MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 23, 2025

Total Value ($000): $8,257,324 (100.0% shares, 0.0% debt)

Holdings (61)

MSFT MICROSOFT CORP 10.3%
Value ($000) $852,496 Shares 2,085,394 Est. Cost $276.95 Unrealized +52.5%
NVDA NVIDIA CORPORATION 7.7%
Value ($000) $633,567 Shares 4,838,488 Est. Cost $94.81 Unrealized +45.3%
AMZN AMAZON COM INC 7.4%
Value ($000) $613,809 Shares 2,871,723 Est. Cost $138.95 Unrealized +47.2%
GOOGL ALPHABET INC 6.2%
Value ($000) $510,212 Shares 2,777,717 Est. Cost $121.79 Unrealized +43.0%
MA MASTERCARD INCORPORATED 4.9%
Value ($000) $406,961 Shares 794,248 Est. Cost $405.43 Unrealized +26.9%
DHR DANAHER CORPORATION 4.6%
Value ($000) $382,936 Shares 1,715,826 Est. Cost $214.14 Unrealized +13.9%
BLK BLACKROCK INC 4.2%
Value ($000) $343,976 Shares 343,739 Est. Cost $991.05 Unrealized 0.0%
ROL ROLLINS INC 4.0%
Value ($000) $334,289 Shares 7,462,332 Est. Cost $43.21 Unrealized +11.8%
META META PLATFORMS INC 4.0%
Value ($000) $327,322 Shares 576,466 Est. Cost $229.06 Unrealized +155.3%
WCN WASTE CONNECTIONS INC 3.9%
Value ($000) $319,075 Shares 1,927,900 Est. Cost $140.63 Unrealized +28.5%
AMGN AMGEN INC 3.7%
Value ($000) $306,646 Shares 1,212,534 Est. Cost $236.53 Unrealized +20.9%
ADBE ADOBE INC 3.5%
Value ($000) $288,827 Shares 668,498 Est. Cost $484.63 Unrealized +2.2%
WDAY WORKDAY INC 3.2%
Value ($000) $263,501 Shares 1,053,221 Est. Cost $231.10 Unrealized +10.5%
VLO VALERO ENERGY CORP 3.1%
Value ($000) $252,414 Shares 2,059,010 Est. Cost $115.33 Unrealized +12.0%
TXN TEXAS INSTRS INC 2.9%
Value ($000) $237,228 Shares 1,298,418 Est. Cost $163.62 Unrealized +18.0%
AAPL APPLE INC 2.9%
Value ($000) $235,650 Shares 941,021 Est. Cost $142.87 Unrealized +64.1%
PSA PUBLIC STORAGE OPER CO 2.3%
Value ($000) $192,098 Shares 662,685 Est. Cost $264.24 Unrealized +19.6%
MNST MONSTER BEVERAGE CORP NEW 2.2%
Value ($000) $178,801 Shares 3,468,660 Est. Cost $52.02 Unrealized +1.9%
UBER UBER TECHNOLOGIES INC 2.0%
Value ($000) $166,072 Shares 2,845,296 Est. Cost $71.41 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 1.9%
Value ($000) $156,159 Shares 751,825 Est. Cost $171.71 Unrealized +26.8%
SYY SYSCO CORP 1.7%
Value ($000) $142,159 Shares 1,948,961 Est. Cost $73.75 Unrealized +0.3%
CFR CULLEN FROST BANKERS INC 1.4%
Value ($000) $113,964 Shares 848,892 Est. Cost $98.60 Unrealized +28.6%
MTD METTLER TOLEDO INTERNATIONAL 1.3%
Value ($000) $103,400 Shares 84,499 Est. Cost $1341.59 Unrealized -2.7%
LULU LULULEMON ATHLETICA INC 1.1%
Value ($000) $93,913 Shares 245,583 Est. Cost $387.96 Unrealized -15.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $91,657 Shares 484,552 Est. Cost $182.39 Unrealized
GRMN GARMIN LTD 1.1%
Value ($000) $88,937 Shares 431,188 Est. Cost $175.91 Unrealized +9.4%
SHW SHERWIN WILLIAMS CO 0.9%
Value ($000) $73,483 Shares 216,170 Est. Cost $313.08 Unrealized +18.0%
ZTS ZOETIS INC 0.8%
Value ($000) $67,652 Shares 431,847 Est. Cost $168.83 Unrealized +4.5%
RY ROYAL BK CDA 0.6%
Value ($000) $52,184 Shares 433,017 Est. Cost $80.84 Unrealized +52.7%
WMT WALMART INC 0.5%
Value ($000) $42,134 Shares 466,347 Est. Cost $47.52 Unrealized +80.6%
ENB ENBRIDGE INC 0.5%
Value ($000) $37,597 Shares 886,273 Est. Cost $27.37 Unrealized +43.3%
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value ($000) $28,134 Shares 519,006 Est. Cost $32.15 Unrealized +62.0%
CNQ CANADIAN NAT RES LTD 0.3%
Value ($000) $27,602 Shares 894,468 Est. Cost $31.14 Unrealized +4.3%
TD TORONTO DOMINION BK ONT 0.3%
Value ($000) $26,875 Shares 505,061 Est. Cost $56.70 Unrealized -1.1%
BIP BROOKFIELD INFRAST PARTNERS 0.3%
Value ($000) $26,337 Shares 829,187 Est. Cost $42.85 Unrealized
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $25,679 Shares 253,008 Est. Cost $104.78 Unrealized +2.0%
FNV FRANCO NEV CORP 0.2%
Value ($000) $17,205 Shares 146,489 Est. Cost $135.62 Unrealized -9.4%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $15,371 Shares 273,217 Est. Cost $44.06 Unrealized +39.8%
TU TELUS CORPORATION 0.2%
Value ($000) $14,795 Shares 1,091,751 Est. Cost $17.66 Unrealized -12.7%
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $14,546 Shares 107,018 Est. Cost $104.72 Unrealized +40.6%
GRTUF GRANITE REAL ESTATE INVT TR 0.2%
Value ($000) $13,836 Shares 285,250 Est. Cost $48.51 Unrealized
NGD NEW GOLD INC CDA 0.2%
Value ($000) $13,086 Shares 5,242,547 Est. Cost $1.90 Unrealized +45.1%
FSV FIRSTSERVICE CORP NEW 0.1%
Value ($000) $11,578 Shares 63,948 Est. Cost $102.33 Unrealized +81.3%
ERO ERO COPPER CORP 0.1%
Value ($000) $10,448 Shares 775,356 Est. Cost $18.76 Unrealized -9.7%
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $10,402 Shares 574,704 Est. Cost $13.21 Unrealized
GIB CGI INC 0.1%
Value ($000) $10,245 Shares 93,679 Est. Cost $100.90 Unrealized +10.8%
TFII TFI INTL INC 0.1%
Value ($000) $10,193 Shares 75,474 Est. Cost $55.53 Unrealized +156.3%
TFPM TRIPLE FLAG PRECIOUS METAL 0.1%
Value ($000) $10,069 Shares 670,446 Est. Cost $13.49 Unrealized +22.7%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $9,434 Shares 634,591 Est. Cost $11.25 Unrealized +46.8%
BNT BROOKFIELD WEALTH SOL LTD 0.1%
Value ($000) $8,718 Shares 151,641 Est. Cost $31.76 Unrealized +17.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $6,866 Shares 1,382 Est. Cost $4024.98 Unrealized +18.4%
BN BROOKFIELD CORP 0.1%
Value ($000) $6,803 Shares 118,415 Est. Cost $22.75 Unrealized +64.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $5,395 Shares 89,470 Est. Cost $56.28 Unrealized +7.1%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $5,321 Shares 33,157 Est. Cost $122.54 Unrealized +32.1%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $4,815 Shares 42,384 Est. Cost $43.89 Unrealized +154.0%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $4,356 Shares 63,430 Est. Cost $113.48 Unrealized -30.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $3,634 Shares 34,159 Est. Cost $40.08 Unrealized +142.7%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $2,447 Shares 14,598 Est. Cost $132.75 Unrealized +24.8%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2,355 Shares 32,547 Est. Cost $78.05 Unrealized -2.1%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $1,034 Shares 43,866 Est. Cost $32.06 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $627 Shares 10,573 Est. Cost $43.89 Unrealized +34.5%