MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $8,592,385 (100.0% shares, 0.0% debt)

Holdings (78)

MSFT MICROSOFT CORP 10.1%
Value ($000) $869,109 Shares 1,718,266 Est. Cost $276.95 Unrealized +83.7%
NVDA NVIDIA CORPORATION 8.9%
Value ($000) $765,105 Shares 4,200,029 Est. Cost $97.57 Unrealized +78.6%
AMZN AMAZON COM INC 5.9%
Value ($000) $506,886 Shares 2,368,481 Est. Cost $147.51 Unrealized +53.5%
GOOGL ALPHABET INC 5.5%
Value ($000) $471,743 Shares 1,980,590 Est. Cost $123.03 Unrealized +70.0%
JPM JPMORGAN CHASE & CO. 4.9%
Value ($000) $418,762 Shares 1,369,524 Est. Cost $252.67 Unrealized +17.1%
META META PLATFORMS INC 4.5%
Value ($000) $389,975 Shares 543,939 Est. Cost $329.80 Unrealized +125.4%
WCN WASTE CONNECTIONS INC 4.5%
Value ($000) $384,238 Shares 2,252,933 Est. Cost $157.00 Unrealized +15.8%
BLK BLACKROCK INC 4.4%
Value ($000) $379,229 Shares 333,392 Est. Cost $986.96 Unrealized +12.3%
DHR DANAHER CORPORATION 3.6%
Value ($000) $310,608 Shares 1,611,531 Est. Cost $213.29 Unrealized -7.0%
SNPS SYNOPSYS INC 3.0%
Value ($000) $258,560 Shares 537,155 Est. Cost $499.25 Unrealized +13.2%
CMG CHIPOTLE MEXICAN GRILL INC 2.9%
Value ($000) $245,678 Shares 6,453,065 Est. Cost $52.33 Unrealized -14.0%
UBER UBER TECHNOLOGIES INC 2.8%
Value ($000) $241,047 Shares 2,524,962 Est. Cost $71.49 Unrealized +30.8%
AAPL APPLE INC 2.8%
Value ($000) $237,577 Shares 933,027 Est. Cost $145.97 Unrealized +54.5%
MNST MONSTER BEVERAGE CORP NEW 2.6%
Value ($000) $226,186 Shares 3,411,736 Est. Cost $52.05 Unrealized +19.9%
RYAN RYAN SPECIALTY HOLDINGS INC 2.5%
Value ($000) $217,745 Shares 3,974,869 Est. Cost $67.14 Unrealized -11.8%
VLO VALERO ENERGY CORP 2.5%
Value ($000) $213,787 Shares 1,255,650 Est. Cost $115.33 Unrealized +28.2%
ROL ROLLINS INC 2.4%
Value ($000) $205,586 Shares 3,641,068 Est. Cost $43.21 Unrealized +31.0%
PSA PUBLIC STORAGE OPER CO 2.3%
Value ($000) $199,714 Shares 711,333 Est. Cost $267.48 Unrealized +5.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.2%
Value ($000) $185,798 Shares 708,231 Est. Cost $191.68 Unrealized
MA MASTERCARD INCORPORATED 2.0%
Value ($000) $172,416 Shares 308,640 Est. Cost $405.43 Unrealized +41.4%
IDXX IDEXX LABS INC 1.7%
Value ($000) $145,555 Shares 232,282 Est. Cost $448.92 Unrealized +35.2%
SHW SHERWIN WILLIAMS CO 1.7%
Value ($000) $142,592 Shares 419,798 Est. Cost $331.08 Unrealized +6.1%
LRCX LAM RESEARCH CORP 1.5%
Value ($000) $127,698 Shares 975,201 Est. Cost $78.35 Unrealized +34.7%
ADBE ADOBE INC 1.4%
Value ($000) $123,790 Shares 362,784 Est. Cost $463.40 Unrealized -22.6%
FTNT FORTINET INC 1.2%
Value ($000) $103,998 Shares 1,236,892 Est. Cost $98.87 Unrealized -9.7%
ZTS ZOETIS INC 1.0%
Value ($000) $88,928 Shares 607,764 Est. Cost $164.41 Unrealized -8.4%
WMT WALMART INC 0.7%
Value ($000) $57,959 Shares 562,384 Est. Cost $58.30 Unrealized +70.2%
TSCO TRACTOR SUPPLY CO 0.7%
Value ($000) $56,900 Shares 1,000,530 Est. Cost $51.13 Unrealized +14.4%
LLY ELI LILLY & CO 0.6%
Value ($000) $53,707 Shares 70,389 Est. Cost $768.70 Unrealized -3.4%
RY ROYAL BK CDA 0.6%
Value ($000) $51,069 Shares 346,418 Est. Cost $89.44 Unrealized +54.1%
APG API GROUP CORP 0.6%
Value ($000) $50,376 Shares 1,465,700 Est. Cost $34.30 Unrealized +1.8%
GIB CGI INC 0.5%
Value ($000) $41,674 Shares 467,777 Est. Cost $102.42 Unrealized -5.7%
SYY SYSCO CORP 0.5%
Value ($000) $40,345 Shares 489,982 Est. Cost $73.47 Unrealized +7.3%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $38,902 Shares 486,409 Est. Cost $56.89 Unrealized +31.9%
AEM AGNICO EAGLE MINES LTD 0.4%
Value ($000) $32,651 Shares 193,818 Est. Cost $117.64 Unrealized +16.3%
BMO BANK MONTREAL QUE 0.3%
Value ($000) $29,605 Shares 227,141 Est. Cost $99.55 Unrealized +18.6%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $26,169 Shares 233,795 Est. Cost $72.28 Unrealized +35.2%
ENB ENBRIDGE INC 0.3%
Value ($000) $24,596 Shares 487,427 Est. Cost $27.37 Unrealized +68.5%
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $24,337 Shares 581,429 Est. Cost $37.42 Unrealized +7.2%
TFII TFI INTL INC 0.3%
Value ($000) $23,486 Shares 266,807 Est. Cost $80.87 Unrealized +13.1%
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $21,240 Shares 135,777 Est. Cost $109.60 Unrealized +40.2%
RBA RB GLOBAL INC 0.2%
Value ($000) $20,021 Shares 184,805 Est. Cost $102.51 Unrealized +9.4%
DOO BRP INC 0.2%
Value ($000) $19,347 Shares 318,118 Est. Cost $43.81 Unrealized +27.8%
FSV FIRSTSERVICE CORP NEW 0.2%
Value ($000) $19,200 Shares 100,748 Est. Cost $128.66 Unrealized +49.9%
AGI ALAMOS GOLD INC NEW 0.2%
Value ($000) $19,090 Shares 547,567 Est. Cost $27.21 Unrealized +5.0%
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $18,882 Shares 200,189 Est. Cost $104.02 Unrealized -7.7%
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value ($000) $18,744 Shares 329,296 Est. Cost $33.43 Unrealized +75.5%
SLF SUN LIFE FINANCIAL INC. 0.2%
Value ($000) $18,172 Shares 302,549 Est. Cost $56.81 Unrealized +5.9%
CAE CAE INC 0.2%
Value ($000) $16,749 Shares 565,500 Est. Cost $25.22 Unrealized +11.6%
ERO ERO COPPER CORP 0.2%
Value ($000) $15,517 Shares 765,896 Est. Cost $18.76 Unrealized -18.8%
CBZ CBIZ INC 0.2%
Value ($000) $14,660 Shares 276,821 Est. Cost $71.11 Unrealized -9.3%
GRTUF GRANITE REAL ESTATE INVT TR 0.2%
Value ($000) $14,002 Shares 251,942 Est. Cost $48.51 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $13,984 Shares 242,000 Est. Cost $45.62 Unrealized +17.1%
OR OR ROYALTIES INC. 0.2%
Value ($000) $13,348 Shares 332,958 Est. Cost $24.09 Unrealized +29.5%
TGB TASEKO MINES LTD 0.1%
Value ($000) $12,260 Shares 2,891,250 Est. Cost $3.40 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $12,051 Shares 127,963 Est. Cost $84.75 Unrealized +20.6%
PBA PEMBINA PIPELINE CORP 0.1%
Value ($000) $11,294 Shares 279,262 Est. Cost $36.64 Unrealized +3.0%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $10,311 Shares 356,975 Est. Cost $14.83 Unrealized +58.8%
USAS AMERICAS GOLD AND SILVER COR 0.1%
Value ($000) $9,954 Shares 2,668,549 Est. Cost $2.61 Unrealized 0.0%
NGD NEW GOLD INC CDA 0.1%
Value ($000) $9,542 Shares 1,331,689 Est. Cost $1.90 Unrealized +184.6%
EXK ENDEAVOUR SILVER CORP 0.1%
Value ($000) $9,514 Shares 1,214,475 Est. Cost $5.90 Unrealized 0.0%
BNT BROOKFIELD WEALTH SOL LTD 0.1%
Value ($000) $9,219 Shares 134,437 Est. Cost $32.35 Unrealized +36.8%
CNM CORE & MAIN INC 0.1%
Value ($000) $9,023 Shares 167,615 Est. Cost $53.67 Unrealized +12.8%
POOL POOL CORP 0.1%
Value ($000) $8,293 Shares 26,745 Est. Cost $299.22 Unrealized +4.0%
NFLX NETFLIX INC 0.1%
Value ($000) $8,240 Shares 6,873 Est. Cost $96.33 Unrealized +26.7%
TU TELUS CORPORATION 0.1%
Value ($000) $7,487 Shares 475,273 Est. Cost $17.46 Unrealized -7.1%
ATS ATS CORPORATION 0.1%
Value ($000) $7,426 Shares 283,781 Est. Cost $27.39 Unrealized +5.2%
SHOP SHOPIFY INC 0.1%
Value ($000) $6,600 Shares 44,412 Est. Cost $55.72 Unrealized +143.3%
UFPT UFP TECHNOLOGIES INC 0.1%
Value ($000) $6,419 Shares 32,159 Est. Cost $225.07 Unrealized -2.3%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $5,850 Shares 37,667 Est. Cost $132.41 Unrealized +36.8%
SPSC SPS COMM INC 0.1%
Value ($000) $5,142 Shares 49,375 Est. Cost $119.01 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $4,559 Shares 138,330 Est. Cost $42.85 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $3,778 Shares 55,056 Est. Cost $22.75 Unrealized +94.3%
NOW SERVICENOW INC 0.0%
Value ($000) $2,552 Shares 2,773 Est. Cost $186.78 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $2,264 Shares 14,738 Est. Cost $134.24 Unrealized +15.4%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1,655 Shares 22,221 Est. Cost $77.97 Unrealized -2.2%
SANDSTORM GOLD LTD 0.0%
Value ($000) $1,460 Shares 116,599 Est. Cost $9.39 Unrealized
LSPD LIGHTSPEED COMMERCE INC 0.0%
Value ($000) $450 Shares 39,000 Est. Cost $11.71 Unrealized