Montrusco Bolton Investments Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC), disclosing its equity securities holdings as of September 30, 2026. The filing, signed by Senior VP of Governance and Chief Compliance Officer Ginette Therien, reports the firm holds positions in 85 different companies.
The filing details a portfolio that includes large-cap technology and industrial names alongside specific Canadian equities. Among the largest positions disclosed is Microsoft Corporation, for which Montrusco Bolton holds 897,738 shares. The firm also lists significant positions in NVIDIA Corporation (2,289,351 shares) and Taiwan Semiconductor Manufacturing Company Sponsored ADS (251,239 shares).
Canadian equities are well-represented in the portfolio. The filing shows Montrusco Bolton holds Shopify Inc. Class A Sub Voting Shares (22,449 shares) and Shopify Inc. Sub Voting Shares (22,449 shares). Other Canadian holdings include Brookfield Asset Management Ltd. Class A Limited Voting Shares (250,344 shares) and Brookfield Corp. Class A Limited Voting Shares (29,704 shares).
The filing provides a complete list of the 85 securities held, including specific share counts for each issuer. The total number of shares held across all positions is listed as 5,770,487,919.
