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: $6.46B80 positionsView on SEC.gov

			% of Portfolio
AERCAP HOLDINGS NV	SHS	$1.5M	0.0%	10,395 SH	New
AGNICO EAGLE MINES LTD	COM	$22.8M	0.4%Prev: 0.2%	146,585 SH	Increased-25,516 SH
ALPHABET INC	CAP STK CL A	$390.8M	6.1%Prev: 5.0%	1,093,614 SH	Decreased-1,515,992 SH
AMAZON COM INC	COM	$375.7M	5.8%Prev: 6.4%	1,576,144 SH	Decreased-1,098,519 SH
AMERICAS GOLD AND SILVER COR	COM NEW	$2.4M	0.0%	496,915 SH	New
AMPHENOL CORP	CL A	$156.8M	2.4%	889,016 SH	New
API GROUP CORP	COM STK	$171.6M	2.7%Prev: 0.1%	4,051,726 SH	Increased+3,910,831 SH
APPLE INC	COM	$131.9M	2.0%Prev: 2.0%	455,851 SH	Decreased-442,215 SH
ASTRAZENECA PLC	ORD	$40.8M	0.6%	218,063 SH	New
ATS CORPORATION	COM	$2.9M	0.0%Prev: 0.1%	99,056 SH	Decreased-219,725 SH
AYA GOLD & SILVER INC	COM	$15.9M	0.2%	841,081 SH	New
BANK MONTREAL MEDIUM	COM	$30.4M	0.5%	171,898 SH	New
BANK NOVA SCOTIA B C	COM	$26.6M	0.4%	305,579 SH	New
BLACKROCK INC	COM	$41.7M	0.6%Prev: 4.0%	43,323 SH	Decreased-310,264 SH
BOYD GROUP SERVICES INC	COM	$23.2M	0.4%	245,132 SH	New
BROADCOM INC	COM	$240.8M	3.7%	637,407 SH	New
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$17.7M	0.3%Prev: 0.2%	394,654 SH	Increased+81,237 SH
BROOKFIELD CORP	CL A LTD VT SH	$3.8M	0.1%Prev: 0.0%	88,242 SH	Increased+31,947 SH
BROOKFIELD WEALTH SOL LTD	CL A EXCHANGEAB	$7.6M	0.1%Prev: 0.1%	179,200 SH	Decreased+44,545 SH
BRP INC	COM SUN VTG	$16.3M	0.3%Prev: 0.1%	267,248 SH	Increased+37,298 SH
CAE INC	COM	$12.1M	0.2%Prev: 0.2%	484,500 SH	Decreased-76,000 SH
CAMECO CORP	COM	$9.2M	0.1%	90,367 SH	New
CANADIAN NATL RY CO	COM	$22.0M	0.3%Prev: 0.3%	184,690 SH	Decreased-81,307 SH
CANADIAN PACIFIC KANSAS CITY	COM	$264K	0.0%Prev: 0.0%	3,046 SH	Decreased-24,442 SH
CBIZ INC	COM	$11.0M	0.2%Prev: 0.2%	342,221 SH	Decreased+108,831 SH
CENTERRA GOLD INC	COM	$6.0M	0.1%	381,557 SH	New
CGI INC	CL A SUB VTG	$32.3M	0.5%Prev: 0.4%	500,474 SH	Decreased+143,849 SH
CHIPOTLE MEXICAN GRILL INC	COM	$105.2M	1.6%Prev: 3.1%	3,095,354 SH	Decreased-2,020,733 SH
CHURCH & DWIGHT CO INC	COM	$34.3M	0.5%	354,380 SH	New
COLLIERS INTL GROUP INC	SUB VTG SHS	$12.4M	0.2%Prev: 0.2%	132,092 SH	Decreased-6,376 SH
CORE & MAIN INC	CL A	$8.1M	0.1%Prev: 0.1%	168,215 SH	Decreased+5,020 SH
DANAHER CORP DEL	COM	$202.8M	3.1%	1,064,582 SH	New
DESCARTES SYS GROUP INC	COM	$17.4M	0.3%Prev: 0.1%	251,870 SH	Increased+134,270 SH
ENDEAVOUR SILVER CORP	COM	$9.6M	0.1%	1,158,855 SH	New
ENERFLEX LTD	COM	$654K	0.0%	26,650 SH	New
EQUINOX GOLD CORP	COM	$1.4M	0.0%	147,776 SH	New
FIRSTSERVICE CORP NEW	COM	$36.2M	0.6%Prev: 0.2%	254,333 SH	Increased+153,037 SH
GE VERNOVA INC	COM	$88.7M	1.4%	75,528 SH	New
GILDAN ACTIVEWEAR INC	COM	$11.7M	0.2%Prev: 0.1%	226,300 SH	Decreased-13,700 SH
IDEXX LABS INC	COM	$196.3M	3.0%Prev: 2.5%	372,788 SH	Decreased-56,621 SH
INTEGRA RES CORP	COM	$6.3M	0.1%	2,820,394 SH	New
JPMORGAN CHASE & CO	COM	$302.7M	4.7%	924,638 SH	New
LAM RESEARCH CORP	COM NEW	$291.0M	4.5%Prev: 2.7%	671,482 SH	Increased-1,889,942 SH
LIGHTSPEED COMMERCE INC	SUB VTG SHS	$356K	0.0%Prev: 0.0%	34,000 SH	Decreased-5,000 SH
LINDE PLC	SHS	$125.9M	2.0%	242,597 SH	New
MASTERCARD INCORPORATED	CL A	$240.5M	3.7%Prev: 2.3%	468,356 SH	Increased+93,510 SH
MDA SPACE LTD	COM	$8.4M	0.1%	202,497 SH	New
META PLATFORMS INC	CL A	$188.5M	2.9%Prev: 5.5%	334,610 SH	Decreased-353,001 SH
MICRON TECHNOLOGY INC	COM	$235.5M	3.6%	204,062 SH	New
MICROSOFT CORP	COM	$381.0M	5.9%Prev: 9.3%	1,021,431 SH	Decreased-701,947 SH
MONSTER BEVERAGE CORP NEW	COM	$203.2M	3.1%Prev: 2.4%	2,113,791 SH	Decreased-1,388,269 SH
NVIDIA CORPORATION	COM	$527.8M	8.2%Prev: 8.2%	2,638,049 SH	Decreased-2,122,248 SH
OPEN TEXT CORP	COM	$7.0M	0.1%	318,459 SH	New
OR ROYALTIES INC.	COM SHS	$7.5M	0.1%Prev: 0.1%	236,714 SH	Decreased-165,517 SH
ORLA MNG LTD NEW	COM	$4.6M	0.1%	468,027 SH	New
PEMBINA PIPELINE CORP	COM	$10.4M	0.2%Prev: 0.1%	224,122 SH	Decreased-99,283 SH
POOL CORP	COM	$6.9M	0.1%Prev: 0.1%	32,295 SH	Decreased-4,950 SH
PROCTER & GAMBLE CO	COM	$1.3M	0.0%	9,067 SH	New
PUBLIC STORAGE	COM	$139.7M	2.2%	438,832 SH	New
RB GLOBAL INC	COM	$14.8M	0.2%Prev: 0.2%	127,548 SH	Decreased-58,423 SH
ROYAL BK CDA	COM	$52.4M	0.8%Prev: 0.6%	252,983 SH	Decreased-171,450 SH
RYAN SPECIALTY HOLDINGS INC	CL A	$101.5M	1.6%Prev: 2.4%	2,689,031 SH	Decreased-523,200 SH
SEA LTD	SPONSORD ADS	$2.0M	0.0%	20,834 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$2.7M	0.0%Prev: 0.1%	23,843 SH	Decreased-21,545 SH
SPS COMM INC	COM	$3.6M	0.1%	63,300 SH	New
SUN LIFE FINANCIAL INC.	COM	$15.8M	0.2%Prev: 0.3%	200,872 SH	Decreased-167,495 SH
SUNBELT RENTALS HOLDINGS INC	SHS	$48.3M	0.7%	662,699 SH	New
SUNCOR ENERGY INC NEW	COM	$15.6M	0.2%Prev: 0.3%	290,970 SH	Decreased-326,203 SH
SYNOPSYS INC	COM	$90.4M	1.4%Prev: 2.3%	202,769 SH	Decreased-213,749 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$173.3M	2.7%	362,899 SH	New
TFI INTERNATIONAL INC	COM	$30.4M	0.5%	211,254 SH	New
TORONTO DOMINION BK ONT	COM NEW	$38.6M	0.6%Prev: 0.4%	317,741 SH	Decreased-215,908 SH
TRACTOR SUPPLY CO	COM	$37.3M	0.6%Prev: 0.5%	1,180,097 SH	Decreased+249,065 SH
TREKOR METALS LTD	COM	$18.9M	0.3%	2,740,135 SH	New
UBER TECHNOLOGIES INC	COM	$123.5M	1.9%Prev: 2.9%	1,712,052 SH	Decreased-1,194,721 SH
VALERO ENERGY CORP	COM	$166.0M	2.6%Prev: 2.5%	637,430 SH	Decreased-1,026,577 SH
WALMART INC	COM	$33.2M	0.5%Prev: 0.5%	292,798 SH	Decreased-181,172 SH
WASTE CONNECTIONS INC	COM	$162.5M	2.5%Prev: 4.7%	974,830 SH	Decreased-1,331,872 SH
WHEATON PRECIOUS METALS CORP	COM	$17.0M	0.3%Prev: 0.1%	151,403 SH	Increased+38,474 SH
ZOETIS INC	CL A	$79.9M	1.2%Prev: 0.9%	1,111,383 SH	Increased+618,531 SH

Sold (vs prior filing)

ADOBE INC — $160.3M
ALAMOS GOLD INC NEW — $10.7M
BANK MONTREAL QUE — $21.4M
BROOKFIELD INFRAST PARTNERS — $17.7M
DANAHER CORPORATION — $345.8M
ELDORADO GOLD CORP NEW — $5.1M
ELI LILLY & CO — $46.6M
ENBRIDGE INC — $22.3M
ERO COPPER CORP — $12.9M
FORTINET INC — $108.1M
FRANCO NEV CORP — $9.0M
GRANITE REAL ESTATE INVT TR — $12.9M
JPMORGAN CHASE & CO. — $485.8M
NETFLIX INC — $9.6M
NEW GOLD INC CDA — $15.9M
PROCTER AND GAMBLE CO — $2.3M
PUBLIC STORAGE OPER CO — $220.3M
ROLLINS INC — $279.9M
SANDSTORM GOLD LTD — $12.2M
SHERWIN WILLIAMS CO — $149.4M
… 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