MONTRUSCO BOLTON INVESTMENTS INC.
MONTREAL A8 · SEC CIK 0001475940
$66.09亿2026Q1 申报市值
72持仓数
51.8%前十大占比 · 第一大 9.4%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APH 新建仓+$1.18亿
AVGO 加仓+$1.02亿
IDXX 加仓+$9,014.88万
JPM 加仓+$6,878.04万
APG 加仓+$6,162.39万
2026Q1 卖出最多 按季末市值估算
BLK 减仓-$2.01亿
MSFT 减仓-$1.31亿
ROL 清仓-$1.08亿
ADBE 清仓-$1.07亿
FTNT 清仓-$9,757.77万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -1,857,978 | -100.0% | -$1.08亿 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -318,040 | -100.0% | -$1.07亿 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -1,228,784 | -100.0% | -$9,757.77万 | 清仓 |
| ERO | ERO COPPER CORP | $0 | 0.00% | 0 | -509,963 | -100.0% | -$1,444.60万 | 清仓 |
| — | GRANITE REAL ESTATE INVT TR | $0 | 0.00% | 0 | -210,254 | -100.0% | -$1,253.32万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | -341,707 | -100.0% | -$1,229.72万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -139,459 | -100.0% | -$668.22万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -29,041 | -100.0% | -$383.75万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $23.56万 | 0.00% | 3,003 | 248 | 9.0% | $1.95万 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $30.31万 | 0.00% | 34,000 | -5,000 | -12.8% | -$4.46万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $50.41万 | 0.01% | 2,604 | -17,725 | -87.2% | -$343.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $130.96万 | 0.02% | 9,067 | -164 | -1.8% | -$2.37万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $214.69万 | 0.03% | 149,134 | -10,140 | -6.4% | -$14.60万 | 减仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $286.12万 | 0.04% | 549,996 | -2,118,553 | -79.4% | -$1,102.12万 | 重新持有 |
| SHOP | SHOPIFY INC | $314.76万 | 0.05% | 26,612 | -11,500 | -30.2% | -$136.02万 | 减仓 |
| SPSC | SPS COMM INC | $352.39万 | 0.05% | 63,300 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $356.89万 | 0.05% | 88,355 | 4 | 0.0% | $162 | 加仓 |
| AGI | ALAMOS GOLD INC | $390.61万 | 0.06% | 88,079 | -424,168 | -82.8% | -$1,881.10万 | 减仓 |
| OTEX | OPEN TEXT CORP | $476.76万 | 0.07% | 214,625 | -4,313 | -2.0% | -$9.58万 | 减仓 |
| ATS | ATS CORPORATION | $480.33万 | 0.07% | 170,956 | -83,725 | -32.9% | -$235.24万 | 减仓 |
| — | ORLA MNG LTD NEW | $576.41万 | 0.09% | 359,590 | -711,947 | -66.4% | -$1,141.22万 | 减仓 |
| POOL | POOL CORP | $653.42万 | 0.10% | 32,295 | 0 | 0.0% | — | 不变 |
| ITRG | INTEGRA RES CORP | $719.47万 | 0.11% | 2,670,377 | 2,670,377 | — | $719.47万 | 新建仓 |
| CNM | CORE & MAIN INC | $826.04万 | 0.12% | 167,215 | -4,400 | -2.6% | -$21.74万 | 减仓 |
| MDA | MDA SPACE LTD | $841.12万 | 0.13% | 333,096 | 333,096 | — | $841.12万 | 新建仓 |
| CBZ | CBIZ INC | $912.96万 | 0.14% | 340,021 | 44,900 | 15.2% | $120.56万 | 加仓 |
| OR | OR ROYALTIES INC. | $966.44万 | 0.15% | 254,620 | -78,338 | -23.5% | -$297.34万 | 重新持有 |
| PBA | PEMBINA PIPELINE CORP | $1,001.26万 | 0.15% | 224,396 | -5,094 | -2.2% | -$22.73万 | 减仓 |
| CCJ | CAMECO CORP | $1,018.53万 | 0.15% | 93,959 | -2,208 | -2.3% | -$23.94万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $1,192.48万 | 0.18% | 1,282,097 | -120,295 | -8.6% | -$111.89万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $1,254.22万 | 0.19% | 200,841 | -2,628 | -1.3% | -$16.41万 | 减仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $1,272.10万 | 0.19% | 307,408 | 72,434 | 30.8% | $299.74万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,356.16万 | 0.21% | 244,300 | -1,600 | -0.7% | -$8.88万 | 减仓 |
| CAE | CAE INC | $1,467.69万 | 0.22% | 565,500 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $1,488.44万 | 0.23% | 155,700 | -11,710 | -7.0% | -$111.94万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,530.71万 | 0.23% | 345,381 | 23,484 | 7.3% | $104.08万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $1,548.37万 | 0.23% | 145,285 | 16,108 | 12.5% | $171.67万 | 加仓 |
| DOO | BRP INC | $1,588.57万 | 0.24% | 221,693 | -47,650 | -17.7% | -$341.44万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $1,758.08万 | 0.27% | 246,235 | 53,495 | 27.8% | $381.95万 | 加仓 |
| — | TASEKO MINES LTD | $1,957.08万 | 0.30% | 3,031,296 | 576,637 | 23.5% | $372.29万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $2,005.68万 | 0.30% | 195,490 | -2,503 | -1.3% | -$25.68万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,564.05万 | 0.39% | 195,962 | 1,574 | 0.8% | $20.59万 | 加仓 |
| TFII | TRANSFORCE INC | $2,584.14万 | 0.39% | 238,165 | -60,990 | -20.4% | -$661.75万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $2,767.36万 | 0.42% | 204,967 | -3,476 | -1.7% | -$46.93万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $3,154.09万 | 0.48% | 478,392 | -16,089 | -3.3% | -$106.08万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $3,293.22万 | 0.50% | 162,760 | -8,364 | -4.9% | -$169.23万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $3,422.38万 | 0.52% | 367,619 | -6,384 | -1.7% | -$59.43万 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $3,565.76万 | 0.54% | 280,207 | 280,207 | — | $3,565.76万 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $3,653.77万 | 0.55% | 263,488 | 72,665 | 38.1% | $1,007.64万 | 加仓 |
| BLK | BLACKROCK INC | $3,744.23万 | 0.57% | 38,933 | -209,032 | -84.3% | -$2.01亿 | 减仓 |
| GIB | CGI INC | $3,813.19万 | 0.58% | 523,255 | 4,861 | 0.9% | $35.42万 | 加仓 |
| RY | ROYAL BK CDA | $4,482.95万 | 0.68% | 278,201 | -7,272 | -2.5% | -$117.18万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $5,715.77万 | 0.86% | 1,002,578 | 1,002,578 | — | $5,715.77万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $5,845.76万 | 0.88% | 1,290,454 | 4,859 | 0.4% | $22.01万 | 加仓 |
| WMT | WALMART INC | $7,412.18万 | 1.12% | 596,410 | -2,425 | -0.4% | -$30.14万 | 减仓 |
| SNPS | SYNOPSYS INC | $1.09亿 | 1.65% | 281,301 | -170,298 | -37.7% | -$6,584.95万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.13亿 | 1.71% | 360,931 | -26,748 | -6.9% | -$837.34万 | 减仓 |
| APH | AMPHENOL CORP | $1.18亿 | 1.79% | 935,551 | 935,551 | — | $1.18亿 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $1.32亿 | 2.00% | 4,022,506 | -320,610 | -7.4% | -$1,052.82万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $1.36亿 | 2.06% | 518,306 | -117,420 | -18.5% | -$3,077.16万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.42亿 | 2.15% | 685,358 | 58,539 | 9.3% | $1,214.83万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.48亿 | 2.24% | 4,758,522 | -530,748 | -10.0% | -$1,652.52万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.56亿 | 2.36% | 2,242,389 | 155,770 | 7.5% | $1,085.32万 | 加仓 |
| AAPL | APPLE INC | $1.57亿 | 2.38% | 619,130 | -174,280 | -22.0% | -$4,423.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.62亿 | 2.46% | 510,242 | -188,725 | -27.0% | -$6,003.90万 | 减仓 |
| APG | API GROUP CORP | $1.84亿 | 2.78% | 4,652,145 | 1,561,990 | 50.5% | $6,162.39万 | 加仓 |
| IDXX | IDEXX LABS INC | $1.87亿 | 2.83% | 342,120 | 165,188 | 93.4% | $9,014.88万 | 加仓 |
| AVGO | BROADCOM INC | $1.88亿 | 2.84% | 625,635 | 339,895 | 119.0% | $1.02亿 | 加仓 |
| ZTS | ZOETIS INC | $1.91亿 | 2.90% | 1,666,335 | -501,743 | -23.1% | -$5,762.92万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.10亿 | 3.18% | 2,960,169 | -578,989 | -16.4% | -$4,105.23万 | 减仓 |
| VLO | VALERO ENERGY CORP | $2.31亿 | 3.50% | 936,233 | -164,679 | -15.0% | -$4,068.89万 | 减仓 |
| META | META PLATFORMS INC | $2.36亿 | 3.56% | 422,400 | -35,039 | -7.7% | -$1,954.06万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2.37亿 | 3.58% | 489,843 | 107,093 | 28.0% | $5,173.38万 | 加仓 |
| DHR | DANAHER CORP DEL | $2.46亿 | 3.73% | 1,341,168 | -103,400 | -7.2% | -$1,897.95万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2.87亿 | 4.34% | 1,822,200 | -523,366 | -22.3% | -$8,229.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3.56亿 | 5.39% | 1,246,180 | 240,754 | 23.9% | $6,878.04万 | 加仓 |
| AMZN | AMAZON COM INC | $3.70亿 | 5.59% | 1,824,462 | -300,496 | -14.1% | -$6,087.59万 | 减仓 |
| GOOGL | ALPHABET INC | $3.94亿 | 5.97% | 1,404,505 | -334,350 | -19.2% | -$9,387.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $4.50亿 | 6.80% | 1,249,443 | -364,081 | -22.6% | -$1.31亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6.19亿 | 9.37% | 3,659,367 | -331,625 | -8.3% | -$5,609.48万 | 减仓 |