MONTRUSCO BOLTON INVESTMENTS INC. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MONTRUSCO BOLTON INVESTMENTS INC. opened 11 positions, added to 12, reduced 50, sold out of 3 and left 4 unchanged. The largest increase in value was MU (+$235,546,726); the largest decrease was WCN (-$124,023,522).
- POOL: Country of operation United States; Class COM; Shares 2026-03-31 32,295; Shares 2026-06-30 32,295.
- SPSC: Country of operation United States; Class COM; Shares 2026-03-31 63,300; Shares 2026-06-30 63,300.
- LSPD: Country of operation —; Class SUB VTG SHS; Shares 2026-03-31 34,000; Shares 2026-06-30 34,000.
- PG: Country of operation United States; Class COM; Shares 2026-03-31 9,067; Shares 2026-06-30 9,067.
Two Form 13F-HR filings compared (SEC CIK 1475940): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Aware Super Pty Ltd as trustee of Aware Super | Australia | $6.601B | 235 |
| CINCINNATI INSURANCE CO | United States | $6.618B | 63 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | United States | $6.598B | 874 |
| SAPIENT CAPITAL LLC | United States | $6.627B | 443 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | Denmark | $6.649B | 191 |
| THOMA BRAVO, L.P. | United States | $6.653B | 3 |
| OAKTREE CAPITAL MANAGEMENT LP | United States | $6.557B | 147 |
| LYRICAL ASSET MANAGEMENT LP | United States | $6.556B | 39 |
| BOKF, NA | United States | $6.540B | 1,421 |
| Rothschild & Co Wealth Management UK Ltd | United Kingdom | $6.534B | 25 |