Montrusco Bolton Investments Inc. Portfolio Holdings

Montrusco Bolton Investments Inc.

  • $8.49 Billion
  • Q2 2025

Montrusco Bolton Investments Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.49 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $857M, Nvidia Corp with a value of $752M, Amazon Com Inc with a value of $587M, Meta Platforms, Inc. with a value of $508M, and Jpmorgan Chase & CO with a value of $497M.

Examining the 13F form we can see an increase of $1.24B in the current position value, from $7.25B to 8.49B.

Montrusco Bolton Investments Inc. is based out at Montreal, A8

Below you can find more details about Montrusco Bolton Investments Inc. portfolio as well as his latest detailed transactions.

Portfolio value $8.49 Billion
Technology: $2.8 Billion
Consumer Cyclical: $1.23 Billion
Financial Services: $1.07 Billion
Communication Services: $991 Million
Healthcare: $717 Million
Industrials: $540 Million
Consumer Defensive: $331 Million
Energy: $281 Million
Other: $528 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$857 Million 10.1% of portfolio
1,723,378
Q2 2025 Reduced 16.59%
$456B
$752 Million 8.86% of portfolio
4,760,297
Q2 2025 Reduced 10.12%
$2.26T
$587 Million 6.91% of portfolio
2,674,663
Q2 2025 Added 16.99%
$1.78T
$508 Million 5.98% of portfolio
687,611
Q2 2025 Added 35.12%
$859B
$497 Million 5.86% of portfolio
1,715,064
Q2 2025 New
$1.21T
$460 Million 5.42% of portfolio
2,609,606
Q2 2025 Added 3.07%
$48.2B
$431 Million 5.07% of portfolio
2,306,702
Q2 2025 Added 46.55%
$150B
$353 Million 4.16% of portfolio
1,789,225
Q2 2025 Added 4.23%
$28.5B
$288 Million 3.4% of portfolio
5,113,393
Q2 2025 Reduced 19.64%
$1.19B
$287 Million 3.38% of portfolio
5,116,087
Q2 2025 Added 5.51%
$182B
$271 Million 3.19% of portfolio
2,906,773
Q2 2025 Reduced 10.94%
$54.3B
$230 Million 2.71% of portfolio
429,409
Q2 2025 Added 50.26%
$49.2B
$226 Million 2.66% of portfolio
769,793
Q2 2025 Added 7.66%
$51.4B
$224 Million 2.63% of portfolio
1,664,007
Q2 2025 Reduced 3.07%
$33.7B
$219 Million 2.58% of portfolio
3,502,060
Q2 2025 Reduced 34.74%
$6.65B
$218 Million 2.57% of portfolio
3,212,231
Q2 2025 New
$548B
$211 Million 2.48% of portfolio
374,846
Q2 2025 Reduced 46.01%
$1.27T
$195 Million 2.3% of portfolio
863,127
Q2 2025 Added 55.8%
$3.69T
$184 Million 2.17% of portfolio
898,066
Q2 2025 Reduced 4.64%
$157B
$163 Million 1.92% of portfolio
421,023
Q2 2025 Added 27.19%
$92.8B
$152 Million 1.79% of portfolio
442,931
Q2 2025 Reduced 0.36%
$61.9B
$108 Million 1.27% of portfolio
1,022,096
Q2 2025 New
$70.1B
$76.9 Million 0.91% of portfolio
492,852
Q2 2025 Reduced 17.22%
$40.9B
$63.1 Million 0.74% of portfolio
832,875
Q2 2025 Added 12.06%
$188B
$55.8 Million 0.66% of portfolio
424,433
Q2 2025 Added 26.19%
$6.58B
$49.1 Million 0.58% of portfolio
931,032
Q2 2025 New
$608B
$46.6 Million 0.55% of portfolio
59,768
Q2 2025 New
$281B
$46.3 Million 0.55% of portfolio
473,970
Q2 2025 Added 7.12%
$133B
$39.2 Million 0.46% of portfolio
533,649
Q2 2025 Reduced 7.39%
$19.9B
$37.4 Million 0.44% of portfolio
356,625
Q2 2025 Added 418.35%
$63.6B
$27.7 Million 0.33% of portfolio
265,997
Q2 2025 Added 22.38%
$33.8B
$24.5 Million 0.29% of portfolio
368,367
Q2 2025 Added 4.61%
$53B
$23.1 Million 0.27% of portfolio
617,173
Q2 2025 Added 2.11%
$95.8B
$22.4 Million 0.26% of portfolio
493,388
Q2 2025 Reduced 35.75%
$76.4B
$21.5 Million 0.25% of portfolio
193,890
Q2 2025 Reduced 19.98%
$61.6B
$20.5 Million 0.24% of portfolio
172,101
Q2 2025 New
$7.74B
$20.3 Million 0.24% of portfolio
226,034
Q2 2025 Added 415.68%
$13.9B
$17.8 Million 0.21% of portfolio
530,720
Q2 2025 Reduced 10.12%
$8.62B
$17.7 Million 0.21% of portfolio
101,296
Q2 2025 Added 8.32%
$6.64B
$18.1 Million 0.21% of portfolio
138,468
Q2 2025 Added 40.89%
$3.24B
$16.7 Million 0.2% of portfolio
233,390
Q2 2025 New
$9.39B
$16.4 Million 0.19% of portfolio
560,500
Q2 2025 New
$3.38B
$15.9 Million 0.19% of portfolio
3,202,022
Q2 2025 Reduced 27.15%
$22.8B
$14.2 Million 0.17% of portfolio
885,468
Q2 2025 Reduced 24.3%
$1.24B
$12.9 Million 0.15% of portfolio
767,142
Q2 2025 Reduced 1.89%
$8.46B
$12 Million 0.14% of portfolio
117,600
Q2 2025 Added 176.45%
$3.17B
$12.2 Million 0.14% of portfolio
1,296,000
Q2 2025 New
$8.91B
$11.8 Million 0.14% of portfolio
240,000
Q2 2025 New
$19.8B
$12.1 Million 0.14% of portfolio
323,405
Q2 2025 Reduced 20.26%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $8.49 Billion
  • Prior Value $7.25 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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