MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

Location: Montreal, Quebec, Canada

CIK: 0001475940 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 24, 2024

Total Value: $9.533B (100.0% shares, 0.0% debt)

Holdings (58)

MSFT MICROSOFT CORP 10.8%
Value $1.028B Shares 2,352,602 Est. Cost $274.97 Unrealized +51.8%
NVDA NVIDIA CORPORATION 6.6%
Value $627M Shares 5,165,528 Est. Cost $94.81 Unrealized +6.6%
GOOGL ALPHABET INC 5.9%
Value $564M Shares 3,172,344 Est. Cost $119.04 Unrealized +40.6%
AMGN AMGEN INC 5.0%
Value $475M Shares 1,557,709 Est. Cost $235.01 Unrealized +18.9%
AMZN AMAZON COM INC 4.7%
Value $447M Shares 2,351,980 Est. Cost $124.28 Unrealized +47.8%
ADBE ADOBE INC 4.4%
Value $423M Shares 779,164 Est. Cost $483.29 Unrealized +0.2%
ROL ROLLINS INC 4.1%
Value $392M Shares 8,242,775 Est. Cost $42.46 Unrealized +6.6%
VLO VALERO ENERGY CORP 3.9%
Value $373M Shares 2,382,234 Est. Cost $113.81 Unrealized +34.9%
META META PLATFORMS INC 3.7%
Value $355M Shares 719,179 Est. Cost $229.06 Unrealized +111.0%
WCN WASTE CONNECTIONS INC 3.6%
Value $342M Shares 1,993,720 Est. Cost $134.57 Unrealized +23.1%
MA MASTERCARD INCORPORATED 3.5%
Value $335M Shares 775,747 Est. Cost $375.73 Unrealized +20.2%
MRSH MARSH & MCLENNAN COS INC 3.5%
Value $334M Shares 1,618,461 Est. Cost $171.71 Unrealized +16.6%
CME CME GROUP INC 3.4%
Value $325M Shares 1,693,799 Est. Cost $179.74 Unrealized +8.5%
DHR DANAHER CORPORATION 3.4%
Value $320M Shares 1,308,213 Est. Cost $199.46 Unrealized +25.5%
WDAY WORKDAY INC 3.3%
Value $318M Shares 1,451,896 Est. Cost $231.10 Unrealized +4.2%
SYY SYSCO CORP 3.2%
Value $308M Shares 4,415,256 Est. Cost $73.89 Unrealized -3.7%
FIVE FIVE BELOW INC 2.6%
Value $248M Shares 2,329,565 Est. Cost $181.85 Unrealized -23.8%
PSA PUBLIC STORAGE OPER CO 2.5%
Value $236M Shares 838,945 Est. Cost $264.24 Unrealized -2.5%
AAPL APPLE INC 2.4%
Value $228M Shares 1,081,030 Est. Cost $142.87 Unrealized +29.6%
TXN TEXAS INSTRS INC 2.3%
Value $222M Shares 1,170,273 Est. Cost $156.67 Unrealized +12.4%
MTD METTLER TOLEDO INTERNATIONAL 1.6%
Value $152M Shares 108,756 Est. Cost $1341.59 Unrealized +1.9%
LULU LULULEMON ATHLETICA INC 1.3%
Value $127M Shares 426,374 Est. Cost $441.28 Unrealized -24.2%
CFR CULLEN FROST BANKERS INC 1.2%
Value $112M Shares 1,097,403 Est. Cost $97.97 Unrealized +1.5%
RY ROYAL BK CDA 1.2%
Value $111M Shares 1,044,117 Est. Cost $71.91 Unrealized +43.0%
ZTS ZOETIS INC 1.1%
Value $107M Shares 629,268 Est. Cost $168.83 Unrealized -3.2%
ENB ENBRIDGE INC 0.9%
Value $90.55M Shares 2,545,725 Est. Cost $27.37 Unrealized +18.2%
LW LAMB WESTON HLDGS INC 0.9%
Value $86.4M Shares 1,027,618 Est. Cost $77.53 Unrealized +5.9%
TD TORONTO DOMINION BK ONT 0.9%
Value $85.22M Shares 1,550,663 Est. Cost $56.70 Unrealized -0.2%
CNQ CANADIAN NAT RES LTD 0.9%
Value $85.15M Shares 2,391,130 Est. Cost $31.14 Unrealized +13.7%
SHW SHERWIN WILLIAMS CO 0.9%
Value $81.86M Shares 274,310 Est. Cost $313.08 Unrealized -2.5%
CNI CANADIAN NATL RY CO 0.7%
Value $69.23M Shares 585,950 Est. Cost $104.78 Unrealized +15.5%
BAM BROOKFIELD ASSET MANAGMT LTD 0.7%
Value $67.76M Shares 1,780,405 Est. Cost $32.15 Unrealized +15.8%
FNV FRANCO NEV CORP 0.6%
Value $53.34M Shares 450,024 Est. Cost $135.62 Unrealized -11.6%
BIP BROOKFIELD INFRAST PARTNERS 0.5%
Value $49.63M Shares 1,806,932 Est. Cost $43.41 Unrealized
ENPH ENPHASE ENERGY INC 0.5%
Value $45.29M Shares 454,231 Est. Cost $115.11 Unrealized +1.2%
WMT WALMART INC 0.5%
Value $43.02M Shares 635,353 Est. Cost $47.52 Unrealized +30.4%
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value $41.08M Shares 783,606 Est. Cost $44.06 Unrealized +20.0%
TU TELUS CORPORATION 0.4%
Value $33.53M Shares 2,215,174 Est. Cost $18.27 Unrealized -11.8%
GRANITE REAL ESTATE INVT TR 0.3%
Value $32.29M Shares 651,813 Est. Cost $58.33 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value $25.51M Shares 154,700 Est. Cost $132.75 Unrealized +18.4%
ERO ERO COPPER CORP 0.1%
Value $13.61M Shares 636,724 Est. Cost $18.56 Unrealized +13.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value $13.58M Shares 548,865 Est. Cost $31.11 Unrealized
NGD NEW GOLD INC CDA 0.1%
Value $13.04M Shares 6,610,621 Est. Cost $1.90 Unrealized 0.0%
CIGI COLLIERS INTL GROUP INC 0.1%
Value $11.98M Shares 107,267 Est. Cost $104.72 Unrealized +5.9%
TFII TFI INTL INC 0.1%
Value $10.98M Shares 75,660 Est. Cost $55.53 Unrealized +154.2%
OSISKO GOLD ROYALTIES LTD 0.1%
Value $10.52M Shares 674,920 Est. Cost $13.21 Unrealized
EGO ELDORADO GOLD CORP NEW 0.1%
Value $10.19M Shares 690,244 Est. Cost $11.25 Unrealized +34.7%
TFPM TRIPLE FLAG PRECIOUS METAL 0.1%
Value $9.913M Shares 639,249 Est. Cost $13.27 Unrealized +20.4%
FSV FIRSTSERVICE CORP NEW 0.1%
Value $9.757M Shares 64,126 Est. Cost $102.33 Unrealized +46.0%
TRI THOMSON REUTERS CORP. 0.1%
Value $9.35M Shares 55,482 Est. Cost $122.54 Unrealized +29.2%
BROOKFIELD REINS LTD 0.1%
Value $5.78M Shares 138,866 Est. Cost $31.37 Unrealized
BN BROOKFIELD CORP 0.1%
Value $5.063M Shares 121,757 Est. Cost $22.75 Unrealized +21.1%
DSGX DESCARTES SYS GROUP INC 0.0%
Value $3.477M Shares 35,894 Est. Cost $33.06 Unrealized +184.4%
SHOP SHOPIFY INC 0.0%
Value $2.338M Shares 35,383 Est. Cost $40.08 Unrealized +65.5%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $1.962M Shares 24,912 Est. Cost $77.51 Unrealized +3.8%
GIB CGI INC 0.0%
Value $1.86M Shares 18,635 Est. Cost $66.68 Unrealized +53.4%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value $862K Shares 45,502 Est. Cost $32.06 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value $544K Shares 11,093 Est. Cost $43.46 Unrealized +16.8%