MONTRUSCO BOLTON INVESTMENTS INC. 13F Holdings

CIK 0001475940 · MONTREAL, A8

As of Sep 30, 2025, MONTRUSCO BOLTON INVESTMENTS INC. reported 78 positions worth $8.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology1,718,266$869.1M10.11%
NVIDIA CORPNVDATechnology4,200,029$765.1M8.90%
AMAZON.COM INCAMZNEquity2,368,481$506.9M5.90%
ALPHABET INCGOOGLEquity1,980,590$471.7M5.49%
JPMORGAN CHASE & COJPMFinancial Services1,369,524$418.8M4.87%
META PLATFORMS INCMETACommunication Services543,939$390.0M4.54%
WASTE CONNECTIONS INCWCNIndustrials2,252,933$384.2M4.47%
BLACKROCK INCBLKFinancial Services333,392$379.2M4.41%
DANAHER CORPDHRHealthcare1,611,531$310.6M3.61%
SYNOPSYS INCSNPSTechnology537,155$258.6M3.01%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical6,453,065$245.7M2.86%
UBER TECHNOLOGIES INCUBERTechnology2,524,962$241.0M2.81%
APPLE INCAAPLTechnology933,027$237.6M2.76%
MONSTER BEVERAGE CORPMNSTConsumer Defensive3,411,736$226.2M2.63%
RYAN SPECIALTY HOLDINGS INCRYANFinancial Services3,974,869$217.7M2.53%
VALERO ENERGY CORPVLOEnergy1,255,650$213.8M2.49%
ROLLINS INCROLEquity3,641,068$205.6M2.39%
PUBLIC STORAGEPSAReal Estate711,333 99.7M2.32%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology708,231 85.8M2.16%
MASTERCARD INCMAFinancial Services308,640 72.4M2.01%
IDEXX LABORATORIES INCIDXXHealthcare232,282 45.6M1.69%
SHERWIN WILLIAMS COSHWBasic Materials419,798 42.6M1.66%
LAM RESEARCH CORPLRCXTechnology975,201 27.7M1.49%
ADOBE INCADBETechnology362,784 23.8M1.44%
FORTINET INCFTNTTechnology1,236,892 04.0M1.21%