StockDriftsStockDriftsTop 50 Montrusco Bolton Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.06% | 2.29M | $522.8M | -13.22%(-348.70K) | $50.21(+332.39%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 7.98% | 897.7K | $460.4M | -12.11%(-123.69K) | $282.09(+89.13%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.68% | 952.0K | $327.6M | -12.95%(-141.63K) | $122.95(+179.94%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.64% | 1.31M | $325.7M | -17.05%(-268.80K) | $153.12(+71.40%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.71% | 294.9K | $213.8M | -11.88%(-39.75K) | $343.51(+105.36%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 3.69% | 648.3K | $213.0M | -3.45%(-23.20K) | $86.44(+214.90%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 3.64% | 635.2K | $210.2M | -31.30%(-289.40K) | $274.46(+21.52%) | 2026-09-30 | |
| DHR | DANAHER CORP DEL | 3.5% | 912.1K | $202.1M | -14.32%(-152.43K) | $218.89(+2.53%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 3.36% | 182.3K | $194.2M | -10.66%(-21.76K) | $738.05(+22.61%) | 2026-09-30 | |
| VLO | VALERO ENERGY CORP | 3.15% | 468.9K | $181.8M | -26.43%(-168.48K) | $132.66(+226.64%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.39% | +61.75% | +11.79% | +74.57% |
| Top 20 Holdings Unweighted | +17.96% | +64.13% | +11.95% | +75.83% |
Montrusco Bolton Investments INC reports $5.77B in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.1%), MSFT (8.0%) and GOOGL (5.7%). The top 20 holdings account for 73.61% of reported assets. Its disclosed equity book has returned +61.75% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Montrusco Bolton Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1475940). View Montrusco Bolton Investments INC’s 13F filings on SEC