Montrusco Bolton Investments Inc. owns shares of 62 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 14.26% of the portfolio was purchased this quarter.About 19.28% of the portfolio was sold this quarter.This quarter, Montrusco Bolton Investments Inc. has purchased 61 new stocks and bought additional shares in 23 stocks.Montrusco Bolton Investments Inc. sold shares of 32 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $752,878,240NVIDIA $560,655,700Amazon.com $422,608,761Alphabet $379,352,487BLACKROCK INC $371,824,194 Largest New Holdings this Quarter 871607107 - Synopsys $124,728,169 Holding512807306 - LAM RESEARCH CORP $122,357,345 Holding45168D104 - IDEXX Laboratories $120,008,271 Holding867224107 - Suncor Energy $23,399,380 Holding063671101 - Bank of Montreal $23,136,114 Holding Largest Purchases this Quarter Chipotle Mexican Grill 4,759,520 shares (about $231.23M)Synopsys 297,557 shares (about $124.73M)LAM RESEARCH CORP 1,726,228 shares (about $122.36M)IDEXX Laboratories 285,768 shares (about $120.01M)Monster Beverage 1,897,466 shares (about $107.40M) Largest Sales this Quarter Amgen 522,932 shares (about $159.79M)Adobe 337,468 shares (about $126.25M)Amazon.com 585,444 shares (about $108.22M)Sysco 1,205,688 shares (about $90.47M)Waste Connections 353,916 shares (about $66.60M) 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$752,878,240$7,022,930 ▼-0.9%2,066,1219.9%Computer and TechnologyNVDANVIDIA$560,655,700$48,445,556 ▲9.5%5,296,1197.4%Computer and TechnologyAMZNAmazon.com$422,608,761$108,216,785 ▼-20.4%2,286,2795.6%Retail/WholesaleGOOGLAlphabet$379,352,487$36,821,189 ▼-8.8%2,531,9575.0%Computer and TechnologyBLACKROCK INC$371,824,194$52,054,978 ▲16.3%399,6964.9%COMMAMastercard$370,802,405$53,362,999 ▼-12.6%694,3264.9%Business ServicesDHRDanaher$342,586,684$143,497 ▲0.0%1,716,5454.5%MedicalROLRollins$331,376,951$57,266,533 ▼-14.7%6,362,7594.4%ConstructionMNSTMonster Beverage$303,728,272$107,398,535 ▲54.7%5,366,1264.0%Consumer StaplesWCNWaste Connections$296,211,749$66,604,284 ▼-18.4%1,573,9843.9%Business ServicesMETAMeta Platforms$285,337,215$37,896,559 ▼-11.7%508,8803.8%Computer and TechnologyCMGChipotle Mexican Grill$235,579,710$231,232,966 ▲5,319.7%4,848,9903.1%Retail/WholesaleUBERUber Technologies$232,133,210$29,766,628 ▲14.7%3,263,8183.1%Computer and TechnologyVLOValero Energy$226,736,455$45,196,995 ▼-16.6%1,716,7903.0%EnergyAMGNAmgen$210,723,756$159,793,903 ▼-43.1%689,6022.8%MedicalAAPLApple$209,202,923$173,928 ▲0.1%941,8042.7%Computer and TechnologyPSAPublic Storage$207,191,441$15,167,806 ▲7.9%715,0302.7%FinanceMMCMarsh & McLennan Companies$194,811,850$16,987,157 ▲9.6%823,6452.6%FinanceTXNTexas Instruments$162,309,617$65,760,549 ▼-28.8%924,0392.1%Computer and TechnologySHWSherwin-Williams$151,940,207$78,054,536 ▲105.6%444,5372.0%Basic MaterialsSNPSSynopsys$124,728,169$124,728,169 ▲New Holding297,5571.6%Computer and TechnologyADBEAdobe$123,839,411$126,247,888 ▼-50.5%331,0301.6%Computer and TechnologyLAM RESEARCH CORP$122,357,345$122,357,345 ▲New Holding1,726,2281.6%COM NEWIDXXIDEXX Laboratories$120,008,271$120,008,271 ▲New Holding285,7681.6%MedicalCFRCullen/Frost Bankers$104,581,313$1,699,966 ▼-1.6%835,3141.4%FinanceZTSZoetis$93,044,867$25,553,116 ▲37.9%595,3491.2%MedicalTSMTaiwan Semiconductor Manufacturing$87,371,053$10,950,815 ▲14.3%553,9871.1%Computer and TechnologySYYSysco$55,775,206$90,474,828 ▼-61.9%743,2730.7%Consumer StaplesGRMNGarmin$38,953,122$54,670,728 ▼-58.4%179,4000.5%Computer and TechnologyWMTWalmart$38,845,758$2,094,845 ▼-5.1%442,4850.5%Retail/WholesaleRYRoyal Bank of Canada$37,883,251$10,886,632 ▼-22.3%336,3570.5%FinanceTDToronto-Dominion Bank$34,525,671$4,265,876 ▲14.1%576,2620.5%FinanceENBEnbridge$33,982,205$5,237,338 ▼-13.4%767,9210.4%EnergyFNVFranco-Nevada$23,680,636$644,433 ▲2.8%150,5870.3%Basic MaterialsSUSuncor Energy$23,399,380$23,399,380 ▲New Holding604,4070.3%EnergyBMOBank of Montreal$23,136,114$23,136,114 ▲New Holding242,3130.3%FinanceWPMWheaton Precious Metals$22,178,977$980,337 ▲4.6%285,8520.3%Basic MaterialsCNICanadian National Railway$21,148,400$3,469,450 ▼-14.1%217,3510.3%TransportationBAMBrookfield Asset Management$20,434,326$4,685,673 ▼-18.7%422,1950.3%FinanceSLFSun Life Financial$20,151,519$19,546,487 ▲3,230.7%352,1500.3%FinanceBIPBrookfield Infrastructure Partners$17,564,489$7,099,396 ▼-28.8%590,5090.2%FinanceTUTELUS$16,775,340$1,118,755 ▲7.1%1,169,7630.2%UtilitiesNEW GOLD INC CDA$16,246,369$3,132,023 ▼-16.2%4,395,2230.2%COMPBAPembina Pipeline$16,220,862$16,220,862 ▲New Holding405,5920.2%EnergyFSVFirstService$15,504,290$4,902,051 ▲46.2%93,5150.2%FinanceGRANITE REAL ESTATE INVT TR$12,398,182$890,692 ▼-6.7%266,1310.2%TR UNIT NEWCIGIColliers International Group$11,892,415$1,056,819 ▼-8.2%98,2840.2%FinanceOROsisko Gold Royalties$9,943,150$2,183,834 ▼-18.0%471,2110.1%Basic MaterialsEROEro Copper$9,469,567$79,638 ▲0.8%781,9320.1%Basic MaterialsBROOKFIELD WEALTH SOL LTD$8,810,875$887,718 ▲11.2%168,6310.1%CL A EXCHANGEABTFPMTriple Flag Precious Metals$8,775,361$4,048,942 ▼-31.6%458,7700.1%Basic MaterialsEGOEldorado Gold$7,375,223$3,290,580 ▼-30.9%438,8090.1%Basic MaterialsGIBCGI$6,867,332$2,483,319 ▼-26.6%68,8000.1%Computer and TechnologyNFLXNetflix$6,242,356$6,242,356 ▲New Holding6,6940.1%Consumer DiscretionaryTRIThomson Reuters$5,663,494$57,456 ▼-1.0%32,8240.1%Business ServicesDSGXThe Descartes Systems Group$4,281,831$15,602 ▲0.4%42,5390.1%Computer and TechnologyBNBrookfield$3,778,922$2,417,246 ▼-39.0%72,2190.0%FinanceSHOPShopify$3,641,725$392,556 ▲12.1%38,2860.0%Computer and TechnologyTFIITFI International$3,393,268$2,449,575 ▼-41.9%43,8320.0%TransportationPGProcter & Gamble$2,612,539$124,747 ▲5.0%15,3300.0%Consumer StaplesCPCanadian Pacific Kansas City$1,819,329$464,445 ▼-20.3%25,9280.0%TransportationBBUBrookfield Business Partners$720,783$306,338 ▼-29.8%30,7830.0%Business ServicesWDAYWorkday$0$263,501,227 ▼-100.0%00.0%Computer and TechnologyMTDMettler-Toledo International$0$103,399,737 ▼-100.0%00.0%MedicalLULULululemon Athletica$0$93,913,395 ▼-100.0%00.0%Consumer DiscretionaryCNQCanadian Natural Resources$0$27,601,509 ▼-100.0%00.0%EnergyBKNGBooking$0$6,866,356 ▼-100.0%00.0%Retail/WholesaleENPHEnphase Energy$0$4,356,372 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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