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

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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