account_balance
Investment manager · 13F filer · SEC CIK 1475940
Montrusco Bolton Investments Inc.
Reported value$6.46Bas of Jun 30, 2026
Positions80 12 new, 4 sold out
Top 10 weight49.4%NVDA alone is 8%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
8.2%Trimmed −28%
GOOGLAlphabet Inc
6.1%Trimmed −22%
MSFTMicrosoft Corp
5.9%Trimmed −18%
AMZNAmazon Com Inc
5.8%Trimmed −14%
JPMJPMorgan Chase & Co
4.7%Trimmed −26%
LRCXLam Research Corp
4.5%Trimmed −2%
AVGOBroadcom Inc
3.7%
MAMastercard Incorporated
3.7%Trimmed −4%
MUMicron Technology Inc
3.6%New
MNSTMonster Beverage Corp New
3.1%Trimmed −29%
DHRDanaher Corp Del
3.1%Trimmed −21%
IDXXIdexx Labs Inc
3.0%Added +9%
NVDANvidia Corporation
8.2%Trimmed −28%
GOOGL6.1%MSFT5.9%AMZN5.8%JPM4.7%LRCXLam Research Corp
4.5%Trimmed −2%
AVGO3.7%MA3.7%MU3.6%MNST3.1%DHR3.1%IDXX3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 8.2% Trimmed −28%GOOGL Alphabet Inc 6.1% Trimmed −22%MSFT Microsoft Corp 5.9% Trimmed −18%AMZN Amazon Com Inc 5.8% Trimmed −14%JPM JPMorgan Chase & Co 4.7% Trimmed −26%LRCX Lam Research Corp 4.5% Trimmed −2%AVGO Broadcom Inc 3.7% HeldMA Mastercard Incorporated 3.7% Trimmed −4%MU Micron Technology Inc 3.6% NewMNST Monster Beverage Corp New 3.1% Trimmed −29%DHR Danaher Corp Del 3.1% Trimmed −21%IDXX Idexx Labs Inc 3.0% Added +9%
What changed