MONTRUSCO BOLTON INVESTMENTS INC.

PrivateCIK: 1475940
Location

MONTREAL, A8

80
Positions
$6.46B
Total AUM (reported)
49.16M
Total Shares

Allocation by class

TOTAL AUM$6.46B80 positions
COM$4.29B66.5%
CL A$775.30M12.0%
CAP STK CL A$390.82M6.1%
COM NEW$331.94M5.1%
SHS$175.75M2.7%
SPONSORED ADS$173.31M2.7%
COM STK$171.59M2.7%

Portfolio Concentration

Top 320.1%4–1029.3%11–2534.6%Rest16.0%TOP 1049.4%0%100%
Top 3$1.30B20.1%
4–10$1.89B29.3%
11–25$2.24B34.6%
Rest$1.03B16.0%

Top 3 weight

20.1%

Top 10 weight

49.4%

Voting Authority Distribution

Total shares with voting rights: 49.16M

Sole

Full voting authority

49.16M

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)

Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares2.64M
TypeSH
Market value$527.85M
8.18%
Sole
2.64M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares1.09M
TypeSH
Market value$390.82M
6.05%
Sole
1.09M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.02M
TypeSH
Market value$381.01M
5.90%
Sole
1.02M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.58M
TypeSH
Market value$375.66M
5.82%
Sole
1.58M
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares924.64K
TypeSH
Market value$302.66M
4.69%
Sole
924.64K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares671.48K
TypeSH
Market value$290.97M
4.51%
Sole
671.48K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares637.41K
TypeSH
Market value$240.78M
3.73%
Sole
637.41K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares468.36K
TypeSH
Market value$240.55M
3.73%
Sole
468.36K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares204.06K
TypeSH
Market value$235.55M
3.65%
Sole
204.06K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP NEW

SOLE
COM
Shares2.11M
TypeSH
Market value$203.18M
3.15%
Sole
2.11M
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares1.06M
TypeSH
Market value$202.78M
3.14%
Sole
1.06M
Shared
0.00
None
0.00

IDEXX LABS INC

SOLE
COM
Shares372.79K
TypeSH
Market value$196.25M
3.04%
Sole
372.79K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares334.61K
TypeSH
Market value$188.48M
2.92%
Sole
334.61K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares362.90K
TypeSH
Market value$173.31M
2.68%
Sole
362.90K
Shared
0.00
None
0.00

API GROUP CORP

SOLE
COM STK
Shares4.05M
TypeSH
Market value$171.59M
2.66%
Sole
4.05M
Shared
0.00
None
0.00

VALERO ENERGY CORP

SOLE
COM
Shares637.43K
TypeSH
Market value$166.01M
2.57%
Sole
637.43K
Shared
0.00
None
0.00

WASTE CONNECTIONS INC

SOLE
COM
Shares974.83K
TypeSH
Market value$162.49M
2.52%
Sole
974.83K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares889.02K
TypeSH
Market value$156.75M
2.43%
Sole
889.02K
Shared
0.00
None
0.00

PUBLIC STORAGE

SOLE
COM
Shares438.83K
TypeSH
Market value$139.68M
2.16%
Sole
438.83K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares455.85K
TypeSH
Market value$131.91M
2.04%
Sole
455.85K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares242.60K
TypeSH
Market value$125.89M
1.95%
Sole
242.60K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares1.71M
TypeSH
Market value$123.54M
1.91%
Sole
1.71M
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL INC

SOLE
COM
Shares3.10M
TypeSH
Market value$105.24M
1.63%
Sole
3.10M
Shared
0.00
None
0.00

RYAN SPECIALTY HOLDINGS INC

SOLE
CL A
Shares2.69M
TypeSH
Market value$101.54M
1.57%
Sole
2.69M
Shared
0.00
None
0.00

SYNOPSYS INC

SOLE
COM
Shares202.77K
TypeSH
Market value$90.45M
1.40%
Sole
202.77K
Shared
0.00
None
0.00
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