MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

Location: Montreal, Quebec, Canada

CIK: 0001475940 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 29, 2026

Total Value: $8.025B (100.0% shares, 0.0% debt)

Holdings (73)

MSFT MICROSOFT CORP 9.5%
Value $759M Shares 1,613,524 Est. Cost $276.95 Unrealized +80.7%
NVDA NVIDIA CORPORATION 9.0%
Value $723M Shares 3,990,992 Est. Cost $97.57 Unrealized +90.8%
GOOGL ALPHABET INC 6.6%
Value $533M Shares 1,738,855 Est. Cost $123.03 Unrealized +132.1%
AMZN AMAZON COM INC 6.0%
Value $478M Shares 2,124,958 Est. Cost $147.51 Unrealized +55.1%
WCN WASTE CONNECTIONS INC 5.0%
Value $398M Shares 2,345,566 Est. Cost $157.63 Unrealized +9.6%
DHR DANAHER CORPORATION 4.0%
Value $321M Shares 1,444,568 Est. Cost $213.29 Unrealized +2.9%
JPM JPMORGAN CHASE & CO. 3.9%
Value $313M Shares 1,005,426 Est. Cost $252.67 Unrealized +22.5%
META META PLATFORMS INC 3.7%
Value $295M Shares 457,439 Est. Cost $329.80 Unrealized +102.3%
ZTS ZOETIS INC 3.3%
Value $267M Shares 2,168,078 Est. Cost $139.84 Unrealized -6.8%
MNST MONSTER BEVERAGE CORP NEW 3.3%
Value $267M Shares 3,539,158 Est. Cost $52.76 Unrealized +35.8%
BLK BLACKROCK INC 3.2%
Value $260M Shares 247,965 Est. Cost $986.96 Unrealized +10.4%
RYAN RYAN SPECIALTY HOLDINGS INC 2.7%
Value $218M Shares 4,343,116 Est. Cost $66.10 Unrealized -17.0%
AAPL APPLE INC 2.7%
Value $216M Shares 793,410 Est. Cost $145.97 Unrealized +83.8%
MA MASTERCARD INCORPORATED 2.7%
Value $214M Shares 382,750 Est. Cost $435.16 Unrealized +28.4%
SNPS SYNOPSYS INC 2.6%
Value $208M Shares 451,599 Est. Cost $499.25 Unrealized -11.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.5%
Value $200M Shares 698,967 Est. Cost $191.68 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 2.4%
Value $190M Shares 5,289,270 Est. Cost $52.33 Unrealized -30.9%
VLO VALERO ENERGY CORP 2.2%
Value $179M Shares 1,100,912 Est. Cost $115.33 Unrealized +46.4%
UBER UBER TECHNOLOGIES INC 2.1%
Value $165M Shares 2,086,619 Est. Cost $71.49 Unrealized +26.0%
PSA PUBLIC STORAGE OPER CO 2.0%
Value $160M Shares 635,726 Est. Cost $267.48 Unrealized +3.7%
SHW SHERWIN WILLIAMS CO 1.5%
Value $123M Shares 387,679 Est. Cost $331.08 Unrealized +0.9%
IDXX IDEXX LABS INC 1.5%
Value $117M Shares 176,932 Est. Cost $448.92 Unrealized +51.7%
APG API GROUP CORP 1.4%
Value $115M Shares 3,090,155 Est. Cost $35.71 Unrealized +3.6%
ROL ROLLINS INC 1.4%
Value $108M Shares 1,857,978 Est. Cost $43.21 Unrealized +35.8%
ADBE ADOBE INC 1.3%
Value $107M Shares 318,040 Est. Cost $463.40 Unrealized -26.6%
LRCX LAM RESEARCH CORP 1.3%
Value $104M Shares 626,819 Est. Cost $78.35 Unrealized +98.3%
AVGO BROADCOM INC 1.2%
Value $98.89M Shares 285,740 Est. Cost $357.00 Unrealized 0.0%
FTNT FORTINET INC 1.2%
Value $97.58M Shares 1,228,784 Est. Cost $98.87 Unrealized -16.1%
WMT WALMART INC 0.8%
Value $66.72M Shares 598,835 Est. Cost $61.27 Unrealized +75.0%
TSCO TRACTOR SUPPLY CO 0.8%
Value $64.29M Shares 1,285,595 Est. Cost $51.70 Unrealized +3.9%
RY ROYAL BK CDA 0.6%
Value $48.73M Shares 285,473 Est. Cost $89.44 Unrealized +71.7%
GIB CGI INC 0.6%
Value $47.95M Shares 518,394 Est. Cost $101.11 Unrealized -12.0%
TD TORONTO DOMINION BK ONT 0.4%
Value $35.3M Shares 374,003 Est. Cost $56.89 Unrealized +48.4%
TFII TFI INTL INC 0.4%
Value $30.96M Shares 299,155 Est. Cost $82.19 Unrealized +13.2%
FSV FIRSTSERVICE CORP NEW 0.4%
Value $29.71M Shares 190,823 Est. Cost $144.59 Unrealized +12.3%
AEM AGNICO EAGLE MINES LTD 0.4%
Value $29.06M Shares 171,124 Est. Cost $117.64 Unrealized +42.7%
BMO BANK MONTREAL QUE 0.3%
Value $27.11M Shares 208,443 Est. Cost $99.55 Unrealized +27.2%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value $22.88M Shares 194,388 Est. Cost $72.28 Unrealized +48.1%
SU SUNCOR ENERGY INC NEW 0.3%
Value $21.98M Shares 494,481 Est. Cost $37.42 Unrealized +13.0%
AGI ALAMOS GOLD INC NEW 0.2%
Value $19.81M Shares 512,247 Est. Cost $27.21 Unrealized +28.0%
CNI CANADIAN NATL RY CO 0.2%
Value $19.61M Shares 197,993 Est. Cost $104.02 Unrealized -7.6%
DOO BRP INC 0.2%
Value $19.07M Shares 269,343 Est. Cost $43.81 Unrealized +55.1%
CIGI COLLIERS INTL GROUP INC 0.2%
Value $19.01M Shares 129,177 Est. Cost $109.60 Unrealized +37.0%
RBA RB GLOBAL INC 0.2%
Value $17.26M Shares 167,410 Est. Cost $102.51 Unrealized -0.9%
CAE CAE INC 0.2%
Value $17.22M Shares 565,500 Est. Cost $25.22 Unrealized +11.2%
DSGX DESCARTES SYS GROUP INC 0.2%
Value $16.93M Shares 192,740 Est. Cost $86.30 Unrealized +3.6%
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value $16.88M Shares 321,897 Est. Cost $33.43 Unrealized +59.9%
GIL GILDAN ACTIVEWEAR INC 0.2%
Value $15.39M Shares 245,900 Est. Cost $45.84 Unrealized +29.7%
CBZ CBIZ INC 0.2%
Value $14.89M Shares 295,121 Est. Cost $69.96 Unrealized -24.9%
ERO ERO COPPER CORP 0.2%
Value $14.45M Shares 509,963 Est. Cost $18.76 Unrealized +24.1%
ORLA ORLA MNG LTD NEW 0.2%
Value $14.43M Shares 1,071,537 Est. Cost $12.14 Unrealized 0.0%
TGB TASEKO MINES LTD 0.2%
Value $13.91M Shares 2,454,659 Est. Cost $3.40 Unrealized +38.3%
EXK ENDEAVOUR SILVER CORP 0.2%
Value $13.21M Shares 1,402,392 Est. Cost $6.25 Unrealized +35.7%
SLF SUN LIFE FINANCIAL INC. 0.2%
Value $12.72M Shares 203,469 Est. Cost $56.81 Unrealized +6.3%
GRTUF GRANITE REAL ESTATE INVT TR 0.2%
Value $12.53M Shares 210,254 Est. Cost $48.51 Unrealized
EGO ELDORADO GOLD CORP NEW 0.2%
Value $12.3M Shares 341,707 Est. Cost $14.83 Unrealized +101.8%
BNT BROOKFIELD WEALTH SOL LTD 0.1%
Value $10.83M Shares 234,974 Est. Cost $38.01 Unrealized +19.9%
CNM CORE & MAIN INC 0.1%
Value $8.919M Shares 171,615 Est. Cost $53.62 Unrealized -4.3%
CCJ CAMECO CORP 0.1%
Value $8.817M Shares 96,167 Est. Cost $89.94 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP 0.1%
Value $8.754M Shares 229,490 Est. Cost $36.64 Unrealized +5.0%
POOL POOL CORP 0.1%
Value $7.387M Shares 32,295 Est. Cost $292.39 Unrealized -11.3%
OTEX OPEN TEXT CORP 0.1%
Value $7.14M Shares 218,938 Est. Cost $35.42 Unrealized 0.0%
ATS ATS CORPORATION 0.1%
Value $7.025M Shares 254,681 Est. Cost $27.39 Unrealized -2.5%
ENB ENBRIDGE INC 0.1%
Value $6.682M Shares 139,459 Est. Cost $27.37 Unrealized +72.1%
SHOP SHOPIFY INC 0.1%
Value $6.145M Shares 38,112 Est. Cost $55.72 Unrealized +188.1%
SPSC SPS COMM INC 0.1%
Value $5.642M Shares 63,300 Est. Cost $113.23 Unrealized -18.1%
UFPT UFP TECHNOLOGIES INC 0.1%
Value $4.514M Shares 20,329 Est. Cost $225.07 Unrealized -4.8%
BN BROOKFIELD CORP 0.1%
Value $4.062M Shares 88,351 Est. Cost $31.34 Unrealized +45.3%
TRI THOMSON REUTERS CORP 0.0%
Value $3.837M Shares 29,041 Est. Cost $132.41 Unrealized +6.6%
EQX EQUINOX GOLD CORP 0.0%
Value $2.241M Shares 159,274 Est. Cost $12.62 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value $1.323M Shares 9,231 Est. Cost $134.24 Unrealized +9.6%
LSPD LIGHTSPEED COMMERCE INC 0.0%
Value $471K Shares 39,000 Est. Cost $11.71 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $203K Shares 2,755 Est. Cost $77.97 Unrealized -5.6%