13F Insight
DOSSIER · 13F-HR · Q2 2026

MONTRUSCO BOLTON INVESTMENTS INC.

$6.5B in tracked AUM across 80 positions as of Q2 2026.

MB
CIK 0001475940 · last filed Jun 30, 2026
Total AUM
$6.5B
as of Q2 2026
Holdings
80
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MONTRUSCO BOLTON INVESTMENTS INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$528M2.6M8.2%02
GOOGL
ALPHABET INC
$391M1.1M6.1%03
MSFT
MICROSOFT CORP
$381M1.0M5.9%04
AMZN
AMAZON COM INC
$376M1.6M5.8%05
JPM
JPMORGAN CHASE & CO
$303M925K4.7%06
LRCX
LAM RESEARCH CORP
$291M671K4.5%07
AVGO
BROADCOM INC
$241M637K3.7%08
MA
MASTERCARD INCORPORATED
$241M468K3.7%09
MU
MICRON TECHNOLOGY INC
$236M204K3.6%10
MNST
MONSTER BEVERAGE CORP NEW
$203M2.1M3.1%

Filing history

2026Q2Jun 30
$6.5B▼ 2.3%
80 positionsView →2026Q1Mar 31
$6.6B▼ 17.6%
72 positionsView →2025Q4Dec 31
$8.0B▼ 6.6%
73 positionsView →2025Q3Sep 30
$8.6B▼ 4.7%
78 positionsView →2025Q2Jun 30
$9.0B▲ 18.5%
75 positionsLocked2025Q1Mar 31
$7.6B▼ 7.9%
62 positionsLocked2024Q4Dec 31
$8.3B▼ 13.0%
61 positionsLocked2024Q3Sep 30
$9.5B▼ 0.4%
62 positionsLocked2024Q2Jun 30
$9.5B▲ 1.5%
58 positionsLocked2024Q1Mar 31
$9.4B▲ 16.5%
58 positionsLocked2023Q4Dec 31
$8.1B▲ 17.6%
62 positionsLocked2023Q3Sep 30
$6.9B▲ 6.2%
62 positionsLocked
Showing 12 of 65