MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $8,062,780 (100.0% shares, 0.0% debt)

Holdings (62)

MSFT MICROSOFT CORP 9.3%
Value ($000) $750,499 Shares 2,032,218 Est. Cost $254.42 Unrealized +37.7%
WCN WASTE CONNECTIONS INC 5.1%
Value ($000) $409,936 Shares 2,809,348 Est. Cost $133.11 Unrealized +1.9%
GOOGL ALPHABET INC 4.7%
Value ($000) $377,010 Shares 2,762,048 Est. Cost $113.36 Unrealized +17.6%
MA MASTERCARD INCORPORATED 4.6%
Value ($000) $370,099 Shares 885,292 Est. Cost $350.74 Unrealized +13.2%
ADBE ADOBE INC 4.3%
Value ($000) $347,193 Shares 591,399 Est. Cost $435.87 Unrealized +32.3%
NVDA NVIDIA CORPORATION 4.3%
Value ($000) $345,054 Shares 710,612 Est. Cost $45.59 Unrealized +1.6%
AMZN AMAZON COM INC 4.2%
Value ($000) $339,856 Shares 2,292,723 Est. Cost $117.79 Unrealized +19.0%
META META PLATFORMS INC 4.2%
Value ($000) $334,946 Shares 966,278 Est. Cost $229.06 Unrealized +41.2%
DHR DANAHER CORPORATION 4.0%
Value ($000) $326,114 Shares 1,433,651 Est. Cost $199.46 Unrealized +5.5%
WDAY WORKDAY INC 4.0%
Value ($000) $322,863 Shares 1,198,060 Est. Cost $227.57 Unrealized +4.6%
AMGN AMGEN INC 4.0%
Value ($000) $319,656 Shares 1,127,774 Est. Cost $210.11 Unrealized +21.4%
FIVE FIVE BELOW INC 3.9%
Value ($000) $311,686 Shares 1,492,666 Est. Cost $188.16 Unrealized -2.4%
VLO VALERO ENERGY CORP 3.9%
Value ($000) $310,655 Shares 2,389,654 Est. Cost $109.87 Unrealized +8.6%
MRSH MARSH & MCLENNAN COS INC 3.4%
Value ($000) $274,552 Shares 1,475,835 Est. Cost $168.28 Unrealized +11.1%
WMT WALMART INC 3.2%
Value ($000) $260,625 Shares 1,692,382 Est. Cost $47.52 Unrealized +8.7%
AAPL APPLE INC 2.9%
Value ($000) $232,289 Shares 1,206,507 Est. Cost $142.87 Unrealized +28.0%
CNI CANADIAN NATL RY CO 2.9%
Value ($000) $231,015 Shares 1,828,979 Est. Cost $104.78 Unrealized +3.5%
PSA PUBLIC STORAGE 2.7%
Value ($000) $221,534 Shares 743,893 Est. Cost $264.10 Unrealized -8.1%
CME CME GROUP INC 2.2%
Value ($000) $178,457 Shares 863,887 Est. Cost $164.93 Unrealized +18.0%
CRL CHARLES RIV LABS INTL INC 2.1%
Value ($000) $167,388 Shares 722,091 Est. Cost $231.95 Unrealized -15.2%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $142,941 Shares 857,163 Est. Cost $152.68 Unrealized -4.7%
RY ROYAL BK CDA 1.7%
Value ($000) $137,373 Shares 1,351,790 Est. Cost $71.91 Unrealized +22.5%
TJX TJX COS INC NEW 1.4%
Value ($000) $112,293 Shares 1,197,027 Est. Cost $71.82 Unrealized +21.5%
VLTO VERALTO CORP 1.3%
Value ($000) $102,508 Shares 1,273,670 Est. Cost $73.75 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 1.2%
Value ($000) $97,848 Shares 1,506,920 Est. Cost $56.71 Unrealized +5.7%
ENB ENBRIDGE INC 1.1%
Value ($000) $90,718 Shares 2,507,775 Est. Cost $27.16 Unrealized +8.3%
CNQ CANADIAN NAT RES LTD 1.0%
Value ($000) $84,282 Shares 1,280,195 Est. Cost $27.50 Unrealized +8.5%
LW LAMB WESTON HLDGS INC 1.0%
Value ($000) $77,113 Shares 713,414 Est. Cost $74.37 Unrealized +23.7%
LIN LINDE PLC 0.9%
Value ($000) $72,589 Shares 176,740 Est. Cost $326.62 Unrealized +17.5%
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $71,219 Shares 656,454 Est. Cost $96.90 Unrealized -6.5%
ZTS ZOETIS INC 0.8%
Value ($000) $65,182 Shares 330,251 Est. Cost $168.98 Unrealized +2.3%
BAM BROOKFIELD ASSET MANAGMT LTD 0.6%
Value ($000) $50,768 Shares 1,257,847 Est. Cost $29.93 Unrealized +5.1%
BIP BROOKFIELD INFRAST PARTNERS 0.6%
Value ($000) $48,091 Shares 1,518,494 Est. Cost $45.83 Unrealized
FNV FRANCO NEV CORP 0.6%
Value ($000) $47,888 Shares 430,233 Est. Cost $139.24 Unrealized -14.3%
WPM WHEATON PRECIOUS METALS CORP 0.6%
Value ($000) $47,460 Shares 957,339 Est. Cost $44.06 Unrealized +1.0%
ROL ROLLINS INC 0.6%
Value ($000) $47,089 Shares 1,078,299 Est. Cost $37.88 Unrealized 0.0%
GRANITE REAL ESTATE INVT TR 0.6%
Value ($000) $44,821 Shares 774,798 Est. Cost $58.33 Unrealized
TU TELUS CORPORATION 0.5%
Value ($000) $40,221 Shares 2,249,142 Est. Cost $18.28 Unrealized -5.4%
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $35,443 Shares 114,154 Est. Cost $237.99 Unrealized +13.5%
SLF SUN LIFE FINANCIAL INC. 0.4%
Value ($000) $32,969 Shares 632,602 Est. Cost $43.46 Unrealized +13.2%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $23,133 Shares 157,859 Est. Cost $132.37 Unrealized +6.2%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $19,728 Shares 747,304 Est. Cost $31.11 Unrealized
EGO ELDORADO GOLD CORP NEW 0.2%
Value ($000) $18,916 Shares 1,450,126 Est. Cost $11.25 Unrealized 0.0%
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $15,006 Shares 118,057 Est. Cost $104.72 Unrealized -2.5%
ERO ERO COPPER CORP 0.2%
Value ($000) $13,435 Shares 845,623 Est. Cost $18.56 Unrealized -24.3%
TFII TFI INTL INC 0.2%
Value ($000) $12,686 Shares 92,809 Est. Cost $55.53 Unrealized +113.4%
OSISKO GOLD ROYALTIES LTD 0.2%
Value ($000) $12,267 Shares 855,371 Est. Cost $13.21 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL 0.1%
Value ($000) $11,705 Shares 874,961 Est. Cost $13.29 Unrealized -1.5%
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $11,645 Shares 71,535 Est. Cost $102.33 Unrealized +45.7%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $8,655 Shares 65,502 Est. Cost $106.06 Unrealized 0.0%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $8,484 Shares 57,743 Est. Cost $122.54 Unrealized +4.6%
BROOKFIELD REINS LTD 0.1%
Value ($000) $6,197 Shares 154,187 Est. Cost $31.37 Unrealized
BN BROOKFIELD CORP 0.1%
Value ($000) $4,283 Shares 106,269 Est. Cost $21.94 Unrealized +2.0%
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $3,411 Shares 40,406 Est. Cost $33.06 Unrealized +135.8%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $3,160 Shares 6,180 Est. Cost $328.35 Unrealized +31.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $2,918 Shares 37,295 Est. Cost $40.08 Unrealized +59.3%
GIB CGI INC 0.0%
Value ($000) $2,202 Shares 20,454 Est. Cost $66.68 Unrealized +51.2%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2,082 Shares 26,188 Est. Cost $77.51 Unrealized -6.9%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $1,231 Shares 59,354 Est. Cost $32.06 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $911 Shares 23,817 Est. Cost $34.75 Unrealized
REET ISHARES TR 0.0%
Value ($000) $245 Shares 10,134 Est. Cost $24.18 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $237 Shares 5,045 Est. Cost $47.05 Unrealized