Institutional manager
MONTRUSCO BOLTON INVESTMENTS INC.
Holds positions in 25 of the S&P 500, worth $5.16bn as reported for the quarter ended 31-mar-2026.
Positions held25of 488 index companies covered
Reported value$5.16bnS&P 500 positions only
Top ten weight65%how concentrated the book is
Filing entities1single filer
Largest positions
The 25 biggest by reported value.
NvidiaNVDA3.7m$619mInformation TechnologyMicrosoftMSFT1.2m$450mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.4m$394mCommunication ServicesAmazonAMZN1.8m$370mConsumer DiscretionaryJPMorgan ChaseJPM1.2m$356mFinancialsDanaher CorporationDHR1.3m$246mHealth CareMastercardMA489,843$237mFinancialsMeta PlatformsMETA422,400$236mCommunication ServicesValero EnergyVLO936,233$231mEnergyMonster BeverageMNST3.0m$210mConsumer StaplesZoetisZTS1.7m$191mHealth CareBroadcomAVGO625,635$188mInformation TechnologyIdexx LaboratoriesIDXX342,120$187mHealth CareApple Inc.AAPL619,130$157mInformation TechnologyUberUBER2.2m$156mIndustrialsChipotle Mexican GrillCMG4.8m$148mConsumer DiscretionaryLam ResearchLRCX685,358$142mInformation TechnologyPublic StoragePSA518,306$136mReal EstateAmphenolAPH935,551$118mInformation TechnologySherwin-WilliamsSHW360,931$113mMaterialsSynopsysSNPS281,301$109mInformation TechnologyWalmartWMT596,410$74mConsumer StaplesTractor SupplyTSCO1.3m$58mConsumer DiscretionaryBlackRockBLK38,933$37mFinancialsProcter & GamblePG9,067$1mConsumer Staples
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.