MONTRUSCO BOLTON INVESTMENTS INC.

PrivateCIK: 1475940
Location

MONTREAL, A8

72
Positions
$6.61B
Total AUM (reported)
58.31M
Total Shares

Allocation by class

TOTAL AUM$6.61B72 positions
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 322.1%4–1029.7%11–2535.3%Rest12.9%TOP 1051.8%0%100%
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

SOLE
COM
Shares3.66M
TypeSH
Market value$618.99M
9.37%
Sole
3.66M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.25M
TypeSH
Market value$449.61M
6.80%
Sole
1.25M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares1.40M
TypeSH
Market value$394.33M
5.97%
Sole
1.40M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.82M
TypeSH
Market value$369.61M
5.59%
Sole
1.82M
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares1.25M
TypeSH
Market value$356.02M
5.39%
Sole
1.25M
Shared
0.00
None
0.00

WASTE CONNECTIONS INC

SOLE
COM
Shares1.82M
TypeSH
Market value$286.52M
4.34%
Sole
1.82M
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares1.34M
TypeSH
Market value$246.18M
3.73%
Sole
1.34M
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares489.84K
TypeSH
Market value$236.63M
3.58%
Sole
489.84K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares422.40K
TypeSH
Market value$235.57M
3.56%
Sole
422.40K
Shared
0.00
None
0.00

VALERO ENERGY CORP

SOLE
COM
Shares936.23K
TypeSH
Market value$231.32M
3.50%
Sole
936.23K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP NEW

SOLE
COM
Shares2.96M
TypeSH
Market value$209.89M
3.18%
Sole
2.96M
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares1.67M
TypeSH
Market value$191.39M
2.90%
Sole
1.67M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares625.63K
TypeSH
Market value$187.88M
2.84%
Sole
625.63K
Shared
0.00
None
0.00

IDEXX LABS INC

SOLE
COM
Shares342.12K
TypeSH
Market value$186.71M
2.83%
Sole
342.12K
Shared
0.00
None
0.00

API GROUP CORP

SOLE
COM STK
Shares4.65M
TypeSH
Market value$183.54M
2.78%
Sole
4.65M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares510.24K
TypeSH
Market value$162.32M
2.46%
Sole
510.24K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares619.13K
TypeSH
Market value$157.13M
2.38%
Sole
619.13K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares2.24M
TypeSH
Market value$156.24M
2.36%
Sole
2.24M
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL INC

SOLE
COM
Shares4.76M
TypeSH
Market value$148.16M
2.24%
Sole
4.76M
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares685.36K
TypeSH
Market value$142.23M
2.15%
Sole
685.36K
Shared
0.00
None
0.00

PUBLIC STORAGE OPER CO

SOLE
COM
Shares518.31K
TypeSH
Market value$135.83M
2.06%
Sole
518.31K
Shared
0.00
None
0.00

RYAN SPECIALTY HOLDINGS INC

SOLE
CL A
Shares4.02M
TypeSH
Market value$132.09M
2.00%
Sole
4.02M
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares935.55K
TypeSH
Market value$118.21M
1.79%
Sole
935.55K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares360.93K
TypeSH
Market value$112.99M
1.71%
Sole
360.93K
Shared
0.00
None
0.00

SYNOPSYS INC

SOLE
COM
Shares281.30K
TypeSH
Market value$108.77M
1.65%
Sole
281.30K
Shared
0.00
None
0.00
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