MONTRUSCO BOLTON INVESTMENTS INC.
•CIK: 1475940•Filing: Q4 2025
Montrusco Bolton Investments Inc., led by the seasoned duo of John Bolton and John Montrusco, is known for its concentrated, high-conviction bets, currently managing $8.0 billion in assets across 73 positions. The fund has recently shifted focus, adding Avago, Ola, and CCO, while exiting Lilly and Stryker, and making notable adjustments by cutting Celanese by 88% and Enbridge by 73%, while significantly increasing positions in Zebra Technologies and Affiliated Partners Group.
Total AUM
$8.0B
QoQ Performance
-6.6%
Positions
73
Top 10 Concentration
54.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
NVDA
GOOGL
AMZN
MSFT9.5%
NVDA9.0%
GOOGL6.6%
AMZN6.0%
WCN5.0%
DHR4.0%
JPM3.9%
META3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.7%
Technology35.3%
Consumer11.3%
Financial9.9%
Healthcare4.0%
Energy2.2%
Materials1.5%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW5 new positions
↑20 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023