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Ginette Therien

Montrusco Bolton Investments Inc.

Assets Managed
$6.609B
Holdings
72
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-17.64%(2Q avg: -12.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Montrusco Bolton Investments Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Montrusco Bolton Investments Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.609B in assets, with a quarterly growth rate of -17.64% and a 2-quarter average growth rate of -12.12%. The portfolio is managed by Ginette Therien, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -8.3%
9.37%
$618.987M
3.659M shares@ $169.16 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -22.56%
6.81%
$449.611M
1.249M shares@ $359.85 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -19.22%
5.97%
$394.326M
1.405M shares@ $280.76 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -14.14%
5.6%
$369.608M
1.824M shares@ $202.59 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 23.95%
5.39%
$356.018M
1.246M shares@ $285.69 avg price
WCN
Waste Connections Inc
Recent Activity
Decreased -22.31%
4.34%
$286.518M
1.822M shares@ $157.24 avg price
DHR
Danaher Corp
Recent Activity
Decreased -7.15%
3.73%
$246.177M
1.341M shares@ $183.56 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 27.98%
3.59%
$236.63M
489,843 shares@ $483.08 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -7.65%
3.57%
$235.565M
422,400 shares@ $557.69 avg price
VLO
Valero Energy Corp
Recent Activity
Decreased -14.95%
3.51%
$231.324M
936,233 shares@ $247.08 avg price

1-10 of 72