Fund HoldingsMONTRUSCO BOLTON INVESTMENTS INC.

Total Portfolio Value
$6.85B
Total Bought
$996.83M
Total Sold
$523.69M
Net Transaction
+$473.14M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0334,338+334,3380142,2222.08%+142,222
ALPHABET INC(GOOG)1,829,5282,457,229+627,701213,761314,7444.59%+100,983
AMGEN INC(AMGN)1,418,5191,457,487+38,968308,475382,7475.58%+74,273
WASTE CONNECTIONS INC(WCN)1,804,3992,436,123+631,724251,488319,3364.66%+67,848
CANADIAN NAT RES LTD(CNQ)257,3741,233,043+975,66914,48680,1111.17%+65,625
VALERO ENERGY CORP(VLO)1,890,9532,013,205+122,252221,809285,2914.16%+63,482
CME GROUP INC(CME)1,202,2591,384,907+182,648216,074269,4913.93%+53,417
WALMART INC(WMT)1,913,6442,170,481+256,837292,999340,2424.96%+47,243
BROOKFIELD ASSET MANAGMT LTD(BAM)496,1701,688,565+1,192,39516,21356,5270.82%+40,314
FRANCO NEV CORP(FNV)109,543405,712+296,16915,63054,4140.79%+38,784
MICROSOFT CORP(MSFT)1,635,5761,888,727+253,151546,019584,6478.53%+38,628
CHARLES RIV LABS INTL INC(CRL)629,825855,387+225,562130,536164,0582.39%+33,522
MASTERCARD INCORPORATED(MA)588,380668,831+80,451226,595259,2193.78%+32,624
PUBLIC STORAGE(PSA)496,623672,465+175,842144,954173,0022.52%+28,048
MARSH & MCLENNAN COS INC(MRSH)796,771909,160+112,389144,282167,8882.45%+23,606
TJX COS INC NEW(TJX)738,030967,582+229,55262,57885,9991.25%+23,421
FIVE BELOW INC(FIVE)1,143,8571,539,132+395,275219,947242,6813.54%+22,734
ADOBE INC(ADBE)524,948531,794+6,846250,278266,4393.89%+16,161
ZOETIS INC(ZTS)166,556211,695+45,13928,68336,8310.54%+8,148
WHEATON PRECIOUS METALS CORP(WPM)0181,751+181,75107,4100.11%+7,410
ERO COPPER CORP(ERO)185,977642,010+456,0333,76711,1210.16%+7,355
TRIPLE FLAG PRECIOUS METAL(TFPM)0548,604+548,60407,2190.11%+7,219
OSISKO GOLD ROYALTIES LTD254,102740,388+486,2863,9108,7350.13%+4,825
LINDE PLC(LIN)161,426177,880+16,45461,51666,2340.97%+4,717
BROOKFIELD REINS LTD127,393235,797+108,4044,3157,4040.11%+3,089
APPLE INC(AAPL)1,134,2941,295,381+161,087220,019221,7823.24%+1,763
WORKDAY INC(WDAY)1,118,9901,178,017+59,027246,034247,3203.61%+1,286
EOG RES INC(EOG)42,43642,43604,8565,3790.08%+523
ISHARES TR90,448104,439+13,9913,0593,3870.05%+328
ISHARES TR15,61018,236+2,6265476030.01%+56
LULULEMON ATHLETICA INC(LULU)6,2386,23802,3612,4050.04%+44
BROOKFIELD BUSINESS PARTNERS40,31738,463-1,8546955870.01%-108
NORDSON CORP(NDSN)182,321202,068+19,74745,24845,0960.66%-153
CANADIAN PACIFIC KANSAS CITY(CP)29,86828,483-1,3852,4152,1270.03%-288
AMAZON COM INC(AMZN)2,374,8492,434,410+59,561300,485300,1654.38%-321
BROOKFIELD BUSINESS CORP(BBUC)28,7640-28,7645430-543
CGI INC(GIB)26,43322,439-3,9942,7912,2220.03%-569
TELUS INTL CDA INC53,3030-53,3038090-809
PROCTER AND GAMBLE CO(PG)150,021149,662-35922,76421,8300.32%-934
THOMSON REUTERS CORP.(TRI)58,53056,150-2,3807,9116,9010.10%-1,011
SHOPIFY INC(SHOP)51,31840,542-10,7763,3202,2230.03%-1,097
DESCARTES SYS GROUP INC(DSGX)54,62840,193-14,4354,3812,9640.04%-1,417
BROOKFIELD RENEWABLE CORP(BEPC)47,7400-47,7401,5080-1,508
BROOKFIELD INFRASTRUCTURE CO(BIPC)41,0420-41,0421,8740-1,874
CULLEN FROST BANKERS INC(CFR)575,507647,965+72,45861,88459,1010.86%-2,783
FIRSTSERVICE CORP NEW86,48669,486-17,00013,33410,1540.15%-3,181
TFI INTL INC(TFII)167,286119,910-47,37619,08115,4710.23%-3,609
COLLIERS INTL GROUP INC(CIGI)157,892116,109-41,78315,51211,1090.16%-4,403
QUALCOMM INC(QCOM)41,5270-41,5274,9430-4,943
SUN LIFE FINANCIAL INC.(SLF)700,783642,559-58,22436,57431,4960.46%-5,078
ROYAL BK CDA(RY)1,383,3641,446,381+63,017132,268126,9861.85%-5,281
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
1,690,3261,984,628+294,30249,89543,3180.63%-6,577
ROCKWELL AUTOMATION INC(ROK)131,804125,627-6,17743,42335,9130.52%-7,510
FORTIS INC(FTS)189,1460-189,1468,1600-8,160
ANALOG DEVICES INC(ADI)51,2790-51,2799,9900-9,990
GRANITE REAL ESTATE INVT TR972,158839,321-132,83757,58444,7470.65%-12,837
META PLATFORMS INC(META)839,762753,493-86,269236,879222,6423.25%-14,237
TELUS CORPORATION(TU)2,218,8181,683,066-535,75243,22827,6110.40%-15,617
ENVISTA HOLDINGS CORPORATION(NVST)2,215,3201,900,883-314,43773,18052,9970.77%-20,184
CANADIAN NATL RY CO(CNI)1,963,4111,980,291+16,880238,028215,4453.14%-22,583
DANAHER CORPORATION(DHR)1,116,015970,608-145,407260,157235,3503.43%-24,808
BROOKFIELD CORP(BN)1,052,177122,609-929,56835,4643,8510.06%-31,612
TORONTO DOMINION BK ONT(TD)2,242,1671,757,936-484,231139,130106,3991.55%-32,731
TC ENERGY CORP(TRP)2,368,7361,724,053-644,68395,84159,5640.87%-36,277
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
2,288,4891,544,071-744,41883,74045,5230.66%-38,217
ENBRIDGE INC(ENB)2,960,1492,003,510-956,639110,15166,7590.97%-43,392
BCE INC(BCE)1,759,711862,970-896,74180,32233,0950.48%-47,227
LAMB WESTON HLDGS INC(LW)809,903348,563-461,34091,31432,2280.47%-59,086
TEXAS INSTRS INC(TXN)1,512,4511,133,216-379,235265,713175,2842.56%-90,429
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