Institutional
MONTRUSCO BOLTON INVESTMENTS INC.
CIK 0001475940
$6.46B
Reported AUM
80
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for MONTRUSCO BOLTON INVESTMENTS INC. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $527.8M | 8.18% | — | HELD |
| 2 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $390.8M | 6.05% | — | HELD |
| 3 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $381.0M | 5.90% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $375.7M | 5.82% | — | HELD |
| 5 | JPM | JPMORGAN CHASE & CO | $350.93 | 1.80% | 21.40% | 144.23% | $302.7M | 4.69% | — | HELD |
| 6 | LRCX | LAM RESEARCH CORP | $297.72 | 17.98% | 163.30% | 339.52% | $291.0M | 4.51% | — | HELD |
| 7 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $240.8M | 3.73% | — | HELD |
| 8 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | 1.24% | 67.59% | $240.5M | 3.73% | — | HELD |
| 9 | MU | MICRON TECHNOLOGY INC | $875.03 | 18.41% | 662.58% | 1011.70% | $235.5M | 3.65% | — | HELD |
| 10 | MNST | MONSTER BEVERAGE CORP NEW | $97.65 | 0.43% | 63.53% | 97.84% | $203.2M | 3.15% | — | HELD |
| 11 | DHR | DANAHER CORP DEL | $196.28 | -0.11% | 0.43% | -29.94% | $202.8M | 3.14% | — | HELD |
| 12 | IDXX | IDEXX LABS INC | $558.80 | -1.93% | 4.88% | -16.63% | $196.3M | 3.04% | — | HELD |
| 13 | META | META PLATFORMS INC | $539.74 | -7.83% | -21.66% | 55.72% | $188.5M | 2.92% | — | HELD |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | 73.36% | 267.64% | $173.3M | 2.68% | — | HELD |
| 15 | APG | API GROUP CORP | $39.20 | 1.95% | 10.79% | 151.33% | $171.6M | 2.66% | — | HELD |
| 16 | VLO | VALERO ENERGY CORP | $311.71 | 3.45% | 130.16% | 428.43% | $166.0M | 2.57% | — | HELD |
| 17 | WCN | WASTE CONNECTIONS INC | $166.27 | -3.78% | -6.82% | 38.17% | $162.5M | 2.52% | — | HELD |
| 18 | APH | AMPHENOL CORP | $159.82 | 6.33% | 45.08% | 310.42% | $156.8M | 2.43% | — | HELD |
| 19 | PSA | PUBLIC STORAGE | $317.45 | -3.64% | 18.55% | 22.11% | $139.7M | 2.16% | — | HELD |
| 20 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $131.9M | 2.04% | — | HELD |
| 21 | LIN | LINDE PLC | $508.64 | -0.49% | 11.29% | 71.60% | $125.9M | 1.95% | — | HELD |
| 22 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $123.5M | 1.91% | — | HELD |
| 23 | CMG | CHIPOTLE MEXICAN GRILL INC | $38.52 | 12.50% | -9.11% | 1.52% | $105.2M | 1.63% | — | HELD |
| 24 | RYAN | RYAN SPECIALTY HOLDINGS INC | $44.09 | -5.14% | -18.72% | 45.05% | $101.5M | 1.57% | — | HELD |
| 25 | SNPS | SYNOPSYS INC | $372.33 | -0.36% | -39.60% | 12.48% | $90.4M | 1.40% | — | HELD |
| 26 | GEV | GE VERNOVA INC | $981.98 | 9.07% | 37.44% | 488.18% | $88.7M | 1.37% | — | HELD |
| 27 | ZTS | ZOETIS INC | $76.03 | -2.44% | -47.63% | -60.84% | $79.9M | 1.24% | — | HELD |
| 28 | RY | ROYAL BK CDA | $210.12 | 1.78% | 62.59% | 136.99% | $52.4M | 0.81% | — | HELD |
| 29 | SUNB | SUNBELT RENTALS HOLDINGS INC | $72.53 | -1.20% | -1.98% | -4.67% | $48.3M | 0.75% | — | HELD |
| 30 | BLK | BLACKROCK INC | $1098.37 | 1.78% | 2.59% | 31.21% | $41.7M | 0.65% | — | HELD |
| 31 | AZN | ASTRAZENECA PLC | $171.34 | -1.13% | — | — | $40.8M | 0.63% | — | HELD |
| 32 | TD | TORONTO DOMINION BK ONT | $119.76 | 2.37% | — | — | $38.6M | 0.60% | — | HELD |
| 33 | TSCO | TRACTOR SUPPLY CO | $30.21 | -2.55% | — | — | $37.3M | 0.58% | — | HELD |
| 34 | FSV | FIRSTSERVICE CORP NEW | $144.57 | 1.52% | — | — | $36.2M | 0.56% | — | HELD |
| 35 | CHD | CHURCH & DWIGHT CO INC | $97.68 | -2.18% | — | — | $34.3M | 0.53% | — | HELD |
| 36 | WMT | WALMART INC | $111.12 | -2.71% | — | — | $33.2M | 0.51% | — | HELD |
| 37 | GIB | CGI INC | $73.24 | -1.69% | — | — | $32.3M | 0.50% | — | HELD |
| 38 | TFII | TFI INTERNATIONAL INC | $134.29 | -4.78% | — | — | $30.4M | 0.47% | — | HELD |
| 39 | BMO | BANK MONTREAL MEDIUM | $178.62 | 1.90% | — | — | $30.4M | 0.47% | — | HELD |
| 40 | BNS | BANK NOVA SCOTIA B C | $87.84 | 2.09% | — | — | $26.6M | 0.41% | — | HELD |
| 41 | BGSI | BOYD GROUP SERVICES INC | $103.36 | -6.24% | — | — | $23.2M | 0.36% | — | HELD |
| 42 | AEM | AGNICO EAGLE MINES LTD | $150.75 | 4.38% | — | — | $22.8M | 0.35% | — | HELD |
| 43 | CNI | CANADIAN NATL RY CO | $127.13 | -2.09% | — | — | $22.0M | 0.34% | — | HELD |
| 44 | TGB | TREKOR METALS LTD | $7.08 | 5.51% | — | — | $18.9M | 0.29% | — | HELD |
| 45 | BAM | BROOKFIELD ASSET MANAGMT LTD | $47.97 | 1.30% | — | — | $17.7M | 0.27% | — | HELD |
| 46 | DSGX | DESCARTES SYS GROUP INC | $74.55 | -4.42% | — | — | $17.4M | 0.27% | — | HELD |
| 47 | WPM | WHEATON PRECIOUS METALS CORP | $113.38 | 3.58% | — | — | $17.0M | 0.26% | — | HELD |
| 48 | DOO | BRP INC | $62.39 | 2.04% | — | — | $16.3M | 0.25% | — | HELD |
| 49 | AYA | AYA GOLD & SILVER INC | $20.49 | 6.61% | — | — | $15.9M | 0.25% | — | HELD |
| 50 | SLF | SUN LIFE FINANCIAL INC. | $82.77 | 0.61% | — | — | $15.8M | 0.24% | — | HELD |
| 51 | SU | SUNCOR ENERGY INC NEW | $66.73 | 1.41% | — | — | $15.6M | 0.24% | — | HELD |
| 52 | RBA | RB GLOBAL INC | $110.01 | -4.51% | — | — | $14.8M | 0.23% | — | HELD |
| 53 | CIGI | COLLIERS INTL GROUP INC | $99.38 | -1.81% | — | — | $12.4M | 0.19% | — | HELD |
| 54 | CAE | CAE INC | $25.83 | -1.52% | — | — | $12.1M | 0.19% | — | HELD |
| 55 | GIL | GILDAN ACTIVEWEAR INC | $52.50 | 2.44% | — | — | $11.7M | 0.18% | — | HELD |
| 56 | CBZ | CBIZ INC | $55.25 | 0.64% | — | — | $11.0M | 0.17% | — | HELD |
| 57 | PBA | PEMBINA PIPELINE CORP | $50.43 | 0.04% | — | — | $10.4M | 0.16% | — | HELD |
| 58 | EXK | ENDEAVOUR SILVER CORP | $7.77 | 2.78% | — | — | $9.6M | 0.15% | — | HELD |
| 59 | CCJ | CAMECO CORP | $88.18 | 4.27% | — | — | $9.2M | 0.14% | — | HELD |
| 60 | MDA | MDA SPACE LTD | $30.28 | 5.29% | — | — | $8.4M | 0.13% | — | HELD |
| 61 | CNM | CORE & MAIN INC | $43.53 | 2.74% | — | — | $8.1M | 0.13% | — | HELD |
| 62 | BNT | BROOKFIELD WEALTH SOL LTD | $42.75 | -0.07% | — | — | $7.6M | 0.12% | — | HELD |
| 63 | OR | OR ROYALTIES INC. | $30.69 | 4.07% | — | — | $7.5M | 0.12% | — | HELD |
| 64 | OTEX | OPEN TEXT CORP | $25.36 | -2.01% | — | — | $7.0M | 0.11% | — | HELD |
| 65 | POOL | POOL CORP | $190.68 | -1.43% | — | — | $6.9M | 0.11% | — | HELD |
| 66 | ITRG | INTEGRA RES CORP | $2.16 | 5.88% | — | — | $6.3M | 0.10% | — | HELD |
| 67 | CGAU | CENTERRA GOLD INC | $18.32 | 7.57% | — | — | $6.0M | 0.09% | — | HELD |
| 68 | ORLA | ORLA MNG LTD NEW | $9.44 | 5.59% | — | — | $4.6M | 0.07% | — | HELD |
| 69 | BN | BROOKFIELD CORP | $42.03 | 0.80% | — | — | $3.8M | 0.06% | — | HELD |
| 70 | SPSC | SPS COMM INC | $65.83 | -5.14% | — | — | $3.6M | 0.06% | — | HELD |
| 71 | ATS | ATS CORPORATION | $26.79 | 1.09% | — | — | $2.9M | 0.04% | — | HELD |
| 72 | SHOP | SHOPIFY INC | $122.40 | -5.24% | — | — | $2.7M | 0.04% | — | HELD |
| 73 | USAS | AMERICAS GOLD AND SILVER COR | $3.94 | 7.65% | — | — | $2.4M | 0.04% | — | HELD |
| 74 | SE | SEA LTD | $106.25 | -1.96% | — | — | $2.0M | 0.03% | — | HELD |
| 75 | AER | AERCAP HOLDINGS NV | $152.87 | 2.85% | — | — | $1.5M | 0.02% | — | HELD |
| 76 | EQX | EQUINOX GOLD CORP | $9.41 | 5.02% | — | — | $1.4M | 0.02% | — | HELD |
| 77 | PG | PROCTER & GAMBLE CO | $143.95 | -1.47% | — | — | $1.3M | 0.02% | — | HELD |
| 78 | EFXT | ENERFLEX LTD | $22.07 | 4.45% | — | — | $654K | 0.01% | — | HELD |
| 79 | LSPD | LIGHTSPEED COMMERCE INC | $9.66 | -12.26% | — | — | $356K | 0.01% | — | HELD |
| 80 | CP | CANADIAN PACIFIC KANSAS CITY | $88.16 | -3.43% | — | — | $264K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001475940-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.