Montrusco Bolton Investments
$6.6B Assets Reported
80 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3,659,367 | $619M | 9.4% |
| MSFT | MICROSOFT CORP | 1,249,443 | $450M | 6.8% |
| GOOGL | ALPHABET INC | 1,404,505 | $394M | 6.0% |
| AMZN | AMAZON COM INC | 1,824,462 | $370M | 5.6% |
| JPM | JPMORGAN CHASE & CO | 1,246,180 | $356M | 5.4% |
| WCN | WASTE CONNECTIONS INC | 1,822,200 | $287M | 4.3% |
| DHR | DANAHER CORP DEL | 1,341,168 | $246M | 3.7% |
| MA | MASTERCARD INCORPORATED | 489,843 | $237M | 3.6% |
| META | META PLATFORMS INC | 422,400 | $236M | 3.6% |
| VLO | VALERO ENERGY CORP | 936,233 | $231M | 3.5% |
Track Montrusco Bolton Investments's 13F portfolio: $6.6B in reported holdings, 80 positions. Top holdings, AUM, and quarterly changes on SentiSense.