Montrusco Bolton Investments
Montrusco Bolton Investments reported 85 stocks worth $5.8B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (9.1%), MSFT (8.0%) and GOOGL (5.7%). Compared with Q2 2026, the fund opened new positions in VRTX, CME and SCHW, added to APH, MNST and LIN, trimmed NVDA, MSFT and GOOGL and sold out of BLK, CBZ and BNT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $523M | 9.1% | 2.3M | −349K (−13%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $460M | 8.0% | 898K | −124K (−12%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $328M | 5.7% | 952K | −142K (−13%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $326M | 5.6% | 1.3M | −269K (−17%) | 8 of 8 | |
| 5 |  META Meta Platforms Inc | $214M | 3.7% | 295K | −40K (−12%) | 8 of 8 | |
| 6 |  LRCX Lam Research Corp | $213M | 3.7% | 648K | −23K (−3%) | 7 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $210M | 3.6% | 635K | −289K (−31%) | 6 of 8 | |
| 8 |  DHR Danaher Corp | $202M | 3.5% | 912K | −152K (−14%) | 8 of 8 | |
| 9 |  MU Micron Technology Inc | $194M | 3.4% | 182K | −22K (−11%) | 2 of 8 | |
| 10 |  VLO Valero Energy Corp | $182M | 3.1% | 469K | −168K (−26%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BLK Blackrock Inc | $41.7M | 43K |
 CBZ Cbiz Inc | $11M | 342K |
 BNT Brookfield Wealth Sol Ltd | $7.6M | 179K |
ORLA MNG LTD NEW | $4.6M | 468K |
 ATS Ats Corporation | $2.9M | 99K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Montrusco Bolton Investments 13F FAQ
What does Montrusco Bolton Investments own?
Montrusco Bolton Investments reported 85 stocks worth $5.8B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (9.1%), MSFT (8.0%) and GOOGL (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Montrusco Bolton Investments buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 14 added to, 58 trimmed and 6 sold out. New positions include VRTX, CME and SCHW. It sold all of BLK, CBZ and BNT.
When will Montrusco Bolton Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Montrusco Bolton Investments's portfolio worth?
The Q3 2026 filing reports $5.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.