MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd — 13F Holdings & Portfolio
CIK 1058231 · latest 13F-HR filed 2026-07-24
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd manages $1.0M in 13F-reported U.S. long-equity assets across 68 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RY (9.21%), TD (8.92%), TRP (5.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 4, added to 45, and trimmed 19.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
MISSISSAUGA L5B 2T4
$1.0M
Long-equity book
68
Distinct positions
2026-06-30
Filed 2026-07-24
+2 / −4 / ↑45 / ↓19
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ROYAL BANK OF CANADA$27.0K +40.3%
- TORONTO DOMINION BK ONT$25.4K +38.8%
- BANK NOVA SCOTIA HALIFAX$15.9K +39.1%
- CANADIAN NATL RY CO COM$12.6K +29.8%
- CGI INC$12.5K +48.5%
Top Trims
- VERIZON COMMUNICATIONS-$4.7K -50.8%
- NUTRIEN LTD.-$4.7K -14.2%
- CORNING INC.-$4.5K -96.7%
- PFIZER INC-$4.0K -35.4%
- SUNCOR ENERGY INC-$3.3K -9.5%
Exited Positions
- PEMBINA PIPELINE CORP.$45.4K
- GRANITE REAL ESTATE INVT TR$6.2K
- TOTAL ENERGIES SE$2.7K
- SUN CMNTYS INC$1.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | RY | 780087102 | $93.8K | 9.21% | 319,503 | SH |
| 2 | TORONTO DOMINION BK ONT | TD | 891160509 | $90.9K | 8.92% | 526,877 | SH |
| 3 | TC ENERGY CORP. | TRP | 87807B107 | $56.9K | 5.59% | 605,977 | SH |
| 4 | BANK NOVA SCOTIA HALIFAX | BNS | 064149107 | $56.6K | 5.55% | 458,826 | SH |
| 5 | CANADIAN NATL RY CO COM | CNI | 136375102 | $54.9K | 5.38% | 324,110 | SH |
| 6 | BCE INC | BCE | 05534B760 | $44.2K | 4.34% | 1,445,763 | SH |
| 7 | CGI INC | GIB | 12532H104 | $38.3K | 3.76% | 417,469 | SH |
| 8 | RESTAURANT BRANDS INTL INC. | QSR | 76131D103 | $36.8K | 3.61% | 357,508 | SH |
| 9 | CANADIAN IMPERIAL BANK OF COMMERCE | CM | 136069101 | $36.0K | 3.53% | 220,139 | SH |
| 10 | BROOKFIELD INFRASTRUCTURE PA | BIP | G16252101 | $34.3K | 3.37% | 662,686 | SH |
| 11 | CANADIAN NAT RES LTD COM | CNQ | 136385101 | $31.3K | 3.07% | 557,895 | SH |
| 12 | SUNCOR ENERGY INC | SU | 867224107 | $31.2K | 3.06% | 408,759 | SH |
| 13 | TELUS CORP. | TU | 87971M103 | $29.3K | 2.87% | 1,951,523 | SH |
| 14 | NUTRIEN LTD. | NTR | 67077M108 | $28.6K | 2.81% | 320,313 | SH |
| 15 | MANULIFE FINL CORP COM | MFC | 56501R106 | $27.6K | 2.71% | 479,103 | SH |
| 16 | BROOKFIELD CORP | BN | 11271J107 | $26.6K | 2.61% | 439,774 | SH |
| 17 | MAGNA INTL INC | MGA | 559222401 | $24.8K | 2.44% | 266,320 | SH |
| 18 | BROOKFIELD RENEWABLE ENERGY | BEP | G16258108 | $20.8K | 2.04% | 422,025 | SH |
| 19 | FIRST SERVICE CORP | FSV | 33767E202 | $13.5K | 1.33% | 66,993 | SH |
| 20 | ALPHABET INC. | GOOGL | 02079K305 | $11.9K | 1.17% | 33,228 | SH |
| 21 | UNITEDHEALTH GROUP INC COM | UNH | 91324P102 | $9.4K | 0.92% | 22,589 | SH |
| 22 | JACOBS SOLUTIONS INC. | J | 46982L108 | $9.1K | 0.89% | 72,023 | SH |
| 23 | VISA INC | V | 92826C839 | $8.8K | 0.86% | 25,560 | SH |
| 24 | THERMO FISHER | TMO | 883556102 | $8.4K | 0.83% | 16,787 | SH |
| 25 | US BANCORP | USB | 902973304 | $8.4K | 0.82% | 139,095 | SH |
| 26 | MICROSOFT CORP. | MSFT | 594918104 | $8.2K | 0.81% | 22,093 | SH |
| 27 | CISCO SYSTEMS INC. | CSCO | 17275R102 | $8.1K | 0.80% | 69,320 | SH |
| 28 | AMERICAN TOWER CORP | AMT | 03027X100 | $7.8K | 0.76% | 47,493 | SH |
| 29 | DIAGEO PLC-SPONS ADR | DEO | 25243Q205 | $7.7K | 0.76% | 95,951 | SH |
| 30 | BANK OF AMERICA CORPORATION | BAC | 060505104 | $7.6K | 0.75% | 133,646 | SH |
| 31 | COLLIERS INTL GROUP INC. | CIGI | 194693107 | $7.3K | 0.72% | 54,765 | SH |
| 32 | PFIZER INC | PFE | 717081103 | $7.3K | 0.71% | 302,092 | SH |
| 33 | ING GROEP N V | ING | 456837103 | $6.6K | 0.65% | 209,457 | SH |
| 34 | JPMORGAN & CHASE & CO COM | JPM | 46625H100 | $6.1K | 0.60% | 18,711 | SH |
| 35 | RMR GROUP INC. | RMR | 74967R106 | $6.0K | 0.58% | 290,000 | SH |
| 36 | MORGAN STANLEY | MS | 617446448 | $5.8K | 0.57% | 27,805 | SH |
| 37 | HOME DEPOT | HD | 437076102 | $5.6K | 0.55% | 15,878 | SH |
| 38 | BOYD GROUP SERVICES INC | BGSI | 103310108 | $5.5K | 0.54% | 41,310 | SH |
| 39 | CITIGROUP INC. | C | 172967424 | $5.1K | 0.50% | 36,613 | SH |
| 40 | EOG RESOURCES | EOG | 26875P101 | $5.1K | 0.50% | 39,024 | SH |
| 41 | COSTCO WHOLESALE | COST | 22160K105 | $5.0K | 0.49% | 5,345 | SH |
| 42 | DISNEY WALT CO | DIS | 254687106 | $5.0K | 0.49% | 51,540 | SH |
| 43 | WALMART INC | WMT | 931142103 | $4.9K | 0.48% | 43,169 | SH |
| 44 | VERIZON COMMUNICATIONS | VZ | 92343V104 | $4.6K | 0.45% | 108,554 | SH |
| 45 | FEDERAL REALTY INVT TR | FRT | 313745101 | $4.6K | 0.45% | 36,888 | SH |
| 46 | GILDAN ACTIVEWEAR INC | GIL | 375916103 | $4.3K | 0.43% | 59,218 | SH |
| 47 | EQUINIX INC. | EQIX | 29444U700 | $4.1K | 0.41% | 3,971 | SH |
| 48 | TERRENO REALTY CORP. | TRNO | 88146M101 | $4.1K | 0.40% | 63,499 | SH |
| 49 | WELLTOWER INC. | WELL | 95040Q104 | $4.1K | 0.40% | 17,970 | SH |
| 50 | TRACTOR SUPPLY CO | TSCO | 892356106 | $4.1K | 0.40% | 128,430 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $1.0M | 68 | 0001140361-26-029580 |
| 2026-03-31 | 2026-05-13 | $938.9K | 70 | 0001140361-26-021020 |
| 2025-12-31 | 2026-01-30 | $1.2M | 71 | 0001140361-26-002932 |
| 2025-09-30 | 2025-11-14 | $898.3K | 69 | 0001140361-25-042212 |