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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$776 Million 10.7% of portfolio
2,066,121
Q1 2025 Reduced 0.92%
$337B
$574 Million 7.92% of portfolio
5,296,119
Q1 2025 Added 9.46%
$2.09T
$435 Million 6.0% of portfolio
2,286,279
Q1 2025 Reduced 20.39%
$993B
$392 Million 5.4% of portfolio
2,531,957
Q1 2025 Reduced 8.85%
$556B
$381 Million 5.25% of portfolio
694,326
Q1 2025 Reduced 12.58%
$143B
$352 Million 4.85% of portfolio
1,716,545
Q1 2025 Added 0.04%
$28.1B
$344 Million 4.74% of portfolio
6,362,759
Q1 2025 Reduced 14.73%
$33.1B
$314 Million 4.33% of portfolio
5,366,126
Q1 2025 Added 54.7%
$49.4B
$307 Million 4.24% of portfolio
1,573,984
Q1 2025 Reduced 18.36%
$1.44T
$293 Million 4.05% of portfolio
508,880
Q1 2025 Reduced 11.72%
$1.45B
$243 Million 3.36% of portfolio
4,848,990
Q1 2025 Added 5,319.68%
$182B
$238 Million 3.28% of portfolio
3,263,818
Q1 2025 Added 14.71%
$52.3B
$227 Million 3.13% of portfolio
1,716,790
Q1 2025 Reduced 16.62%
$146B
$215 Million 2.96% of portfolio
689,602
Q1 2025 Reduced 43.13%
$54.3B
$214 Million 2.95% of portfolio
715,030
Q1 2025 Added 7.9%
$3.39T
$209 Million 2.89% of portfolio
941,804
Q1 2025 Added 0.08%
$177B
$180 Million 2.48% of portfolio
924,039
Q1 2025 Reduced 28.83%
$94.2B
$155 Million 2.14% of portfolio
444,537
Q1 2025 Added 105.64%
$78.7B
$128 Million 1.76% of portfolio
297,557
Q1 2025 New
$194B
$127 Million 1.75% of portfolio
331,030
Q1 2025 Reduced 50.48%
$43.1B
$120 Million 1.66% of portfolio
285,768
Q1 2025 New
$8.41B
$105 Million 1.44% of portfolio
835,314
Q1 2025 Reduced 1.6%
$76.3B
$98 Million 1.35% of portfolio
595,349
Q1 2025 Added 37.86%
$1.01T
$92 Million 1.27% of portfolio
553,987
Q1 2025 Added 14.33%
$36.7B
$55.8 Million 0.77% of portfolio
743,273
Q1 2025 Reduced 61.86%
$267B
$38.8 Million 0.54% of portfolio
442,485
Q1 2025 Reduced 5.12%
$39.3B
$39 Million 0.54% of portfolio
179,400
Q1 2025 Reduced 58.39%
$175B
$37.9 Million 0.52% of portfolio
336,357
Q1 2025 Reduced 22.32%
$117B
$34.5 Million 0.48% of portfolio
576,262
Q1 2025 Added 14.1%
$90.8B
$34 Million 0.47% of portfolio
767,921
Q1 2025 Reduced 13.35%
$30.5B
$23.7 Million 0.33% of portfolio
150,587
Q1 2025 Added 2.8%
$69.4B
$23.1 Million 0.32% of portfolio
242,313
Q1 2025 New
$48.7B
$23.4 Million 0.32% of portfolio
604,407
Q1 2025 New
$35.5B
$22.2 Million 0.31% of portfolio
285,852
Q1 2025 Added 4.62%
$73.3B
$21.2 Million 0.29% of portfolio
217,351
Q1 2025 Reduced 14.09%
$36.9B
$20.2 Million 0.28% of portfolio
352,150
Q1 2025 Added 3,230.65%
$15.1B
$17.6 Million 0.24% of portfolio
590,509
Q1 2025 Reduced 28.78%
$22.4B
$16.8 Million 0.23% of portfolio
1,169,763
Q1 2025 Added 7.15%
$2.63B
$16.3 Million 0.22% of portfolio
4,395,223
Q1 2025 Reduced 16.16%
$20.9B
$16.2 Million 0.22% of portfolio
405,592
Q1 2025 New
$7.76B
$15.5 Million 0.21% of portfolio
93,515
Q1 2025 Added 46.24%
$5.37B
$11.9 Million 0.16% of portfolio
98,284
Q1 2025 Reduced 8.16%
$4.26B
$9.95 Million 0.14% of portfolio
471,211
Q1 2025 Reduced 18.01%
$1.24B
$9.48 Million 0.13% of portfolio
781,932
Q1 2025 Added 0.85%
$3.21B
$8.79 Million 0.12% of portfolio
458,770
Q1 2025 Reduced 31.57%
$3.31B
$7.38 Million 0.1% of portfolio
438,809
Q1 2025 Reduced 30.85%
$22.9B
$6.87 Million 0.09% of portfolio
68,800
Q1 2025 Reduced 26.56%
$530B
$6.24 Million 0.09% of portfolio
6,694
Q1 2025 New
$9.56B
$4.29 Million 0.06% of portfolio
42,539
Q1 2025 Added 0.37%

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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