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: $6.61B72 positionsView on SEC.gov

			% of Portfolio
AGNICO EAGLE MINES LTD	COM	$32.9M	0.5%	162,760 SH	New
ALAMOS GOLD INC	COM CL A	$3.9M	0.1%	88,079 SH	New
ALPHABET INC	CAP STK CL A	$394.3M	6.0%Prev: 5.0%	1,404,505 SH	Increased-1,127,452 SH
AMAZON COM INC	COM	$369.6M	5.6%Prev: 5.6%	1,824,462 SH	Decreased-461,817 SH
AMERICAS GOLD AND SILVER COR	COM NEW	$2.9M	0.0%	549,996 SH	New
AMPHENOL CORP	CL A	$118.2M	1.8%	935,551 SH	New
API GROUP CORP	COM STK	$183.5M	2.8%	4,652,145 SH	New
APPLE INC	COM	$157.1M	2.4%Prev: 2.7%	619,130 SH	Decreased-322,674 SH
ATS CORPORATION	COM	$4.8M	0.1%	170,956 SH	New
BANK MONTREAL MEDIUM	COM	$27.7M	0.4%	204,967 SH	New
BLACKROCK INC	COM	$37.4M	0.6%Prev: 4.9%	38,933 SH	Decreased-360,763 SH
BOYD GROUP SERVICES INC	COM	$35.7M	0.5%	280,207 SH	New
BROADCOM INC	COM	$187.9M	2.8%	625,635 SH	New
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$15.3M	0.2%Prev: 0.3%	345,381 SH	Decreased-76,814 SH
BROOKFIELD CORP	CL A LTD VT SH	$3.6M	0.1%Prev: 0.0%	88,355 SH	Decreased+16,136 SH
BROOKFIELD WEALTH SOL LTD	CL A EXCHANGEAB	$12.7M	0.2%Prev: 0.1%	307,408 SH	Increased+138,777 SH
BRP INC	COM SUN VTG	$15.9M	0.2%	221,693 SH	New
CAE INC	COM	$14.7M	0.2%	565,500 SH	New
CAMECO CORP	COM	$10.2M	0.2%	93,959 SH	New
CANADIAN NATL RY CO	COM	$20.1M	0.3%Prev: 0.3%	195,490 SH	Decreased-21,861 SH
CANADIAN PACIFIC KANSAS CITY	COM	$236K	0.0%Prev: 0.0%	3,003 SH	Decreased-22,925 SH
CBIZ INC	COM	$9.1M	0.1%	340,021 SH	New
CGI INC	CL A SUB VTG	$38.1M	0.6%Prev: 0.1%	523,255 SH	Increased+454,455 SH
CHIPOTLE MEXICAN GRILL INC	COM	$148.2M	2.2%Prev: 3.1%	4,758,522 SH	Decreased-90,468 SH
COLLIERS INTL GROUP INC	SUB VTG SHS	$15.5M	0.2%Prev: 0.2%	145,285 SH	Increased+47,001 SH
CORE & MAIN INC	CL A	$8.3M	0.1%	167,215 SH	New
DANAHER CORP DEL	COM	$246.2M	3.7%	1,341,168 SH	New
DESCARTES SYS GROUP INC	COM	$17.6M	0.3%Prev: 0.1%	246,235 SH	Increased+203,696 SH
ENDEAVOUR SILVER CORP	COM	$11.9M	0.2%	1,282,097 SH	New
EQUINOX GOLD CORP	COM	$2.1M	0.0%	149,134 SH	New
FIRSTSERVICE CORP NEW	COM	$36.5M	0.6%Prev: 0.2%	263,488 SH	Increased+169,973 SH
GILDAN ACTIVEWEAR INC	COM	$13.6M	0.2%	244,300 SH	New
IDEXX LABS INC	COM	$186.7M	2.8%Prev: 1.6%	342,120 SH	Increased+56,352 SH
INTEGRA RES CORP	COM	$7.2M	0.1%	2,670,377 SH	New
JPMORGAN CHASE & CO	COM	$356.0M	5.4%	1,246,180 SH	New
LAM RESEARCH CORP	COM NEW	$142.2M	2.2%Prev: 1.6%	685,358 SH	Increased-1,040,870 SH
LIGHTSPEED COMMERCE INC	SUB VTG SHS	$303K	0.0%	34,000 SH	New
MASTERCARD INCORPORATED	CL A	$236.6M	3.6%Prev: 4.9%	489,843 SH	Decreased-204,483 SH
MDA SPACE LTD	COM	$8.4M	0.1%	333,096 SH	New
META PLATFORMS INC	CL A	$235.6M	3.6%Prev: 3.8%	422,400 SH	Decreased-86,480 SH
MICROSOFT CORP	COM	$449.6M	6.8%Prev: 9.9%	1,249,443 SH	Decreased-816,678 SH
MONSTER BEVERAGE CORP NEW	COM	$209.9M	3.2%Prev: 4.0%	2,960,169 SH	Decreased-2,405,957 SH
NVIDIA CORPORATION	COM	$619.0M	9.4%Prev: 7.4%	3,659,367 SH	Increased-1,636,752 SH
OPEN TEXT CORP	COM	$4.8M	0.1%	214,625 SH	New
OR ROYALTIES INC.	COM SHS	$9.7M	0.1%	254,620 SH	New
ORLA MNG LTD NEW	COM	$5.8M	0.1%	359,590 SH	New
PEMBINA PIPELINE CORP	COM	$10.0M	0.2%Prev: 0.2%	224,396 SH	Decreased-181,196 SH
POOL CORP	COM	$6.5M	0.1%	32,295 SH	New
PROCTER & GAMBLE CO	COM	$1.3M	0.0%	9,067 SH	New
PUBLIC STORAGE OPER CO	COM	$135.8M	2.1%Prev: 2.7%	518,306 SH	Decreased-196,724 SH
RB GLOBAL INC	COM	$14.9M	0.2%	155,700 SH	New
ROYAL BK CDA	COM	$44.8M	0.7%Prev: 0.5%	278,201 SH	Increased-58,156 SH
RYAN SPECIALTY HOLDINGS INC	CL A	$132.1M	2.0%	4,022,506 SH	New
SHERWIN WILLIAMS CO	COM	$113.0M	1.7%Prev: 2.0%	360,931 SH	Decreased-83,606 SH
SHOPIFY INC	CL A SUB VTG SHS	$3.1M	0.0%	26,612 SH	New
SPS COMM INC	COM	$3.5M	0.1%	63,300 SH	New
SUN LIFE FINANCIAL INC.	COM	$12.5M	0.2%Prev: 0.3%	200,841 SH	Decreased-151,309 SH
SUNBELT RENTALS HOLDINGS INC	SHS	$57.2M	0.9%	1,002,578 SH	New
SUNCOR ENERGY INC NEW	COM	$31.5M	0.5%Prev: 0.3%	478,392 SH	Increased-126,015 SH
SYNOPSYS INC	COM	$108.8M	1.6%Prev: 1.6%	281,301 SH	Decreased-16,256 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$162.3M	2.5%	510,242 SH	New
TASEKO MINES LTD	COM	$19.6M	0.3%	3,031,296 SH	New
TORONTO DOMINION BK ONT	COM NEW	$34.2M	0.5%Prev: 0.5%	367,619 SH	Decreased-208,643 SH
TRACTOR SUPPLY CO	COM	$58.5M	0.9%	1,290,454 SH	New
TRANSFORCE INC	COM	$25.8M	0.4%	238,165 SH	New
UBER TECHNOLOGIES INC	COM	$156.2M	2.4%Prev: 3.1%	2,242,389 SH	Decreased-1,021,429 SH
UFP TECHNOLOGIES INC	COM	$504K	0.0%	2,604 SH	New
VALERO ENERGY CORP	COM	$231.3M	3.5%Prev: 3.0%	936,233 SH	Increased-780,557 SH
WALMART INC	COM	$74.1M	1.1%Prev: 0.5%	596,410 SH	Increased+153,925 SH
WASTE CONNECTIONS INC	COM	$286.5M	4.3%Prev: 3.9%	1,822,200 SH	Decreased+248,216 SH
WHEATON PRECIOUS METALS CORP	COM	$25.6M	0.4%Prev: 0.3%	195,962 SH	Increased-89,890 SH
ZOETIS INC	CL A	$191.4M	2.9%Prev: 1.2%	1,666,335 SH	Increased+1,070,986 SH

Sold (vs prior filing)

ADOBE INC — $123.8M
AMGEN INC — $210.7M
BANK MONTREAL QUE — $23.1M
BROOKFIELD BUSINESS PARTNERS — $721K
BROOKFIELD INFRAST PARTNERS — $17.6M
CULLEN FROST BANKERS INC — $104.6M
DANAHER CORPORATION — $342.6M
ELDORADO GOLD CORP NEW — $7.4M
ENBRIDGE INC — $34.0M
ERO COPPER CORP — $9.5M
FRANCO NEV CORP — $23.7M
GARMIN LTD — $39.0M
GRANITE REAL ESTATE INVT TR — $12.4M
MARSH & MCLENNAN COS INC — $194.8M
NETFLIX INC — $6.2M
NEW GOLD INC CDA — $16.2M
OSISKO GOLD ROYALTIES LTD — $9.9M
PROCTER AND GAMBLE CO — $2.6M
ROLLINS INC — $331.4M
SHOPIFY INC — $3.6M
… and 7 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