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The Analysis of MONTRUSCO BOLTON INVESTMENTS INC.'s Holdings & P&L

Currently, MONTRUSCO BOLTON INVESTMENTS INC. holds 72 types of securities in its portfolio with a total value $6.6B. In the most recent quarter, they have increased their positions in APH (+935.6K shares, valued at $118.2M), N/A (+339.9K shares, valued at $102.1M), IDXX (+165.2K shares, valued at $90.1M); decreased their positions in N/A (-209.0K shares, valued at $201.0M), MSFT (-364.1K shares, valued at $131.0M), N/A (-334.4K shares, valued at $93.9M); initiated new positions in APH (+935.6K shares, valued at $118.2M), N/A (+1.0M shares, valued at $57.2M), N/A (+280.2K shares, valued at $35.7M).

1M P&L

-58.1M-0.92%

3M P&L

+47.2M+0.76%

HY P&L

-91.4M-1.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors781.3M

13.7%

2Software - Infrastructure558.4M

9.8%

3Banks - Diversified462.7M

8.1%

Top Industries by Stock Count

1Software - Application6 stocks

10.2%

2Gold5 stocks

8.5%

3Banks - Diversified4 stocks

6.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION3.7M shares-8.31%2026-03-312026-04-28

MSFT MICROSOFT CORP1.2M shares-22.56%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.4M shares-19.23%2026-03-312026-04-28

AMZN AMAZON COM INC1.8M shares-14.14%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO1.2M shares23.95%2026-03-312026-04-28

WCN WASTE CONNECTIONS INC1.8M shares-22.31%2026-03-312026-04-28

DHR DANAHER CORP DEL1.3M shares-7.16%2026-03-312026-04-28

MA MASTERCARD INCORPORATED489.8K shares27.98%2026-03-312026-04-28

Sponsored

META META PLATFORMS INC422.4K shares-7.66%2026-03-312026-04-28

VLO VALERO ENERGY CORP936.2K shares-14.96%2026-03-312026-04-28

MNST MONSTER BEVERAGE CORP NEW3.0M shares-16.36%2026-03-312026-04-28

ZTS ZOETIS INC1.7M shares-23.14%2026-03-312026-04-28

BROADCOM INC BROADCOM INC625.6K shares118.95%2026-03-312026-04-28

IDXX IDEXX LABS INC342.1K shares93.36%2026-03-312026-04-28

APG API GROUP CORP4.7M shares50.55%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC510.2K shares-27.00%2026-03-312026-04-28

Sponsored

AAPL APPLE INC619.1K shares-21.97%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC2.2M shares7.47%2026-03-312026-04-28

CMG CHIPOTLE MEXICAN GRILL INC4.8M shares-10.03%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP685.4K shares9.34%2026-03-312026-04-28

PSA PUBLIC STORAGE OPER CO518.3K shares-18.47%2026-03-312026-04-28

RYAN RYAN SPECIALTY HOLDINGS INC4.0M shares-7.38%2026-03-312026-04-28

APH AMPHENOL CORP935.6K sharesnew addition2026-03-312026-04-28

SHW SHERWIN WILLIAMS CO360.9K shares-6.90%2026-03-312026-04-28

Sponsored

SNPS SYNOPSYS INC281.3K shares-37.71%2026-03-312026-04-28

WMT WALMART INC596.4K shares-0.40%2026-03-312026-04-28

TSCO TRACTOR SUPPLY CO1.3M shares0.38%2026-03-312026-04-28

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC1.0M sharesnew addition2026-03-312026-04-28

RY ROYAL BK CDA278.2K shares-2.55%2026-03-312026-04-28

GIB CGI INC523.3K shares0.94%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC38.9K shares-84.30%2026-03-312026-04-28

FSV FIRSTSERVICE CORP NEW263.5K shares38.08%2026-03-312026-04-28

Sponsored

BOYD GROUP SERVICES INC BOYD GROUP SERVICES INC280.2K sharesnew addition2026-03-312026-04-28

TD TORONTO DOMINION BK ONT367.6K shares-1.71%2026-03-312026-04-28

AEM AGNICO EAGLE MINES LTD162.8K shares-4.89%2026-03-312026-04-28

SU SUNCOR ENERGY INC NEW478.4K shares-3.25%2026-03-312026-04-28

BMO BANK MONTREAL MEDIUM205.0K shares-1.67%2026-03-312026-04-28

TFII TRANSFORCE INC238.2K shares-20.39%2026-03-312026-04-28

WPM WHEATON PRECIOUS METALS CORP196.0K shares0.81%2026-03-312026-04-28

CNI CANADIAN NATL RY CO195.5K shares-1.26%2026-03-312026-04-28

Sponsored

TGB TASEKO MINES LTD3.0M shares23.49%2026-03-312026-04-28

DSGX DESCARTES SYS GROUP INC246.2K shares27.76%2026-03-312026-04-28

DOOO BRP INC221.7K shares-17.69%2026-03-312026-04-28

CIGI COLLIERS INTL GROUP INC145.3K shares12.47%2026-03-312026-04-28

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD345.4K shares7.30%2026-03-312026-04-28

RB GLOBAL INC RB GLOBAL INC155.7K shares-6.99%2026-03-312026-04-28

CAE CAE INC565.5K shares0.00%2026-03-312026-04-28

GIL GILDAN ACTIVEWEAR INC244.3K shares-0.65%2026-03-312026-04-28

Sponsored

BROOKFIELD WEALTH SOL LTD BROOKFIELD WEALTH SOL LTD307.4K shares30.83%2026-03-312026-04-28

SLF SUN LIFE FINANCIAL INC.200.8K shares-1.29%2026-03-312026-04-28

EXK ENDEAVOUR SILVER CORP1.3M shares-8.58%2026-03-312026-04-28

CCJ CAMECO CORP94.0K shares-2.30%2026-03-312026-04-28

PBA PEMBINA PIPELINE CORP224.4K shares-2.22%2026-03-312026-04-28

OR ROYALTIES INC. OR ROYALTIES INC.254.6K sharesnew addition2026-03-312026-04-28

CBZ CBIZ INC340.0K shares15.21%2026-03-312026-04-28

MDA SPACE LTD MDA SPACE LTD333.1K sharesnew addition2026-03-312026-04-28

Sponsored

CNM CORE & MAIN INC167.2K shares-2.56%2026-03-312026-04-28

INTEGRA RES CORP INTEGRA RES CORP2.7M sharesnew addition2026-03-312026-04-28

POOL POOL CORP32.3K shares0.00%2026-03-312026-04-28

ORLA ORLA MNG LTD NEW359.6K shares-66.44%2026-03-312026-04-28

ATS ATS CORPORATION171.0K shares-32.87%2026-03-312026-04-28

OTEX OPEN TEXT CORP214.6K shares-1.97%2026-03-312026-04-28

AGI ALAMOS GOLD INC88.1K shares-82.81%2026-03-312026-04-28

BN BROOKFIELD CORP88.4K shares0.00%2026-03-312026-04-28

Sponsored

SPSC SPS COMM INC63.3K shares0.00%2026-03-312026-04-28

SHOP SHOPIFY INC26.6K shares-30.17%2026-03-312026-04-28

USAS AMERICAS GOLD AND SILVER COR550.0K sharesnew addition2026-03-312026-04-28

EQX EQUINOX GOLD CORP149.1K shares-6.37%2026-03-312026-04-28

PG PROCTER & GAMBLE CO9.1K shares-1.78%2026-03-312026-04-28

UFPT UFP TECHNOLOGIES INC2.6K shares-87.19%2026-03-312026-04-28

LSPD LIGHTSPEED COMMERCE INC34.0K shares-12.82%2026-03-312026-04-28

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.0K shares9.00%2026-03-312026-04-28

Sponsored

NVDA

NVIDIA CORPORATION

-8.31%

Shares3.7M

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-22.56%

Shares1.2M

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-19.23%

Shares1.4M

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-14.14%

Shares1.8M

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

23.95%

Shares1.2M

Event2026-03-31

Filed2026-04-28

WCN

WASTE CONNECTIONS INC

-22.31%

Shares1.8M

Event2026-03-31

Filed2026-04-28

DHR

DANAHER CORP DEL

-7.16%

Shares1.3M

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

27.98%

Shares489.8K

Event2026-03-31

Filed2026-04-28