Fund HoldingsMONTRUSCO BOLTON INVESTMENTS INC.

Total Portfolio Value
$8.26B
Total Bought
$896.11M
Total Sold
$2.09B
Net Transaction
-$1.19B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC(BLK)0343,739+343,7390343,9764.17%+343,976
UBER TECHNOLOGIES INC(UBER)02,845,296+2,845,2960166,0722.01%+166,072
MONSTER BEVERAGE CORP NEW(MNST)988,3693,468,660+2,480,29151,563178,8012.17%+127,238
TAIWAN SEMICONDUCTOR MFG LTD(TSM)68,859484,552+415,6939,74591,6571.11%+81,912
AMAZON COM INC(AMZN)3,144,7782,871,723-273,055574,540613,8097.43%+39,268
GARMIN LTD(GRMN)302,516431,188+128,67253,25288,9371.08%+35,685
TEXAS INSTRS INC(TXN)1,050,9221,298,418+247,496213,133237,2282.87%+24,095
NVIDIA CORPORATION(NVDA)5,157,6504,838,488-319,162615,387633,5677.67%+18,181
GRANITE REAL ESTATE INVT TR(GRTUF)0285,250+285,250013,8360.17%+13,836
APPLE INC(AAPL)969,716941,021-28,695225,944235,6502.85%+9,707
ROYAL BK CDA(RY)357,999433,017+75,01844,73252,1840.63%+7,452
BOOKING HOLDINGS INC(BKNG)1,0531,382+3294,4356,8660.08%+2,431
BROOKFIELD WEALTH SOL LTD
CL A EXCHANGEAB
140,577151,641+11,0647,4878,7180.11%+1,231
CHIPOTLE MEXICAN GRILL INC(CMG)72,66489,470+16,8064,1875,3950.07%+1,208
SHOPIFY INC(SHOP)35,11134,159-9522,8163,6340.04%+818
TELUS CORPORATION(TU)857,0991,091,751+234,65214,39514,7950.18%+400
BROOKFIELD CORP(BN)120,442118,415-2,0276,4046,8030.08%+399
DESCARTES SYS GROUP INC(DSGX)42,90242,384-5184,4204,8150.06%+396
BROOKFIELD BUSINESS PARTNERS44,84843,866-9821,0531,0340.01%-19
SUN LIFE FINANCIAL INC.(SLF)11,65510,573-1,0826776270.01%-49
PROCTER AND GAMBLE CO(PG)14,54514,598+532,5192,4470.03%-72
CANADIAN PACIFIC KANSAS CITY(CP)30,08932,547+2,4582,5762,3550.03%-221
FIRSTSERVICE CORP NEW64,67463,948-72611,83011,5780.14%-252
TFI INTL INC(TFII)76,35575,474-88110,47010,1930.12%-277
OSISKO GOLD ROYALTIES LTD595,622574,704-20,91811,04410,4020.13%-643
THOMSON REUTERS CORP(TRI)36,04633,157-2,8896,1555,3210.06%-834
TRIPLE FLAG PRECIOUS METAL(TFPM)697,000670,446-26,55411,29910,0690.12%-1,230
LAMB WESTON HLDGS INC(LW)21,5500-21,5501,3950-1,395
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
789,622829,187+39,56527,74626,3370.32%-1,409
CGI INC(GIB)101,21093,679-7,53111,65910,2450.12%-1,414
ENBRIDGE INC(ENB)969,334886,273-83,06139,42137,5970.46%-1,824
COLLIERS INTL GROUP INC(CIGI)108,264107,018-1,24616,44914,5460.18%-1,903
ELDORADO GOLD CORP NEW(EGO)681,226634,591-46,63511,8559,4340.11%-2,421
WHEATON PRECIOUS METALS CORP(WPM)295,308273,217-22,09118,05615,3710.19%-2,685
NEW GOLD INC CDA5,507,7605,242,547-265,21315,98213,0860.16%-2,895
FRANCO NEV CORP(FNV)166,406146,489-19,91720,69117,2050.21%-3,486
BROOKFIELD ASSET MANAGMT LTD(BAM)672,034519,006-153,02831,80728,1340.34%-3,674
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
136,1760-136,1763,8450-3,845
WALMART INC(WMT)587,843466,347-121,49647,46842,1340.51%-5,334
CANADIAN NAT RES LTD(CNQ)1,011,542894,468-117,07433,62727,6020.33%-6,025
ERO COPPER CORP(ERO)746,357775,356+28,99916,63510,4480.13%-6,187
CANADIAN NATL RY CO(CNI)274,892253,008-21,88432,22525,6790.31%-6,546
SHERWIN WILLIAMS CO(SHW)237,510216,170-21,34090,65073,4830.89%-17,168
GRANITE REAL ESTATE INVT TR292,6840-292,68417,6850-17,685
ZOETIS INC(ZTS)455,954431,847-24,10786,31967,6520.82%-18,667
TORONTO DOMINION BK ONT(TD)737,045505,061-231,98446,65826,8750.33%-19,782
CULLEN FROST BANKERS INC(CFR)1,209,122848,892-360,230135,252113,9641.38%-21,289
ALPHABET INC(GOOG)3,366,3122,777,717-588,595545,458510,2126.18%-35,247
WORKDAY INC(WDAY)1,296,2181,053,221-242,997309,906263,5013.19%-46,405
METTLER TOLEDO INTERNATIONAL(MTD)100,41684,499-15,917150,594103,4001.25%-47,194
LULULEMON ATHLETICA INC(LULU)611,814245,583-366,231166,01693,9131.14%-72,102
META PLATFORMS INC(META)718,627576,466-142,161403,437327,3223.96%-76,116
DANAHER CORPORATION(DHR)1,705,8841,715,826+9,942465,617382,9364.64%-82,681
WASTE CONNECTIONS INC(WCN)2,303,3391,927,900-375,439401,936319,0753.86%-82,861
PUBLIC STORAGE OPER CO(PSA)783,987662,685-121,302279,172192,0982.33%-87,073
VALERO ENERGY CORP(VLO)2,533,4342,059,010-474,424342,090252,4143.06%-89,676
ENPHASE ENERGY INC(ENPH)878,55863,430-815,12899,2954,3560.05%-94,938
ADOBE INC(ADBE)795,489668,498-126,991402,646288,8273.50%-113,819
CME GROUP INC(CME)574,7690-574,769126,8230-126,823
ROLLINS INC(ROL)9,397,4977,462,332-1,935,165465,503334,2894.05%-131,214
MARSH & MCLENNAN COS INC(MRSH)1,331,257751,825-579,432291,966156,1591.89%-135,807
MICROSOFT CORP(MSFT)2,384,5472,085,394-299,1531,004,673852,49610.32%-152,177
MASTERCARD INCORPORATED(MA)1,185,081794,248-390,833573,017406,9614.93%-166,056
AMGEN INC(AMGN)1,588,4401,212,534-375,906500,527306,6463.71%-193,881
SYSCO CORP(SYY)4,790,6651,948,961-2,841,704366,789142,1591.72%-224,630
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