MONTRUSCO BOLTON INVESTMENTS INC.
CIK 1475940
13F filing for Q2 2026・No. 764
- Holdings
- US$6.46B
- Quarter change
- −US$153.54M
- Entries
- 80
- Net bought (estimate)
- −US$1.02B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 4
- Cut 51
- Added 13
- Corporate actions 0
- Unchanged 4
Largest holdings
80 stocks worth US$6.46B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 2,638,049 | US$527.85M | 8.18% |
| GOOGLAlphabetCAP STK CL A | Cut | 1,093,614 | US$390.82M | 6.05% |
| MSFTMicrosoftCOM | Cut | 1,021,431 | US$381.01M | 5.90% |
| AMZNAmazonCOM | Cut | 1,576,144 | US$375.66M | 5.82% |
| JPMJPMORGAN CHASE & COCOM | Cut | 924,638 | US$302.66M | 4.69% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 671,482 | US$290.97M | 4.51% |
| AVGOBroadcomCOM | Added | 637,407 | US$240.78M | 3.73% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 468,356 | US$240.55M | 3.73% |
| MUMicronCOM | New | 204,062 | US$235.55M | 3.65% |
| MNSTMONSTER BEVERAGE CORP NEWCOM | Cut | 2,113,791 | US$203.18M | 3.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.