Fund HoldingsMONTRUSCO BOLTON INVESTMENTS INC.

Total Portfolio Value
$8.06B
Total Bought
$1.57B
Total Sold
$668.87M
Net Transaction
+$900.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
NVIDIA CORPORATION(NVDA)334,338710,612+376,274142,222345,0544.28%+202,832
MICROSOFT CORP(MSFT)1,888,7272,032,218+143,491584,647750,4999.31%+165,852
META PLATFORMS INC(META)753,493966,278+212,785222,642334,9464.15%+112,303
MASTERCARD INCORPORATED(MA)668,831885,292+216,461259,219370,0994.59%+110,880
MARSH & MCLENNAN COS INC(MRSH)909,1601,475,835+566,675167,888274,5523.41%+106,665
VERALTO CORP(VLTO)01,273,670+1,273,6700102,5081.27%+102,508
DANAHER CORPORATION(DHR)970,6081,433,651+463,043235,350326,1144.04%+90,764
WASTE CONNECTIONS INC(WCN)2,436,1232,809,348+373,225319,336409,9365.08%+90,600
ADOBE INC(ADBE)531,794591,399+59,605266,439347,1934.31%+80,754
WORKDAY INC(WDAY)1,178,0171,198,060+20,043247,320322,8634.00%+75,543
FIVE BELOW INC(FIVE)1,539,1321,492,666-46,466242,681311,6863.87%+69,005
ALPHABET INC(GOOG)2,457,2292,762,048+304,819314,744377,0104.68%+62,266
PUBLIC STORAGE(PSA)672,465743,893+71,428173,002221,5342.75%+48,532
ROLLINS INC(ROL)01,078,299+1,078,299047,0890.58%+47,089
LAMB WESTON HLDGS INC(LW)348,563713,414+364,85132,22877,1130.96%+44,885
WHEATON PRECIOUS METALS CORP(WPM)181,751957,339+775,5887,41047,4600.59%+40,051
AMAZON COM INC(AMZN)2,434,4102,292,723-141,687300,165339,8564.22%+39,691
ZOETIS INC(ZTS)211,695330,251+118,55636,83165,1820.81%+28,351
TJX COS INC NEW(TJX)967,5821,197,027+229,44585,999112,2931.39%+26,294
VALERO ENERGY CORP(VLO)2,013,2052,389,654+376,449285,291310,6553.85%+25,364
ENBRIDGE INC(ENB)2,003,5102,507,775+504,26566,75990,7181.13%+23,959
ELDORADO GOLD CORP NEW(EGO)01,450,126+1,450,126018,9160.23%+18,916
CANADIAN NATL RY CO(CNI)1,980,2911,828,979-151,312215,445231,0152.87%+15,571
TELUS CORPORATION(TU)1,683,0662,249,142+566,07627,61140,2210.50%+12,609
CULLEN FROST BANKERS INC(CFR)647,965656,454+8,48959,10171,2190.88%+12,118
APPLE INC(AAPL)1,295,3811,206,507-88,874221,782232,2892.88%+10,507
ROYAL BK CDA(RY)1,446,3811,351,790-94,591126,986137,3731.70%+10,387
ENPHASE ENERGY INC(ENPH)065,502+65,50208,6550.11%+8,655
LINDE PLC(LIN)177,880176,740-1,14066,23472,5890.90%+6,355
TRIPLE FLAG PRECIOUS METAL(TFPM)548,604874,961+326,3577,21911,7050.15%+4,486
CANADIAN NAT RES LTD(CNQ)1,233,0431,280,195+47,15280,11184,2821.05%+4,170
COLLIERS INTL GROUP INC(CIGI)116,109118,057+1,94811,10915,0060.19%+3,897
OSISKO GOLD ROYALTIES LTD740,388855,371+114,9838,73512,2670.15%+3,532
CHARLES RIV LABS INTL INC(CRL)855,387722,091-133,296164,058167,3882.08%+3,330
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
1,544,0711,518,494-25,57745,52348,0910.60%+2,568
ERO COPPER CORP(ERO)642,010845,623+203,61311,12113,4350.17%+2,314
THOMSON REUTERS CORP.(TRI)56,15057,743+1,5936,9018,4840.11%+1,583
FIRSTSERVICE CORP NEW69,48671,535+2,04910,15411,6450.14%+1,491
SUN LIFE FINANCIAL INC.(SLF)642,559632,602-9,95731,49632,9690.41%+1,473
PROCTER AND GAMBLE CO(PG)149,662157,859+8,19721,83023,1330.29%+1,303
LULULEMON ATHLETICA INC(LULU)6,2386,180-582,4053,1600.04%+754
SHOPIFY INC(SHOP)40,54237,295-3,2472,2232,9180.04%+695
BROOKFIELD BUSINESS PARTNERS38,46359,354+20,8915871,2310.02%+644
DESCARTES SYS GROUP INC(DSGX)40,19340,406+2132,9643,4110.04%+448
BROOKFIELD CORP(BN)122,609106,269-16,3403,8514,2830.05%+432
ISHARES TR18,23623,817+5,5816039110.01%+308
ISHARES TR
GLOBAL REIT ETF
010,134+10,13402450.00%+245
ISHARES TR05,045+5,04502370.00%+237
GRANITE REAL ESTATE INVT TR839,321774,798-64,52344,74744,8210.56%+74
CGI INC(GIB)22,43920,454-1,9852,2222,2020.03%-20
CANADIAN PACIFIC KANSAS CITY(CP)28,48326,188-2,2952,1272,0820.03%-45
ROCKWELL AUTOMATION INC(ROK)125,627114,154-11,47335,91335,4430.44%-470
BROOKFIELD REINS LTD235,797154,187-81,6107,4046,1970.08%-1,206
TFI INTL INC(TFII)119,91092,809-27,10115,47112,6860.16%-2,785
ISHARES TR104,4390-104,4393,3870-3,387
EOG RES INC(EOG)42,4360-42,4365,3790-5,379
BROOKFIELD ASSET MANAGMT LTD(BAM)1,688,5651,257,847-430,71856,52750,7680.63%-5,759
FRANCO NEV CORP(FNV)405,712430,233+24,52154,41447,8880.59%-6,526
TORONTO DOMINION BK ONT(TD)1,757,9361,506,920-251,016106,39997,8481.21%-8,551
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
1,984,628747,304-1,237,32443,31819,7280.24%-23,590
TEXAS INSTRS INC(TXN)1,133,216857,163-276,053175,284142,9411.77%-32,343
BCE INC(BCE)862,9700-862,97033,0950-33,095
NORDSON CORP(NDSN)202,0680-202,06845,0960-45,096
ENVISTA HOLDINGS CORPORATION(NVST)1,900,8830-1,900,88352,9970-52,997
TC ENERGY CORP(TRP)1,724,0530-1,724,05359,5640-59,564
AMGEN INC(AMGN)1,457,4871,127,774-329,713382,747319,6563.96%-63,091
WALMART INC(WMT)2,170,4811,692,382-478,099340,242260,6253.23%-79,617
CME GROUP INC(CME)1,384,907863,887-521,020269,491178,4572.21%-91,034
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