MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 24, 2024

Total Value ($000): $9,532,584 (100.0% shares, 0.0% debt)

Holdings (58)

MSFT MICROSOFT CORP 10.8%
Value ($000) $1,027,779 Shares 2,352,602 Est. Cost $274.97 Unrealized +51.8%
NVDA NVIDIA CORPORATION 6.6%
Value ($000) $626,554 Shares 5,165,528 Est. Cost $94.81 Unrealized +6.6%
GOOGL ALPHABET INC 5.9%
Value ($000) $564,419 Shares 3,172,344 Est. Cost $119.04 Unrealized +40.6%
AMGN AMGEN INC 5.0%
Value ($000) $475,419 Shares 1,557,709 Est. Cost $235.01 Unrealized +18.9%
AMZN AMAZON COM INC 4.7%
Value ($000) $446,510 Shares 2,351,980 Est. Cost $124.28 Unrealized +47.8%
ADBE ADOBE INC 4.4%
Value ($000) $423,190 Shares 779,164 Est. Cost $483.29 Unrealized +0.2%
ROL ROLLINS INC 4.1%
Value ($000) $392,493 Shares 8,242,775 Est. Cost $42.46 Unrealized +6.6%
VLO VALERO ENERGY CORP 3.9%
Value ($000) $373,439 Shares 2,382,234 Est. Cost $113.81 Unrealized +34.9%
META META PLATFORMS INC 3.7%
Value ($000) $354,820 Shares 719,179 Est. Cost $229.06 Unrealized +111.0%
WCN WASTE CONNECTIONS INC 3.6%
Value ($000) $341,917 Shares 1,993,720 Est. Cost $134.57 Unrealized +23.1%
MA MASTERCARD INCORPORATED 3.5%
Value ($000) $335,021 Shares 775,747 Est. Cost $375.73 Unrealized +20.2%
MRSH MARSH & MCLENNAN COS INC 3.5%
Value ($000) $333,853 Shares 1,618,461 Est. Cost $171.71 Unrealized +16.6%
CME CME GROUP INC 3.4%
Value ($000) $325,067 Shares 1,693,799 Est. Cost $179.74 Unrealized +8.5%
DHR DANAHER CORPORATION 3.4%
Value ($000) $319,971 Shares 1,308,213 Est. Cost $199.46 Unrealized +25.5%
WDAY WORKDAY INC 3.3%
Value ($000) $317,786 Shares 1,451,896 Est. Cost $231.10 Unrealized +4.2%
SYY SYSCO CORP 3.2%
Value ($000) $307,595 Shares 4,415,256 Est. Cost $73.89 Unrealized -3.7%
FIVE FIVE BELOW INC 2.6%
Value ($000) $248,416 Shares 2,329,565 Est. Cost $181.85 Unrealized -23.8%
PSA PUBLIC STORAGE OPER CO 2.5%
Value ($000) $235,902 Shares 838,945 Est. Cost $264.24 Unrealized -2.5%
AAPL APPLE INC 2.4%
Value ($000) $227,687 Shares 1,081,030 Est. Cost $142.87 Unrealized +29.6%
TXN TEXAS INSTRS INC 2.3%
Value ($000) $221,552 Shares 1,170,273 Est. Cost $156.67 Unrealized +12.4%
MTD METTLER TOLEDO INTERNATIONAL 1.6%
Value ($000) $151,996 Shares 108,756 Est. Cost $1341.59 Unrealized +1.9%
LULU LULULEMON ATHLETICA INC 1.3%
Value ($000) $127,358 Shares 426,374 Est. Cost $441.28 Unrealized -24.2%
CFR CULLEN FROST BANKERS INC 1.2%
Value ($000) $111,529 Shares 1,097,403 Est. Cost $97.97 Unrealized +1.5%
RY ROYAL BK CDA 1.2%
Value ($000) $111,138 Shares 1,044,117 Est. Cost $71.91 Unrealized +43.0%
ZTS ZOETIS INC 1.1%
Value ($000) $106,507 Shares 629,268 Est. Cost $168.83 Unrealized -3.2%
ENB ENBRIDGE INC 0.9%
Value ($000) $90,547 Shares 2,545,725 Est. Cost $27.37 Unrealized +18.2%
LW LAMB WESTON HLDGS INC 0.9%
Value ($000) $86,402 Shares 1,027,618 Est. Cost $77.53 Unrealized +5.9%
TD TORONTO DOMINION BK ONT 0.9%
Value ($000) $85,219 Shares 1,550,663 Est. Cost $56.70 Unrealized -0.2%
CNQ CANADIAN NAT RES LTD 0.9%
Value ($000) $85,153 Shares 2,391,130 Est. Cost $31.14 Unrealized +13.7%
SHW SHERWIN WILLIAMS CO 0.9%
Value ($000) $81,862 Shares 274,310 Est. Cost $313.08 Unrealized -2.5%
CNI CANADIAN NATL RY CO 0.7%
Value ($000) $69,225 Shares 585,950 Est. Cost $104.78 Unrealized +15.5%
BAM BROOKFIELD ASSET MANAGMT LTD 0.7%
Value ($000) $67,763 Shares 1,780,405 Est. Cost $32.15 Unrealized +15.8%
FNV FRANCO NEV CORP 0.6%
Value ($000) $53,344 Shares 450,024 Est. Cost $135.62 Unrealized -11.6%
BIP BROOKFIELD INFRAST PARTNERS 0.5%
Value ($000) $49,625 Shares 1,806,932 Est. Cost $43.41 Unrealized
ENPH ENPHASE ENERGY INC 0.5%
Value ($000) $45,291 Shares 454,231 Est. Cost $115.11 Unrealized +1.2%
WMT WALMART INC 0.5%
Value ($000) $43,020 Shares 635,353 Est. Cost $47.52 Unrealized +30.4%
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value ($000) $41,077 Shares 783,606 Est. Cost $44.06 Unrealized +20.0%
TU TELUS CORPORATION 0.4%
Value ($000) $33,527 Shares 2,215,174 Est. Cost $18.27 Unrealized -11.8%
GRANITE REAL ESTATE INVT TR 0.3%
Value ($000) $32,292 Shares 651,813 Est. Cost $58.33 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $25,513 Shares 154,700 Est. Cost $132.75 Unrealized +18.4%
ERO ERO COPPER CORP 0.1%
Value ($000) $13,606 Shares 636,724 Est. Cost $18.56 Unrealized +13.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $13,578 Shares 548,865 Est. Cost $31.11 Unrealized
NGD NEW GOLD INC CDA 0.1%
Value ($000) $13,044 Shares 6,610,621 Est. Cost $1.90 Unrealized 0.0%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $11,976 Shares 107,267 Est. Cost $104.72 Unrealized +5.9%
TFII TFI INTL INC 0.1%
Value ($000) $10,983 Shares 75,660 Est. Cost $55.53 Unrealized +154.2%
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $10,516 Shares 674,920 Est. Cost $13.21 Unrealized
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $10,195 Shares 690,244 Est. Cost $11.25 Unrealized +34.7%
TFPM TRIPLE FLAG PRECIOUS METAL 0.1%
Value ($000) $9,913 Shares 639,249 Est. Cost $13.27 Unrealized +20.4%
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $9,757 Shares 64,126 Est. Cost $102.33 Unrealized +46.0%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $9,350 Shares 55,482 Est. Cost $122.54 Unrealized +29.2%
BROOKFIELD REINS LTD 0.1%
Value ($000) $5,780 Shares 138,866 Est. Cost $31.37 Unrealized
BN BROOKFIELD CORP 0.1%
Value ($000) $5,063 Shares 121,757 Est. Cost $22.75 Unrealized +21.1%
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $3,477 Shares 35,894 Est. Cost $33.06 Unrealized +184.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $2,338 Shares 35,383 Est. Cost $40.08 Unrealized +65.5%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1,962 Shares 24,912 Est. Cost $77.51 Unrealized +3.8%
GIB CGI INC 0.0%
Value ($000) $1,860 Shares 18,635 Est. Cost $66.68 Unrealized +53.4%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $862 Shares 45,502 Est. Cost $32.06 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $544 Shares 11,093 Est. Cost $43.46 Unrealized +16.8%