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: $8.59B78 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$123.8M	1.4%	362,784 SH	New
AGNICO EAGLE MINES LTD	COM	$32.7M	0.4%Prev: 0.4%	193,818 SH	Increased+47,233 SH
ALAMOS GOLD INC NEW	COM CL A	$19.1M	0.2%	547,567 SH	New
ALPHABET INC	CAP STK CL A	$471.7M	5.5%Prev: 6.1%	1,980,590 SH	Increased+886,976 SH
AMAZON COM INC	COM	$506.9M	5.9%Prev: 5.8%	2,368,481 SH	Increased+792,337 SH
AMERICAS GOLD AND SILVER COR	COM NEW	$10.0M	0.1%Prev: 0.0%	2,668,549 SH	Increased+2,171,634 SH
API GROUP CORP	COM STK	$50.4M	0.6%Prev: 2.7%	1,465,700 SH	Decreased-2,586,026 SH
APPLE INC	COM	$237.6M	2.8%Prev: 2.0%	933,027 SH	Increased+477,176 SH
ATS CORPORATION	COM	$7.4M	0.1%Prev: 0.0%	283,781 SH	Increased+184,725 SH
BANK MONTREAL QUE	COM	$29.6M	0.3%	227,141 SH	New
BLACKROCK INC	COM	$379.2M	4.4%Prev: 0.6%	333,392 SH	Increased+290,069 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$18.7M	0.2%Prev: 0.3%	329,296 SH	Increased-65,358 SH
BROOKFIELD CORP	CL A LTD VT SH	$3.8M	0.0%Prev: 0.1%	55,056 SH	Increased-33,186 SH
BROOKFIELD INFRAST PARTNERS	LP INT UNIT	$4.6M	0.1%	138,330 SH	New
BROOKFIELD WEALTH SOL LTD	CL A EXCHANGEAB	$9.2M	0.1%Prev: 0.1%	134,437 SH	Increased-44,763 SH
BRP INC	COM SUN VTG	$19.3M	0.2%Prev: 0.3%	318,118 SH	Increased+50,870 SH
CAE INC	COM	$16.7M	0.2%Prev: 0.2%	565,500 SH	Increased+81,000 SH
CANADIAN NATL RY CO	COM	$18.9M	0.2%Prev: 0.3%	200,189 SH	Decreased+15,499 SH
CANADIAN PACIFIC KANSAS CITY	COM	$1.7M	0.0%Prev: 0.0%	22,221 SH	Increased+19,175 SH
CBIZ INC	COM	$14.7M	0.2%Prev: 0.2%	276,821 SH	Increased-65,400 SH
CGI INC	CL A SUB VTG	$41.7M	0.5%Prev: 0.5%	467,777 SH	Increased-32,697 SH
CHIPOTLE MEXICAN GRILL INC	COM	$245.7M	2.9%Prev: 1.6%	6,453,065 SH	Increased+3,357,711 SH
COLLIERS INTL GROUP INC	SUB VTG SHS	$21.2M	0.2%Prev: 0.2%	135,777 SH	Increased+3,685 SH
CORE & MAIN INC	CL A	$9.0M	0.1%Prev: 0.1%	167,615 SH	Increased-600 SH
DANAHER CORPORATION	COM	$310.6M	3.6%	1,611,531 SH	New
DESCARTES SYS GROUP INC	COM	$12.1M	0.1%Prev: 0.3%	127,963 SH	Decreased-123,907 SH
ELDORADO GOLD CORP NEW	COM	$10.3M	0.1%	356,975 SH	New
ELI LILLY & CO	COM	$53.7M	0.6%	70,389 SH	New
ENBRIDGE INC	COM	$24.6M	0.3%	487,427 SH	New
ENDEAVOUR SILVER CORP	COM	$9.5M	0.1%Prev: 0.1%	1,214,475 SH	Decreased+55,620 SH
ERO COPPER CORP	COM	$15.5M	0.2%	765,896 SH	New
FIRSTSERVICE CORP NEW	COM	$19.2M	0.2%Prev: 0.6%	100,748 SH	Decreased-153,585 SH
FORTINET INC	COM	$104.0M	1.2%	1,236,892 SH	New
GILDAN ACTIVEWEAR INC	COM	$14.0M	0.2%Prev: 0.2%	242,000 SH	Increased+15,700 SH
GRANITE REAL ESTATE INVT TR	TR UNIT NEW	$14.0M	0.2%	251,942 SH	New
IDEXX LABS INC	COM	$145.6M	1.7%Prev: 3.0%	232,282 SH	Decreased-140,506 SH
JPMORGAN CHASE & CO.	COM	$418.8M	4.9%	1,369,524 SH	New
LAM RESEARCH CORP	COM NEW	$127.7M	1.5%Prev: 4.5%	975,201 SH	Decreased+303,719 SH
LIGHTSPEED COMMERCE INC	SUB VTG SHS	$450K	0.0%Prev: 0.0%	39,000 SH	Increased+5,000 SH
MASTERCARD INCORPORATED	CL A	$172.4M	2.0%Prev: 3.7%	308,640 SH	Decreased-159,716 SH
META PLATFORMS INC	CL A	$390.0M	4.5%Prev: 2.9%	543,939 SH	Increased+209,329 SH
MICROSOFT CORP	COM	$869.1M	10.1%Prev: 5.9%	1,718,266 SH	Increased+696,835 SH
MONSTER BEVERAGE CORP NEW	COM	$226.2M	2.6%Prev: 3.1%	3,411,736 SH	Increased+1,297,945 SH
NETFLIX INC	COM	$8.2M	0.1%	6,873 SH	New
NEW GOLD INC CDA	COM	$9.5M	0.1%	1,331,689 SH	New
NVIDIA CORPORATION	COM	$765.1M	8.9%Prev: 8.2%	4,200,029 SH	Increased+1,561,980 SH
OR ROYALTIES INC.	COM SHS	$13.3M	0.2%Prev: 0.1%	332,958 SH	Increased+96,244 SH
PEMBINA PIPELINE CORP	COM	$11.3M	0.1%Prev: 0.2%	279,262 SH	Increased+55,140 SH
POOL CORP	COM	$8.3M	0.1%Prev: 0.1%	26,745 SH	Increased-5,550 SH
PROCTER AND GAMBLE CO	COM	$2.3M	0.0%	14,738 SH	New
PUBLIC STORAGE OPER CO	COM	$199.7M	2.3%	711,333 SH	New
RB GLOBAL INC	COM	$20.0M	0.2%Prev: 0.2%	184,805 SH	Increased+57,257 SH
ROLLINS INC	COM	$205.6M	2.4%	3,641,068 SH	New
ROYAL BK CDA	COM	$51.1M	0.6%Prev: 0.8%	346,418 SH	Decreased+93,435 SH
RYAN SPECIALTY HOLDINGS INC	CL A	$217.7M	2.5%Prev: 1.6%	3,974,869 SH	Increased+1,285,838 SH
SANDSTORM GOLD LTD	COM NEW	$1.5M	0.0%	116,599 SH	New
SERVICENOW INC	COM	$2.6M	0.0%	2,773 SH	New
SHERWIN WILLIAMS CO	COM	$142.6M	1.7%	419,798 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$6.6M	0.1%Prev: 0.0%	44,412 SH	Increased+20,569 SH
SPS COMM INC	COM	$5.1M	0.1%Prev: 0.1%	49,375 SH	Increased-13,925 SH
SUN LIFE FINANCIAL INC.	COM	$18.2M	0.2%Prev: 0.2%	302,549 SH	Increased+101,677 SH
SUNCOR ENERGY INC NEW	COM	$24.3M	0.3%Prev: 0.2%	581,429 SH	Increased+290,459 SH
SYNOPSYS INC	COM	$258.6M	3.0%Prev: 1.4%	537,155 SH	Increased+334,386 SH
SYSCO CORP	COM	$40.3M	0.5%	489,982 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$185.8M	2.2%	708,231 SH	New
TASEKO MINES LTD	COM	$12.3M	0.1%	2,891,250 SH	New
TELUS CORPORATION	COM	$7.5M	0.1%	475,273 SH	New
TFI INTL INC	COM	$23.5M	0.3%	266,807 SH	New
THOMSON REUTERS CORP	COM	$5.9M	0.1%	37,667 SH	New
TORONTO DOMINION BK ONT	COM NEW	$38.9M	0.5%Prev: 0.6%	486,409 SH	Increased+168,668 SH
TRACTOR SUPPLY CO	COM	$56.9M	0.7%Prev: 0.6%	1,000,530 SH	Increased-179,567 SH
UBER TECHNOLOGIES INC	COM	$241.0M	2.8%Prev: 1.9%	2,524,962 SH	Increased+812,910 SH
UFP TECHNOLOGIES INC	COM	$6.4M	0.1%	32,159 SH	New
VALERO ENERGY CORP	COM	$213.8M	2.5%Prev: 2.6%	1,255,650 SH	Increased+618,220 SH
WALMART INC	COM	$58.0M	0.7%Prev: 0.5%	562,384 SH	Increased+269,586 SH
WASTE CONNECTIONS INC	COM	$384.2M	4.5%Prev: 2.5%	2,252,933 SH	Increased+1,278,103 SH
WHEATON PRECIOUS METALS CORP	COM	$26.2M	0.3%Prev: 0.3%	233,795 SH	Increased+82,392 SH
ZOETIS INC	CL A	$88.9M	1.0%Prev: 1.2%	607,764 SH	Increased-503,619 SH

Sold (vs prior filing)

AERCAP HOLDINGS NV — $1.5M
AMPHENOL CORP — $156.8M
ASTRAZENECA PLC — $40.8M
AYA GOLD & SILVER INC — $15.9M
BANK MONTREAL MEDIUM — $30.4M
BANK NOVA SCOTIA B C — $26.6M
BOYD GROUP SERVICES INC — $23.2M
BROADCOM INC — $240.8M
CAMECO CORP — $9.2M
CENTERRA GOLD INC — $6.0M
CHURCH & DWIGHT CO INC — $34.3M
DANAHER CORP DEL — $202.8M
ENERFLEX LTD — $654K
EQUINOX GOLD CORP — $1.4M
GE VERNOVA INC — $88.7M
INTEGRA RES CORP — $6.3M
JPMORGAN CHASE & CO — $302.7M
LINDE PLC — $125.9M
MDA SPACE LTD — $8.4M
MICRON TECHNOLOGY INC — $235.5M
… and 9 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