Montrusco Bolton Investments Inc. Portfolio Holdings

Montrusco Bolton Investments Inc.

  • $7.25 Billion
  • Q1 2025

Montrusco Bolton Investments Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.25 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $776M, Nvidia Corp with a value of $574M, Amazon Com Inc with a value of $435M, Alphabet Inc. with a value of $392M, and Mastercard Inc with a value of $381M.

Examining the 13F form we can see an decrease of $805M in the current position value, from $8.05B to 7.25B.

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 $7.25 Billion
Technology: $2.38 Billion
Consumer Cyclical: $1.02 Billion
Financial Services: $802 Million
Healthcare: $785 Million
Communication Services: $708 Million
Consumer Defensive: $411 Million
Industrials: $333 Million
Energy: $300 Million
Other: $512 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $7.25 Billion
  • Prior Value $8.05 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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