Montrusco Bolton Investments Inc.
Montrusco Bolton Investments Inc. reported 80 holdings worth US$6.46B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Montrusco Bolton Investments Inc. reported 80 holdings worth US$6.46B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$6.46B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 2.64M | US$528M | 8.2% |
| Alphabet Inc (google) Class C | 1.09M | US$391M | 6.1% |
| Microsoft Corp. | 1.02M | US$381M | 5.9% |
| Amazon.com, Inc. | 1.58M | US$376M | 5.8% |
| Jp Morgan Chase & Co. | 925K | US$303M | 4.7% |
| Lam Research Corporation | 671K | US$291M | 4.5% |
| Broadcom Inc. | 637K | US$241M | 3.7% |
| Mastercard Incorporated | 468K | US$241M | 3.7% |
| Micron Technology, Inc. | 204K | US$236M | 3.6% |
| Monster Beverage Corporation | 2.11M | US$203M | 3.1% |
| Danaher Corporation | 1.06M | US$203M | 3.1% |
| Idexx Laboratories, Inc. | 373K | US$196M | 3.0% |
| Meta Platforms, Inc. | 335K | US$188M | 2.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 363K | US$173M | 2.7% |
| Api Group Corporation | 4.05M | US$172M | 2.7% |
| Valero Energy Corporation | 637K | US$166M | 2.6% |
| Waste Connections, Inc. | 975K | US$162M | 2.5% |
| Amphenol Corporation | 889K | US$157M | 2.4% |
| Public Storage | 439K | US$140M | 2.2% |
| Apple Inc | 456K | US$132M | 2.0% |
| Uber Technologies, Inc. | 1.71M | US$124M | 1.9% |
| Chipotle Mexican Grill, Inc. | 3.1M | US$105M | 1.6% |
| Ryan Specialty Holdings, Inc. | 2.69M | US$102M | 1.6% |
| Synopsys, Inc. | 203K | US$90.4M | 1.4% |
| Ge Vernova Inc. | 75,528 | US$88.7M | 1.4% |
| Zoetis Inc. | 1.11M | US$79.9M | 1.2% |
| Royal Bank Of Canada | 253K | US$52.4M | 0.81% |
| Sunbelt Rentals Holdings, Inc. | 663K | US$48.3M | 0.75% |
| Blackrock, Inc. | 43,323 | US$41.7M | 0.65% |
| Toronto-dominion Bank | 318K | US$38.6M | 0.60% |
| Tractor Supply Company | 1.18M | US$37.3M | 0.58% |
| Firstservice Corp | 254K | US$36.2M | 0.56% |
| Church & Dwight Company, Inc. | 354K | US$34.3M | 0.53% |
| Walmart Inc. | 293K | US$33.2M | 0.51% |
| Cgi Inc. Class A | 500K | US$32.3M | 0.50% |
| Tfi International Inc. | 211K | US$30.4M | 0.47% |
| Bank Of Montreal | 172K | US$30.4M | 0.47% |
| Bank Of Nova Scotia | 306K | US$26.6M | 0.41% |
| Boyd Group Services Inc | 245K | US$23.2M | 0.36% |
| Agnico Eagle Mines Limited | 147K | US$22.8M | 0.35% |
| Canadian National Railway Company | 185K | US$22M | 0.34% |
| Brookfield Asset Management Inc | 395K | US$17.7M | 0.27% |
| Descartes Systems Group Inc. | 252K | US$17.4M | 0.27% |
| Wheaton Precious Metals Corp | 151K | US$17M | 0.26% |
| Brp, Inc. | 267K | US$16.3M | 0.25% |
| Aya Gold & Silver Inc. | 841K | US$15.9M | 0.25% |
| Sun Life Financial Inc. | 201K | US$15.8M | 0.24% |
| Suncor Energy Inc. | 291K | US$15.6M | 0.24% |
| Rb Global, Inc. | 128K | US$14.8M | 0.23% |
| Colliers International Group Inc. | 132K | US$12.4M | 0.19% |
| Cae Inc. | 485K | US$12.1M | 0.19% |
| Gildan Activewear Inc. | 226K | US$11.7M | 0.18% |
| Cbiz, Inc. | 342K | US$11M | 0.17% |
| Pembina Pipeline Corporation | 224K | US$10.4M | 0.16% |
| Endeavour Silver Corp. | 1.16M | US$9.61M | 0.15% |
| Cameco Corporation | 90,367 | US$9.21M | 0.14% |
| Mda Space Ltd | 202K | US$8.36M | 0.13% |
| Core & Main, Inc. | 168K | US$8.12M | 0.13% |
| Brookfield Wealth Solutions Ltd. Class A | 179K | US$7.63M | 0.12% |
| Or Royalties Inc. | 237K | US$7.49M | 0.12% |
| Open Text Corporation | 318K | US$7.05M | 0.11% |
| Pool Corporation | 32,295 | US$6.94M | 0.11% |
| Integra Resources Corp | 2.82M | US$6.26M | 0.10% |
| Centerra Gold Inc. | 382K | US$6.05M | 0.09% |
| Orla Mining Ltd. | 468K | US$4.58M | 0.07% |
| Brookfield Corporation | 88,242 | US$3.76M | 0.06% |
| Sps Commerce, Inc. | 63,300 | US$3.62M | 0.06% |
| Ats Corporation | 99,056 | US$2.85M | 0.04% |
| Shopify Inc. | 23,843 | US$2.73M | 0.04% |
| Americas Gold And Silver Corporation | 497K | US$2.35M | 0.04% |
| Equinox Gold Corp. | 148K | US$1.44M | 0.02% |
| Procter & Gamble Company (the) | 9,067 | US$1.33M | 0.02% |
| Enerflex Ltd. | 26,650 | US$654K | 0.01% |
| Lightspeed Commerce Inc | 34,000 | US$356K | <0.01% |
| Canadian Pacific Kansas City Limited | 3,046 | US$264K | <0.01% |
| Alamos Gold Inc. | 0 | US$0 | 0.00% |
| Sherwin-williams Company (the) | 0 | US$0 | 0.00% |
| Taseko Mines Limited | 0 | US$0 | 0.00% |
| Ufp Technologies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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