MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value ($000): $6,854,043 (100.0% shares, 0.0% debt)

Holdings (62)

MSFT MICROSOFT CORP 8.5%
Value ($000) $584,647 Shares 1,888,727 Est. Cost $247.13 Unrealized +31.3%
AMGN AMGEN INC 5.6%
Value ($000) $382,747 Shares 1,457,487 Est. Cost $210.11 Unrealized +10.4%
WMT WALMART INC 5.0%
Value ($000) $340,242 Shares 2,170,481 Est. Cost $47.52 Unrealized +9.0%
WCN WASTE CONNECTIONS INC 4.7%
Value ($000) $319,336 Shares 2,436,123 Est. Cost $132.72 Unrealized +3.9%
GOOGL ALPHABET INC 4.6%
Value ($000) $314,744 Shares 2,457,229 Est. Cost $110.89 Unrealized +15.8%
AMZN AMAZON COM INC 4.4%
Value ($000) $300,165 Shares 2,434,410 Est. Cost $117.79 Unrealized +13.8%
VLO VALERO ENERGY CORP 4.2%
Value ($000) $285,291 Shares 2,013,205 Est. Cost $108.10 Unrealized +13.0%
CME CME GROUP INC 3.9%
Value ($000) $269,491 Shares 1,384,907 Est. Cost $164.93 Unrealized +9.2%
ADBE ADOBE INC 3.9%
Value ($000) $266,439 Shares 531,794 Est. Cost $420.08 Unrealized +24.9%
MA MASTERCARD INCORPORATED 3.8%
Value ($000) $259,219 Shares 668,831 Est. Cost $335.74 Unrealized +18.0%
WDAY WORKDAY INC 3.6%
Value ($000) $247,320 Shares 1,178,017 Est. Cost $227.39 Unrealized +2.0%
FIVE FIVE BELOW INC 3.5%
Value ($000) $242,681 Shares 1,539,132 Est. Cost $188.16 Unrealized -2.9%
DHR DANAHER CORPORATION 3.4%
Value ($000) $235,350 Shares 970,608 Est. Cost $194.27 Unrealized +13.3%
META META PLATFORMS INC 3.2%
Value ($000) $222,642 Shares 753,493 Est. Cost $202.42 Unrealized +47.8%
AAPL APPLE INC 3.2%
Value ($000) $221,782 Shares 1,295,381 Est. Cost $142.87 Unrealized +26.9%
CNI CANADIAN NATL RY CO 3.1%
Value ($000) $215,445 Shares 1,980,291 Est. Cost $104.78 Unrealized +4.3%
TXN TEXAS INSTRS INC 2.6%
Value ($000) $175,284 Shares 1,133,216 Est. Cost $152.68 Unrealized +4.1%
PSA PUBLIC STORAGE 2.5%
Value ($000) $173,002 Shares 672,465 Est. Cost $266.36 Unrealized -4.8%
MRSH MARSH & MCLENNAN COS INC 2.4%
Value ($000) $167,888 Shares 909,160 Est. Cost $156.65 Unrealized +17.8%
CRL CHARLES RIV LABS INTL INC 2.4%
Value ($000) $164,058 Shares 855,387 Est. Cost $231.95 Unrealized -11.5%
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $142,222 Shares 334,338 Est. Cost $44.77 Unrealized 0.0%
RY ROYAL BK CDA 1.9%
Value ($000) $126,986 Shares 1,446,381 Est. Cost $71.91 Unrealized +29.3%
TD TORONTO DOMINION BK ONT 1.6%
Value ($000) $106,399 Shares 1,757,936 Est. Cost $56.71 Unrealized +9.9%
TJX TJX COS INC NEW 1.3%
Value ($000) $85,999 Shares 967,582 Est. Cost $68.16 Unrealized +25.2%
CNQ CANADIAN NAT RES LTD 1.2%
Value ($000) $80,111 Shares 1,233,043 Est. Cost $27.41 Unrealized +1.7%
ENB ENBRIDGE INC 1.0%
Value ($000) $66,759 Shares 2,003,510 Est. Cost $26.59 Unrealized +14.2%
LIN LINDE PLC 1.0%
Value ($000) $66,234 Shares 177,880 Est. Cost $326.62 Unrealized +13.0%
TRP TC ENERGY CORP 0.9%
Value ($000) $59,564 Shares 1,724,053 Est. Cost $38.62 Unrealized -15.2%
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $59,101 Shares 647,965 Est. Cost $96.98 Unrealized -3.3%
BAM BROOKFIELD ASSET MANAGMT LTD 0.8%
Value ($000) $56,527 Shares 1,688,565 Est. Cost $29.93 Unrealized +3.9%
FNV FRANCO NEV CORP 0.8%
Value ($000) $54,414 Shares 405,712 Est. Cost $140.45 Unrealized -1.6%
NVST ENVISTA HOLDINGS CORPORATION 0.8%
Value ($000) $52,997 Shares 1,900,883 Est. Cost $39.49 Unrealized -18.0%
BIP BROOKFIELD INFRAST PARTNERS 0.7%
Value ($000) $45,523 Shares 1,544,071 Est. Cost $45.83 Unrealized
NDSN NORDSON CORP 0.7%
Value ($000) $45,096 Shares 202,068 Est. Cost $222.61 Unrealized +4.3%
GRANITE REAL ESTATE INVT TR 0.7%
Value ($000) $44,747 Shares 839,321 Est. Cost $58.33 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $43,318 Shares 1,984,628 Est. Cost $31.11 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $36,831 Shares 211,695 Est. Cost $166.81 Unrealized +6.1%
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $35,913 Shares 125,627 Est. Cost $237.99 Unrealized +24.7%
BCE BCE INC 0.5%
Value ($000) $33,095 Shares 862,970 Est. Cost $35.96 Unrealized -3.7%
LW LAMB WESTON HLDGS INC 0.5%
Value ($000) $32,228 Shares 348,563 Est. Cost $55.89 Unrealized +72.8%
SLF SUN LIFE FINANCIAL INC. 0.5%
Value ($000) $31,496 Shares 642,559 Est. Cost $43.46 Unrealized +15.3%
TU TELUS CORPORATION 0.4%
Value ($000) $27,611 Shares 1,683,066 Est. Cost $18.61 Unrealized -5.3%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $21,830 Shares 149,662 Est. Cost $131.92 Unrealized +9.3%
TFII TFI INTL INC 0.2%
Value ($000) $15,471 Shares 119,910 Est. Cost $55.53 Unrealized +128.6%
ERO ERO COPPER CORP 0.2%
Value ($000) $11,121 Shares 642,010 Est. Cost $19.99 Unrealized +2.2%
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $11,109 Shares 116,109 Est. Cost $104.77 Unrealized +1.9%
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $10,154 Shares 69,486 Est. Cost $100.95 Unrealized +49.0%
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $8,735 Shares 740,388 Est. Cost $13.03 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $7,410 Shares 181,751 Est. Cost $42.26 Unrealized 0.0%
BROOKFIELD REINS LTD 0.1%
Value ($000) $7,404 Shares 235,797 Est. Cost $31.37 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL 0.1%
Value ($000) $7,219 Shares 548,604 Est. Cost $13.40 Unrealized 0.0%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $6,901 Shares 56,150 Est. Cost $122.38 Unrealized +1.8%
EOG EOG RES INC 0.1%
Value ($000) $5,379 Shares 42,436 Est. Cost $65.21 Unrealized +79.7%
BN BROOKFIELD CORP 0.1%
Value ($000) $3,851 Shares 122,609 Est. Cost $21.94 Unrealized +1.0%
XVV ISHARES TR 0.0%
Value ($000) $3,387 Shares 104,439 Est. Cost $30.35 Unrealized
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $2,964 Shares 40,193 Est. Cost $33.06 Unrealized +128.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $2,405 Shares 6,238 Est. Cost $328.35 Unrealized +16.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $2,223 Shares 40,542 Est. Cost $40.08 Unrealized +51.2%
GIB CGI INC 0.0%
Value ($000) $2,222 Shares 22,439 Est. Cost $66.68 Unrealized +52.4%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2,127 Shares 28,483 Est. Cost $77.51 Unrealized +0.7%
XJR ISHARES TR 0.0%
Value ($000) $603 Shares 18,236 Est. Cost $33.67 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $587 Shares 38,463 Est. Cost $38.20 Unrealized