Fund HoldingsMONTRUSCO BOLTON INVESTMENTS INC.

Total Portfolio Value
$7.61B
Total Bought
$1.23B
Total Sold
$1.60B
Net Transaction
-$365.30M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CHIPOTLE MEXICAN GRILL INC(CMG)89,4704,848,990+4,759,5205,395235,5803.10%+230,185
MONSTER BEVERAGE CORP NEW(MNST)3,468,6605,366,126+1,897,466178,801303,7283.99%+124,927
SYNOPSYS INC(SNPS)0297,557+297,5570124,7281.64%+124,728
LAM RESEARCH CORP(LRCX)01,726,228+1,726,2280122,3571.61%+122,357
IDEXX LABS INC(IDXX)0285,768+285,7680120,0081.58%+120,008
SHERWIN WILLIAMS CO(SHW)216,170444,537+228,36773,483151,9402.00%+78,458
UBER TECHNOLOGIES INC(UBER)2,845,2963,263,818+418,522166,072232,1333.05%+66,061
MARSH & MCLENNAN COS INC(MRSH)751,825823,645+71,820156,159194,8122.56%+38,653
BLACKROCK INC(BLK)343,739399,696+55,957343,976371,8244.89%+27,848
ZOETIS INC(ZTS)431,847595,349+163,50267,65293,0451.22%+25,393
SUNCOR ENERGY INC NEW(SU)0604,407+604,407023,3990.31%+23,399
BANK MONTREAL QUE0242,313+242,313023,1360.30%+23,136
SUN LIFE FINANCIAL INC.(SLF)10,573352,150+341,57762720,1520.26%+19,524
PEMBINA PIPELINE CORP(PBA)0405,592+405,592016,2210.21%+16,221
PUBLIC STORAGE OPER CO(PSA)662,685715,030+52,345192,098207,1912.72%+15,093
TORONTO DOMINION BK ONT(TD)505,061576,262+71,20126,87534,5260.45%+7,650
WHEATON PRECIOUS METALS CORP(WPM)273,217285,852+12,63515,37122,1790.29%+6,808
FRANCO NEV CORP(FNV)146,489150,587+4,09817,20523,6810.31%+6,475
NETFLIX INC(NFLX)06,694+6,69406,2420.08%+6,242
FIRSTSERVICE CORP NEW63,94893,515+29,56711,57815,5040.20%+3,926
NEW GOLD INC CDA5,242,5474,395,223-847,32413,08616,2460.21%+3,160
TELUS CORPORATION(TU)1,091,7511,169,763+78,01214,79516,7750.22%+1,980
THOMSON REUTERS CORP(TRI)33,15732,824-3335,3215,6630.07%+342
PROCTER AND GAMBLE CO(PG)14,59815,330+7322,4472,6130.03%+165
BROOKFIELD WEALTH SOL LTD
CL A EXCHANGEAB
151,641168,631+16,9908,7188,8110.12%+93
SHOPIFY INC(SHOP)34,15938,286+4,1273,6343,6420.05%+8
BROOKFIELD BUSINESS PARTNERS43,86630,783-13,0831,0347210.01%-313
OSISKO GOLD ROYALTIES LTD574,704471,211-103,49310,4029,9430.13%-458
DESCARTES SYS GROUP INC(DSGX)42,38442,539+1554,8154,2820.06%-534
CANADIAN PACIFIC KANSAS CITY(CP)32,54725,928-6,6192,3551,8190.02%-536
ERO COPPER CORP(ERO)775,356781,932+6,57610,4489,4700.12%-978
TRIPLE FLAG PRECIOUS METAL(TFPM)670,446458,770-211,67610,0698,7750.12%-1,294
GRANITE REAL ESTATE INVT TR(GRTUF)285,250266,131-19,11913,83612,3980.16%-1,438
ELDORADO GOLD CORP NEW(EGO)634,591438,809-195,7829,4347,3750.10%-2,058
COLLIERS INTL GROUP INC(CIGI)107,01898,284-8,73414,54611,8920.16%-2,653
ROLLINS INC(ROL)7,462,3326,362,759-1,099,573334,289331,3774.36%-2,912
BROOKFIELD CORP(BN)118,41572,219-46,1966,8033,7790.05%-3,024
WALMART INC(WMT)466,347442,485-23,86242,13438,8460.51%-3,289
CGI INC(GIB)93,67968,800-24,87910,2456,8670.09%-3,377
ENBRIDGE INC(ENB)886,273767,921-118,35237,59733,9820.45%-3,614
TAIWAN SEMICONDUCTOR MFG LTD(TSM)484,552553,987+69,43591,65787,3711.15%-4,286
ENPHASE ENERGY INC(ENPH)63,4300-63,4304,3560-4,356
CANADIAN NATL RY CO(CNI)253,008217,351-35,65725,67921,1480.28%-4,531
TFI INTL INC(TFII)75,47443,832-31,64210,1933,3930.04%-6,800
BOOKING HOLDINGS INC(BKNG)1,3820-1,3826,8660-6,866
BROOKFIELD ASSET MANAGMT LTD(BAM)519,006422,195-96,81128,13420,4340.27%-7,699
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
829,187590,509-238,67826,33717,5640.23%-8,772
CULLEN FROST BANKERS INC(CFR)848,892835,314-13,578113,964104,5811.37%-9,382
ROYAL BK CDA(RY)433,017336,357-96,66052,18437,8830.50%-14,300
WASTE CONNECTIONS INC(WCN)1,927,9001,573,984-353,916319,075296,2123.89%-22,864
VALERO ENERGY CORP(VLO)2,059,0101,716,790-342,220252,414226,7362.98%-25,678
APPLE INC(AAPL)941,021941,804+783235,650209,2032.75%-26,448
CANADIAN NAT RES LTD(CNQ)894,4680-894,46827,6020-27,602
MASTERCARD INCORPORATED(MA)794,248694,326-99,922406,961370,8024.87%-36,159
DANAHER CORPORATION(DHR)1,715,8261,716,545+719382,936342,5874.50%-40,349
META PLATFORMS INC(META)576,466508,880-67,586327,322285,3373.75%-41,984
GARMIN LTD(GRMN)431,188179,400-251,78888,93738,9530.51%-49,984
NVIDIA CORPORATION(NVDA)4,838,4885,296,119+457,631633,567560,6567.37%-72,912
TEXAS INSTRS INC(TXN)1,298,418924,039-374,379237,228162,3102.13%-74,919
SYSCO CORP(SYY)1,948,961743,273-1,205,688142,15955,7750.73%-86,384
LULULEMON ATHLETICA INC(LULU)245,5830-245,58393,9130-93,913
AMGEN INC(AMGN)1,212,534689,602-522,932306,646210,7242.77%-95,922
MICROSOFT CORP(MSFT)2,085,3942,066,121-19,273852,496752,8789.90%-99,617
METTLER TOLEDO INTERNATIONAL(MTD)84,4990-84,499103,4000-103,400
ALPHABET INC(GOOG)2,777,7172,531,957-245,760510,212379,3524.99%-130,859
ADOBE INC(ADBE)668,498331,030-337,468288,827123,8391.63%-164,988
AMAZON COM INC(AMZN)2,871,7232,286,279-585,444613,809422,6095.55%-191,200
WORKDAY INC(WDAY)1,053,2210-1,053,221263,5010-263,501
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