MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 30, 2024

Total Value ($000): $9,395,282 (100.0% shares, 0.0% debt)

Holdings (58)

MSFT MICROSOFT CORP 9.9%
Value ($000) $925,957 Shares 2,244,564 Est. Cost $268.12 Unrealized +48.9%
MA MASTERCARD INCORPORATED 5.9%
Value ($000) $554,099 Shares 1,173,140 Est. Cost $375.73 Unrealized +20.5%
NVDA NVIDIA CORPORATION 5.5%
Value ($000) $517,668 Shares 581,624 Est. Cost $45.59 Unrealized +58.9%
GOOGL ALPHABET INC 5.4%
Value ($000) $509,386 Shares 3,446,098 Est. Cost $119.04 Unrealized +19.3%
AMGN AMGEN INC 5.3%
Value ($000) $501,762 Shares 1,811,754 Est. Cost $235.01 Unrealized +17.5%
ADBE ADOBE INC 4.8%
Value ($000) $446,851 Shares 903,347 Est. Cost $483.29 Unrealized +18.6%
ROL ROLLINS INC 4.5%
Value ($000) $420,275 Shares 9,299,958 Est. Cost $42.46 Unrealized +1.4%
AMZN AMAZON COM INC 4.0%
Value ($000) $376,436 Shares 2,120,378 Est. Cost $117.79 Unrealized +41.7%
VLO VALERO ENERGY CORP 3.9%
Value ($000) $369,930 Shares 2,167,262 Est. Cost $109.87 Unrealized +23.5%
FIVE FIVE BELOW INC 3.8%
Value ($000) $353,377 Shares 1,988,495 Est. Cost $189.29 Unrealized +1.8%
META META PLATFORMS INC 3.7%
Value ($000) $347,861 Shares 733,836 Est. Cost $229.06 Unrealized +93.5%
MRSH MARSH & MCLENNAN COS INC 3.7%
Value ($000) $345,268 Shares 1,708,923 Est. Cost $171.71 Unrealized +12.6%
DHR DANAHER CORPORATION 3.6%
Value ($000) $339,777 Shares 1,382,120 Est. Cost $199.46 Unrealized +21.1%
WDAY WORKDAY INC 3.5%
Value ($000) $330,846 Shares 1,238,590 Est. Cost $229.44 Unrealized +24.1%
WCN WASTE CONNECTIONS INC 3.4%
Value ($000) $320,465 Shares 1,903,911 Est. Cost $133.11 Unrealized +19.4%
SYY SYSCO CORP 3.0%
Value ($000) $278,755 Shares 3,511,745 Est. Cost $74.59 Unrealized 0.0%
PSA PUBLIC STORAGE 2.6%
Value ($000) $245,894 Shares 867,856 Est. Cost $264.24 Unrealized +0.3%
CME CME GROUP INC 2.1%
Value ($000) $195,149 Shares 925,126 Est. Cost $167.07 Unrealized +18.1%
AAPL APPLE INC 2.0%
Value ($000) $187,342 Shares 1,092,503 Est. Cost $142.87 Unrealized +26.2%
TXN TEXAS INSTRS INC 1.8%
Value ($000) $170,723 Shares 1,004,261 Est. Cost $153.45 Unrealized +2.9%
LULU LULULEMON ATHLETICA INC 1.5%
Value ($000) $141,770 Shares 362,907 Est. Cost $459.98 Unrealized +0.5%
RY ROYAL BK CDA 1.5%
Value ($000) $136,998 Shares 1,356,992 Est. Cost $71.91 Unrealized +37.2%
CRL CHARLES RIV LABS INTL INC 1.4%
Value ($000) $132,698 Shares 489,751 Est. Cost $231.95 Unrealized +3.0%
CNQ CANADIAN NAT RES LTD 1.1%
Value ($000) $99,433 Shares 1,302,218 Est. Cost $27.56 Unrealized +13.1%
ENB ENBRIDGE INC 1.0%
Value ($000) $95,370 Shares 2,636,543 Est. Cost $27.37 Unrealized +15.2%
SHW SHERWIN WILLIAMS CO 1.0%
Value ($000) $90,925 Shares 261,782 Est. Cost $313.46 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.9%
Value ($000) $88,042 Shares 1,457,402 Est. Cost $56.71 Unrealized +6.5%
LW LAMB WESTON HLDGS INC 0.9%
Value ($000) $80,889 Shares 759,303 Est. Cost $75.91 Unrealized +31.5%
CNI CANADIAN NATL RY CO 0.9%
Value ($000) $79,893 Shares 606,128 Est. Cost $104.78 Unrealized +17.4%
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $79,868 Shares 709,495 Est. Cost $97.18 Unrealized +3.6%
ZTS ZOETIS INC 0.7%
Value ($000) $69,267 Shares 409,357 Est. Cost $171.76 Unrealized +6.8%
BAM BROOKFIELD ASSET MANAGMT LTD 0.6%
Value ($000) $60,794 Shares 1,445,870 Est. Cost $30.98 Unrealized +22.6%
BIP BROOKFIELD INFRAST PARTNERS 0.6%
Value ($000) $55,123 Shares 1,763,482 Est. Cost $43.80 Unrealized
GRANITE REAL ESTATE INVT TR 0.5%
Value ($000) $43,875 Shares 767,994 Est. Cost $58.33 Unrealized
FNV FRANCO NEV CORP 0.5%
Value ($000) $43,616 Shares 365,692 Est. Cost $139.24 Unrealized -22.2%
WPM WHEATON PRECIOUS METALS CORP 0.5%
Value ($000) $42,701 Shares 905,730 Est. Cost $44.06 Unrealized +1.0%
WMT WALMART INC 0.4%
Value ($000) $38,601 Shares 641,530 Est. Cost $47.52 Unrealized +17.9%
TU TELUS CORPORATION 0.4%
Value ($000) $36,438 Shares 2,275,484 Est. Cost $18.27 Unrealized -4.2%
SLF SUN LIFE FINANCIAL INC. 0.4%
Value ($000) $34,261 Shares 627,294 Est. Cost $43.46 Unrealized +21.7%
MTD METTLER TOLEDO INTERNATIONAL 0.3%
Value ($000) $28,021 Shares 21,048 Est. Cost $1232.79 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $26,179 Shares 161,352 Est. Cost $132.75 Unrealized +12.9%
EGO ELDORADO GOLD CORP NEW 0.2%
Value ($000) $20,293 Shares 1,442,296 Est. Cost $11.25 Unrealized +8.1%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $16,001 Shares 687,399 Est. Cost $31.11 Unrealized
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $14,487 Shares 118,403 Est. Cost $104.72 Unrealized +12.7%
TFII TFI INTL INC 0.1%
Value ($000) $13,399 Shares 83,946 Est. Cost $55.53 Unrealized +157.6%
TFPM TRIPLE FLAG PRECIOUS METAL 0.1%
Value ($000) $13,324 Shares 921,347 Est. Cost $13.27 Unrealized -2.7%
ERO ERO COPPER CORP 0.1%
Value ($000) $12,952 Shares 671,014 Est. Cost $18.56 Unrealized -11.1%
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $11,742 Shares 714,817 Est. Cost $13.21 Unrealized
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $11,719 Shares 70,720 Est. Cost $102.33 Unrealized +59.3%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $8,963 Shares 57,536 Est. Cost $122.54 Unrealized +20.9%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $7,181 Shares 59,359 Est. Cost $106.06 Unrealized +10.0%
BROOKFIELD REINS LTD 0.1%
Value ($000) $6,458 Shares 153,373 Est. Cost $31.37 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $4,365 Shares 104,209 Est. Cost $21.94 Unrealized +21.4%
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $3,650 Shares 39,864 Est. Cost $33.06 Unrealized +166.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $2,710 Shares 35,092 Est. Cost $40.08 Unrealized +97.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2,181 Shares 24,715 Est. Cost $77.51 Unrealized +6.9%
GIB CGI INC 0.0%
Value ($000) $2,042 Shares 18,490 Est. Cost $66.68 Unrealized +66.8%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $1,234 Shares 55,662 Est. Cost $32.06 Unrealized