Long-term investor
Montrusco Bolton Investments Inc. @montruscoboltoninvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001475940).
Record
- Tracked since 2025-06-30 (454 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.2% · long · since 2025-06-30
- GOOGL · 6.1% · long · since 2025-06-30
- MSFT · 5.9% · long · since 2025-06-30
- AMZN · 5.8% · long · since 2025-06-30
- JPM · 4.7% · long · since 2025-06-30
- 512807306 · 4.5% · long · since 2025-06-30
- AVGO · 3.7% · long · since 2025-12-31
- MA · 3.7% · long · since 2025-06-30
- MU · 3.6% · long · since 2026-06-30
- MNST · 3.1% · long · since 2025-06-30
- DHR · 3.1% · long · since 2025-06-30
- IDXX · 3.0% · long · since 2025-06-30