StockDriftsStockDriftsTop 50 Montrusco Bolton Investments Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.37% | 3.66M | $619.0M | -8.31%(-331.62K) | $50.21(+288.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.8% | 1.25M | $449.6M | -22.56%(-364.08K) | $282.09(+38.43%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.97% | 1.40M | $394.3M | -19.23%(-334.35K) | $122.47(+193.89%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.59% | 1.82M | $369.6M | -14.14%(-300.50K) | $153.12(+58.48%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 5.39% | 1.25M | $356.0M | +23.95%(+240.75K) | $274.46(+21.87%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 4.34% | 1.82M | $286.5M | -22.31%(-523.37K) | $158.05(+6.82%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 3.73% | 1.34M | $246.2M | -7.16%(-103.40K) | $218.89(-9.58%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.58% | 489.8K | $236.6M | +27.98%(+107.09K) | $460.97(+17.01%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.56% | 422.4K | $235.6M | -7.66%(-35.04K) | $343.51(+69.69%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 3.5% | 936.2K | $231.3M | -14.96%(-164.68K) | $132.66(+101.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.65% | +50.70% |
| Top 20 Holdings Unweighted | +14.78% | +51.20% |
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