Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MONTRUSCO BOLTON INVESTMENTS INC. (CIK 1475940) reported $6.61B across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($619.0M, 9.37%), MSFT ($449.6M, 6.80%), GOOGL ($394.3M, 5.97%), AMZN ($369.6M, 5.59%), JPM ($356.0M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $619.0M | 9.37% | 3.7M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $449.6M | 6.80% | 1.2M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $394.3M | 5.97% | 1.4M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $369.6M | 5.59% | 1.8M | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $356.0M | 5.39% | 1.2M | Added |
| 6 | WCN | WASTE CONNECTIONS INC | $286.5M | 4.34% | 1.8M | Trimmed |
| 7 | DHR | DANAHER CORP DEL | $246.2M | 3.73% | 1.3M | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED | $236.6M | 3.58% | 489,843 | Added |
| 9 | META | META PLATFORMS INC | $235.6M | 3.56% | 422,400 | Trimmed |
| 10 | VLO | VALERO ENERGY CORP | $231.3M | 3.50% | 936,233 | Trimmed |
| 11 | MNST | MONSTER BEVERAGE CORP NEW | $209.9M | 3.18% | 3.0M | Trimmed |
| 12 | ZTS | ZOETIS INC | $191.4M | 2.90% | 1.7M | Trimmed |
| 13 | AVGO | BROADCOM INC | $187.9M | 2.84% | 625,635 | Added |
| 14 | IDXX | IDEXX LABS INC | $186.7M | 2.83% | 342,120 | Added |
| 15 | APG | API GROUP CORP | $183.5M | 2.78% | 4.7M | Added |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $162.3M | 2.46% | 510,242 | Trimmed |
| 17 | AAPL | APPLE INC | $157.1M | 2.38% | 619,130 | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC | $156.2M | 2.36% | 2.2M | Added |
| 19 | CMG | CHIPOTLE MEXICAN GRILL INC | $148.2M | 2.24% | 4.8M | Trimmed |
| 20 | LRCX | LAM RESEARCH CORP | $142.2M | 2.15% | 685,358 | Added |
| 21 | PSA | PUBLIC STORAGE OPER CO | $135.8M | 2.06% | 518,306 | Trimmed |
| 22 | RYAN | RYAN SPECIALTY HOLDINGS INC | $132.1M | 2.00% | 4.0M | Trimmed |
| 23 | APH | AMPHENOL CORP | $118.2M | 1.79% | 935,551 | New |
| 24 | SHW | SHERWIN WILLIAMS CO | $113.0M | 1.71% | 360,931 | Trimmed |
| 25 | SNPS | SYNOPSYS INC | $108.8M | 1.65% | 281,301 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31