MONTRUSCO BOLTON INVESTMENTS INC.
CIK: 0001475940SEC EDGAR →
Portfolio Value
$8.0B
Holdings
73
As of
Q4 2025
New Positions
5
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,613,524 | $759.5B | 9463.60% |
| 2 | NVIDIA CORPORATION | 3,990,992 | $722.9B | 9007.90% |
| 3 | ALPHABET INC | 1,738,855 | $533.2B | 6644.26% |
| 4 | AMAZON COM INC | 2,124,958 | $478.2B | 5958.88% |
| 5 | WASTE CONNECTIONS INC | 2,345,566 | $397.9B | 4957.92% |
| 6 | DANAHER CORPORATION | 1,444,568 | $321.5B | 4005.94% |
| 7 | JPMORGAN CHASE & CO. | 1,005,426 | $313.3B | 3904.40% |
| 8 | META PLATFORMS INC | 457,439 | $294.5B | 3670.16% |
| 9 | ZOETIS INC | 2,168,078 | $266.9B | 3325.71% |
| 10 | MONSTER BEVERAGE CORP NEW | 3,539,158 | $266.5B | 3321.08% |
Quarterly Changes
Top Buys
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $2.7T | 33.5% |
| Financial Services | 11 | $1.2T | 14.5% |
| Consumer Cyclical | 6 | $875.7B | 10.9% |
| Communication Services | 3 | $836.5B | 10.4% |
| Healthcare | 4 | $710.0B | 8.8% |
| Industrials | 11 | $620.9B | 7.7% |
| Consumer Defensive | 3 | $334.6B | 4.2% |
| Energy | 4 | $227.5B | 2.8% |
| Basic Materials | 7 | $225.2B | 2.8% |
| Real Estate | 3 | $208.9B | 2.6% |
| Unknown | 7 | $124.9B | 1.6% |
| Utilities | 1 | $8.8B | 0.1% |