MONTRUSCO BOLTON INVESTMENTS INC. portfolio
Managed by . 72 reported positions worth $6.6B as of 2026-03-31, filed with the SEC on 2026-04-28. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 28 days old on 2026-04-28, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| APH | AMPHENOL CORP | $118.2M | 935,551 | 1.79% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $57.2M | 1,002,578 | 0.86% |
| BGSI | BOYD GROUP SERVICES INC | $35.7M | 280,207 | 0.54% |
| OR | OR ROYALTIES INC. | $9.7M | 254,620 | 0.15% |
| MDA | MDA SPACE LTD | $8.4M | 333,096 | 0.13% |
| ITRG | INTEGRA RES CORP | $7.2M | 2,670,377 | 0.11% |
| USAS | AMERICAS GOLD AND SILVER COR | $2.9M | 549,996 | 0.04% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| ROL | ROLLINS INC | $108.5M | 1,857,978 | 0.00% |
| ADBE | ADOBE INC | $107.2M | 318,040 | 0.00% |
| FTNT | FORTINET INC | $97.6M | 1,228,784 | 0.00% |
| ERO | ERO COPPER CORP | $14.4M | 509,963 | 0.00% |
| GRTUF | GRANITE REAL ESTATE INVT TR | $12.5M | 210,254 | 0.00% |
| EGO | ELDORADO GOLD CORP NEW | $12.3M | 341,707 | 0.00% |
| ENB | ENBRIDGE INC | $6.7M | 139,459 | 0.00% |
| TRI4EUR | THOMSON REUTERS CORP | $3.8M | 29,041 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $356.0M | 1,246,180 | 5.39% | +24% |
| MA | MASTERCARD INCORPORATED | $236.6M | 489,843 | 3.58% | +28% |
| AVGO | BROADCOM INC | $187.9M | 625,635 | 2.84% | +119% |
| IDXX | IDEXX LABS INC | $186.7M | 342,120 | 2.83% | +93% |
| APG | API GROUP CORP | $183.5M | 4,652,145 | 2.78% | +51% |
| UBER | UBER TECHNOLOGIES INC | $156.2M | 2,242,389 | 2.36% | +7% |
| LRCX | LAM RESEARCH CORP | $142.2M | 685,358 | 2.15% | +9% |
| FSV | FIRSTSERVICE CORP NEW | $36.5M | 263,488 | 0.55% | +38% |
| TKOEUR | TASEKO MINES LTD | $19.6M | 3,031,296 | 0.30% | +23% |
| DSGX | DESCARTES SYS GROUP INC | $17.6M | 246,235 | 0.27% | +28% |
| CIGI | COLLIERS INTL GROUP INC | $15.5M | 145,285 | 0.23% | +12% |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $15.3M | 345,381 | 0.23% | +7% |
| BNT | BROOKFIELD WEALTH SOL LTD | $12.7M | 307,408 | 0.19% | +31% |
| CBZ | CBIZ INC | $9.1M | 340,021 | 0.14% | +15% |
| CP | CANADIAN PACIFIC KANSAS CITY | $235,562 | 3,003 | 0.00% | +9% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| UFPT | UFP TECHNOLOGIES INC | $504,134 | 2,604 | 0.01% | -87% |
| BLK | BLACKROCK INC | $37.4M | 38,933 | 0.57% | -84% |
| AGI | ALAMOS GOLD INC | $3.9M | 88,079 | 0.06% | -83% |
| ORLA MNG LTD NEW | ORLA MNG LTD NEW | $5.8M | 359,590 | 0.09% | -66% |
| SNPS | SYNOPSYS INC | $108.8M | 281,301 | 1.65% | -38% |
| ATS | ATS CORPORATION | $4.8M | 170,956 | 0.07% | -33% |
| SHOP | SHOPIFY INC | $3.1M | 26,612 | 0.05% | -30% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $162.3M | 510,242 | 2.46% | -27% |
| ZTS | ZOETIS INC | $191.4M | 1,666,335 | 2.90% | -23% |
| MSFT | MICROSOFT CORP | $449.6M | 1,249,443 | 6.80% | -23% |
| WCN | WASTE CONNECTIONS INC | $286.5M | 1,822,200 | 4.34% | -22% |
| AAPL | APPLE INC | $157.1M | 619,130 | 2.38% | -22% |
| TFII | TRANSFORCE INC | $25.8M | 238,165 | 0.39% | -20% |
| GOOGL | ALPHABET INC | $394.3M | 1,404,505 | 5.97% | -19% |
| PSA | PUBLIC STORAGE OPER CO | $135.8M | 518,306 | 2.06% | -18% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $619.0M | 3,659,367 | 9.37% | — |
| MSFT | MICROSOFT CORP | $449.6M | 1,249,443 | 6.80% | — |
| GOOGL | ALPHABET INC | $394.3M | 1,404,505 | 5.97% | — |
| AMZN | AMAZON COM INC | $369.6M | 1,824,462 | 5.59% | — |
| JPM | JPMORGAN CHASE & CO | $356.0M | 1,246,180 | 5.39% | — |
| WCN | WASTE CONNECTIONS INC | $286.5M | 1,822,200 | 4.34% | — |
| DHR | DANAHER CORP DEL | $246.2M | 1,341,168 | 3.73% | — |
| MA | MASTERCARD INCORPORATED | $236.6M | 489,843 | 3.58% | — |
| META | META PLATFORMS INC | $235.6M | 422,400 | 3.56% | — |
| VLO | VALERO ENERGY CORP | $231.3M | 936,233 | 3.50% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $209.9M | 2,960,169 | 3.18% | — |
| ZTS | ZOETIS INC | $191.4M | 1,666,335 | 2.90% | — |
| AVGO | BROADCOM INC | $187.9M | 625,635 | 2.84% | — |
| IDXX | IDEXX LABS INC | $186.7M | 342,120 | 2.83% | — |
| APG | API GROUP CORP | $183.5M | 4,652,145 | 2.78% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $162.3M | 510,242 | 2.46% | — |
| AAPL | APPLE INC | $157.1M | 619,130 | 2.38% | — |
| UBER | UBER TECHNOLOGIES INC | $156.2M | 2,242,389 | 2.36% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $148.2M | 4,758,522 | 2.24% | — |
| LRCX | LAM RESEARCH CORP | $142.2M | 685,358 | 2.15% | — |
| PSA | PUBLIC STORAGE OPER CO | $135.8M | 518,306 | 2.06% | — |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $132.1M | 4,022,506 | 2.00% | — |
| APH | AMPHENOL CORP | $118.2M | 935,551 | 1.79% | — |
| SHW | SHERWIN WILLIAMS CO | $113.0M | 360,931 | 1.71% | — |
| SNPS | SYNOPSYS INC | $108.8M | 281,301 | 1.65% | — |
| WMT | WALMART INC | $74.1M | 596,410 | 1.12% | — |
| TSCO | TRACTOR SUPPLY CO | $58.5M | 1,290,454 | 0.88% | — |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $57.2M | 1,002,578 | 0.86% | — |
| RY | ROYAL BK CDA | $44.8M | 278,201 | 0.68% | — |
| GIB | CGI INC | $38.1M | 523,255 | 0.58% | — |
| BLK | BLACKROCK INC | $37.4M | 38,933 | 0.57% | — |
| FSV | FIRSTSERVICE CORP NEW | $36.5M | 263,488 | 0.55% | — |
| BGSI | BOYD GROUP SERVICES INC | $35.7M | 280,207 | 0.54% | — |
| TD | TORONTO DOMINION BK ONT | $34.2M | 367,619 | 0.52% | — |
| AEM | AGNICO EAGLE MINES LTD | $32.9M | 162,760 | 0.50% | — |
| SU | SUNCOR ENERGY INC NEW | $31.5M | 478,392 | 0.48% | — |
| BMO | BANK MONTREAL MEDIUM | $27.7M | 204,967 | 0.42% | — |
| TFII | TRANSFORCE INC | $25.8M | 238,165 | 0.39% | — |
| WPM | WHEATON PRECIOUS METALS CORP | $25.6M | 195,962 | 0.39% | — |
| CNI | CANADIAN NATL RY CO | $20.1M | 195,490 | 0.30% | — |
| TKOEUR | TASEKO MINES LTD | $19.6M | 3,031,296 | 0.30% | — |
| DSGX | DESCARTES SYS GROUP INC | $17.6M | 246,235 | 0.27% | — |
| DOO | BRP INC | $15.9M | 221,693 | 0.24% | — |
| CIGI | COLLIERS INTL GROUP INC | $15.5M | 145,285 | 0.23% | — |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $15.3M | 345,381 | 0.23% | — |
| RBA | RB GLOBAL INC | $14.9M | 155,700 | 0.23% | — |
| CAE | CAE INC | $14.7M | 565,500 | 0.22% | — |
| GIL | GILDAN ACTIVEWEAR INC | $13.6M | 244,300 | 0.21% | — |
| BNT | BROOKFIELD WEALTH SOL LTD | $12.7M | 307,408 | 0.19% | — |
| SLF | SUN LIFE FINANCIAL INC. | $12.5M | 200,841 | 0.19% | — |
| EXK | ENDEAVOUR SILVER CORP | $11.9M | 1,282,097 | 0.18% | — |
| CCJ | CAMECO CORP | $10.2M | 93,959 | 0.15% | — |
| PBA | PEMBINA PIPELINE CORP | $10.0M | 224,396 | 0.15% | — |
| OR | OR ROYALTIES INC. | $9.7M | 254,620 | 0.15% | — |
| CBZ | CBIZ INC | $9.1M | 340,021 | 0.14% | — |
| MDA | MDA SPACE LTD | $8.4M | 333,096 | 0.13% | — |
| CNM | CORE & MAIN INC | $8.3M | 167,215 | 0.12% | — |
| ITRG | INTEGRA RES CORP | $7.2M | 2,670,377 | 0.11% | — |
| POOL | POOL CORP | $6.5M | 32,295 | 0.10% | — |
| ORLA MNG LTD NEW | ORLA MNG LTD NEW | $5.8M | 359,590 | 0.09% | — |
| ATS | ATS CORPORATION | $4.8M | 170,956 | 0.07% | — |
| OTEX | OPEN TEXT CORP | $4.8M | 214,625 | 0.07% | — |
| AGI | ALAMOS GOLD INC | $3.9M | 88,079 | 0.06% | — |
| BN | BROOKFIELD CORP | $3.6M | 88,355 | 0.05% | — |
| SPSC | SPS COMM INC | $3.5M | 63,300 | 0.05% | — |
| SHOP | SHOPIFY INC | $3.1M | 26,612 | 0.05% | — |
| USAS | AMERICAS GOLD AND SILVER COR | $2.9M | 549,996 | 0.04% | — |
| EQX | EQUINOX GOLD CORP | $2.1M | 149,134 | 0.03% | — |
| PG | PROCTER & GAMBLE CO | $1.3M | 9,067 | 0.02% | — |
| UFPT | UFP TECHNOLOGIES INC | $504,134 | 2,604 | 0.01% | — |
| LSPD | LIGHTSPEED COMMERCE INC | $303,078 | 34,000 | 0.00% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $235,562 | 3,003 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by MONTRUSCO BOLTON INVESTMENTS INC. (CIK 1475940, accession 0001475940-26-000003). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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