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Ginette Therien

Montrusco Bolton Investments Inc.

Assets Managed
$6.455B
Holdings
80
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
-2.32%(2Q avg: -9.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Montrusco Bolton Investments Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 80 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 - Q2, they manage 6.455B in assets, with a quarterly growth rate of -2.32% and a 2-quarter average growth rate of -9.98%. The portfolio is managed by Ginette Therien, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -27.9%
8.18%
$527.847M
2.638M shares@ $200.09 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -22.13%
6.06%
$390.825M
1.094M shares@ $357.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -18.24%
5.91%
$381.014M
1.021M shares@ $373.03 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -13.61%
5.82%
$375.658M
1.576M shares@ $238.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -25.8%
4.69%
$302.662M
924,638 shares@ $327.34 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -2.02%
4.51%
$290.973M
671,482 shares@ $433.33 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.89%
3.74%
$240.78M
637,407 shares@ $377.76 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -4.38%
3.73%
$240.548M
468,356 shares@ $513.6 avg price
MU
Micron Technology Inc
Recent Activity
New Position
3.65%
$235.547M
204,062 shares@ $1154.3 avg price
MNST
Monster Beverage Corp
Recent Activity
Decreased -28.59%
3.15%
$203.178M
2.114M shares@ $96.13 avg price

1-10 of 80