MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 9, 2023

Total Value ($000): $4,837,668 (100.0% shares, 0.0% debt)

Holdings (63)

MSFT MICROSOFT CORP 7.5%
Value ($000) $361,603 Shares 1,288,658 Est. Cost $215.73 Unrealized +15.6%
DHR DANAHER CORPORATION 4.6%
Value ($000) $222,262 Shares 914,378 Est. Cost $191.08 Unrealized +17.3%
AMZN AMAZON COM INC 4.5%
Value ($000) $218,364 Shares 2,199,616 Est. Cost $117.64 Unrealized -17.9%
GOOGL ALPHABET INC 3.9%
Value ($000) $188,826 Shares 1,881,927 Est. Cost $104.88 Unrealized -9.2%
AMGN AMGEN INC 3.9%
Value ($000) $186,553 Shares 795,401 Est. Cost $206.27 Unrealized +8.6%
WCN WASTE CONNECTIONS INC 3.8%
Value ($000) $185,571 Shares 1,382,324 Est. Cost $129.00 Unrealized +1.3%
WDAY WORKDAY INC 3.6%
Value ($000) $173,351 Shares 873,515 Est. Cost $234.69 Unrealized -22.5%
WMT WALMART INC 3.5%
Value ($000) $167,513 Shares 1,181,702 Est. Cost $45.70 Unrealized +0.2%
MA MASTERCARD INCORPORATED 3.3%
Value ($000) $157,935 Shares 449,951 Est. Cost $314.43 Unrealized +13.7%
TXN TEXAS INSTRS INC 3.1%
Value ($000) $150,483 Shares 843,119 Est. Cost $147.61 Unrealized +9.3%
META META PLATFORMS INC 3.1%
Value ($000) $150,241 Shares 725,776 Est. Cost $195.73 Unrealized -13.6%
TD TORONTO DOMINION BK ONT 2.9%
Value ($000) $137,999 Shares 2,307,115 Est. Cost $56.71 Unrealized +13.9%
RY ROYAL BK CDA SUSTAINABL 2.8%
Value ($000) $134,197 Shares 1,405,148 Est. Cost $70.95 Unrealized +39.7%
ADBE ADOBE SYSTEMS INCORPORATED 2.7%
Value ($000) $132,811 Shares 358,520 Est. Cost $426.08 Unrealized -16.6%
FIVE FIVE BELOW INC 2.6%
Value ($000) $123,871 Shares 623,133 Est. Cost $185.46 Unrealized +6.2%
MRSH MARSH & MCLENNAN COS INC 2.6%
Value ($000) $123,570 Shares 778,266 Est. Cost $152.29 Unrealized +4.6%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $122,295 Shares 1,115,217 Est. Cost $98.65 Unrealized +1.6%
CME CME GROUP INC 2.5%
Value ($000) $120,634 Shares 656,761 Est. Cost $159.38 Unrealized +1.6%
AAPL APPLE INC 2.4%
Value ($000) $117,962 Shares 715,357 Est. Cost $117.11 Unrealized +24.2%
CNI CANADIAN NATL RY CO 2.4%
Value ($000) $116,574 Shares 989,315 Est. Cost $97.30 Unrealized +14.6%
ENB ENBRIDGE INC 2.4%
Value ($000) $114,737 Shares 3,013,390 Est. Cost $26.59 Unrealized +22.0%
LW LAMB WESTON HLDGS INC 2.2%
Value ($000) $108,590 Shares 1,063,132 Est. Cost $55.89 Unrealized +67.7%
PSA PUBLIC STORAGE 2.1%
Value ($000) $99,475 Shares 329,235 Est. Cost $275.89 Unrealized -5.5%
NVST ENVISTA HOLDINGS CORPORATION 2.0%
Value ($000) $96,254 Shares 2,433,501 Est. Cost $39.49 Unrealized -3.7%
TRP TC ENERGY CORP 1.9%
Value ($000) $92,782 Shares 2,388,558 Est. Cost $38.62 Unrealized -9.2%
ADI ANALOG DEVICES INC 1.9%
Value ($000) $90,943 Shares 461,125 Est. Cost $154.20 Unrealized +10.6%
BIP BROOKFIELD INFRAST PARTNERS 1.7%
Value ($000) $80,873 Shares 2,396,519 Est. Cost $45.83 Unrealized
BCE BCE INC 1.7%
Value ($000) $80,797 Shares 1,806,196 Est. Cost $35.96 Unrealized +0.3%
CRL CHARLES RIV LABS INTL INC 1.7%
Value ($000) $80,417 Shares 410,188 Est. Cost $264.26 Unrealized -14.2%
LIN LINDE PLC 1.3%
Value ($000) $64,069 Shares 186,067 Est. Cost $322.30 Unrealized 0.0%
GRANITE REAL ESTATE INVT TR 1.3%
Value ($000) $60,680 Shares 981,249 Est. Cost $58.33 Unrealized
CFR CULLEN FROST BANKERS INC 1.2%
Value ($000) $59,782 Shares 567,517 Est. Cost $97.41 Unrealized +16.3%
BEP BROOKFIELD RENEWABLE PARTNER 1.2%
Value ($000) $56,100 Shares 1,782,235 Est. Cost $32.73 Unrealized
SHAW COMMUNICATIONS INC 1.1%
Value ($000) $54,684 Shares 1,830,041 Est. Cost $24.28 Unrealized
BN BROOKFIELD CORP 1.1%
Value ($000) $54,398 Shares 1,672,021 Est. Cost $21.94 Unrealized +0.6%
TJX TJX COS INC NEW 1.0%
Value ($000) $47,003 Shares 599,832 Est. Cost $59.75 Unrealized +26.6%
TU TELUS CORPORATION 0.9%
Value ($000) $44,462 Shares 2,242,716 Est. Cost $18.61 Unrealized +9.3%
NDSN NORDSON CORP 0.8%
Value ($000) $36,556 Shares 164,475 Est. Cost $222.22 Unrealized -0.7%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $34,892 Shares 118,904 Est. Cost $233.88 Unrealized +15.7%
BAM BROOKFIELD ASSET MANAGMT LTD 0.5%
Value ($000) $25,981 Shares 794,247 Est. Cost $27.10 Unrealized +8.4%
SLF SUN LIFE FINANCIAL INC. 0.5%
Value ($000) $22,393 Shares 479,973 Est. Cost $40.85 Unrealized +17.8%
TFII TFI INTL INC 0.5%
Value ($000) $22,369 Shares 187,719 Est. Cost $55.53 Unrealized +109.8%
CIGI COLLIERS INTL GROUP INC 0.3%
Value ($000) $16,266 Shares 154,344 Est. Cost $104.95 Unrealized +1.4%
FSV FIRSTSERVICE CORP NEW 0.3%
Value ($000) $12,158 Shares 86,402 Est. Cost $100.95 Unrealized +34.0%
THOMSON REUTERS CORP. 0.2%
Value ($000) $11,517 Shares 88,641 Est. Cost $73.40 Unrealized
BROOKFIELD REINS LTD 0.2%
Value ($000) $9,632 Shares 294,801 Est. Cost $31.34 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.2%
Value ($000) $8,552 Shares 170,021 Est. Cost $38.89 Unrealized +12.8%
FTS FORTIS INC 0.2%
Value ($000) $7,935 Shares 186,918 Est. Cost $32.89 Unrealized +11.1%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $5,658 Shares 38,053 Est. Cost $104.26 Unrealized +27.8%
EOG EOG RES INC 0.1%
Value ($000) $5,178 Shares 45,175 Est. Cost $65.21 Unrealized +67.6%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $5,098 Shares 51,853 Est. Cost $108.49 Unrealized -12.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $5,023 Shares 39,368 Est. Cost $114.85 Unrealized +1.4%
CCI CROWN CASTLE INC 0.1%
Value ($000) $4,960 Shares 37,059 Est. Cost $127.02 Unrealized -7.5%
ZTS ZOETIS INC 0.1%
Value ($000) $4,498 Shares 27,022 Est. Cost $143.20 Unrealized +11.0%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $4,399 Shares 54,572 Est. Cost $33.06 Unrealized +125.4%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $2,927 Shares 8,037 Est. Cost $328.35 Unrealized -4.5%
GIB CGI INC 0.1%
Value ($000) $2,873 Shares 29,855 Est. Cost $66.68 Unrealized +34.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $2,572 Shares 53,722 Est. Cost $40.08 Unrealized +9.8%
XVV ISHARES TR 0.1%
Value ($000) $2,476 Shares 80,125 Est. Cost $29.54 Unrealized
CANADIAN PAC RY LTD 0.0%
Value ($000) $2,306 Shares 29,982 Est. Cost $89.29 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $1,322 Shares 71,799 Est. Cost $38.20 Unrealized
TELUS INTL CDA INC 0.0%
Value ($000) $1,003 Shares 49,721 Est. Cost $27.65 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $462 Shares 13,632 Est. Cost $33.59 Unrealized