Montrusco Bolton Investments Inc.
Montrusco Bolton Investments Inc. reported 85 holdings worth US$5.77B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Montrusco Bolton Investments Inc. reported 85 holdings worth US$5.77B as of Sep 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$5.77B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 2.29M | US$523M | 9.1% |
| Microsoft Corp. | 898K | US$460M | 8.0% |
| Alphabet Inc (google) Class C | 952K | US$328M | 5.7% |
| Amazon.com, Inc. | 1.31M | US$326M | 5.6% |
| Meta Platforms, Inc. | 295K | US$214M | 3.7% |
| Lam Research Corporation | 648K | US$213M | 3.7% |
| Jp Morgan Chase & Co. | 635K | US$210M | 3.6% |
| Danaher Corporation | 912K | US$202M | 3.5% |
| Micron Technology, Inc. | 182K | US$194M | 3.4% |
| Valero Energy Corporation | 469K | US$182M | 3.1% |
| Idexx Laboratories, Inc. | 317K | US$166M | 2.9% |
| Broadcom Inc. | 469K | US$165M | 2.9% |
| Mastercard Incorporated | 287K | US$158M | 2.7% |
| Amphenol Corporation | 1.74M | US$147M | 2.5% |
| Apple Inc | 427K | US$142M | 2.5% |
| Monster Beverage Corporation | 3.41M | US$142M | 2.5% |
| Api Group Corporation | 3.42M | US$132M | 2.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 251K | US$115M | 2.0% |
| Waste Connections, Inc. | 744K | US$115M | 2.0% |
| Public Storage | 376K | US$106M | 1.8% |
| Uber Technologies, Inc. | 1.46M | US$99.8M | 1.7% |
| Ge Vernova Inc. | 87,243 | US$82.9M | 1.4% |
| Chipotle Mexican Grill, Inc. | 2.46M | US$78.7M | 1.4% |
| Vertex Pharmaceuticals Incorporated | 150K | US$78.4M | 1.4% |
| Cme Group Inc. | 289K | US$75.8M | 1.3% |
| Ryan Specialty Holdings, Inc. | 2.02M | US$74.6M | 1.3% |
| Charles Schwab Corporation (the) | 695K | US$67.9M | 1.2% |
| Synopsys, Inc. | 154K | US$66.9M | 1.2% |
| Zoetis Inc. | 819K | US$57.2M | 0.99% |
| Sunbelt Rentals Holdings, Inc. | 699K | US$51.8M | 0.90% |
| Royal Bank Of Canada | 219K | US$43.2M | 0.75% |
| Walmart Inc. | 353K | US$36.7M | 0.64% |
| Church & Dwight Company, Inc. | 367K | US$34.6M | 0.60% |
| Tractor Supply Company | 1.1M | US$34.5M | 0.60% |
| Toronto-dominion Bank | 285K | US$33.6M | 0.58% |
| Cgi Inc. Class A | 421K | US$28.7M | 0.50% |
| Bank Of Nova Scotia | 285K | US$26M | 0.45% |
| Tfi International Inc. | 211K | US$25.3M | 0.44% |
| Firstservice Corp | 195K | US$25.1M | 0.43% |
| Bank Of Montreal | 143K | US$24M | 0.42% |
| Descartes Systems Group Inc. | 255K | US$20.6M | 0.36% |
| Canadian National Railway Company | 169K | US$20.2M | 0.35% |
| Boyd Group Services Inc | 242K | US$19M | 0.33% |
| Wheaton Precious Metals Corp | 123K | US$16.5M | 0.29% |
| Agnico Eagle Mines Limited | 83,567 | US$15.3M | 0.27% |
| Centerra Gold Inc. | 697K | US$15.2M | 0.26% |
| Sun Life Financial Inc. | 192K | US$15M | 0.26% |
| Brp, Inc. | 263K | US$14.8M | 0.26% |
| Suncor Energy Inc. | 196K | US$13.3M | 0.23% |
| Mda Space Ltd | 406K | US$12.1M | 0.21% |
| Cae Inc. | 474K | US$11.4M | 0.20% |
| Brookfield Asset Management Inc | 250K | US$11.2M | 0.19% |
| Colliers International Group Inc. | 124K | US$11.1M | 0.19% |
| Aya Gold & Silver Inc. | 381K | US$10.3M | 0.18% |
| Sk Hynix Inc. | 54,917 | US$10.1M | 0.18% |
| Pembina Pipeline Corporation | 206K | US$9.22M | 0.16% |
| Gildan Activewear Inc. | 209K | US$8.94M | 0.15% |
| Elemental Royalty Corporation | 448K | US$8.61M | 0.15% |
| Rb Global, Inc. | 95,208 | US$7.77M | 0.13% |
| Endeavour Silver Corp. | 846K | US$7.27M | 0.13% |
| Core & Main, Inc. | 168K | US$6.98M | 0.12% |
| Open Text Corporation | 297K | US$6.68M | 0.12% |
| Or Royalties Inc. | 189K | US$6.49M | 0.11% |
| Enerflex Ltd. | 212K | US$4.83M | 0.08% |
| Pool Corporation | 26,995 | US$4.37M | 0.08% |
| Sps Commerce, Inc. | 49,550 | US$4.08M | 0.07% |
| Integra Resources Corp | 1.48M | US$3.84M | 0.07% |
| Shopify Inc. | 22,449 | US$3.34M | 0.06% |
| Americas Gold And Silver Corporation | 663K | US$2.91M | 0.05% |
| Cameco Corporation | 26,119 | US$2.27M | 0.04% |
| Equinox Gold Corp. | 185K | US$2.05M | 0.04% |
| Eldorado Gold Corporation | 49,987 | US$1.93M | 0.03% |
| Gfl Environmental Inc | 32,495 | US$1.36M | 0.02% |
| Brookfield Corporation | 29,704 | US$1.09M | 0.02% |
| Rogers Communications Inc. Class A | 25,424 | US$785K | 0.01% |
| Celestica Inc. | 1,672 | US$606K | 0.01% |
| Lightspeed Commerce Inc | 34,000 | US$333K | <0.01% |
| Canadian Pacific Kansas City Limited | 3,147 | US$269K | <0.01% |
| Orla Mining Ltd. | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
| Ats Corporation | 0 | US$0 | 0.00% |
| Blackrock, Inc. | 0 | US$0 | 0.00% |
| Brookfield Wealth Solutions Ltd. Class A | 0 | US$0 | 0.00% |
| Cbiz, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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