MONTRUSCO BOLTON INVESTMENTS INC.
CIK: 0001475940SEC EDGAR →
Portfolio Value
$8.0B
Holdings
73
As of
Q4 2025
New Positions
5
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,613,524 | $759.5M | 9.46% |
| 2 | NVIDIA CORPORATION | 3,990,992 | $722.9M | 9.01% |
| 3 | ALPHABET INC | 1,738,855 | $533.2M | 6.64% |
| 4 | AMAZON COM INC | 2,124,958 | $478.2M | 5.96% |
| 5 | WASTE CONNECTIONS INC | 2,345,566 | $397.9M | 4.96% |
| 6 | DANAHER CORPORATION | 1,444,568 | $321.5M | 4.01% |
| 7 | JPMORGAN CHASE & CO. | 1,005,426 | $313.3M | 3.90% |
| 8 | META PLATFORMS INC | 457,439 | $294.5M | 3.67% |
| 9 | ZOETIS INC | 2,168,078 | $266.9M | 3.33% |
| 10 | MONSTER BEVERAGE CORP NEW | 3,539,158 | $266.5M | 3.32% |
Quarterly Changes
Top Buys
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $2.7B | 33.5% |
| Financial Services | 11 | $1.2B | 14.5% |
| Consumer Cyclical | 6 | $875.7M | 10.9% |
| Communication Services | 3 | $836.5M | 10.4% |
| Healthcare | 4 | $710.0M | 8.8% |
| Industrials | 11 | $620.9M | 7.7% |
| Consumer Defensive | 3 | $334.6M | 4.2% |
| Energy | 4 | $227.5M | 2.8% |
| Basic Materials | 7 | $225.2M | 2.8% |
| Real Estate | 3 | $208.9M | 2.6% |
| Unknown | 7 | $124.9M | 1.6% |
| Utilities | 1 | $8.8M | 0.1% |