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Latest MONTRUSCO BOLTON INVESTMENTS INC. Stock Portfolio

$6.46Billion | No. of Holdings #80

MONTRUSCO BOLTON INVESTMENTS INC. Performance

2026 Q2+11.09%
YTD+3.17%
2025+14.63%

About MONTRUSCO BOLTON INVESTMENTS INC. and 13F Hedge Fund Stock Holdings

MONTRUSCO BOLTON INVESTMENTS INC. is a hedge fund based in Canada. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, MONTRUSCO BOLTON INVESTMENTS INC. reported an equity portfolio of $6.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of MONTRUSCO BOLTON INVESTMENTS INC. are NVDA, GOOG, MSFT. The fund has invested 8.2% of it's portfolio in NVIDIA CORPORATION and 6% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off SHERWIN WILLIAMS CO (SHW), TASEKO MINES LTD (TGB) and ALAMOS GOLD INC (AGI) stocks. They significantly reduced their stock positions in WALMART INC (WMT), WASTE CONNECTIONS INC (WCN) and ATS CORPORATION. MONTRUSCO BOLTON INVESTMENTS INC. opened new stock positions in MICRON TECHNOLOGY INC (MU), LINDE PLC (LIN) and GE VERNOVA INC. The fund showed a lot of confidence in some stocks as they added substantially to OPEN TEXT CORP (OTEX), ORLA MNG LTD NEW (ORLA) and BRP INC (DOOO).
MONTRUSCO BOLTON INVESTMENTS INC. Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$6.46Billion
  as of Jul 21, 2026

MONTRUSCO BOLTON INVESTMENTS INC. Annual Return Estimates Vs S&P 500

Our best estimate is that MONTRUSCO BOLTON INVESTMENTS INC. made a return of 11.09% in the last quarter. In trailing 12 months, it's portfolio return was 9.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc235,547,000
linde plc125,893,000
ge vernova inc88,734,800
astrazeneca plc40,808,800
church & dwight co inc34,332,300
bank nova scotia b c26,550,600
trekor metals ltd18,888,800
aya gold & silver inc15,923,500
New stocks bought by MONTRUSCO BOLTON INVESTMENTS INC.

Additions

Ticker% Inc.
open text corp48.38
orla mng ltd new30.16
brp inc20.55
brookfield asset managmt ltd14.27
blackrock inc11.28
idexx labs inc8.96
integra res corp5.62
descartes sys group inc2.29
Additions to existing portfolio by MONTRUSCO BOLTON INVESTMENTS INC.

Reductions

Ticker% Reduced
walmart inc-50.91
waste connections inc-46.5
ats corporation-42.06
brookfield wealth sol ltd-41.71
mda space ltd-39.21
suncor energy inc new-39.18
chipotle mexican grill inc-34.95
sunbelt rentals holdings inc-33.9
MONTRUSCO BOLTON INVESTMENTS INC. reduced stake in above stock

Sold off

Ticker$ Sold
taseko mines ltd-19,570,800
sherwin williams co-112,988,000
alamos gold inc-3,906,140
ufp technologies inc-504,134
MONTRUSCO BOLTON INVESTMENTS INC. got rid off the above stocks

Sector Distribution

MONTRUSCO BOLTON INVESTMENTS INC. has about 33.9% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Energy
  • Real Estate
  • Basic Materials
Sector%
Technology33.9
Others15
Financial Services10
Communication Services9
Consumer Cyclical8
Healthcare7.4
Industrials5.8
Consumer Defensive4.2
Energy2.6
Real Estate2.2
Basic Materials2

Market Cap. Distribution

MONTRUSCO BOLTON INVESTMENTS INC. has about 84.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP53.7
LARGE-CAP30.9
UNALLOCATED15

Stocks belong to which Index?

About 78.6% of the stocks held by MONTRUSCO BOLTON INVESTMENTS INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50075.7
Others21.4
RUSSELL 20002.9
Top 5 Winners (%)%
LRCX
lam research corp
107.7 %
mda space ltd
51.1 %
TSM
taiwan semiconductor manufac
42.9 %
APH
amphenol corp
38.6 %
TFII
tfi international inc
30.8 %
Top 5 Winners ($)$
LRCX
lam research corp
153.2 M
NVDA
nvidia corporation
97.4 M
GOOG
alphabet inc
95.7 M
TSM
taiwan semiconductor manufac
69.6 M
MNST
monster beverage corp new
64.0 M
Top 5 Losers (%)%
ORLA
orla mng ltd new
-36.1 %
EQX
equinox gold corp
-32.2 %
ZTS
zoetis inc
-31.2 %
TSCO
tractor supply co
-28.9 %
boyd group services inc
-24.0 %
Top 5 Losers ($)$
ZTS
zoetis inc
-59.7 M
TSCO
tractor supply co
-16.9 M
boyd group services inc
-8.6 M
AEM
agnico eagle mines ltd
-7.3 M
IDXX
idexx labs inc
-6.9 M

MONTRUSCO BOLTON INVESTMENTS INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MONTRUSCO BOLTON INVESTMENTS INC.

MONTRUSCO BOLTON INVESTMENTS INC. has 80 stocks in it's portfolio. About 49.4% of the portfolio is in top 10 stocks. ZTS proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for MONTRUSCO BOLTON INVESTMENTS INC. last quarter.

$6.46BTotal Value
84.00Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of MONTRUSCO BOLTON INVESTMENTS INC., last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Agnico Eagle Mines Ltd over time
0.35%146,585
$22.77M
0.35%
decreased 9.94 percentreduced
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Aercap Holdings Nv over time
0.02%10,395
$1.52M
0.02%
new position
AGI
Alamos Gold Inc

Alamos Gold Inc

AGI
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Alamos Gold Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAM
Brookfield Asset Managmt Ltd

Brookfield Asset Managmt Ltd

BAM
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Brookfield Asset Managmt Ltd over time
0.27%394,654
$17.70M
0.27%
increased 14.27 percentadded
BMO
Bank Montreal Medium

Bank Montreal Medium

BMO
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Bank Montreal Medium over time
0.47%171,898
$30.37M
0.47%
decreased 16.13 percentreduced
BNS
Bank Nova Scotia B C

Bank Nova Scotia B C

BNS
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Bank Nova Scotia B C over time
0.41%305,579
$26.55M
0.41%
new position
CAE
Cae Inc

Cae Inc

CAE
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Cae Inc over time
0.19%484,500
$12.13M
0.19%
decreased 14.32 percentreduced
CCJ
Cameco Corp

Cameco Corp

CCJ
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Cameco Corp over time
0.14%90,367
$9.21M
0.14%
decreased 3.82 percentreduced
CGAU
Centerra Gold Inc

Centerra Gold Inc

CGAU
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Centerra Gold Inc over time
0.09%381,557
$6.05M
0.09%
new position
CIGI
Colliers Intl Group Inc

Colliers Intl Group Inc

CIGI
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Colliers Intl Group Inc over time
0.19%132,092
$12.39M
0.19%
decreased 9.08 percentreduced
CNI
Canadian Natl Ry Co

Canadian Natl Ry Co

CNI
MONTRUSCO BOLTON INVESTMENTS INC.'s holding in Canadian Natl Ry Co over time
0.34%184,690
$22.03M
0.34%
decreased 5.52 percentreduced