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Portfolio (Quarterly) Guide ↗

MONTRUSCO BOLTON INVESTMENTS INC.

· CIK 0001475940
13F Portfolio $6.6B AUM 72 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 17 Added 42 Reduced 8 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UFPT UFP TECHNOLOGIES INC Healthcare 2,604.0 $504K 0.01% -18K -87.2% $193.60 +16.1%
42 LSPD LIGHTSPEED COMMERCE INC Technology 34,000.0 $303K 0.01% -5K -12.8% $8.91 -6.1%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 14.5%
Communication Services 9.7%
Healthcare 9.6%
Consumer Cyclical 9.3%
Industrials 8.5%
Consumer Defensive 4.4%
Energy 4.3%
Basic Materials 3.4%
Real Estate 2.9%