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Home > Institutional Investor > Montrusco Bolton Investments Inc. > Profile

Instuitional Investor - Montrusco Bolton Investments Inc.

Fund Profile
Filing Period:
Fund Name: Montrusco Bolton Investments Inc.
Portfolio Value $9,014,856,807
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 1,723,378 $837,136,677 9.29%
2.
Nvidia Corp
 NVDA 4,760,297 $735,798,876 8.16%
3.
Amazon Com Inc
 AMZN 2,674,663 $573,570,278 6.36%
4.
Meta Platforms Inc.
 META 687,611 $492,216,884 5.46%
5.
Jpmorgan Chase & Co
 JPM 1,715,064 $485,801,860 5.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)