MONTRUSCO BOLTON INVESTMENTS INC.

CIK 0001475940 • 6 13F filings • May 2, 2025 – Jul 21, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsReal EstateOther

Holdings by filing

Portfolio value: $9.01B75 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$160.3M	1.8%	421,023 SH	New
AGNICO EAGLE MINES LTD	COM	$20.5M	0.2%Prev: 0.5%	172,101 SH	Decreased+9,341 SH
ALAMOS GOLD INC NEW	COM CL A	$10.7M	0.1%	401,724 SH	New
ALPHABET INC	CAP STK CL A	$450.5M	5.0%Prev: 6.0%	2,609,606 SH	Increased+1,205,101 SH
AMAZON COM INC	COM	$573.6M	6.4%Prev: 5.6%	2,674,663 SH	Increased+850,201 SH
API GROUP CORP	COM STK	$7.2M	0.1%Prev: 2.8%	140,895 SH	Decreased-4,511,250 SH
APPLE INC	COM	$184.3M	2.0%Prev: 2.4%	898,066 SH	Increased+278,936 SH
ATS CORPORATION	COM	$10.1M	0.1%Prev: 0.1%	318,781 SH	Increased+147,825 SH
BANK MONTREAL QUE	COM	$21.4M	0.2%	193,890 SH	New
BLACKROCK INC	COM	$363.6M	4.0%Prev: 0.6%	353,587 SH	Increased+314,654 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$17.3M	0.2%Prev: 0.2%	313,417 SH	Increased-31,964 SH
BROOKFIELD CORP	CL A LTD VT SH	$3.5M	0.0%Prev: 0.1%	56,295 SH	Decreased-32,060 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$17.7M	0.2%	530,720 SH	New
BROOKFIELD WEALTH SOL LTD	CL A EXCHANGEAB	$8.3M	0.1%Prev: 0.2%	134,655 SH	Decreased-172,753 SH
BRP INC	COM SUN VTG	$11.1M	0.1%Prev: 0.2%	229,950 SH	Decreased+8,257 SH
CAE INC	COM	$16.4M	0.2%Prev: 0.2%	560,500 SH	Increased-5,000 SH
CANADIAN NATL RY CO	COM	$27.7M	0.3%Prev: 0.3%	265,997 SH	Increased+70,507 SH
CANADIAN PACIFIC KANSAS CITY	COM	$2.2M	0.0%Prev: 0.0%	27,488 SH	Increased+24,485 SH
CBIZ INC	COM	$16.7M	0.2%Prev: 0.1%	233,390 SH	Increased-106,631 SH
CGI INC	CL A SUB VTG	$37.4M	0.4%Prev: 0.6%	356,625 SH	Decreased-166,630 SH
CHIPOTLE MEXICAN GRILL INC	COM	$279.3M	3.1%Prev: 2.2%	5,116,087 SH	Increased+357,565 SH
COLLIERS INTL GROUP INC	SUB VTG SHS	$18.1M	0.2%Prev: 0.2%	138,468 SH	Increased-6,817 SH
CORE & MAIN INC	CL A	$9.8M	0.1%Prev: 0.1%	163,195 SH	Increased-4,020 SH
DANAHER CORPORATION	COM	$345.8M	3.8%	1,789,225 SH	New
DESCARTES SYS GROUP INC	COM	$11.9M	0.1%Prev: 0.3%	117,600 SH	Decreased-128,635 SH
ELDORADO GOLD CORP NEW	COM	$5.1M	0.1%	253,000 SH	New
ELI LILLY & CO	COM	$46.6M	0.5%	59,768 SH	New
ENBRIDGE INC	COM	$22.3M	0.2%	493,388 SH	New
ERO COPPER CORP	COM	$12.9M	0.1%	767,142 SH	New
FIRSTSERVICE CORP NEW	COM	$17.6M	0.2%Prev: 0.6%	101,296 SH	Decreased-162,192 SH
FORTINET INC	COM	$108.1M	1.2%	1,022,096 SH	New
FRANCO NEV CORP	COM	$9.0M	0.1%	54,849 SH	New
GILDAN ACTIVEWEAR INC	COM	$11.8M	0.1%Prev: 0.2%	240,000 SH	Decreased-4,300 SH
GRANITE REAL ESTATE INVT TR	TR UNIT NEW	$12.9M	0.1%	254,616 SH	New
IDEXX LABS INC	COM	$224.2M	2.5%Prev: 2.8%	429,409 SH	Increased+87,289 SH
JPMORGAN CHASE & CO.	COM	$485.8M	5.4%	1,715,064 SH	New
LAM RESEARCH CORP	COM NEW	$244.2M	2.7%Prev: 2.2%	2,561,424 SH	Increased+1,876,066 SH
LIGHTSPEED COMMERCE INC	SUB VTG SHS	$457K	0.0%Prev: 0.0%	39,000 SH	Increased+5,000 SH
MASTERCARD INCORPORATED	CL A	$205.4M	2.3%Prev: 3.6%	374,846 SH	Decreased-114,997 SH
META PLATFORMS INC	CL A	$492.2M	5.5%Prev: 3.6%	687,611 SH	Increased+265,211 SH
MICROSOFT CORP	COM	$837.1M	9.3%Prev: 6.8%	1,723,378 SH	Increased+473,935 SH
MONSTER BEVERAGE CORP NEW	COM	$216.0M	2.4%Prev: 3.2%	3,502,060 SH	Increased+541,891 SH
NETFLIX INC	COM	$9.6M	0.1%	7,186 SH	New
NEW GOLD INC CDA	COM	$15.9M	0.2%	3,202,022 SH	New
NVIDIA CORPORATION	COM	$735.8M	8.2%Prev: 9.4%	4,760,297 SH	Increased+1,100,930 SH
OR ROYALTIES INC.	COM SHS	$10.3M	0.1%Prev: 0.1%	402,231 SH	Increased+147,611 SH
PEMBINA PIPELINE CORP	COM	$12.1M	0.1%Prev: 0.2%	323,405 SH	Increased+99,009 SH
POOL CORP	COM	$10.9M	0.1%Prev: 0.1%	37,245 SH	Increased+4,950 SH
PROCTER AND GAMBLE CO	COM	$2.3M	0.0%	14,738 SH	New
PUBLIC STORAGE OPER CO	COM	$220.3M	2.4%Prev: 2.1%	769,793 SH	Increased+251,487 SH
RB GLOBAL INC	COM	$19.7M	0.2%Prev: 0.2%	185,971 SH	Increased+30,271 SH
ROLLINS INC	COM	$279.9M	3.1%	5,113,393 SH	New
ROYAL BK CDA	COM	$55.8M	0.6%Prev: 0.7%	424,433 SH	Increased+146,232 SH
RYAN SPECIALTY HOLDINGS INC	CL A	$213.9M	2.4%Prev: 2.0%	3,212,231 SH	Increased-810,275 SH
SANDSTORM GOLD LTD	COM NEW	$12.2M	0.1%	1,296,000 SH	New
SHERWIN WILLIAMS CO	COM	$149.4M	1.7%Prev: 1.7%	442,931 SH	Increased+82,000 SH
SHOPIFY INC	CL A SUB VTG SHS	$5.2M	0.1%Prev: 0.0%	45,388 SH	Increased+18,776 SH
SUN LIFE FINANCIAL INC.	COM	$24.5M	0.3%Prev: 0.2%	368,367 SH	Increased+167,526 SH
SUNCOR ENERGY INC NEW	COM	$23.1M	0.3%Prev: 0.5%	617,173 SH	Decreased+138,781 SH
SYNOPSYS INC	COM	$209.3M	2.3%Prev: 1.6%	416,518 SH	Increased+135,217 SH
SYSCO CORP	COM	$63.1M	0.7%	832,875 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$184.6M	2.0%	863,127 SH	New
TELUS CORPORATION	COM	$14.2M	0.2%	885,468 SH	New
TFI INTL INC	COM	$20.2M	0.2%	226,034 SH	New
THOMSON REUTERS CORP	COM	$6.3M	0.1%	31,328 SH	New
TORONTO DOMINION BK ONT	COM NEW	$39.2M	0.4%Prev: 0.5%	533,649 SH	Increased+166,030 SH
TRACTOR SUPPLY CO	COM	$49.1M	0.5%Prev: 0.9%	931,032 SH	Decreased-359,422 SH
UBER TECHNOLOGIES INC	COM	$264.4M	2.9%Prev: 2.4%	2,906,773 SH	Increased+664,384 SH
UFP TECHNOLOGIES INC	COM	$9.5M	0.1%Prev: 0.0%	38,859 SH	Increased+36,255 SH
VALERO ENERGY CORP	COM	$223.7M	2.5%Prev: 3.5%	1,664,007 SH	Decreased+727,774 SH
WALMART INC	COM	$46.3M	0.5%Prev: 1.1%	473,970 SH	Decreased-122,440 SH
WASTE CONNECTIONS INC	COM	$419.5M	4.7%Prev: 4.3%	2,306,702 SH	Increased+484,502 SH
WHEATON PRECIOUS METALS CORP	COM	$10.1M	0.1%Prev: 0.4%	112,929 SH	Decreased-83,033 SH
WINMARK CORP	COM	$230K	0.0%	608 SH	New
ZOETIS INC	CL A	$76.9M	0.9%Prev: 2.9%	492,852 SH	Decreased-1,173,483 SH

Sold (vs prior filing)

ALAMOS GOLD INC — $3.9M
AMERICAS GOLD AND SILVER COR — $2.9M
AMPHENOL CORP — $118.2M
BANK MONTREAL MEDIUM — $27.7M
BOYD GROUP SERVICES INC — $35.7M
BROADCOM INC — $187.9M
CAMECO CORP — $10.2M
DANAHER CORP DEL — $246.2M
ENDEAVOUR SILVER CORP — $11.9M
EQUINOX GOLD CORP — $2.1M
INTEGRA RES CORP — $7.2M
JPMORGAN CHASE & CO — $356.0M
MDA SPACE LTD — $8.4M
OPEN TEXT CORP — $4.8M
ORLA MNG LTD NEW — $5.8M
PROCTER & GAMBLE CO — $1.3M
SPS COMM INC — $3.5M
SUNBELT RENTALS HOLDINGS INC — $57.2M
TAIWAN SEMICONDUCTOR MANUFAC — $162.3M
TASEKO MINES LTD — $19.6M
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001475940-26-000009	—	View
Jan 29, 2026	Q4 2025	13F-HR	0001475940-26-000001	$8.03B	View
Nov 12, 2025