MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 7, 2022

Total Value ($000): $3,794,340 (100.0% shares, 0.0% debt)

Holdings (62)

MSFT MICROSOFT CORP 6.5%
Value ($000) $246,546 Shares 1,073,458 Est. Cost $211.42 Unrealized +21.5%
AMZN AMAZON COM INC 4.5%
Value ($000) $171,720 Shares 1,549,558 Est. Cost $125.61 Unrealized +0.6%
DHR DANAHER CORPORATION 4.4%
Value ($000) $165,087 Shares 652,048 Est. Cost $176.58 Unrealized +36.3%
LW LAMB WESTON HLDGS INC 4.2%
Value ($000) $158,758 Shares 2,089,338 Est. Cost $55.89 Unrealized +31.9%
FIVE FIVE BELOW INC 3.3%
Value ($000) $125,663 Shares 930,772 Est. Cost $185.46 Unrealized -29.2%
ADI ANALOG DEVICES INC 3.3%
Value ($000) $124,061 Shares 905,485 Est. Cost $154.20 Unrealized -3.4%
WDAY WORKDAY INC 3.3%
Value ($000) $123,994 Shares 825,814 Est. Cost $244.26 Unrealized -35.9%
RY ROYAL BK CDA 3.3%
Value ($000) $123,940 Shares 1,369,298 Est. Cost $69.86 Unrealized +37.3%
GOOGL ALPHABET INC 3.1%
Value ($000) $117,461 Shares 1,249,879 Est. Cost $109.98 Unrealized +0.1%
ENB ENBRIDGE INC 3.1%
Value ($000) $116,431 Shares 3,123,435 Est. Cost $26.59 Unrealized +27.1%
AMGN AMGEN INC 2.9%
Value ($000) $109,053 Shares 494,285 Est. Cost $195.67 Unrealized +11.3%
NVST ENVISTA HOLDINGS CORPORATION 2.9%
Value ($000) $108,630 Shares 3,352,257 Est. Cost $40.83 Unrealized -7.2%
CME CME GROUP INC 2.8%
Value ($000) $106,317 Shares 616,335 Est. Cost $164.21 Unrealized +3.8%
TD TORONTO DOMINION BK ONT 2.8%
Value ($000) $105,420 Shares 1,709,775 Est. Cost $53.95 Unrealized +20.0%
META META PLATFORMS INC 2.7%
Value ($000) $101,851 Shares 765,873 Est. Cost $230.94 Unrealized -30.3%
LINDE PLC 2.5%
Value ($000) $96,718 Shares 365,840 Est. Cost $252.11 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 2.3%
Value ($000) $88,349 Shares 1,382,401 Est. Cost $15.43 Unrealized -2.0%
AAPL APPLE INC 2.3%
Value ($000) $87,090 Shares 630,171 Est. Cost $111.85 Unrealized +37.9%
TRP TC ENERGY CORP 2.3%
Value ($000) $85,759 Shares 2,117,858 Est. Cost $39.05 Unrealized +6.2%
MA MASTERCARD INCORPORATED 2.1%
Value ($000) $81,378 Shares 294,683 Est. Cost $298.67 Unrealized +8.9%
EOG EOG RES INC 2.1%
Value ($000) $81,021 Shares 725,150 Est. Cost $65.21 Unrealized +49.8%
WCN WASTE CONNECTIONS INC 2.1%
Value ($000) $79,770 Shares 604,282 Est. Cost $124.80 Unrealized +6.9%
BCE BCE INC 2.1%
Value ($000) $78,838 Shares 1,870,286 Est. Cost $35.96 Unrealized +4.7%
ADBE ADOBE SYSTEMS INCORPORATED 2.0%
Value ($000) $76,885 Shares 279,380 Est. Cost $446.35 Unrealized -15.2%
BIP BROOKFIELD INFRAST PARTNERS 1.9%
Value ($000) $71,481 Shares 1,982,196 Est. Cost $48.79 Unrealized
TJX TJX COS INC NEW 1.7%
Value ($000) $66,052 Shares 1,063,298 Est. Cost $59.75 Unrealized +0.2%
CRL CHARLES RIV LABS INTL INC 1.7%
Value ($000) $64,708 Shares 333,739 Est. Cost $279.40 Unrealized -22.7%
NDSN NORDSON CORP 1.6%
Value ($000) $62,524 Shares 299,815 Est. Cost $222.22 Unrealized -3.3%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $61,660 Shares 424,871 Est. Cost $146.81 Unrealized +3.8%
PSA PUBLIC STORAGE 1.5%
Value ($000) $56,950 Shares 194,494 Est. Cost $287.70 Unrealized -2.3%
SHAW COMMUNICATIONS INC 1.5%
Value ($000) $56,606 Shares 2,315,572 Est. Cost $24.28 Unrealized
CFR CULLEN FROST BANKERS INC 1.5%
Value ($000) $55,930 Shares 423,007 Est. Cost $87.67 Unrealized +34.4%
TXN TEXAS INSTRS INC 1.4%
Value ($000) $53,361 Shares 356,300 Est. Cost $137.68 Unrealized +10.1%
CNI CANADIAN NATL RY CO 1.3%
Value ($000) $49,822 Shares 458,892 Est. Cost $80.01 Unrealized +39.2%
ROK ROCKWELL AUTOMATION INC 1.2%
Value ($000) $45,940 Shares 213,566 Est. Cost $233.88 Unrealized -6.0%
TU TELUS CORPORATION 1.2%
Value ($000) $45,619 Shares 2,285,195 Est. Cost $18.61 Unrealized +20.0%
GRANITE REAL ESTATE INVT TR 1.1%
Value ($000) $41,696 Shares 859,337 Est. Cost $59.59 Unrealized
BROOKFIELD ASSET MGMT INC 1.0%
Value ($000) $38,643 Shares 939,606 Est. Cost $40.95 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.9%
Value ($000) $35,758 Shares 747,842 Est. Cost $38.07 Unrealized +24.4%
PEP PEPSICO INC 0.9%
Value ($000) $33,461 Shares 204,956 Est. Cost $110.79 Unrealized +39.4%
SLF SUN LIFE FINANCIAL INC. 0.8%
Value ($000) $29,151 Shares 729,197 Est. Cost $40.85 Unrealized +9.7%
THOMSON REUTERS CORP. 0.6%
Value ($000) $23,252 Shares 225,316 Est. Cost $73.40 Unrealized
BROOKFIELD RENEWABLE CORP 0.6%
Value ($000) $21,665 Shares 659,468 Est. Cost $40.14 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $20,982 Shares 89,119 Est. Cost $42.00 Unrealized -47.1%
TFII TFI INTL INC 0.5%
Value ($000) $18,247 Shares 200,562 Est. Cost $51.55 Unrealized +88.1%
CIGI COLLIERS INTL GROUP INC 0.4%
Value ($000) $13,890 Shares 150,768 Est. Cost $105.75 Unrealized +9.3%
FSV FIRSTSERVICE CORP NEW 0.2%
Value ($000) $9,191 Shares 76,804 Est. Cost $97.75 Unrealized +27.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $8,400 Shares 267,471 Est. Cost $39.76 Unrealized
FTS FORTIS INC 0.2%
Value ($000) $7,809 Shares 204,469 Est. Cost $31.11 Unrealized +27.2%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $6,102 Shares 61,528 Est. Cost $109.79 Unrealized -1.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $5,997 Shares 49,402 Est. Cost $21.42 Unrealized -26.3%
CCI CROWN CASTLE INC 0.1%
Value ($000) $5,165 Shares 35,735 Est. Cost $127.33 Unrealized +11.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $4,921 Shares 38,976 Est. Cost $104.26 Unrealized +25.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $4,632 Shares 40,999 Est. Cost $115.10 Unrealized +10.4%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $3,509 Shares 54,970 Est. Cost $31.79 Unrealized +113.4%
GIB CGI INC 0.1%
Value ($000) $2,463 Shares 32,538 Est. Cost $66.68 Unrealized +21.6%
CANADIAN PAC RY LTD 0.1%
Value ($000) $2,183 Shares 32,524 Est. Cost $89.29 Unrealized
BROOKFIELD ASSET MGMT REINS 0.0%
Value ($000) $1,788 Shares 43,458 Est. Cost $44.45 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $1,459 Shares 74,109 Est. Cost $39.14 Unrealized
TELUS INTL CDA INC 0.0%
Value ($000) $1,436 Shares 54,575 Est. Cost $28.13 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $833 Shares 30,785 Est. Cost $43.67 Unrealized -22.1%
XVV ISHARES TR 0.0%
Value ($000) $314 Shares 11,687 Est. Cost $26.87 Unrealized