MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 17, 2021

Total Value ($000): $3,330,802 (100.0% shares, 0.0% debt)

Holdings (64)

MSFT MICROSOFT CORP 6.7%
Value ($000) $224,752 Shares 842,923 Est. Cost $164.68 Unrealized +48.6%
AMZN AMAZON COM INC 5.6%
Value ($000) $187,599 Shares 55,521 Est. Cost $133.00 Unrealized +25.0%
RY ROYAL BK CDA 5.0%
Value ($000) $167,578 Shares 1,652,296 Est. Cost $69.86 Unrealized +41.9%
TD TORONTO DOMINION BK ONT 4.9%
Value ($000) $162,811 Shares 2,320,812 Est. Cost $53.58 Unrealized +30.6%
ADBE ADOBE SYSTEMS INCORPORATED 3.9%
Value ($000) $130,278 Shares 226,588 Est. Cost $450.22 Unrealized +14.5%
DHR DANAHER CORPORATION 3.8%
Value ($000) $124,906 Shares 472,955 Est. Cost $130.50 Unrealized +66.4%
MA MASTERCARD INCORPORATED 3.7%
Value ($000) $122,964 Shares 343,591 Est. Cost $266.69 Unrealized +35.8%
BNS BANK NOVA SCOTIA B C 3.3%
Value ($000) $108,970 Shares 1,673,744 Est. Cost $37.77 Unrealized +33.8%
META FACEBOOK INC 3.2%
Value ($000) $106,991 Shares 312,819 Est. Cost $223.15 Unrealized +42.8%
BROOKFIELD ASSET MGMT INC 3.2%
Value ($000) $106,009 Shares 2,075,761 Est. Cost $40.79 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $104,713 Shares 764,549 Est. Cost $110.51 Unrealized +14.4%
CME CME GROUP INC 2.9%
Value ($000) $97,255 Shares 467,155 Est. Cost $160.63 Unrealized +9.3%
ENB ENBRIDGE INC 2.8%
Value ($000) $94,125 Shares 2,348,478 Est. Cost $24.46 Unrealized +17.1%
GOOGL ALPHABET INC 2.5%
Value ($000) $84,650 Shares 34,667 Est. Cost $82.59 Unrealized +40.4%
CRL CHARLES RIV LABS INTL INC 2.5%
Value ($000) $84,013 Shares 230,570 Est. Cost $245.14 Unrealized +36.2%
LINDE PLC 2.4%
Value ($000) $78,681 Shares 277,442 Est. Cost $225.27 Unrealized
NFLX NETFLIX INC 2.3%
Value ($000) $75,452 Shares 145,526 Est. Cost $42.98 Unrealized +18.9%
TXN TEXAS INSTRS INC 2.1%
Value ($000) $71,506 Shares 378,480 Est. Cost $122.92 Unrealized +33.6%
BIP BROOKFIELD INFRAST PARTNERS 2.0%
Value ($000) $66,924 Shares 1,204,179 Est. Cost $48.79 Unrealized
BLACKROCK INC 2.0%
Value ($000) $66,113 Shares 76,659 Est. Cost $530.88 Unrealized
CNI CANADIAN NATL RY CO 2.0%
Value ($000) $65,410 Shares 619,289 Est. Cost $80.01 Unrealized +26.1%
FIVE FIVE BELOW INC 1.8%
Value ($000) $60,036 Shares 310,634 Est. Cost $189.28 Unrealized +0.9%
AMGN AMGEN INC 1.8%
Value ($000) $58,742 Shares 243,419 Est. Cost $197.76 Unrealized +7.5%
GRANITE REAL ESTATE INVT TR 1.6%
Value ($000) $54,592 Shares 819,608 Est. Cost $56.16 Unrealized
TU TELUS CORPORATION 1.6%
Value ($000) $52,494 Shares 2,338,252 Est. Cost $17.98 Unrealized +20.6%
PEP PEPSICO INC 1.6%
Value ($000) $51,917 Shares 350,390 Est. Cost $102.71 Unrealized +22.8%
SLF SUN LIFE FINANCIAL INC. 1.3%
Value ($000) $42,923 Shares 831,539 Est. Cost $38.01 Unrealized +39.0%
BEP BROOKFIELD RENEWABLE PARTNER 1.2%
Value ($000) $39,362 Shares 1,017,576 Est. Cost $40.25 Unrealized
SHAW COMMUNICATIONS INC 1.2%
Value ($000) $38,851 Shares 1,339,726 Est. Cost $17.68 Unrealized
ROK ROCKWELL AUTOMATION INC 1.2%
Value ($000) $38,764 Shares 135,530 Est. Cost $249.16 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 1.2%
Value ($000) $38,636 Shares 344,961 Est. Cost $66.71 Unrealized +52.6%
BCE BCE INC 1.2%
Value ($000) $38,473 Shares 779,350 Est. Cost $29.66 Unrealized +18.2%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $36,137 Shares 91,330 Est. Cost $329.77 Unrealized +8.9%
TRP TC ENERGY CORP 1.1%
Value ($000) $35,867 Shares 724,064 Est. Cost $34.10 Unrealized +15.4%
EOG EOG RES INC 1.0%
Value ($000) $33,676 Shares 403,590 Est. Cost $50.98 Unrealized +23.3%
QCOM QUALCOMM INC 1.0%
Value ($000) $32,079 Shares 224,442 Est. Cost $106.10 Unrealized +15.1%
THOMSON REUTERS CORP. 1.0%
Value ($000) $31,830 Shares 320,106 Est. Cost $65.68 Unrealized
TJX TJX COS INC NEW 0.9%
Value ($000) $30,817 Shares 457,094 Est. Cost $51.49 Unrealized +23.7%
IBKR INTERACTIVE BROKERS GROUP IN 0.7%
Value ($000) $24,570 Shares 373,803 Est. Cost $16.85 Unrealized 0.0%
ALLE ALLEGION PLC 0.7%
Value ($000) $22,338 Shares 163,811 Est. Cost $96.17 Unrealized +33.6%
PSA PUBLIC STORAGE 0.7%
Value ($000) $22,139 Shares 73,626 Est. Cost $170.21 Unrealized +34.3%
TFII TFI INTL INC 0.6%
Value ($000) $19,356 Shares 211,788 Est. Cost $40.29 Unrealized +116.1%
V VISA INC 0.6%
Value ($000) $18,346 Shares 78,463 Est. Cost $203.18 Unrealized +8.8%
FIS FIDELITY NATL INFORMATION SV 0.5%
Value ($000) $16,419 Shares 115,895 Est. Cost $123.53 Unrealized +7.9%
DSGX DESCARTES SYS GROUP INC 0.5%
Value ($000) $15,452 Shares 223,193 Est. Cost $31.79 Unrealized +98.9%
DHI D R HORTON INC 0.5%
Value ($000) $15,381 Shares 170,203 Est. Cost $89.63 Unrealized 0.0%
FSV FIRSTSERVICE CORP NEW 0.5%
Value ($000) $15,369 Shares 89,516 Est. Cost $89.65 Unrealized +78.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $14,626 Shares 28,992 Est. Cost $471.13 Unrealized -1.1%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $12,159 Shares 70,629 Est. Cost $141.13 Unrealized +4.6%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $11,170 Shares 82,782 Est. Cost $102.73 Unrealized +17.5%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $10,754 Shares 71,473 Est. Cost $109.88 Unrealized +16.9%
CIGI COLLIERS INTL GROUP INC 0.3%
Value ($000) $10,431 Shares 93,050 Est. Cost $84.12 Unrealized +29.3%
FTS FORTIS INC 0.3%
Value ($000) $9,736 Shares 219,710 Est. Cost $30.77 Unrealized +22.6%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $9,500 Shares 99,543 Est. Cost $76.42 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.3%
Value ($000) $9,339 Shares 626,133 Est. Cost $10.04 Unrealized +22.3%
TELUS INTL CDA INC 0.2%
Value ($000) $5,782 Shares 185,965 Est. Cost $28.13 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $5,385 Shares 27,600 Est. Cost $116.81 Unrealized +28.4%
GIB CGI INC 0.1%
Value ($000) $3,777 Shares 41,617 Est. Cost $66.68 Unrealized +32.2%
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $3,342 Shares 72,233 Est. Cost $39.85 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $3,101 Shares 2,118 Est. Cost $35.46 Unrealized +247.4%
AKUMIN INC 0.1%
Value ($000) $2,716 Shares 851,542 Est. Cost $3.08 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $1,314 Shares 17,068 Est. Cost $108.82 Unrealized
BROOKFIELD ASSET MGMT REINS 0.0%
Value ($000) $817 Shares 14,821 Est. Cost $55.12 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $587 Shares 5,209 Est. Cost $72.49 Unrealized +30.7%