MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $9,490,951 (100.0% shares, 0.0% debt)

Holdings (62)

MSFT MICROSOFT CORP 10.6%
Value ($000) $1,004,673 Shares 2,384,547 Est. Cost $276.95 Unrealized +52.8%
NVDA NVIDIA CORPORATION 6.5%
Value ($000) $615,387 Shares 5,157,650 Est. Cost $94.81 Unrealized +24.5%
AMZN AMAZON COM INC 6.1%
Value ($000) $574,540 Shares 3,144,778 Est. Cost $138.95 Unrealized +31.3%
MA MASTERCARD INCORPORATED 6.0%
Value ($000) $573,017 Shares 1,185,081 Est. Cost $405.43 Unrealized +13.9%
GOOGL ALPHABET INC 5.7%
Value ($000) $545,458 Shares 3,366,312 Est. Cost $121.79 Unrealized +36.9%
AMGN AMGEN INC 5.3%
Value ($000) $500,527 Shares 1,588,440 Est. Cost $236.53 Unrealized +32.4%
DHR DANAHER CORPORATION 4.9%
Value ($000) $465,617 Shares 1,705,884 Est. Cost $214.14 Unrealized +22.5%
ROL ROLLINS INC 4.9%
Value ($000) $465,503 Shares 9,397,497 Est. Cost $43.21 Unrealized +12.4%
META META PLATFORMS INC 4.3%
Value ($000) $403,437 Shares 718,627 Est. Cost $229.06 Unrealized +123.6%
ADBE ADOBE INC 4.2%
Value ($000) $402,646 Shares 795,489 Est. Cost $484.63 Unrealized +13.2%
WCN WASTE CONNECTIONS INC 4.2%
Value ($000) $401,936 Shares 2,303,339 Est. Cost $140.63 Unrealized +27.7%
SYY SYSCO CORP 3.9%
Value ($000) $366,789 Shares 4,790,665 Est. Cost $73.75 Unrealized -2.2%
VLO VALERO ENERGY CORP 3.6%
Value ($000) $342,090 Shares 2,533,434 Est. Cost $115.33 Unrealized +20.8%
WDAY WORKDAY INC 3.3%
Value ($000) $309,906 Shares 1,296,218 Est. Cost $231.10 Unrealized +2.2%
MRSH MARSH & MCLENNAN COS INC 3.1%
Value ($000) $291,966 Shares 1,331,257 Est. Cost $171.71 Unrealized +26.3%
PSA PUBLIC STORAGE OPER CO 2.9%
Value ($000) $279,172 Shares 783,987 Est. Cost $264.24 Unrealized +16.0%
AAPL APPLE INC 2.4%
Value ($000) $225,944 Shares 969,716 Est. Cost $142.87 Unrealized +55.4%
TXN TEXAS INSTRS INC 2.2%
Value ($000) $213,133 Shares 1,050,922 Est. Cost $156.67 Unrealized +23.2%
LULU LULULEMON ATHLETICA INC 1.7%
Value ($000) $166,016 Shares 611,814 Est. Cost $387.96 Unrealized -31.6%
MTD METTLER TOLEDO INTERNATIONAL 1.6%
Value ($000) $150,594 Shares 100,416 Est. Cost $1341.59 Unrealized +4.6%
CFR CULLEN FROST BANKERS INC 1.4%
Value ($000) $135,252 Shares 1,209,122 Est. Cost $98.60 Unrealized +6.2%
CME CME GROUP INC 1.3%
Value ($000) $126,823 Shares 574,769 Est. Cost $179.74 Unrealized +9.3%
ENPH ENPHASE ENERGY INC 1.0%
Value ($000) $99,295 Shares 878,558 Est. Cost $113.48 Unrealized -1.5%
SHW SHERWIN WILLIAMS CO 1.0%
Value ($000) $90,650 Shares 237,510 Est. Cost $313.08 Unrealized +10.2%
ZTS ZOETIS INC 0.9%
Value ($000) $86,319 Shares 455,954 Est. Cost $168.83 Unrealized +7.4%
GRMN GARMIN LTD 0.6%
Value ($000) $53,252 Shares 302,516 Est. Cost $168.87 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.5%
Value ($000) $51,563 Shares 988,369 Est. Cost $49.54 Unrealized 0.0%
WMT WALMART INC 0.5%
Value ($000) $47,468 Shares 587,843 Est. Cost $47.52 Unrealized +52.5%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $46,658 Shares 737,045 Est. Cost $56.70 Unrealized +4.2%
RY ROYAL BK CDA 0.5%
Value ($000) $44,732 Shares 357,999 Est. Cost $71.91 Unrealized +59.7%
ENB ENBRIDGE INC 0.4%
Value ($000) $39,421 Shares 969,334 Est. Cost $27.37 Unrealized +29.8%
CNQ CANADIAN NAT RES LTD 0.4%
Value ($000) $33,627 Shares 1,011,542 Est. Cost $31.14 Unrealized +6.5%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $32,225 Shares 274,892 Est. Cost $104.78 Unrealized +8.1%
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value ($000) $31,807 Shares 672,034 Est. Cost $32.15 Unrealized +24.7%
BIP BROOKFIELD INFRAST PARTNERS 0.3%
Value ($000) $27,746 Shares 789,622 Est. Cost $43.41 Unrealized
FNV FRANCO NEV CORP 0.2%
Value ($000) $20,691 Shares 166,406 Est. Cost $135.62 Unrealized -9.6%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $18,056 Shares 295,308 Est. Cost $44.06 Unrealized +33.9%
GRANITE REAL ESTATE INVT TR 0.2%
Value ($000) $17,685 Shares 292,684 Est. Cost $58.33 Unrealized
ERO ERO COPPER CORP 0.2%
Value ($000) $16,635 Shares 746,357 Est. Cost $18.83 Unrealized +8.4%
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $16,449 Shares 108,264 Est. Cost $104.72 Unrealized +29.6%
NGD NEW GOLD INC CDA 0.2%
Value ($000) $15,982 Shares 5,507,760 Est. Cost $1.90 Unrealized +30.1%
TU TELUS CORPORATION 0.2%
Value ($000) $14,395 Shares 857,099 Est. Cost $18.27 Unrealized -11.6%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $11,855 Shares 681,226 Est. Cost $11.25 Unrealized +49.6%
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $11,830 Shares 64,674 Est. Cost $102.33 Unrealized +66.4%
GIB CGI INC 0.1%
Value ($000) $11,659 Shares 101,210 Est. Cost $100.90 Unrealized +7.7%
TFPM TRIPLE FLAG PRECIOUS METAL 0.1%
Value ($000) $11,299 Shares 697,000 Est. Cost $13.49 Unrealized +18.4%
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $11,044 Shares 595,622 Est. Cost $13.21 Unrealized
TFII TFI INTL INC 0.1%
Value ($000) $10,470 Shares 76,355 Est. Cost $55.53 Unrealized +165.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $9,745 Shares 68,859 Est. Cost $141.52 Unrealized
BNT BROOKFIELD WEALTH SOL LTD 0.1%
Value ($000) $7,487 Shares 140,577 Est. Cost $31.31 Unrealized 0.0%
BN BROOKFIELD CORP 0.1%
Value ($000) $6,404 Shares 120,442 Est. Cost $22.75 Unrealized +37.5%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $6,155 Shares 36,046 Est. Cost $122.54 Unrealized +32.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $4,435 Shares 1,053 Est. Cost $3794.03 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $4,420 Shares 42,902 Est. Cost $43.89 Unrealized +126.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $4,187 Shares 72,664 Est. Cost $55.35 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $3,845 Shares 136,176 Est. Cost $31.11 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $2,816 Shares 35,111 Est. Cost $40.08 Unrealized +72.3%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2,576 Shares 30,089 Est. Cost $78.18 Unrealized +4.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $2,519 Shares 14,545 Est. Cost $132.75 Unrealized +23.7%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $1,395 Shares 21,550 Est. Cost $77.53 Unrealized -17.6%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $1,053 Shares 44,848 Est. Cost $32.06 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $677 Shares 11,655 Est. Cost $43.89 Unrealized +19.1%