MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 27, 2023

Total Value ($000): $4,305,685 (100.0% shares, 0.0% debt)

Holdings (66)

MSFT MICROSOFT CORP 7.1%
Value ($000) $307,261 Shares 1,326,121 Est. Cost $215.73 Unrealized +8.5%
DHR DANAHER CORPORATION 5.0%
Value ($000) $216,312 Shares 848,253 Est. Cost $188.51 Unrealized +21.0%
AMZN AMAZON COM INC 4.0%
Value ($000) $172,841 Shares 2,157,821 Est. Cost $118.05 Unrealized -16.3%
CME CME GROUP INC 3.6%
Value ($000) $155,555 Shares 969,709 Est. Cost $159.38 Unrealized -5.3%
WCN WASTE CONNECTIONS INC 3.2%
Value ($000) $138,118 Shares 1,080,397 Est. Cost $128.54 Unrealized +3.7%
NVST ENVISTA HOLDINGS CORPORATION 3.2%
Value ($000) $136,793 Shares 4,194,779 Est. Cost $39.49 Unrealized -13.4%
RY ROYAL BK CDA SUSTAINABL 3.1%
Value ($000) $134,623 Shares 1,432,896 Est. Cost $70.95 Unrealized +33.1%
GOOGL ALPHABET INC 3.1%
Value ($000) $132,878 Shares 1,552,751 Est. Cost $106.93 Unrealized -11.8%
META META PLATFORMS INC 3.0%
Value ($000) $127,055 Shares 1,106,703 Est. Cost $195.73 Unrealized -40.4%
AMGN AMGEN INC 2.9%
Value ($000) $125,135 Shares 498,029 Est. Cost $195.67 Unrealized +24.1%
LW LAMB WESTON HLDGS INC 2.9%
Value ($000) $124,949 Shares 1,467,335 Est. Cost $55.89 Unrealized +43.9%
ENB ENBRIDGE INC 2.8%
Value ($000) $119,938 Shares 3,070,852 Est. Cost $26.59 Unrealized +19.8%
MA MASTERCARD INCORPORATED 2.8%
Value ($000) $119,278 Shares 354,497 Est. Cost $302.84 Unrealized +6.8%
WDAY WORKDAY INC 2.8%
Value ($000) $118,480 Shares 739,447 Est. Cost $244.26 Unrealized -36.1%
FIVE FIVE BELOW INC 2.7%
Value ($000) $117,010 Shares 685,158 Est. Cost $185.46 Unrealized -15.2%
TD TORONTO DOMINION BK ONT 2.7%
Value ($000) $115,486 Shares 1,784,847 Est. Cost $54.40 Unrealized +18.8%
WMT WALMART INC 2.6%
Value ($000) $112,389 Shares 792,642 Est. Cost $45.66 Unrealized 0.0%
TXN TEXAS INSTRS INC 2.5%
Value ($000) $109,434 Shares 689,603 Est. Cost $144.56 Unrealized +5.1%
LINDE PLC 2.4%
Value ($000) $103,004 Shares 324,564 Est. Cost $252.11 Unrealized
CRL CHARLES RIV LABS INTL INC 2.2%
Value ($000) $93,964 Shares 443,846 Est. Cost $264.26 Unrealized -17.4%
ADBE ADOBE SYSTEMS INCORPORATED 2.2%
Value ($000) $93,755 Shares 278,592 Est. Cost $446.35 Unrealized -28.3%
TRP TC ENERGY CORP 2.0%
Value ($000) $85,481 Shares 2,145,649 Est. Cost $39.02 Unrealized -5.7%
BCE BCE INC 1.9%
Value ($000) $80,227 Shares 1,827,264 Est. Cost $35.96 Unrealized -1.5%
AAPL APPLE INC 1.8%
Value ($000) $78,399 Shares 603,396 Est. Cost $111.85 Unrealized +25.8%
IBKR INTERACTIVE BROKERS GROUP IN 1.8%
Value ($000) $78,324 Shares 1,082,564 Est. Cost $15.43 Unrealized +19.0%
EOG EOG RES INC 1.8%
Value ($000) $75,924 Shares 586,195 Est. Cost $65.21 Unrealized +80.7%
ADI ANALOG DEVICES INC 1.7%
Value ($000) $74,937 Shares 489,493 Est. Cost $154.20 Unrealized -4.2%
MRSH MARSH & MCLENNAN COS INC 1.7%
Value ($000) $73,580 Shares 472,107 Est. Cost $147.73 Unrealized +5.6%
SHAW COMMUNICATIONS INC 1.5%
Value ($000) $65,563 Shares 2,277,212 Est. Cost $24.28 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 1.4%
Value ($000) $59,549 Shares 1,923,850 Est. Cost $48.79 Unrealized
TJX TJX COS INC NEW 1.4%
Value ($000) $58,479 Shares 734,661 Est. Cost $59.75 Unrealized +18.4%
CNI CANADIAN NATL RY CO 1.2%
Value ($000) $52,925 Shares 445,850 Est. Cost $80.01 Unrealized +40.3%
PSA PUBLIC STORAGE 1.2%
Value ($000) $52,052 Shares 185,775 Est. Cost $287.70 Unrealized -10.9%
GRANITE REAL ESTATE INVT TR 1.2%
Value ($000) $51,283 Shares 1,005,880 Est. Cost $58.33 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $48,248 Shares 437,423 Est. Cost $96.28 Unrealized 0.0%
BNS BANK NOVA SCOTIA HALIFAX 1.1%
Value ($000) $48,099 Shares 982,400 Est. Cost $38.89 Unrealized +6.8%
CFR CULLEN FROST BANKERS INC 1.1%
Value ($000) $47,012 Shares 351,625 Est. Cost $87.67 Unrealized +46.6%
ROK ROCKWELL AUTOMATION INC 1.0%
Value ($000) $44,834 Shares 174,065 Est. Cost $233.88 Unrealized +1.7%
TU TELUS CORPORATION 1.0%
Value ($000) $43,585 Shares 2,260,042 Est. Cost $18.61 Unrealized +11.0%
NDSN NORDSON CORP 1.0%
Value ($000) $42,307 Shares 186,819 Est. Cost $222.22 Unrealized -1.3%
BN BROOKFIELD CORP 0.9%
Value ($000) $39,698 Shares 1,263,241 Est. Cost $21.90 Unrealized 0.0%
THOMSON REUTERS CORP. 0.6%
Value ($000) $25,420 Shares 222,989 Est. Cost $73.40 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.5%
Value ($000) $23,302 Shares 814,361 Est. Cost $27.10 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. 0.5%
Value ($000) $22,721 Shares 489,838 Est. Cost $40.85 Unrealized +8.3%
TFII TFI INTL INC 0.5%
Value ($000) $21,881 Shares 218,620 Est. Cost $55.53 Unrealized +79.7%
NFLX NETFLIX INC 0.5%
Value ($000) $20,056 Shares 68,014 Est. Cost $42.00 Unrealized -33.2%
BROOKFIELD RENEWABLE CORP 0.4%
Value ($000) $18,217 Shares 662,272 Est. Cost $40.14 Unrealized
FTS FORTIS INC 0.4%
Value ($000) $16,546 Shares 413,784 Est. Cost $32.89 Unrealized +5.3%
CIGI COLLIERS INTL GROUP INC 0.3%
Value ($000) $14,693 Shares 160,064 Est. Cost $104.95 Unrealized -12.4%
FSV FIRSTSERVICE CORP NEW 0.3%
Value ($000) $10,874 Shares 88,857 Est. Cost $100.95 Unrealized +20.2%
BROOKFIELD REINS LTD 0.2%
Value ($000) $8,593 Shares 275,041 Est. Cost $31.24 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $6,793 Shares 268,487 Est. Cost $39.76 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $5,792 Shares 38,218 Est. Cost $104.26 Unrealized +24.5%
ZTS ZOETIS INC 0.1%
Value ($000) $4,901 Shares 33,440 Est. Cost $143.20 Unrealized 0.0%
CCI CROWN CASTLE INC 0.1%
Value ($000) $4,866 Shares 35,876 Est. Cost $127.33 Unrealized -10.7%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $4,734 Shares 47,212 Est. Cost $109.79 Unrealized -16.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $4,696 Shares 42,717 Est. Cost $114.85 Unrealized -5.2%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $3,967 Shares 56,942 Est. Cost $33.06 Unrealized +106.7%
GIB CGI INC 0.1%
Value ($000) $2,755 Shares 31,981 Est. Cost $66.68 Unrealized +22.9%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $2,486 Shares 7,761 Est. Cost $328.87 Unrealized 0.0%
CANADIAN PAC RY LTD 0.1%
Value ($000) $2,383 Shares 31,983 Est. Cost $89.29 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $1,774 Shares 51,130 Est. Cost $39.88 Unrealized -14.4%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $1,307 Shares 77,369 Est. Cost $38.20 Unrealized
XVV ISHARES TR 0.0%
Value ($000) $1,037 Shares 36,479 Est. Cost $27.93 Unrealized
TELUS INTL CDA INC 0.0%
Value ($000) $921 Shares 46,702 Est. Cost $28.13 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $207 Shares 6,236 Est. Cost $33.22 Unrealized