Holdings of MONTRUSCO BOLTON INVESTMENTS INC.
34 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 58.5 % of the equity sleeve
Sector breakdown
- Technology 34.0 %
- Financials 11.0 %
- Communication 11.0 %
- Health care 10.9 %
- Consumer discretionary 10.1 %
- Consumer staples 5.0 %
- Energy 4.0 %
- Industrials 3.7 %
- Materials 2.0 %
- Unattributed 8.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 33 | 5.6B $ | 97.17 % |
| TW | 1 | 162.3M $ | 2.83 % |
Positions
| Company | Shares | Value | Weight |
|---|
| NVIDIA Corp | 3,659,367 | 619M $ | |
| Microsoft Corp | 1,249,443 | 449.6M $ | |
| Alphabet Inc | 1,404,505 | 394.3M $ | |
| Amazon.com Inc | 1,824,462 | 369.6M $ | |
| JPMorgan Chase & Co | 1,246,180 | 356M $ | |
| Danaher Corp | 1,341,168 | 246.2M $ | |
| Mastercard Inc | 489,843 | 236.6M $ | |
| Meta Platforms Inc | 422,400 | 235.6M $ | |
| Valero Energy Corp | 936,233 | 231.3M $ | |
| Monster Beverage Corp | 2,960,169 | 209.9M $ | |
| Zoetis Inc | 1,666,335 | 191.4M $ | |
| Broadcom Inc | 625,635 | 187.9M $ | |
| IDEXX Laboratories Inc | 342,120 | 186.7M $ | |
| API Group Corp | 4,652,145 | 183.5M $ | |
| Taiwan Semiconductor Manufacturing Co Ltd | 510,242 | 162.3M $ | |
| Apple Inc | 619,130 | 157.1M $ | |
| Uber Technologies Inc | 2,242,389 | 156.2M $ | |
| Chipotle Mexican Grill Inc | 4,758,522 | 148.2M $ | |
| Lam Research Corp | 685,358 | 142.2M $ | |
| Public Storage | 518,306 | 135.8M $ | |
| Ryan Specialty Holdings Inc | 4,022,506 | 132.1M $ | |
| Amphenol Corp | 935,551 | 118.2M $ | |
| Sherwin-Williams Co/The | 360,931 | 113M $ | |
| Synopsys Inc | 281,301 | 108.8M $ | |
| Walmart Inc | 596,410 | 74.1M $ | |
| Tractor Supply Co | 1,290,454 | 58.5M $ | |
| Sunbelt Rentals Holdings Inc | 1,002,578 | 57.2M $ | |
| Blackrock Inc | 38,933 | 37.4M $ | |
| CBIZ Inc | 340,021 | 9.1M $ | |
| Core & Main Inc | 167,215 | 8.3M $ | |
| Pool Corp | 32,295 | 6.5M $ | |
| SPS Commerce Inc | 63,300 | 3.5M $ | |
| Procter & Gamble Co/The | 9,067 | 1.3M $ | |
| UFP Technologies Inc | 2,604 | 504.1K $ | |