Montrusco Bolton Investments Inc. Top Holdings and 13F Report (2025) About Montrusco Bolton Investments Inc.Investment ActivityMontrusco Bolton Investments Inc. has $8.26 billion in total holdings as of December 31, 2024.Montrusco Bolton Investments Inc. owns shares of 61 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.95% of the portfolio was purchased this quarter.About 22.68% of the portfolio was sold this quarter.This quarter, Montrusco Bolton Investments Inc. has purchased 62 new stocks and bought additional shares in 14 stocks.Montrusco Bolton Investments Inc. sold shares of 44 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $852,495,700NVIDIA $633,567,450Amazon.com $613,808,630Alphabet $510,211,503Mastercard $406,960,940 Largest New Holdings this Quarter BLACKROCK INC $343,976,175 HoldingUber Technologies $166,072,424 HoldingGRANITE REAL ESTATE INVT TR $13,836,073 Holding Largest Purchases this Quarter BLACKROCK INC 343,739 shares (about $343.98M)Uber Technologies 2,845,296 shares (about $166.07M)Monster Beverage 2,480,291 shares (about $127.85M)Taiwan Semiconductor Manufacturing 415,693 shares (about $78.63M)Texas Instruments 247,496 shares (about $45.22M) Largest Sales this Quarter Sysco 2,841,704 shares (about $207.28M)Mastercard 390,833 shares (about $200.26M)Lululemon Athletica 366,231 shares (about $140.05M)Microsoft 299,153 shares (about $122.29M)Marsh & McLennan Companies 579,432 shares (about $120.35M) 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$852,495,700$122,291,829 ▼-12.5%2,085,39410.3%Computer and TechnologyNVDANVIDIA$633,567,450$41,792,117 ▼-6.2%4,838,4887.7%Computer and TechnologyAMZNAmazon.com$613,808,630$58,363,399 ▼-8.7%2,871,7237.4%Retail/WholesaleGOOGLAlphabet$510,211,503$108,113,224 ▼-17.5%2,777,7176.2%Computer and TechnologyMAMastercard$406,960,940$200,257,055 ▼-33.0%794,2484.9%Business ServicesDHRDanaher$382,935,512$2,218,841 ▲0.6%1,715,8264.6%Multi-Sector ConglomeratesBLACKROCK INC$343,976,175$343,976,175 ▲New Holding343,7394.2%COMROLRollins$334,289,014$86,689,308 ▼-20.6%7,462,3324.0%ConstructionMETAMeta Platforms$327,321,528$80,720,035 ▼-19.8%576,4664.0%Computer and TechnologyWCNWaste Connections$319,075,316$62,136,686 ▼-16.3%1,927,9003.9%Business ServicesAMGNAmgen$306,645,972$95,065,426 ▼-23.7%1,212,5343.7%MedicalADBEAdobe$288,826,992$54,866,923 ▼-16.0%668,4983.5%Computer and TechnologyWDAYWorkday$263,501,227$60,794,465 ▼-18.7%1,053,2213.2%Computer and TechnologyVLOValero Energy$252,414,035$58,159,638 ▼-18.7%2,059,0103.1%Oils/EnergyTXNTexas Instruments$237,228,233$45,218,904 ▲23.6%1,298,4182.9%Computer and TechnologyAAPLApple$235,650,478$7,185,802 ▼-3.0%941,0212.9%Computer and TechnologyPSAPublic Storage$192,098,105$35,162,837 ▼-15.5%662,6852.3%FinanceMNSTMonster Beverage$178,801,330$127,853,214 ▲250.9%3,468,6602.2%Consumer StaplesUBERUber Technologies$166,072,424$166,072,424 ▲New Holding2,845,2962.0%Computer and TechnologyMMCMarsh & McLennan Companies$156,158,682$120,351,594 ▼-43.5%751,8251.9%FinanceSYYSysco$142,158,785$207,276,178 ▼-59.3%1,948,9611.7%Consumer StaplesCFRCullen/Frost Bankers$113,963,751$48,360,878 ▼-29.8%848,8921.4%FinanceMTDMettler-Toledo International$103,399,737$19,477,315 ▼-15.9%84,4991.3%Computer and TechnologyLULULululemon Athletica$93,913,395$140,050,397 ▼-59.9%245,5831.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$91,656,693$78,631,490 ▲603.7%484,5521.1%Computer and TechnologyGRMNGarmin$88,936,837$26,539,887 ▲42.5%431,1881.1%Computer and TechnologySHWSherwin-Williams$73,482,668$7,254,106 ▼-9.0%216,1700.9%Basic MaterialsZTSZoetis$67,651,611$3,776,517 ▼-5.3%431,8470.8%MedicalRYRoyal Bank of Canada$52,183,637$9,040,551 ▲21.0%433,0170.6%FinanceWMTWalmart$42,134,452$10,977,164 ▼-20.7%466,3470.5%Retail/WholesaleENBEnbridge$37,596,660$3,523,538 ▼-8.6%886,2730.5%Oils/EnergyBAMBrookfield Asset Management$28,133,575$8,295,135 ▼-22.8%519,0060.3%FinanceCNQCanadian Natural Resources$27,601,509$3,612,672 ▼-11.6%894,4680.3%Oils/EnergyTDToronto-Dominion Bank$26,875,482$12,344,413 ▼-31.5%505,0610.3%FinanceBIPBrookfield Infrastructure Partners$26,336,575$1,256,661 ▲5.0%829,1870.3%FinanceCNICanadian National Railway$25,679,028$2,221,115 ▼-8.0%253,0080.3%TransportationFNVFranco-Nevada$17,205,480$2,339,299 ▼-12.0%146,4890.2%Basic MaterialsWPMWheaton Precious Metals$15,370,593$1,242,792 ▼-7.5%273,2170.2%Basic MaterialsTUTELUS$14,795,040$3,179,924 ▲27.4%1,091,7510.2%UtilitiesCIGIColliers International Group$14,545,876$169,356 ▼-1.2%107,0180.2%FinanceGRANITE REAL ESTATE INVT TR$13,836,073$13,836,073 ▲New Holding285,2500.2%TR UNIT NEWNEW GOLD INC CDA$13,086,319$662,018 ▼-4.8%5,242,5470.2%COMFSVFirstService$11,577,958$131,444 ▼-1.1%63,9480.1%FinanceEROEro Copper$10,448,060$390,767 ▲3.9%775,3560.1%Basic MaterialsOROsisko Gold Royalties$10,401,575$378,595 ▼-3.5%574,7040.1%Basic MaterialsGIBCGI$10,244,634$823,582 ▼-7.4%93,6790.1%Computer and TechnologyTFIITFI International$10,193,346$118,986 ▼-1.2%75,4740.1%TransportationTFPMTriple Flag Precious Metals$10,069,277$398,809 ▼-3.8%670,4460.1%Basic MaterialsEGOEldorado Gold$9,433,706$693,267 ▼-6.8%634,5910.1%Basic MaterialsBROOKFIELD WEALTH SOL LTD$8,717,618$636,053 ▲7.9%151,6410.1%CL A EXCHANGEABBKNGBooking$6,866,356$1,634,610 ▲31.2%1,3820.1%Retail/WholesaleBNBrookfield$6,802,564$116,445 ▼-1.7%118,4150.1%FinanceCMGChipotle Mexican Grill$5,395,041$1,013,402 ▲23.1%89,4700.1%Retail/WholesaleTRIThomson Reuters$5,321,443$463,662 ▼-8.0%33,1570.1%Business ServicesDSGXThe Descartes Systems Group$4,815,426$58,852 ▼-1.2%42,3840.1%Computer and TechnologyENPHEnphase Energy$4,356,372$55,982,986 ▼-92.8%63,4300.1%Oils/EnergySHOPShopify$3,633,699$101,270 ▼-2.7%34,1590.0%Computer and TechnologyPGProcter & Gamble$2,447,355$8,885 ▲0.4%14,5980.0%Consumer StaplesCPCanadian Pacific Kansas City$2,355,369$177,881 ▲8.2%32,5470.0%TransportationBBUBrookfield Business Partners$1,033,971$23,147 ▼-2.2%43,8660.0%Business ServicesSLFSun Life Financial$627,455$64,211 ▼-9.3%10,5730.0%FinanceCMECME Group$0$126,822,780 ▼-100.0%00.0%FinanceGRP.UGranite Real Estate Inc. Staple$0$17,685,181 ▼-100.0%00.0%FinanceBEPBrookfield Renewable Partners$0$3,844,519 ▼-100.0%00.0%UtilitiesLWLamb Weston$0$1,395,147 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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