No buy transactions available for this period
No sell transactions available for this period
Montrusco Bolton Investments Inc. filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 8.03 B reflecting a -6.60% change from the prior quarter, spanning 73 assets. The top 10 holdings comprised 54.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 10 complete exits.
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Montrusco Bolton Investments submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Montrusco Bolton Investments reported a managed portfolio value of 8.03 B, consisting of 73 individual positions.
This page displays the raw filing documents. To see which stocks Montrusco Bolton Investments bought or sold during Q4 2025, please visit Montrusco Bolton Investments's Portfolio Analysis page.