Filed. Montrusco Bolton Investments submitted its 13F-HR for the quarter ended Sep 30, 2026 on Oct 13, 2026. EDGAR accession 0001475940-26-000009. Its Q3 positions join the fund page once the complete quarter dataset is integrated; season aggregates are on the Q3 2026 season tracker.
From the fund's 2026 Q2 Form 13F (filed Jul 21, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| NVDA · NVIDIA CORP | 2,638,049 | 8.18% |
| GOOGL · Alphabet Inc. | 1,093,614 | 6.05% |
| MSFT · MICROSOFT CORP | 1,021,431 | 5.90% |
| AMZN · AMAZON COM INC | 1,576,144 | 5.82% |
| JPM · JPMORGAN CHASE & CO | 924,638 | 4.69% |
| LRCX · LAM RESEARCH CORP | 671,482 | 4.51% |
| AVGO · Broadcom Inc. | 637,407 | 3.73% |
| MA · Mastercard Inc | 468,356 | 3.73% |
| MU · MICRON TECHNOLOGY INC | 204,062 | 3.65% |
| MNST · Monster Beverage Corp | 2,113,791 | 3.15% |
Largest increase 2026 Q1 → 2026 Q2: OTEX (+48.4% of shares). New position in 2026 Q2: MU (3.65% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: WMT (-50.9% of shares). Exited in 2026 Q2: AGI, SHW, UFPT.
Full record: Montrusco Bolton Investments fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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