MB

MONTRUSCO BOLTON INVESTMENTS INC.

13F
MONTRUSCO BOLTON INVESTMENTS INC.
Last update 2025-05-02 62 Stocks (7 new)
Value $7.61 Bil Turnover 14 %
Countries:
Top Holdings: MSFT(9.90%)NVDA(7.37%)AMZN(5.55%)GOOGL(4.99%)BLK(4.89%)
Summary Stock Picks Current Portfolio
MONTRUSCO BOLTON INVESTMENTS I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
2,066,121
752,878.2
-0.92%
9.900
-0.10%
0.030
+33.94%
+18.80%
3,707,650.2
Software
NVDA
NVIDIA Corp
5,296,119
560,655.7
+9.46%
7.370
+0.64%
0.020
+56.53%
+18.67%
3,885,913.3
Semiconductors
AMZN
Amazon.com Inc
2,286,279
422,608.8
-20.39%
5.550
-1.51%
0.020
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
GOOGL
Alphabet Inc
2,531,957
379,352.5
-8.85%
4.990
-0.55%
0.020
+19.26%
-4.94%
2,184,120.1
Interactive Media
BLK
BlackRock Inc
399,696
371,824.2
+16.28%
4.890
+0.68%
0.260
+22.56%
+6.70%
167,653.4
Asset Management
MA
Mastercard Inc
694,326
370,802.4
-12.58%
4.870
-0.62%
0.080
+7.46%
+8.43%
516,916.7
Credit Services
DHR
Danaher Corp
1,716,545
342,586.7
+0.04%
4.500
0%
0.240
+2.84%
-11.20%
145,424.1
Medical Diagnostics & Research
ROL
Rollins Inc
6,362,759
331,377.0
-14.73%
4.360
-0.60%
1.310
+1.26%
+22.52%
27,353.4
Personal Services
MNST
Monster Beverage Corp
5,366,126
303,728.3
+54.70%
3.990
+1.41%
0.550
+5.75%
+20.02%
61,518.5
Beverages - Non-Alcoholic
WCN
Waste Connections Inc
1,573,984
296,211.8
-18.36%
3.890
-0.71%
0.610
-9.47%
+5.68%
46,699.6
Waste Management

MONTRUSCO BOLTON INVESTMENTS INC.'s Historical Top Holdings Breakdowns

MONTRUSCO BOLTON INVESTMENTS INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WDAY
Workday Inc
2025-03-31
Sold Out
Sold Out
-3.19%
●
233.53 ($255.22) 277.82
$241.76
-5.27%
Sold Out
0
-1,053,221
CMG
Chipotle Mexican Grill Inc
2025-03-31
Add
Add
+3.04%
●
47.79 ($54.38) 59.89
$57.07
4.95%
Add 5319.68%
4,848,990
4,759,520
ADBE
Adobe Inc
2025-03-31
Reduce
Reduce
-1.77%
●
377.84 ($428.84) 464.11
$379.31
-11.55%
Reduce -50.48%
331,030
-337,468
SNPS
Synopsys Inc
2025-03-31
New Buy
New Buy
+1.64%
●
428.58 ($485.8) 551.54
$548.74
12.96%
New holding
297,557
297,557
LRCX
Lam Research Corp
2025-03-31
New Buy
New Buy
+1.61%
●
72.44 ($78.75) 89.02
$98.81
25.47%
New holding
1,726,228
1,726,228
AMGN
Amgen Inc
2025-03-31
Reduce
Reduce
-1.60%
●
258.59 ($295.3) 327.36
$298.24
1.00%
Reduce -43.13%
689,602
-522,932
IDXX
IDEXX Laboratories Inc
2025-03-31
New Buy
New Buy
+1.58%
●
406.29 ($434.21) 469.04
$547.01
25.98%
New holding
285,768
285,768
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-1.51%
●
190.26 ($217) 242.06
$223.41
2.95%
Reduce -20.39%
2,286,279
-585,444
MNST
Monster Beverage Corp
2025-03-31
Add
Add
+1.41%
●
46.16 ($52.12) 58.58
$63.08
21.03%
Add 54.7%
5,366,126
1,897,466
MTD
Mettler-Toledo International Inc
2025-03-31
Sold Out
Sold Out
-1.25%
●
1177.09 ($1277.12) 1390
$1,209.08
-5.33%
Sold Out
0
-84,499

MONTRUSCO BOLTON INVESTMENTS INC. Total Holding History ($B)

To

MONTRUSCO BOLTON INVESTMENTS INC.'s Asset Allocation

To

MONTRUSCO BOLTON INVESTMENTS INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MONTRUSCO BOLTON INVESTMENTS INC.'s Hypothetical Growth since 2025-03-31

MONTRUSCO BOLTON INVESTMENTS INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

MONTRUSCO BOLTON INVESTMENTS INC.'s Holdings Heat Map

Size field:

MONTRUSCO BOLTON INVESTMENTS INC.'s Holdings Bubble Chart

MONTRUSCO BOLTON INVESTMENTS INC. News

  • 1

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