Montrusco Bolton Investments Inc.
Annual return '25
+11.7%
SPY '25
+17.7%
Alpha
-6.0ptsvs SPY
Invested
$6.6B
Holdings
72
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 3.99M shares)
9.4%
02
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 1.61M shares)
6.8%
03
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 1.74M shares)
6.0%
04
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 2.12M shares)
5.6%
05
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 1.01M shares)
5.4%
06
$WCN
WASTE CONNECTIONS INC
Q1 2026: Exited (was 2.35M shares)
4.3%
07
$DHR
DANAHER CORP DEL
Q1 2026: Exited (was 1.44M shares)
3.7%
08
$MA
MASTERCARD INCORPORATED
Q1 2026: Exited (was 382.8k shares)
3.6%
09
$META
META PLATFORMS INC
Q1 2026: Exited (was 457.4k shares)
3.6%
10
$VLO
VALERO ENERGY CORP
Q1 2026: Exited (was 1.10M shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.