Montrusco Bolton Investments Inc. Portfolio Holdings

Montrusco Bolton Investments Inc.

  • $8.16 Billion
  • Q3 2025

Montrusco Bolton Investments Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.16 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $890M, Nvidia Corp with a value of $784M, Amazon Com Inc with a value of $520M, Alphabet Inc. with a value of $481M, and Jpmorgan Chase & CO with a value of $432M.

Examining the 13F form we can see an decrease of $334M in the current position value, from $8.49B to 8.16B.

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 $8.16 Billion
Technology: $2.92 Billion
Consumer Cyclical: $1.08 Billion
Financial Services: $969 Million
Communication Services: $897 Million
Healthcare: $617 Million
Industrials: $538 Million
Consumer Defensive: $330 Million
Basic Materials: $282 Million
Other: $524 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$890 Million 10.91% of portfolio
1,718,266
Q3 2025 Reduced 0.3%
$465B
$784 Million 9.61% of portfolio
4,200,029
Q3 2025 Reduced 11.77%
$2.39T
$520 Million 6.38% of portfolio
2,368,481
Q3 2025 Reduced 11.45%
$1.65T
$481 Million 5.9% of portfolio
1,980,590
Q3 2025 Reduced 24.1%
$881B
$432 Million 5.3% of portfolio
1,369,524
Q3 2025 Reduced 20.15%
$1.37T
$399 Million 4.9% of portfolio
543,939
Q3 2025 Reduced 20.89%
$43.4B
$396 Million 4.86% of portfolio
2,252,933
Q3 2025 Reduced 2.33%
$160B
$320 Million 3.92% of portfolio
1,611,531
Q3 2025 Reduced 9.93%
$59.7B
$265 Million 3.25% of portfolio
537,155
Q3 2025 Added 28.96%
$875M
$253 Million 3.1% of portfolio
6,453,065
Q3 2025 Added 26.13%
$181B
$247 Million 3.03% of portfolio
2,524,962
Q3 2025 Reduced 13.14%
$4.3T
$238 Million 2.91% of portfolio
933,027
Q3 2025 Added 3.89%
$37.6B
$230 Million 2.82% of portfolio
3,411,736
Q3 2025 Reduced 2.58%
$6.31B
$224 Million 2.75% of portfolio
3,974,869
Q3 2025 Added 23.74%
$28.7B
$214 Million 2.62% of portfolio
3,641,068
Q3 2025 Reduced 28.79%
$70.1B
$214 Million 2.62% of portfolio
1,255,650
Q3 2025 Reduced 24.54%
$1.46T
$198 Million 2.43% of portfolio
708,231
Q3 2025 Reduced 17.95%
$512B
$176 Million 2.15% of portfolio
308,640
Q3 2025 Reduced 17.66%
$57.4B
$148 Million 1.82% of portfolio
232,282
Q3 2025 Reduced 45.91%
$86.1B
$145 Million 1.78% of portfolio
419,798
Q3 2025 Reduced 5.22%
$151B
$128 Million 1.57% of portfolio
362,784
Q3 2025 Reduced 13.83%
$64.9B
$104 Million 1.28% of portfolio
1,236,892
Q3 2025 Added 21.02%
$55.6B
$88.9 Million 1.09% of portfolio
607,764
Q3 2025 Added 23.32%
$279B
$58 Million 0.71% of portfolio
562,384
Q3 2025 Added 18.65%
$6.15B
$56.9 Million 0.7% of portfolio
1,000,530
Q3 2025 Added 7.46%
$971B
$53.7 Million 0.66% of portfolio
70,389
Q3 2025 Added 17.77%
$205B
$51 Million 0.63% of portfolio
346,418
Q3 2025 Reduced 18.38%
$8.73B
$50.4 Million 0.62% of portfolio
1,465,700
Q3 2025 Added 940.28%
$18.4B
$41.7 Million 0.51% of portfolio
467,777
Q3 2025 Added 31.17%
$37.9B
$40.3 Million 0.49% of portfolio
489,982
Q3 2025 Reduced 41.17%
$148B
$38.9 Million 0.48% of portfolio
486,409
Q3 2025 Reduced 8.85%
$76.5B
$32.7 Million 0.4% of portfolio
193,818
Q3 2025 Added 12.62%
$83.6B
$29.6 Million 0.36% of portfolio
227,141
Q3 2025 Added 17.15%
$47.1B
$26.1 Million 0.32% of portfolio
233,795
Q3 2025 Added 107.03%
$96.7B
$24.6 Million 0.3% of portfolio
487,427
Q3 2025 Reduced 1.21%
$60.5B
$24.3 Million 0.3% of portfolio
581,429
Q3 2025 Reduced 5.79%
$7.47B
$23.5 Million 0.29% of portfolio
266,807
Q3 2025 Added 18.04%
$6.15B
$21.2 Million 0.26% of portfolio
135,777
Q3 2025 Reduced 1.94%
$2.33B
$19.3 Million 0.24% of portfolio
318,118
Q3 2025 Added 38.34%
$6.9B
$19.2 Million 0.24% of portfolio
100,748
Q3 2025 Reduced 0.54%
$64.7B
$18.9 Million 0.23% of portfolio
200,189
Q3 2025 Reduced 24.74%
$13.1B
$19.1 Million 0.23% of portfolio
547,567
Q3 2025 Added 36.3%
$34.7B
$18.2 Million 0.22% of portfolio
302,549
Q3 2025 Reduced 17.87%
$8.39B
$16.8 Million 0.21% of portfolio
565,500
Q3 2025 Added 0.89%
$1.95B
$15.5 Million 0.19% of portfolio
765,896
Q3 2025 Reduced 0.16%
$2.63B
$14.7 Million 0.18% of portfolio
276,821
Q3 2025 Added 18.61%
$10.6B
$14 Million 0.17% of portfolio
242,000
Q3 2025 Added 0.83%
$1.19B
$12.2 Million 0.15% of portfolio
2,891,250
Q3 2025 New
$7.07B
$12.1 Million 0.15% of portfolio
127,963
Q3 2025 Added 8.81%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $8.16 Billion
  • Prior Value $8.49 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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