Filed: 4/28/2026ACC: 0001475940-26-000003
📋 What this filing means
MONTRUSCO BOLTON INVESTMENTS INC. filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $6.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$6.61B
Total AUM (reported)
58.31M
Total Shares
Allocation by class
COM$4.59B69.5%
CL A$922.15M14.0%
CAP STK CL A$394.33M6.0%
COM STK$183.54M2.8%
COM NEW$179.31M2.7%
SPONSORED ADS$162.32M2.5%
SHS$57.16M0.9%
Portfolio Concentration
Top 3$1.46B22.1%
4–10$1.96B29.7%
11–25$2.33B35.3%
Rest$850.62M12.9%
Top 3 weight
22.1%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 58.31M
Sole
Full voting authority
58.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
NVIDIA CORPORATION
SOLEShares3.66M
TypeSH
Market value$618.99M
9.37%
Sole
3.66M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.25M
TypeSH
Market value$449.61M
6.80%
Sole
1.25M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.40M
TypeSH
Market value$394.33M
5.97%
Sole
1.40M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.82M
TypeSH
Market value$369.61M
5.59%
Sole
1.82M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares1.25M
TypeSH
Market value$356.02M
5.39%
Sole
1.25M
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares1.82M
TypeSH
Market value$286.52M
4.34%
Sole
1.82M
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares1.34M
TypeSH
Market value$246.18M
3.73%
Sole
1.34M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares489.84K
TypeSH
Market value$236.63M
3.58%
Sole
489.84K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares422.40K
TypeSH
Market value$235.57M
3.56%
Sole
422.40K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares936.23K
TypeSH
Market value$231.32M
3.50%
Sole
936.23K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NEW
SOLEShares2.96M
TypeSH
Market value$209.89M
3.18%
Sole
2.96M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.67M
TypeSH
Market value$191.39M
2.90%
Sole
1.67M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares625.63K
TypeSH
Market value$187.88M
2.84%
Sole
625.63K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares342.12K
TypeSH
Market value$186.71M
2.83%
Sole
342.12K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares4.65M
TypeSH
Market value$183.54M
2.78%
Sole
4.65M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares510.24K
TypeSH
Market value$162.32M
2.46%
Sole
510.24K
Shared
0.00
None
0.00
APPLE INC
SOLEShares619.13K
TypeSH
Market value$157.13M
2.38%
Sole
619.13K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.24M
TypeSH
Market value$156.24M
2.36%
Sole
2.24M
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares4.76M
TypeSH
Market value$148.16M
2.24%
Sole
4.76M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares685.36K
TypeSH
Market value$142.23M
2.15%
Sole
685.36K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares518.31K
TypeSH
Market value$135.83M
2.06%
Sole
518.31K
Shared
0.00
None
0.00
RYAN SPECIALTY HOLDINGS INC
SOLEShares4.02M
TypeSH
Market value$132.09M
2.00%
Sole
4.02M
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares935.55K
TypeSH
Market value$118.21M
1.79%
Sole
935.55K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares360.93K
TypeSH
Market value$112.99M
1.71%
Sole
360.93K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares281.30K
TypeSH
Market value$108.77M
1.65%
Sole
281.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.66M | SH | $618.99M 9.37% | 3.66M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.25M | SH | $449.61M 6.80% | 1.25M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.40M | SH | $394.33M 5.97% | 1.40M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.82M | SH | $369.61M 5.59% | 1.82M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.25M | SH | $356.02M 5.39% | 1.25M | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 1.82M | SH | $286.52M 4.34% | 1.82M | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 1.34M | SH | $246.18M 3.73% | 1.34M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 489.84K | SH | $236.63M 3.58% | 489.84K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 422.40K | SH | $235.57M 3.56% | 422.40K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 936.23K | SH | $231.32M 3.50% | 936.23K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NEWSOLE | COM | 2.96M | SH | $209.89M 3.18% | 2.96M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.67M | SH | $191.39M 2.90% | 1.67M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 625.63K | SH | $187.88M 2.84% | 625.63K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 342.12K | SH | $186.71M 2.83% | 342.12K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 4.65M | SH | $183.54M 2.78% | 4.65M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 510.24K | SH | $162.32M 2.46% | 510.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 619.13K | SH | $157.13M 2.38% | 619.13K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.24M | SH | $156.24M 2.36% | 2.24M | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 4.76M | SH | $148.16M 2.24% | 4.76M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 685.36K | SH | $142.23M 2.15% | 685.36K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 518.31K | SH | $135.83M 2.06% | 518.31K | 0.00 | 0.00 |
RYAN SPECIALTY HOLDINGS INCSOLE | CL A | 4.02M | SH | $132.09M 2.00% | 4.02M | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 935.55K | SH | $118.21M 1.79% | 935.55K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 360.93K | SH | $112.99M 1.71% | 360.93K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 281.30K | SH | $108.77M 1.65% | 281.30K | 0.00 | 0.00 |
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