Montrusco Bolton Investments Inc. Top Holdings and 13F Report (2026) About Montrusco Bolton Investments Inc.Investment ActivityMontrusco Bolton Investments Inc. has $5.77 billion in total holdings as of September 30, 2026.Montrusco Bolton Investments Inc. owns shares of 85 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 7.20% of the portfolio was purchased this quarter.About 19.44% of the portfolio was sold this quarter.This quarter, Montrusco Bolton Investments Inc. has purchased 80 new stocks and bought additional shares in 14 stocks.Montrusco Bolton Investments Inc. sold shares of 58 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $522,841,982Microsoft $460,449,820Alphabet $327,557,623Amazon.com $325,724,508Meta Platforms $213,828,025 Largest New Holdings this Quarter 92532F100 - Vertex Pharmaceuticals $78,362,945 Holding12572Q105 - CME Group $75,841,114 Holding808513105 - Charles Schwab $67,935,360 Holding78392B206 - SK HYNIX INC $10,112,966 Holding28620K106 - ELEMENTAL RTY CORP $8,610,186 Holding Largest Purchases this Quarter Vertex Pharmaceuticals 149,888 shares (about $78.36M)CME Group 289,492 shares (about $75.84M)Amphenol 852,310 shares (about $71.85M)Charles Schwab 695,062 shares (about $67.94M)Monster Beverage 1,294,819 shares (about $53.89M) Largest Sales this Quarter Mastercard 181,425 shares (about $100.05M)JPMorgan Chase & Co. 289,405 shares (about $95.74M)NVIDIA 348,698 shares (about $79.64M)Amazon.com 268,801 shares (about $66.97M)Valero Energy 168,483 shares (about $65.31M) 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$522,841,982$79,635,649 ▼-13.2%2,289,3519.1%TechnologyMSFTMicrosoft$460,449,820$63,442,140 ▼-12.1%897,7388.0%TechnologyGOOGLAlphabet$327,557,623$48,733,083 ▼-13.0%951,9815.7%Communication ServicesAMZNAmazon.com$325,724,508$66,971,769 ▼-17.1%1,307,3435.6%Consumer DiscretionaryMETAMeta Platforms$213,828,025$28,824,455 ▼-11.9%294,8623.7%Communication ServicesLAM RESEARCH CORP$212,967,448$7,621,103 ▼-3.5%648,2833.7%COM NEWJPMJPMorgan Chase & Co.$210,154,134$95,743,856 ▼-31.3%635,2333.6%FinanceDHRDanaher$202,086,833$33,771,310 ▼-14.3%912,1503.5%HealthcareMUMicron Technology$194,173,813$23,174,663 ▼-10.7%182,3043.4%TechnologyVLOValero Energy$181,768,547$65,305,696 ▼-26.4%468,9473.1%EnergyIDXXIDEXX Laboratories$165,591,671$29,074,495 ▼-14.9%317,1102.9%HealthcareAVGOBroadcom$164,578,872$59,272,092 ▼-26.5%468,6322.9%TechnologyMAMastercard$158,233,838$100,050,444 ▼-38.7%286,9312.7%FinanceAPHAmphenol$146,793,782$71,849,733 ▲95.9%1,741,3262.5%TechnologyAAPLApple$142,081,318$9,726,182 ▼-6.4%426,6452.5%TechnologyMNSTMonster Beverage$141,866,348$53,890,367 ▲61.3%3,408,6102.5%Consumer StaplesAPGAPi Group$132,045,041$24,351,582 ▼-15.6%3,420,8562.3%IndustrialsLINDE PLC$116,264,569$1,115,902 ▲1.0%244,9482.0%SHSTSMTaiwan Semiconductor Manufacturing$114,612,719$50,938,175 ▼-30.8%251,2392.0%TechnologyWCNWaste Connections$114,553,937$35,501,646 ▼-23.7%744,1952.0%IndustrialsPSAPublic Storage$106,315,596$17,803,647 ▼-14.3%375,8861.8%Real EstateUBERUber Technologies$99,845,584$17,447,099 ▼-14.9%1,457,3871.7%IndustrialsGE VERNOVA INC$82,923,599$11,134,990 ▲15.5%87,2431.4%COMCMGChipotle Mexican Grill$78,677,322$20,219,238 ▼-20.4%2,462,5141.4%Consumer DiscretionaryVRTXVertex Pharmaceuticals$78,362,945$78,362,945 ▲New Holding149,8881.4%HealthcareCMECME Group$75,841,114$75,841,114 ▲New Holding289,4921.3%FinanceRYANRyan Specialty$74,628,445$24,865,702 ▼-25.0%2,016,9851.3%FinanceSCHWCharles Schwab$67,935,360$67,935,360 ▲New Holding695,0621.2%FinanceSNPSSynopsys$66,859,847$21,332,502 ▼-24.2%153,7221.2%TechnologyZTSZoetis$57,210,182$20,397,692 ▼-26.3%819,2781.0%HealthcareSUNBELT RENTALS HOLDINGS INC$51,831,921$2,690,087 ▲5.5%698,9760.9%SHSRYRoyal Bank Of Canada$43,247,501$6,634,563 ▼-13.3%219,3350.7%FinanceWALMART INC$36,655,909$6,228,341 ▲20.5%352,7320.6%COMCHDChurch & Dwight$34,554,149$1,164,465 ▲3.5%366,7390.6%Consumer StaplesTSCOTractor Supply$34,538,028$2,387,208 ▼-6.5%1,103,8040.6%Consumer DiscretionaryTDToronto Dominion Bank$33,579,262$3,869,304 ▼-10.3%284,9110.6%FinanceAZNCFAstraZeneca$28,720,333$6,853,082 ▼-19.3%176,0540.5%HealthcareGIBCGI Group$28,701,512$5,403,689 ▼-15.8%421,1780.5%TechnologyBNSBank of Nova Scotia$25,967,772$1,885,708 ▼-6.8%284,8910.5%FinanceTFIITFI International$25,345,670$47,962 ▼-0.2%210,8550.4%IndustrialsFSVFirstService$25,089,602$7,551,368 ▼-23.1%195,4940.4%Real EstateBMOBank Of Montreal$24,040,711$4,771,803 ▼-16.6%143,4290.4%FinanceTREKOR METALS LTD$22,952,824$1,442,531 ▼-5.9%2,578,1070.4%COMDSGXThe Descartes Systems Group$20,636,299$213,496 ▲1.0%254,5030.4%TechnologyCNICanadian National Railway$20,184,104$1,852,512 ▼-8.4%169,1640.3%IndustrialsBYDGFBoyd Group Services$19,028,456$257,506 ▼-1.3%241,8590.3%IndustrialsWPMWheaton Precious Metals$16,521,867$3,745,180 ▼-18.5%123,4250.3%MaterialsAEMAgnico Eagle Mines$15,339,011$11,567,171 ▼-43.0%83,5670.3%MaterialsCGAUCenterra Gold$15,227,900$6,888,605 ▲82.6%696,7390.3%MaterialsSLFSun Life Financial$14,966,915$726,498 ▼-4.6%191,5730.3%FinanceDOOOBRP$14,790,505$253,312 ▼-1.7%262,7480.3%Consumer DiscretionarySUSuncor Energy$13,324,918$6,452,229 ▼-32.6%196,0420.2%EnergyMDA SPACE LTD$12,051,887$6,040,090 ▲100.5%405,9470.2%COMCAECAE$11,428,082$253,154 ▼-2.2%474,0000.2%IndustrialsBAMBrookfield Asset Management$11,198,695$6,455,452 ▼-36.6%250,3440.2%FinanceCIGIColliers International Group$11,103,150$765,824 ▼-6.5%123,5690.2%Real EstateAYASFAya Gold & Silver$10,269,967$12,425,446 ▼-54.7%380,6000.2%MaterialsSK HYNIX INC$10,112,966$10,112,966 ▲New Holding54,9170.2%AMERICAN DEPOSITPBAPembina Pipeline$9,220,676$808,181 ▼-8.1%206,0610.2%EnergyGILGildan Activewear$8,938,094$725,980 ▼-7.5%209,3000.2%Consumer DiscretionaryELEMENTAL RTY CORP$8,610,186$8,610,186 ▲New Holding447,6130.1%COM NEWRBARB Global$7,772,889$2,640,274 ▼-25.4%95,2080.1%IndustrialsEXKEndeavour Silver$7,272,970$2,685,143 ▼-27.0%846,3770.1%MaterialsCNMCore & Main$6,977,5580.0%168,2150.1%IndustrialsOTEXOpen Text$6,675,938$481,679 ▼-6.7%297,0280.1%TechnologyOR ROYALTIES INC.$6,485,184$1,651,208 ▼-20.3%188,6750.1%COM SHSEFXTEnerflex$4,829,027$4,221,225 ▲694.5%211,7360.1%EnergyPOOLPool$4,369,681$857,911 ▼-16.4%26,9950.1%Consumer DiscretionarySPSCSPS Commerce$4,084,902$1,133,550 ▼-21.7%49,5500.1%TechnologyITRGIntegra Resources$3,837,979$3,492,363 ▼-47.6%1,476,6860.1%MaterialsSHOPIFY INC$3,335,054$207,095 ▼-5.8%22,4490.1%CL A SUB VTG SHSAMERICAS GOLD AND SILVER COR$2,914,154$730,143 ▲33.4%663,0400.1%COM NEWCCJCameco$2,269,810$5,583,321 ▼-71.1%26,1190.0%EnergyEQXEquinox Gold$2,054,495$409,937 ▲24.9%184,6120.0%MaterialsEGOEldorado Gold$1,929,415$1,929,415 ▲New Holding49,9870.0%MaterialsTEVA PHARMACEUTICAL INDS LTD$1,878,584$1,878,584 ▲New Holding47,4390.0%SHSAERAerCap$1,487,441$4,449 ▼-0.3%10,3640.0%IndustrialsALCAlcon$1,469,896$1,469,896 ▲New Holding22,7360.0%HealthcareSESEA$1,449,398$579,000 ▼-28.5%14,8870.0%Consumer DiscretionaryGFLGFL Environmental$1,360,911$1,360,911 ▲New Holding32,4950.0%IndustrialsBNBrookfield$1,086,270$2,140,724 ▼-66.3%29,7040.0%FinanceRCIRogers Communication$784,701$784,701 ▲New Holding25,4240.0%Communication ServicesCELESTICA INC$606,442$606,442 ▲New Holding1,6720.0%COMLSPDLightspeed Commerce$332,8760.0%34,0000.0%TechnologyCPCanadian Pacific Kansas City$268,650$8,622 ▲3.3%3,1470.0%IndustrialsBLACKROCK INC$0$41,657,663 ▼-100.0%00.0%COMCBZCBIZ$0$10,978,450 ▼-100.0%00.0%IndustrialsBROOKFIELD WEALTH SOL LTD$0$7,634,078 ▼-100.0%00.0%CL A EXCHANGEABORLAOrla Mining$0$4,575,531 ▼-100.0%00.0%MaterialsATSATS$0$2,854,209 ▼-100.0%00.0%IndustrialsPGProcter & Gamble$0$1,329,585 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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