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 SU
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,626,495 | 478,392 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $21,935,177 | 494,481 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $24,309,546 | 581,429 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,113,128 | 617,173 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,402,639 | 604,407 | Shares | Sole | 2025-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||