Montrusco Bolton Investments Inc. Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Montrusco Bolton Investments Inc.Investment ActivityMontrusco Bolton Investments Inc. has $9.40 billion in total holdings as of March 31, 2024.Montrusco Bolton Investments Inc. owns shares of 58 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 19.63% of the portfolio was purchased this quarter.About 11.86% of the portfolio was sold this quarter.This quarter, Montrusco Bolton Investments Inc. has purchased 62 new stocks and bought additional shares in 25 stocks.Montrusco Bolton Investments Inc. sold shares of 30 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $925,956,843Mastercard $554,098,871NVIDIA $517,668,145Alphabet $509,385,920Amgen $501,762,195 Largest New Holdings this Quarter Sysco $278,755,389 HoldingSherwin-Williams $90,924,743 HoldingMettler-Toledo International $28,020,992 Holding Largest Purchases this Quarter Rollins 8,221,659 shares (about $371.55M)Sysco 3,511,745 shares (about $278.76M)Amgen 683,980 shares (about $189.43M)Adobe 311,948 shares (about $154.31M)Lululemon Athletica 356,727 shares (about $139.36M) Largest Sales this Quarter Canadian National Railway 1,222,851 shares (about $161.18M)Waste Connections 905,437 shares (about $152.40M)NVIDIA 128,988 shares (about $114.80M)Meta Platforms 232,442 shares (about $110.18M)Walmart 1,050,852 shares (about $63.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMontrusco Bolton Investments Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$925,956,843$87,599,744 ▲10.4%2,244,5649.9%Computer and TechnologyMAMastercard$554,098,871$135,956,707 ▲32.5%1,173,1405.9%Business ServicesNVDANVIDIA$517,668,145$114,804,373 ▼-18.2%581,6245.5%Computer and TechnologyGOOGLAlphabet$509,385,920$101,113,038 ▲24.8%3,446,0985.4%Computer and TechnologyAMGNAmgen$501,762,195$189,427,100 ▲60.6%1,811,7545.3%MedicalADBEAdobe$446,850,512$154,308,503 ▲52.7%903,3474.8%Computer and TechnologyROLRollins$420,275,165$371,545,666 ▲762.5%9,299,9584.5%ConstructionAMZNAmazon.com$376,435,781$30,596,820 ▼-7.5%2,120,3784.0%Retail/WholesaleVLOValero Energy$369,929,951$37,960,091 ▼-9.3%2,167,2623.9%Oils/EnergyFIVEFive Below$353,376,624$88,114,065 ▲33.2%1,988,4953.8%Retail/WholesaleMETAMeta Platforms$347,861,436$110,184,848 ▼-24.1%733,8363.7%Computer and TechnologyMMCMarsh & McLennan Companies$345,268,420$47,092,775 ▲15.8%1,708,9233.7%FinanceDHRDanaher$339,777,307$12,668,266 ▼-3.6%1,382,1203.6%MedicalWDAYWorkday$330,845,547$10,826,157 ▲3.4%1,238,5903.5%Computer and TechnologyWCNWaste Connections$320,465,384$152,402,720 ▼-32.2%1,903,9113.4%Business ServicesSYYSysco$278,755,389$278,755,389 ▲New Holding3,511,7453.0%Consumer StaplesPSAPublic Storage$245,893,659$35,123,011 ▲16.7%867,8562.6%FinanceCMECME Group$195,149,328$12,917,970 ▲7.1%925,1262.1%FinanceAAPLApple$187,342,414$19,549,406 ▼-9.4%1,092,5032.0%Computer and TechnologyTXNTexas Instruments$170,722,822$25,006,433 ▲17.2%1,004,2611.8%Computer and TechnologyLULULululemon Athletica$141,769,620$139,355,403 ▲5,772.3%362,9071.5%Consumer DiscretionaryRYRoyal Bank of Canada$136,997,781$525,178 ▲0.4%1,356,9921.5%FinanceCRLCharles River Laboratories International$132,698,033$62,952,523 ▼-32.2%489,7511.4%MedicalCNQCanadian Natural Resources$99,433,354$1,681,608 ▲1.7%1,302,2181.1%Oils/EnergyENBEnbridge$95,369,503$4,657,819 ▲5.1%2,636,5431.0%Oils/EnergySHWSherwin-Williams$90,924,743$90,924,743 ▲New Holding261,7821.0%ConstructionTDToronto-Dominion Bank$88,041,835$2,991,389 ▼-3.3%1,457,4020.9%FinanceLWLamb Weston$80,888,548$4,888,555 ▲6.4%759,3030.9%Consumer StaplesCNICanadian National Railway$79,892,888$161,182,288 ▼-66.9%606,1280.9%TransportationCFRCullen/Frost Bankers$79,867,853$5,970,825 ▲8.1%709,4950.9%FinanceZTSZoetis$69,267,298$13,385,526 ▲24.0%409,3570.7%MedicalBAMBrookfield Asset Management$60,794,386$7,905,789 ▲14.9%1,445,8700.6%FinanceBIPBrookfield Infrastructure Partners$55,123,066$7,657,855 ▲16.1%1,763,4820.6%FinanceGRP.UGranite Real Estate Inc. Staple$43,874,832$388,707 ▼-0.9%767,9940.5%FinanceFNVFranco-Nevada$43,615,510$7,697,704 ▼-15.0%365,6920.5%Basic MaterialsWPMWheaton Precious Metals$42,701,329$2,433,146 ▼-5.4%905,7300.5%Basic MaterialsWMTWalmart$38,600,861$63,229,766 ▼-62.1%641,5300.4%Retail/WholesaleTUTELUS$36,438,011$421,822 ▲1.2%2,275,4840.4%UtilitiesSLFSun Life Financial$34,260,705$289,905 ▼-0.8%627,2940.4%FinanceMTDMettler-Toledo International$28,020,992$28,020,992 ▲New Holding21,0480.3%Computer and TechnologyPGProcter & Gamble$26,179,362$566,739 ▲2.2%161,3520.3%Consumer StaplesEGOEldorado Gold$20,292,862$110,167 ▼-0.5%1,442,2960.2%Basic MaterialsBEPBrookfield Renewable Partners$16,000,790$1,394,426 ▼-8.0%687,3990.2%UtilitiesCIGIColliers International Group$14,486,595$42,333 ▲0.3%118,4030.2%FinanceTFIITFI International$13,399,103$1,414,674 ▼-9.5%83,9460.1%TransportationTFPMTriple Flag Precious Metals$13,324,043$670,810 ▲5.3%921,3470.1%Basic MaterialsEROEro Copper$12,951,698$3,370,247 ▼-20.6%671,0140.1%Basic MaterialsOROsisko Gold Royalties$11,742,385$2,308,897 ▼-16.4%714,8170.1%Basic MaterialsFSVFirstService$11,719,165$135,055 ▼-1.1%70,7200.1%FinanceTRIThomson Reuters$8,962,563$32,245 ▼-0.4%57,5360.1%Business ServicesENPHEnphase Energy$7,181,252$743,180 ▼-9.4%59,3590.1%Oils/EnergyBNREBrookfield Reinsurance$6,457,930$34,274 ▼-0.5%153,3730.1%FinanceBNBrookfield$4,364,726$86,282 ▼-1.9%104,2090.0%FinanceDSGXThe Descartes Systems Group$3,649,843$49,624 ▼-1.3%39,8640.0%Computer and TechnologySHOPShopify$2,709,857$170,119 ▼-5.9%35,0920.0%Computer and TechnologyCPCanadian Pacific Kansas City$2,181,203$129,998 ▼-5.6%24,7150.0%TransportationGIBCGI$2,041,859$216,885 ▼-9.6%18,4900.0%Computer and TechnologyBBUBrookfield Business Partners$1,233,963$81,847 ▼-6.2%55,6620.0%Business ServicesTJXTJX Companies$0$112,293,102 ▼-100.0%00.0%Retail/WholesaleVERALTO CORP$0$102,508,332 ▼-100.0%00.0%COM SHSLINDE PLC$0$72,588,885 ▼-100.0%00.0%SHSROKRockwell Automation$0$35,442,534 ▼-100.0%00.0%Industrial ProductsXJRiShares ESG Screened S&P Small-Cap ETF$0$911,181 ▼-100.0%00.0%ETFREETiShares Global REIT ETF$0$245,040 ▼-100.0%00.0%ETFIGFiShares Global Infrastructure ETF$0$237,367 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. 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