EdgeMarket › What Montrusco Bolton Investments Inc. reported owning
What Montrusco Bolton Investments Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.6BPositions
72Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 619.0M | 9.4% | 3.7M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 449.6M | 6.8% | 1.2M | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 394.3M | 6.0% | 1.4M | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 369.6M | 5.6% | 1.8M | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 356.0M | 5.4% | 1.2M | 351.58 | +20.3% |
| WCN Waste Connections, Inc. | 286.5M | 4.3% | 1.8M | 169.40 | -8.8% |
| DHR DANAHER CORP /DE/ | 246.2M | 3.7% | 1.3M | 218.85 | +3.5% |
| MA Mastercard Inc | 236.6M | 3.6% | 489.8K | 580.63 | -2.0% |
| META Meta Platforms, Inc. | 235.6M | 3.6% | 422.4K | 549.90 | -26.5% |
| VLO VALERO ENERGY CORP/TX | 231.3M | 3.5% | 936.2K | 348.86 | +148.3% |
| MNST Monster Beverage Corp | 209.9M | 3.2% | 3.0M | 47.79 | -25.8% |
| ZTS Zoetis Inc. | 191.4M | 2.9% | 1.7M | 77.73 | -50.4% |
| AVGO Broadcom Inc. | 187.9M | 2.8% | 625.6K | 368.45 | +26.5% |
| IDXX IDEXX LABORATORIES INC /DE | 186.7M | 2.8% | 342.1K | 556.93 | -13.0% |
| APG APi Group Corp | 183.5M | 2.8% | 4.7M | 41.16 | +16.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 162.3M | 2.5% | 510.2K | 418.95 | +83.3% |
| AAPL Apple Inc. | 157.1M | 2.4% | 619.1K | 309.35 | +36.9% |
| UBER Uber Technologies, Inc | 156.2M | 2.4% | 2.2M | 78.80 | -15.9% |
| CMG CHIPOTLE MEXICAN GRILL INC | 148.2M | 2.2% | 4.8M | 36.90 | -14.3% |
| LRCX LAM RESEARCH CORP | 142.2M | 2.2% | 685.4K | 314.00 | +216.7% |
| PSA Public Storage | 135.8M | 2.1% | 518.3K | 322.49 | +12.4% |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 132.1M | 2.0% | 4.0M | 43.28 | -27.6% |
| APH AMPHENOL CORP /DE/ | 118.2M | 1.8% | 935.6K | 157.01 | +44.5% |
| SHW SHERWIN WILLIAMS CO | 113.0M | 1.7% | 360.9K | 346.59 | -5.6% |
| SNPS SYNOPSYS INC | 108.8M | 1.6% | 281.3K | 397.87 | -33.8% |
| WMT Walmart Inc. | 74.1M | 1.1% | 596.4K | 103.70 | +1.1% |
| TSCO TRACTOR SUPPLY CO /DE/ | 58.5M | 0.9% | 1.3M | 34.98 | -42.7% |
| SUNB Sunbelt Rentals Holdings, Inc. | 57.2M | 0.9% | 1.0M | 76.88 | — |
| RY ROYAL BANK OF CANADA | 44.8M | 0.7% | 278.2K | 205.23 | +50.4% |
| GIB CGI INC | 38.1M | 0.6% | 523.3K | 74.98 | -20.9% |
| BLK BlackRock, Inc. | 37.4M | 0.6% | 38.9K | 1,156.55 | +2.5% |
| FSV FirstService Corp | 36.5M | 0.6% | 263.5K | 144.49 | -27.5% |
| BGSI Boyd Group Services Inc. | 35.7M | 0.5% | 280.2K | 88.25 | — |
| TD TORONTO DOMINION BANK | 34.2M | 0.5% | 367.6K | 117.15 | +58.9% |
| AEM AGNICO EAGLE MINES LTD | 32.9M | 0.5% | 162.8K | 216.06 | +60.4% |
| SU SUNCOR ENERGY INC | 31.5M | 0.5% | 478.4K | 68.42 | +77.3% |
| BMO BANK OF MONTREAL /CAN/ | 27.7M | 0.4% | 205.0K | 174.43 | +54.7% |
| TFII TFI International Inc. | 25.8M | 0.4% | 238.2K | 141.35 | +56.5% |
| WPM Wheaton Precious Metals Corp. | 25.6M | 0.4% | 196.0K | 157.78 | +69.2% |
| CNI CANADIAN NATIONAL RAILWAY CO | 20.1M | 0.3% | 195.5K | 129.84 | +38.4% |
| TGB Trekor Metals Ltd | 19.6M | 0.3% | 3.0M | 9.19 | +197.4% |
| DSGX DESCARTES SYSTEMS GROUP INC | 17.6M | 0.3% | 246.2K | 78.21 | -20.2% |
| DOO BRP Inc. | 15.9M | 0.2% | 221.7K | 68.04 | +20.6% |
| CIGI Colliers International Group Inc. | 15.5M | 0.2% | 145.3K | 107.06 | -34.2% |
| BAM Brookfield Asset Management Ltd. | 15.3M | 0.2% | 345.4K | 52.30 | -11.9% |
| RBA RB GLOBAL INC. | 14.9M | 0.2% | 155.7K | 87.02 | -24.4% |
| CAE CAE INC | 14.7M | 0.2% | 565.5K | 24.91 | -7.0% |
| GIL Gildan Activewear Inc. | 13.6M | 0.2% | 244.3K | 56.17 | +2.9% |
| BNT Brookfield Wealth Solutions Ltd. | 12.7M | 0.2% | 307.4K | 41.81 | -2.4% |
| SLF SUN LIFE FINANCIAL INC | 12.5M | 0.2% | 200.8K | 78.98 | +34.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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