Fund HoldingsMONTRUSCO BOLTON INVESTMENTS INC.

Total Portfolio Value
$9.01B
Total Bought
$2.25B
Total Sold
$1.45B
Net Transaction
+$805.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
JPMORGAN CHASE & CO.(JPM)01,715,064+1,715,0640485,8025.39%+485,802
RYAN SPECIALTY HOLDINGS INC(RYAN)03,212,231+3,212,2310213,8522.37%+213,852
META PLATFORMS INC(META)508,880687,611+178,731285,337492,2175.46%+206,880
NVIDIA CORPORATION(NVDA)5,296,1194,760,297-535,822560,656735,7998.16%+175,143
AMAZON COM INC(AMZN)2,286,2792,674,663+388,384422,609573,5706.36%+150,962
WASTE CONNECTIONS INC(WCN)1,573,9842,306,702+732,718296,212419,4514.65%+123,239
LAM RESEARCH CORP(LRCX)1,726,2282,561,424+835,196122,357244,2202.71%+121,863
FORTINET INC(FTNT)01,022,096+1,022,0960108,0561.20%+108,056
IDEXX LABS INC(IDXX)285,768429,409+143,641120,008224,1532.49%+104,144
TAIWAN SEMICONDUCTOR MFG LTD(TSM)553,987863,127+309,14087,371184,5992.05%+97,228
SYNOPSYS INC(SNPS)297,557416,518+118,961124,728209,3402.32%+84,612
MICROSOFT CORP(MSFT)2,066,1211,723,378-342,743752,878837,1379.29%+84,258
ALPHABET INC(GOOG)2,531,9572,609,606+77,649379,352450,5235.00%+71,171
TRACTOR SUPPLY CO(TSCO)0931,032+931,032049,1310.54%+49,131
ELI LILLY & CO(LLY)059,768+59,768046,5910.52%+46,591
CHIPOTLE MEXICAN GRILL INC(CMG)4,848,9905,116,087+267,097235,580279,3433.10%+43,763
ADOBE INC(ADBE)331,030421,023+89,993123,839160,3251.78%+36,485
UBER TECHNOLOGIES INC(UBER)3,263,8182,906,773-357,045232,133264,4202.93%+32,287
CGI INC(GIB)68,800356,625+287,8256,86737,3770.41%+30,510
AGNICO EAGLE MINES LTD(AEM)0172,101+172,101020,4630.23%+20,463
RB GLOBAL INC(RBA)0185,971+185,971019,7170.22%+19,717
ROYAL BK CDA(RY)336,357424,433+88,07637,88355,8250.62%+17,942
TFI INTL INC(TFII)43,832226,034+182,2023,39320,2490.22%+16,856
CBIZ INC(CBZ)0233,390+233,390016,7360.19%+16,736
CAE INC(CAE)0560,500+560,500016,3940.18%+16,394
PUBLIC STORAGE OPER CO(PSA)715,030769,793+54,763207,191220,2562.44%+13,064
SANDSTORM GOLD LTD01,296,000+1,296,000012,1670.13%+12,167
GILDAN ACTIVEWEAR INC(GIL)0240,000+240,000011,8020.13%+11,802
BRP INC(DOO)0229,950+229,950011,1390.12%+11,139
POOL CORP(POOL)037,245+37,245010,8560.12%+10,856
ALAMOS GOLD INC NEW0401,724+401,724010,6640.12%+10,664
OR ROYALTIES INC.(OR)0402,231+402,231010,3170.11%+10,317
ATS CORPORATION(ATS)0318,781+318,781010,1460.11%+10,146
CORE & MAIN INC(CNM)0163,195+163,19509,8490.11%+9,849
UFP TECHNOLOGIES INC(UFPT)038,859+38,85909,4880.11%+9,488
DESCARTES SYS GROUP INC(DSGX)42,539117,600+75,0614,28211,9220.13%+7,640
WALMART INC(WMT)442,485473,970+31,48538,84646,3450.51%+7,499
SYSCO CORP(SYY)743,273832,875+89,60255,77563,0820.70%+7,307
API GROUP CORP(APG)0140,895+140,89507,1930.08%+7,193
CANADIAN NATL RY CO(CNI)217,351265,997+48,64621,14827,6600.31%+6,512
COLLIERS INTL GROUP INC(CIGI)98,284138,468+40,18411,89218,0810.20%+6,188
SHOPIFY INC(SHOP)045,388+45,38805,2240.06%+5,224
TORONTO DOMINION BK ONT(TD)576,262533,649-42,61334,52639,1720.43%+4,646
SUN LIFE FINANCIAL INC.(SLF)352,150368,367+16,21720,15224,4620.27%+4,310
ERO COPPER CORP(ERO)781,932767,142-14,7909,47012,9310.14%+3,461
NETFLIX INC(NFLX)6,6947,186+4926,2429,6230.11%+3,381
DANAHER CORPORATION(DHR)1,716,5451,789,225+72,680342,587345,8043.84%+3,218
FIRSTSERVICE CORP NEW93,515101,296+7,78115,50417,6410.20%+2,137
THOMSON REUTERS CORP(TRI)32,82431,328-1,4965,6636,2870.07%+624
GRANITE REAL ESTATE INVT TR(GRTUF)266,131254,616-11,51512,39812,9090.14%+511
LIGHTSPEED COMMERCE INC(LSPD)039,000+39,00004570.01%+457
CANADIAN PACIFIC KANSAS CITY(CP)25,92827,488+1,5601,8192,1790.02%+360
WINMARK CORP(WINA)0608+60802300.00%+230
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
590,509530,720-59,78917,56417,7440.20%+179
PROCTER AND GAMBLE CO(PG)15,33014,738-5922,6132,3480.03%-264
BROOKFIELD CORP(BN)72,21956,295-15,9243,7793,4770.04%-302
SUNCOR ENERGY INC NEW(SU)604,407617,173+12,76623,39923,0720.26%-327
NEW GOLD INC CDA4,395,2233,202,022-1,193,20116,24615,8870.18%-359
BROOKFIELD WEALTH SOL LTD
CL A EXCHANGEAB
168,631134,655-33,9768,8118,3070.09%-504
BROOKFIELD BUSINESS PARTNERS30,7830-30,7837210-721
BANK MONTREAL QUE242,313193,890-48,42323,13621,4440.24%-1,692
ELDORADO GOLD CORP NEW(EGO)438,809253,000-185,8097,3755,1400.06%-2,235
SHERWIN WILLIAMS CO(SHW)444,537442,931-1,606151,940149,3641.66%-2,576
TELUS CORPORATION(TU)1,169,763885,468-284,29516,77514,1920.16%-2,583
VALERO ENERGY CORP(VLO)1,716,7901,664,007-52,783226,736223,6762.48%-3,061
BROOKFIELD ASSET MANAGMT LTD(BAM)422,195313,417-108,77820,43417,3120.19%-3,122
SHOPIFY INC(SHOP)38,2860-38,2863,6420-3,642
PEMBINA PIPELINE CORP(PBA)405,592323,405-82,18716,22112,1190.13%-4,102
BLACKROCK INC(BLK)399,696353,587-46,109371,824363,6274.03%-8,197
TRIPLE FLAG PRECIOUS METAL(TFPM)458,7700-458,7708,7750-8,775
OSISKO GOLD ROYALTIES LTD471,2110-471,2119,9430-9,943
ENBRIDGE INC(ENB)767,921493,388-274,53333,98222,3280.25%-11,654
WHEATON PRECIOUS METALS CORP(WPM)285,852112,929-172,92322,17910,1350.11%-12,044
FRANCO NEV CORP(FNV)150,58754,849-95,73823,6818,9870.10%-14,694
ZOETIS INC(ZTS)595,349492,852-102,49793,04576,8600.85%-16,185
APPLE INC(AAPL)941,804898,066-43,738209,203184,2562.04%-24,947
GARMIN LTD(GRMN)179,4000-179,40038,9530-38,953
ROLLINS INC(ROL)6,362,7595,113,393-1,249,366331,377279,9263.11%-51,451
MONSTER BEVERAGE CORP NEW(MNST)5,366,1263,502,060-1,864,066303,728216,0302.40%-87,698
CULLEN FROST BANKERS INC(CFR)835,3140-835,314104,5810-104,581
TEXAS INSTRS INC(TXN)924,0390-924,039162,3100-162,310
MASTERCARD INCORPORATED(MA)694,326374,846-319,480370,802205,4502.28%-165,353
MARSH & MCLENNAN COS INC(MRSH)823,6450-823,645194,8120-194,812
AMGEN INC(AMGN)689,6020-689,602210,7240-210,724
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