MONTRUSCO BOLTON INVESTMENTS INC.
Top Portfolio Positions
72 positions ·
$6,776,473,899 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,659,367 | $638,193,604 | 9.42% | |
| MSFT |
Microsoft Corp
Technology
|
1,249,443 | $462,506,315 | 6.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,404,505 | $403,879,457 | 5.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,824,462 | $379,980,700 | 5.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,246,180 | $366,576,308 | 5.41% | |
| WCN |
Waste Connections, Inc.
Industrials
|
1,822,200 | $295,998,168 | 4.37% | |
| DHR |
Danaher Corp /De/
Healthcare
|
1,341,168 | $254,285,452 | 3.75% | |
| MA |
Mastercard Inc
Financial Services
|
489,843 | $244,754,953 | 3.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
422,400 | $241,667,712 | 3.57% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
936,233 | $231,324,449 | 3.41% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PSA
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,398,729 | 518,306 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $164,970,897 | 635,726 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $205,468,537 | 711,333 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $225,872,662 | 769,793 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $214,001,328 | 715,030 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $198,434,396 | 662,685 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $285,269,349 | 783,987 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $241,322,529 | 838,945 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $251,730,311 | 867,856 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $226,887,365 | 743,893 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $177,207,976 | 672,465 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $144,954,321 | 496,623 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $99,475,062 | 329,235 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $52,052,297 | 185,775 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $56,949,788 | 194,494 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $51,363,551 | 164,274 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $22,138,601 | 73,626 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $38,852,608 | 157,451 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $24,730,755 | 107,092 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $33,467,020 | 150,265 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $31,104,409 | 162,095 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $28,009,372 | 141,027 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||