Fund HoldingsMONTRUSCO BOLTON INVESTMENTS INC.

Total Portfolio Value
$9.49B
Total Bought
$1.09B
Total Sold
$1.17B
Net Transaction
-$77.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
MASTERCARD INCORPORATED(MA)775,7471,185,081+409,334335,021573,0176.04%+237,996
DANAHER CORPORATION(DHR)1,308,2131,705,884+397,671319,971465,6174.91%+145,645
AMAZON COM INC(AMZN)2,351,9803,144,778+792,798446,510574,5406.05%+128,030
ROLLINS INC(ROL)8,242,7759,397,497+1,154,722392,493465,5034.90%+73,010
WASTE CONNECTIONS INC(WCN)1,993,7202,303,339+309,619341,917401,9364.23%+60,019
SYSCO CORP(SYY)4,415,2564,790,665+375,409307,595366,7893.86%+59,194
ENPHASE ENERGY INC(ENPH)454,231878,558+424,32745,29199,2951.05%+54,003
GARMIN LTD(GRMN)0302,516+302,516053,2520.56%+53,252
MONSTER BEVERAGE CORP NEW(MNST)0988,369+988,369051,5630.54%+51,563
META PLATFORMS INC(META)719,179718,627-552354,820403,4374.25%+48,617
PUBLIC STORAGE OPER CO(PSA)838,945783,987-54,958235,902279,1722.94%+43,269
LULULEMON ATHLETICA INC(LULU)426,374611,814+185,440127,358166,0161.75%+38,658
AMGEN INC(AMGN)1,557,7091,588,440+30,731475,419500,5275.27%+25,109
CULLEN FROST BANKERS INC(CFR)1,097,4031,209,122+111,719111,529135,2521.43%+23,723
CGI INC(GIB)18,635101,210+82,5751,86011,6590.12%+9,799
TAIWAN SEMICONDUCTOR MFG LTD(TSM)068,859+68,85909,7450.10%+9,745
SHERWIN WILLIAMS CO(SHW)274,310237,510-36,80081,86290,6500.96%+8,788
BROOKFIELD WEALTH SOL LTD
CL A EXCHANGEAB
0140,577+140,57707,4870.08%+7,487
COLLIERS INTL GROUP INC(CIGI)107,267108,264+99711,97616,4490.17%+4,473
WALMART INC(WMT)635,353587,843-47,51043,02047,4680.50%+4,449
BOOKING HOLDINGS INC(BKNG)01,053+1,05304,4350.05%+4,435
CHIPOTLE MEXICAN GRILL INC(CMG)072,664+72,66404,1870.04%+4,187
ERO COPPER CORP(ERO)636,724746,357+109,63313,60616,6350.18%+3,029
NEW GOLD INC CDA6,610,6215,507,760-1,102,86113,04415,9820.17%+2,938
FIRSTSERVICE CORP NEW64,12664,674+5489,75711,8300.12%+2,073
ELDORADO GOLD CORP NEW(EGO)690,244681,226-9,01810,19511,8550.12%+1,660
TRIPLE FLAG PRECIOUS METAL(TFPM)639,249697,000+57,7519,91311,2990.12%+1,386
BROOKFIELD CORP(BN)121,757120,442-1,3155,0636,4040.07%+1,341
DESCARTES SYS GROUP INC(DSGX)35,89442,902+7,0083,4774,4200.05%+943
CANADIAN PACIFIC KANSAS CITY(CP)24,91230,089+5,1771,9622,5760.03%+615
OSISKO GOLD ROYALTIES LTD674,920595,622-79,29810,51611,0440.12%+529
SHOPIFY INC(SHOP)35,38335,111-2722,3382,8160.03%+478
BROOKFIELD BUSINESS PARTNERS45,50244,848-6548621,0530.01%+191
SUN LIFE FINANCIAL INC.(SLF)11,09311,655+5625446770.01%+133
TFI INTL INC(TFII)75,66076,355+69510,98310,4700.11%-513
METTLER TOLEDO INTERNATIONAL(MTD)108,756100,416-8,340151,996150,5941.59%-1,402
APPLE INC(AAPL)1,081,030969,716-111,314227,687225,9442.38%-1,743
THOMSON REUTERS CORP.(TRI)55,48236,046-19,4369,3506,1550.06%-3,195
BROOKFIELD REINS LTD138,8660-138,8665,7800-5,780
WORKDAY INC(WDAY)1,451,8961,296,218-155,678317,786309,9063.27%-7,881
TEXAS INSTRS INC(TXN)1,170,2731,050,922-119,351221,552213,1332.25%-8,419
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
548,865136,176-412,68913,5783,8450.04%-9,733
NVIDIA CORPORATION(NVDA)5,165,5285,157,650-7,878626,554615,3876.48%-11,167
GRANITE REAL ESTATE INVT TR651,813292,684-359,12932,29217,6850.19%-14,607
ALPHABET INC(GOOG)3,172,3443,366,312+193,968564,419545,4585.75%-18,961
TELUS CORPORATION(TU)2,215,174857,099-1,358,07533,52714,3950.15%-19,131
ZOETIS INC(ZTS)629,268455,954-173,314106,50786,3190.91%-20,188
ADOBE INC(ADBE)779,164795,489+16,325423,190402,6464.24%-20,545
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
1,806,932789,622-1,017,31049,62527,7460.29%-21,879
PROCTER AND GAMBLE CO(PG)154,70014,545-140,15525,5132,5190.03%-22,994
WHEATON PRECIOUS METALS CORP(WPM)783,606295,308-488,29841,07718,0560.19%-23,021
MICROSOFT CORP(MSFT)2,352,6022,384,547+31,9451,027,7791,004,67310.59%-23,107
VALERO ENERGY CORP(VLO)2,382,2342,533,434+151,200373,439342,0903.60%-31,349
FRANCO NEV CORP(FNV)450,024166,406-283,61853,34420,6910.22%-32,653
BROOKFIELD ASSET MANAGMT LTD(BAM)1,780,405672,034-1,108,37167,76331,8070.34%-35,956
CANADIAN NATL RY CO(CNI)585,950274,892-311,05869,22532,2250.34%-37,000
TORONTO DOMINION BK ONT(TD)1,550,663737,045-813,61885,21946,6580.49%-38,562
MARSH & MCLENNAN COS INC(MRSH)1,618,4611,331,257-287,204333,853291,9663.08%-41,887
ENBRIDGE INC(ENB)2,545,725969,334-1,576,39190,54739,4210.42%-51,127
CANADIAN NAT RES LTD(CNQ)2,391,1301,011,542-1,379,58885,15333,6270.35%-51,527
ROYAL BK CDA(RY)1,044,117357,999-686,118111,13844,7320.47%-66,406
LAMB WESTON HLDGS INC(LW)1,027,61821,550-1,006,06886,4021,3950.01%-85,007
CME GROUP INC(CME)1,693,799574,769-1,119,030325,067126,8231.34%-198,244
FIVE BELOW INC(FIVE)2,329,5650-2,329,565248,4160-248,416
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