Montrusco Bolton Investments Inc. Top Holdings and 13F Report (2026) About Montrusco Bolton Investments Inc.Investment ActivityMontrusco Bolton Investments Inc. has $6.61 billion in total holdings as of March 31, 2026.Montrusco Bolton Investments Inc. owns shares of 72 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 10.02% of the portfolio was purchased this quarter.About 22.07% of the portfolio was sold this quarter.This quarter, Montrusco Bolton Investments Inc. has purchased 73 new stocks and bought additional shares in 19 stocks.Montrusco Bolton Investments Inc. sold shares of 43 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $618,986,699Microsoft $449,610,755Alphabet $394,326,380Amazon.com $369,608,282JPMorgan Chase & Co. $356,018,042 Largest New Holdings this Quarter 032095101 - Amphenol $118,206,868 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $57,157,721 Holding103310108 - Boyd Group Services $35,657,598 Holding68390D106 - OR ROYALTIES INC. $9,664,449 Holding55293N109 - MDA SPACE LTD $8,411,238 Holding Largest Purchases this Quarter Amphenol 935,551 shares (about $118.21M)Broadcom 339,895 shares (about $102.07M)IDEXX Laboratories 165,188 shares (about $90.15M)JPMorgan Chase & Co. 240,754 shares (about $68.78M)APi Group 1,561,990 shares (about $61.62M) Largest Sales this Quarter BLACKROCK INC 209,032 shares (about $201.03M)Microsoft 364,081 shares (about $131.01M)Alphabet 334,350 shares (about $93.87M)Waste Connections 523,366 shares (about $82.29M)Synopsys 170,298 shares (about $65.85M) 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 PortfolioSectorNVDANVIDIA$618,986,699$56,094,801 ▼-8.3%3,659,3679.4%Computer and TechnologyMSFTMicrosoft$449,610,755$131,014,167 ▼-22.6%1,249,4436.8%Computer and TechnologyGOOGLAlphabet$394,326,380$93,871,524 ▼-19.2%1,404,5056.0%Computer and TechnologyAMZNAmazon.com$369,608,282$60,875,924 ▼-14.1%1,824,4625.6%Retail/WholesaleJPMJPMorgan Chase & Co.$356,018,042$68,780,407 ▲23.9%1,246,1805.4%FinanceWCNWaste Connections$286,517,934$82,292,693 ▼-22.3%1,822,2004.3%Business ServicesDHRDanaher$246,177,268$18,979,523 ▼-7.2%1,341,1683.7%MedicalMAMastercard$236,630,049$51,733,763 ▲28.0%489,8433.6%Business ServicesMETAMeta Platforms$235,565,197$19,540,646 ▼-7.7%422,4003.6%Computer and TechnologyVLOValero Energy$231,324,449$40,688,887 ▼-15.0%936,2333.5%EnergyMNSTMonster Beverage$209,886,161$41,052,311 ▼-16.4%2,960,1693.2%Consumer StaplesZTSZoetis$191,391,765$57,629,155 ▼-23.1%1,666,3352.9%MedicalAVGOBroadcom$187,876,903$102,069,769 ▲119.0%625,6352.8%Computer and TechnologyIDXXIDEXX Laboratories$186,706,716$90,148,805 ▲93.4%342,1202.8%MedicalAPGAPi Group$183,537,366$61,623,946 ▲50.5%4,652,1452.8%Business ServicesTSMTaiwan Semiconductor Manufacturing$162,323,046$60,038,995 ▼-27.0%510,2422.5%Computer and TechnologyAAPLApple$157,129,002$44,230,521 ▼-22.0%619,1302.4%Computer and TechnologyUBERUber Technologies$156,237,783$10,853,228 ▲7.5%2,242,3892.4%Computer and TechnologyCMGChipotle Mexican Grill$148,159,850$16,525,203 ▼-10.0%4,758,5222.2%Retail/WholesaleLAM RESEARCH CORP$142,229,274$12,148,336 ▲9.3%685,3582.2%COM NEWPSAPublic Storage$135,829,564$30,771,605 ▼-18.5%518,3062.1%FinanceRYANRyan Specialty$132,090,837$10,528,174 ▼-7.4%4,022,5062.0%FinanceAPHAmphenol$118,206,868$118,206,868 ▲New Holding935,5511.8%Computer and TechnologySHWSherwin-Williams$112,987,975$8,373,352 ▼-6.9%360,9311.7%Basic MaterialsSNPSSynopsys$108,771,195$65,849,453 ▼-37.7%281,3011.6%Computer and TechnologyWALMART INC$74,121,834$301,379 ▼-0.4%596,4101.1%COMTSCOTractor Supply$58,457,566$220,113 ▲0.4%1,290,4540.9%Retail/WholesaleSUNBELT RENTALS HOLDINGS INC$57,157,721$57,157,721 ▲New Holding1,002,5780.9%SHSRYRoyal Bank Of Canada$44,829,523$1,171,816 ▼-2.5%278,2010.7%FinanceGIBCGI Group$38,131,943$354,243 ▲0.9%523,2550.6%Computer and TechnologyBLACKROCK INC$37,442,255$201,028,162 ▼-84.3%38,9330.6%COMFSVFirstService$36,537,708$10,076,408 ▲38.1%263,4880.6%FinanceBYDGFBoyd Group Services$35,657,598$35,657,598 ▲New Holding280,2070.5%Consumer StaplesTDToronto Dominion Bank$34,223,826$594,324 ▼-1.7%367,6190.5%FinanceAEMAgnico Eagle Mines$32,932,207$1,692,338 ▼-4.9%162,7600.5%Basic MaterialsSUSuncor Energy$31,540,861$1,060,764 ▼-3.3%478,3920.5%EnergyBMOBank Of Montreal$27,673,593$469,312 ▼-1.7%204,9670.4%FinanceTFIITFI International$25,841,385$6,617,539 ▼-20.4%238,1650.4%TransportationWPMWheaton Precious Metals$25,640,544$205,949 ▲0.8%195,9620.4%Basic MaterialsCNICanadian National Railway$20,056,794$256,802 ▼-1.3%195,4900.3%TransportationTASEKO MINES LTD$19,570,762$3,722,904 ▲23.5%3,031,2960.3%COMDSGXThe Descartes Systems Group$17,580,778$3,819,456 ▲27.8%246,2350.3%Computer and TechnologyDOOOBRP$15,885,708$3,414,424 ▼-17.7%221,6930.2%Auto/Tires/TrucksCIGIColliers International Group$15,483,672$1,716,702 ▲12.5%145,2850.2%FinanceBAMBrookfield Asset Management$15,307,094$1,040,798 ▲7.3%345,3810.2%FinanceRBARB Global$14,884,409$1,119,438 ▼-7.0%155,7000.2%Business ServicesCAECAE$14,676,9450.0%565,5000.2%AerospaceGILGildan Activewear$13,561,622$88,819 ▼-0.7%244,3000.2%Consumer DiscretionaryBROOKFIELD WEALTH SOL LTD$12,721,015$2,997,430 ▲30.8%307,4080.2%CL A EXCHANGEABSLFSun Life Financial$12,542,219$164,115 ▼-1.3%200,8410.2%FinanceEXKEndeavour Silver$11,924,775$1,118,863 ▼-8.6%1,282,0970.2%Basic MaterialsCCJCameco$10,185,316$239,351 ▼-2.3%93,9590.2%Basic MaterialsPBAPembina Pipeline$10,012,639$227,296 ▼-2.2%224,3960.2%EnergyOR ROYALTIES INC.$9,664,449$9,664,449 ▲New Holding254,6200.1%COM SHSCBZCBIZ$9,129,564$1,205,565 ▲15.2%340,0210.1%Business ServicesMDA SPACE LTD$8,411,238$8,411,238 ▲New Holding333,0960.1%COMCNMCore & Main$8,260,421$217,360 ▼-2.6%167,2150.1%IndustrialsITRGIntegra Resources$7,194,739$7,194,739 ▲New Holding2,670,3770.1%Basic MaterialsPOOLPool$6,534,2470.0%32,2950.1%Consumer DiscretionaryORLAOrla Mining$5,764,056$11,412,170 ▼-66.4%359,5900.1%Basic MaterialsATSATS$4,803,257$2,352,375 ▼-32.9%170,9560.1%IndustrialsOTEXOpen Text$4,767,565$95,807 ▼-2.0%214,6250.1%Computer and TechnologyAGIAlamos Gold$3,906,137$18,811,048 ▼-82.8%88,0790.1%Basic MaterialsBNBrookfield$3,568,895$162 ▲0.0%88,3550.1%FinanceSPSCSPS Commerce$3,523,9110.0%63,3000.1%Business ServicesSHOPIFY INC$3,147,560$1,360,174 ▼-30.2%26,6120.0%CL A SUB VTG SHSAMERICAS GOLD AND SILVER COR$2,861,217$2,861,217 ▲New Holding549,9960.0%COM NEWEQXEquinox Gold$2,146,897$145,973 ▼-6.4%149,1340.0%Basic MaterialsPGProcter & Gamble$1,309,637$23,688 ▼-1.8%9,0670.0%Consumer StaplesUFPTUFP Technologies$504,134$3,431,557 ▼-87.2%2,6040.0%IndustrialsLSPDLightspeed Commerce$303,078$44,570 ▼-12.8%34,0000.0%Computer and TechnologyCPCanadian Pacific Kansas City$235,562$19,454 ▲9.0%3,0030.0%TransportationROLRollins$0$108,451,607 ▼-100.0%00.0%ConstructionADBEAdobe$0$107,207,393 ▼-100.0%00.0%Computer and TechnologyFTNTFortinet$0$97,577,737 ▼-100.0%00.0%Computer and TechnologyEROEro Copper$0$14,446,006 ▼-100.0%00.0%Basic MaterialsGRANITE REAL ESTATE INVT TR$0$12,533,178 ▼-100.0%00.0%TR UNIT NEWEGOEldorado Gold$0$12,297,214 ▼-100.0%00.0%Basic MaterialsENBEnbridge$0$6,682,230 ▼-100.0%00.0%EnergyTHOMSON REUTERS CORP$0$3,837,459 ▼-100.0%00.0%COMShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
