MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 25, 2025

Total Value ($000): $9,014,857 (100.0% shares, 0.0% debt)

Holdings (75)

MSFT MICROSOFT CORP 9.3%
Value ($000) $837,137 Shares 1,723,378 Est. Cost $276.95 Unrealized +56.1%
NVDA NVIDIA CORPORATION 8.2%
Value ($000) $735,799 Shares 4,760,297 Est. Cost $97.57 Unrealized +29.0%
AMZN AMAZON COM INC 6.4%
Value ($000) $573,570 Shares 2,674,663 Est. Cost $147.51 Unrealized +34.2%
META META PLATFORMS INC 5.5%
Value ($000) $492,217 Shares 687,611 Est. Cost $329.80 Unrealized +87.0%
JPM JPMORGAN CHASE & CO. 5.4%
Value ($000) $485,802 Shares 1,715,064 Est. Cost $252.67 Unrealized 0.0%
GOOGL ALPHABET INC 5.0%
Value ($000) $450,523 Shares 2,609,606 Est. Cost $123.03 Unrealized +32.7%
WCN WASTE CONNECTIONS INC 4.7%
Value ($000) $419,451 Shares 2,306,702 Est. Cost $157.00 Unrealized +22.4%
BLK BLACKROCK INC 4.0%
Value ($000) $363,627 Shares 353,587 Est. Cost $986.96 Unrealized -5.5%
DHR DANAHER CORPORATION 3.8%
Value ($000) $345,804 Shares 1,789,225 Est. Cost $213.29 Unrealized -9.5%
ROL ROLLINS INC 3.1%
Value ($000) $279,926 Shares 5,113,393 Est. Cost $43.21 Unrealized +28.9%
CMG CHIPOTLE MEXICAN GRILL INC 3.1%
Value ($000) $279,343 Shares 5,116,087 Est. Cost $54.23 Unrealized -6.2%
UBER UBER TECHNOLOGIES INC 2.9%
Value ($000) $264,420 Shares 2,906,773 Est. Cost $71.49 Unrealized +15.2%
LRCX LAM RESEARCH CORP 2.7%
Value ($000) $244,220 Shares 2,561,424 Est. Cost $78.35 Unrealized +0.6%
IDXX IDEXX LABS INC 2.5%
Value ($000) $224,153 Shares 429,409 Est. Cost $448.92 Unrealized +6.5%
VLO VALERO ENERGY CORP 2.5%
Value ($000) $223,676 Shares 1,664,007 Est. Cost $115.33 Unrealized +6.0%
PSA PUBLIC STORAGE OPER CO 2.4%
Value ($000) $220,256 Shares 769,793 Est. Cost $267.48 Unrealized +7.5%
MNST MONSTER BEVERAGE CORP NEW 2.4%
Value ($000) $216,030 Shares 3,502,060 Est. Cost $52.05 Unrealized +17.4%
RYAN RYAN SPECIALTY HOLDINGS INC 2.4%
Value ($000) $213,852 Shares 3,212,231 Est. Cost $69.02 Unrealized 0.0%
SNPS SYNOPSYS INC 2.3%
Value ($000) $209,340 Shares 416,518 Est. Cost $480.12 Unrealized -3.0%
MA MASTERCARD INCORPORATED 2.3%
Value ($000) $205,450 Shares 374,846 Est. Cost $405.43 Unrealized +36.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.0%
Value ($000) $184,599 Shares 863,127 Est. Cost $191.68 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $184,256 Shares 898,066 Est. Cost $142.87 Unrealized +41.0%
ADBE ADOBE INC 1.8%
Value ($000) $160,325 Shares 421,023 Est. Cost $463.40 Unrealized -16.8%
SHW SHERWIN WILLIAMS CO 1.7%
Value ($000) $149,364 Shares 442,931 Est. Cost $331.08 Unrealized +4.1%
FTNT FORTINET INC 1.2%
Value ($000) $108,056 Shares 1,022,096 Est. Cost $100.89 Unrealized 0.0%
ZTS ZOETIS INC 0.9%
Value ($000) $76,860 Shares 492,852 Est. Cost $167.64 Unrealized -6.1%
SYY SYSCO CORP 0.7%
Value ($000) $63,082 Shares 832,875 Est. Cost $73.47 Unrealized -3.2%
RY ROYAL BK CDA 0.6%
Value ($000) $55,825 Shares 424,433 Est. Cost $89.44 Unrealized +36.7%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $49,131 Shares 931,032 Est. Cost $50.58 Unrealized 0.0%
LLY ELI LILLY & CO 0.5%
Value ($000) $46,591 Shares 59,768 Est. Cost $773.40 Unrealized 0.0%
WMT WALMART INC 0.5%
Value ($000) $46,345 Shares 473,970 Est. Cost $50.66 Unrealized +87.1%
TD TORONTO DOMINION BK ONT 0.4%
Value ($000) $39,172 Shares 533,649 Est. Cost $56.89 Unrealized +14.7%
GIB CGI INC 0.4%
Value ($000) $37,377 Shares 356,625 Est. Cost $104.25 Unrealized +0.8%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $27,660 Shares 265,997 Est. Cost $104.02 Unrealized -3.3%
SLF SUN LIFE FINANCIAL INC. 0.3%
Value ($000) $24,462 Shares 368,367 Est. Cost $56.81 Unrealized +7.9%
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $23,072 Shares 617,173 Est. Cost $37.42 Unrealized -4.1%
ENB ENBRIDGE INC 0.2%
Value ($000) $22,328 Shares 493,388 Est. Cost $27.37 Unrealized +60.0%
BMO BANK MONTREAL QUE 0.2%
Value ($000) $21,444 Shares 193,890 Est. Cost $96.38 Unrealized +3.1%
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $20,463 Shares 172,101 Est. Cost $115.22 Unrealized 0.0%
TFII TFI INTL INC 0.2%
Value ($000) $20,249 Shares 226,034 Est. Cost $78.96 Unrealized +7.1%
RBA RB GLOBAL INC 0.2%
Value ($000) $19,717 Shares 185,971 Est. Cost $102.51 Unrealized 0.0%
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $18,081 Shares 138,468 Est. Cost $109.60 Unrealized +10.9%
BIP BROOKFIELD INFRAST PARTNERS 0.2%
Value ($000) $17,744 Shares 530,720 Est. Cost $42.85 Unrealized
FSV FIRSTSERVICE CORP NEW 0.2%
Value ($000) $17,641 Shares 101,296 Est. Cost $128.66 Unrealized +34.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value ($000) $17,312 Shares 313,417 Est. Cost $32.15 Unrealized +63.5%
CBZ CBIZ INC 0.2%
Value ($000) $16,736 Shares 233,390 Est. Cost $72.34 Unrealized 0.0%
CAE CAE INC 0.2%
Value ($000) $16,394 Shares 560,500 Est. Cost $25.22 Unrealized 0.0%
NGD NEW GOLD INC CDA 0.2%
Value ($000) $15,887 Shares 3,202,022 Est. Cost $1.90 Unrealized +116.1%
TU TELUS CORPORATION 0.2%
Value ($000) $14,192 Shares 885,468 Est. Cost $17.46 Unrealized -11.2%
ERO ERO COPPER CORP 0.1%
Value ($000) $12,931 Shares 767,142 Est. Cost $18.76 Unrealized -28.0%
GRTUF GRANITE REAL ESTATE INVT TR 0.1%
Value ($000) $12,909 Shares 254,616 Est. Cost $48.51 Unrealized
SANDSTORM GOLD LTD 0.1%
Value ($000) $12,167 Shares 1,296,000 Est. Cost $9.39 Unrealized
PBA PEMBINA PIPELINE CORP 0.1%
Value ($000) $12,119 Shares 323,405 Est. Cost $36.64 Unrealized +1.8%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $11,922 Shares 117,600 Est. Cost $83.21 Unrealized +26.8%
GIL GILDAN ACTIVEWEAR INC 0.1%
Value ($000) $11,802 Shares 240,000 Est. Cost $45.62 Unrealized 0.0%
DOO BRP INC 0.1%
Value ($000) $11,139 Shares 229,950 Est. Cost $39.14 Unrealized 0.0%
POOL POOL CORP 0.1%
Value ($000) $10,856 Shares 37,245 Est. Cost $299.22 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $10,664 Shares 401,724 Est. Cost $26.71 Unrealized 0.0%
OR OR ROYALTIES INC. 0.1%
Value ($000) $10,317 Shares 402,231 Est. Cost $24.09 Unrealized 0.0%
ATS ATS CORPORATION 0.1%
Value ($000) $10,146 Shares 318,781 Est. Cost $27.39 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $10,135 Shares 112,929 Est. Cost $45.05 Unrealized +86.6%
CNM CORE & MAIN INC 0.1%
Value ($000) $9,849 Shares 163,195 Est. Cost $53.49 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $9,623 Shares 7,186 Est. Cost $96.33 Unrealized +17.4%
UFPT UFP TECHNOLOGIES INC 0.1%
Value ($000) $9,488 Shares 38,859 Est. Cost $225.07 Unrealized 0.0%
FNV FRANCO NEV CORP 0.1%
Value ($000) $8,987 Shares 54,849 Est. Cost $135.72 Unrealized +21.7%
BNT BROOKFIELD WEALTH SOL LTD 0.1%
Value ($000) $8,307 Shares 134,655 Est. Cost $32.35 Unrealized +14.2%
APG API GROUP CORP 0.1%
Value ($000) $7,193 Shares 140,895 Est. Cost $28.64 Unrealized 0.0%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $6,287 Shares 31,328 Est. Cost $122.54 Unrealized +50.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $5,224 Shares 45,388 Est. Cost $55.72 Unrealized +79.5%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $5,140 Shares 253,000 Est. Cost $11.25 Unrealized +73.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $3,477 Shares 56,295 Est. Cost $22.75 Unrealized +62.2%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $2,348 Shares 14,738 Est. Cost $134.24 Unrealized +19.8%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2,179 Shares 27,488 Est. Cost $77.97 Unrealized -1.8%
LSPD LIGHTSPEED COMMERCE INC 0.0%
Value ($000) $457 Shares 39,000 Est. Cost $11.71 Unrealized
WINA WINMARK CORP 0.0%
Value ($000) $230 Shares 608 Est. Cost $386.59 Unrealized 0.0%