MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 2, 2025

Total Value ($000): $7,608,015 (100.0% shares, 0.0% debt)

Holdings (62)

MSFT MICROSOFT CORP 9.9%
Value ($000) $752,878 Shares 2,066,121 Est. Cost $276.95 Unrealized +46.3%
NVDA NVIDIA CORPORATION 7.4%
Value ($000) $560,656 Shares 5,296,119 Est. Cost $97.57 Unrealized +29.9%
AMZN AMAZON COM INC 5.6%
Value ($000) $422,609 Shares 2,286,279 Est. Cost $138.95 Unrealized +56.2%
GOOGL ALPHABET INC 5.0%
Value ($000) $379,352 Shares 2,531,957 Est. Cost $121.79 Unrealized +48.4%
BLK BLACKROCK INC 4.9%
Value ($000) $371,824 Shares 399,696 Est. Cost $986.96 Unrealized -2.5%
MA MASTERCARD INCORPORATED 4.9%
Value ($000) $370,802 Shares 694,326 Est. Cost $405.43 Unrealized +33.7%
DHR DANAHER CORPORATION 4.5%
Value ($000) $342,587 Shares 1,716,545 Est. Cost $214.14 Unrealized +1.3%
ROL ROLLINS INC 4.4%
Value ($000) $331,377 Shares 6,362,759 Est. Cost $43.21 Unrealized +15.0%
MNST MONSTER BEVERAGE CORP NEW 4.0%
Value ($000) $303,728 Shares 5,366,126 Est. Cost $52.05 Unrealized +0.1%
WCN WASTE CONNECTIONS INC 3.9%
Value ($000) $296,212 Shares 1,573,984 Est. Cost $140.63 Unrealized +31.0%
META META PLATFORMS INC 3.8%
Value ($000) $285,337 Shares 508,880 Est. Cost $229.06 Unrealized +180.8%
CMG CHIPOTLE MEXICAN GRILL INC 3.1%
Value ($000) $235,580 Shares 4,848,990 Est. Cost $54.42 Unrealized -0.1%
UBER UBER TECHNOLOGIES INC 3.1%
Value ($000) $232,133 Shares 3,263,818 Est. Cost $71.49 Unrealized +0.8%
VLO VALERO ENERGY CORP 3.0%
Value ($000) $226,736 Shares 1,716,790 Est. Cost $115.33 Unrealized +12.2%
AMGN AMGEN INC 2.8%
Value ($000) $210,724 Shares 689,602 Est. Cost $236.53 Unrealized +21.4%
AAPL APPLE INC 2.7%
Value ($000) $209,203 Shares 941,804 Est. Cost $142.87 Unrealized +61.5%
PSA PUBLIC STORAGE OPER CO 2.7%
Value ($000) $207,191 Shares 715,030 Est. Cost $265.95 Unrealized +8.1%
MRSH MARSH & MCLENNAN COS INC 2.6%
Value ($000) $194,812 Shares 823,645 Est. Cost $176.21 Unrealized +26.8%
TXN TEXAS INSTRS INC 2.1%
Value ($000) $162,310 Shares 924,039 Est. Cost $163.62 Unrealized +11.4%
SHW SHERWIN WILLIAMS CO 2.0%
Value ($000) $151,940 Shares 444,537 Est. Cost $331.08 Unrealized +5.1%
SNPS SYNOPSYS INC 1.6%
Value ($000) $124,728 Shares 297,557 Est. Cost $485.80 Unrealized 0.0%
ADBE ADOBE INC 1.6%
Value ($000) $123,839 Shares 331,030 Est. Cost $484.63 Unrealized -11.5%
LRCX LAM RESEARCH CORP 1.6%
Value ($000) $122,357 Shares 1,726,228 Est. Cost $78.11 Unrealized 0.0%
IDXX IDEXX LABS INC 1.6%
Value ($000) $120,008 Shares 285,768 Est. Cost $434.21 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 1.4%
Value ($000) $104,581 Shares 835,314 Est. Cost $98.60 Unrealized +32.5%
ZTS ZOETIS INC 1.2%
Value ($000) $93,045 Shares 595,349 Est. Cost $167.64 Unrealized -1.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $87,371 Shares 553,987 Est. Cost $179.30 Unrealized
SYY SYSCO CORP 0.7%
Value ($000) $55,775 Shares 743,273 Est. Cost $73.75 Unrealized -3.3%
GRMN GARMIN LTD 0.5%
Value ($000) $38,953 Shares 179,400 Est. Cost $175.91 Unrealized +21.0%
WMT WALMART INC 0.5%
Value ($000) $38,846 Shares 442,485 Est. Cost $47.52 Unrealized +95.6%
RY ROYAL BK CDA 0.5%
Value ($000) $37,883 Shares 336,357 Est. Cost $80.84 Unrealized +45.7%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $34,526 Shares 576,262 Est. Cost $56.89 Unrealized +2.3%
ENB ENBRIDGE INC 0.4%
Value ($000) $33,982 Shares 767,921 Est. Cost $27.37 Unrealized +51.2%
FNV FRANCO NEV CORP 0.3%
Value ($000) $23,681 Shares 150,587 Est. Cost $135.72 Unrealized +2.6%
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $23,399 Shares 604,407 Est. Cost $37.45 Unrealized 0.0%
BMO BANK MONTREAL QUE 0.3%
Value ($000) $23,136 Shares 242,313 Est. Cost $96.38 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $22,179 Shares 285,852 Est. Cost $45.05 Unrealized +47.5%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $21,148 Shares 217,351 Est. Cost $104.78 Unrealized -5.2%
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value ($000) $20,434 Shares 422,195 Est. Cost $32.15 Unrealized +64.7%
SLF SUN LIFE FINANCIAL INC. 0.3%
Value ($000) $20,152 Shares 352,150 Est. Cost $56.60 Unrealized +0.7%
BIP BROOKFIELD INFRAST PARTNERS 0.2%
Value ($000) $17,564 Shares 590,509 Est. Cost $42.85 Unrealized
TU TELUS CORPORATION 0.2%
Value ($000) $16,775 Shares 1,169,763 Est. Cost $17.46 Unrealized -16.0%
NGD NEW GOLD INC CDA 0.2%
Value ($000) $16,246 Shares 4,395,223 Est. Cost $1.90 Unrealized +55.9%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $16,221 Shares 405,592 Est. Cost $36.64 Unrealized 0.0%
FSV FIRSTSERVICE CORP NEW 0.2%
Value ($000) $15,504 Shares 93,515 Est. Cost $125.02 Unrealized +39.3%
GRTUF GRANITE REAL ESTATE INVT TR 0.2%
Value ($000) $12,398 Shares 266,131 Est. Cost $48.51 Unrealized
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $11,892 Shares 98,284 Est. Cost $104.72 Unrealized +24.9%
OSISKO GOLD ROYALTIES LTD 0.1%
Value ($000) $9,943 Shares 471,211 Est. Cost $13.21 Unrealized
ERO ERO COPPER CORP 0.1%
Value ($000) $9,470 Shares 781,932 Est. Cost $18.76 Unrealized -28.9%
BNT BROOKFIELD WEALTH SOL LTD 0.1%
Value ($000) $8,811 Shares 168,631 Est. Cost $32.35 Unrealized +16.2%
TFPM TRIPLE FLAG PRECIOUS METAL 0.1%
Value ($000) $8,775 Shares 458,770 Est. Cost $13.49 Unrealized +26.5%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $7,375 Shares 438,809 Est. Cost $11.25 Unrealized +33.5%
GIB CGI INC 0.1%
Value ($000) $6,867 Shares 68,800 Est. Cost $100.90 Unrealized +8.2%
NFLX NETFLIX INC 0.1%
Value ($000) $6,242 Shares 6,694 Est. Cost $95.10 Unrealized 0.0%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $5,663 Shares 32,824 Est. Cost $122.54 Unrealized +35.9%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $4,282 Shares 42,539 Est. Cost $43.89 Unrealized +151.9%
BN BROOKFIELD CORP 0.0%
Value ($000) $3,779 Shares 72,219 Est. Cost $22.75 Unrealized +65.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $3,642 Shares 38,286 Est. Cost $47.51 Unrealized +129.4%
TFII TFI INTL INC 0.0%
Value ($000) $3,393 Shares 43,832 Est. Cost $55.53 Unrealized +99.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $2,613 Shares 15,330 Est. Cost $134.24 Unrealized +22.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1,819 Shares 25,928 Est. Cost $78.05 Unrealized -3.1%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $721 Shares 30,783 Est. Cost $32.06 Unrealized