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 TFII
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,871,863 | 238,165 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $30,917,669 | 299,155 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,495,024 | 266,807 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,268,468 | 226,034 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,394,788 | 43,832 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,195,782 | 75,474 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $10,452,235 | 76,355 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,982,805 | 75,660 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $13,386,029 | 83,946 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,620,167 | 92,809 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $15,397,643 | 119,910 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,063,912 | 167,286 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $22,392,999 | 187,719 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $21,914,468 | 218,620 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $18,146,849 | 200,562 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $17,935,113 | 223,407 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $24,936,227 | 234,121 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $25,715,567 | 229,378 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $25,556,444 | 250,112 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,312,947 | 211,788 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $17,089,911 | 228,597 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $8,642,538 | 167,556 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,884,716 | 164,588 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,698,233 | 160,740 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,550,776 | 115,472 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||