Holders — by stockHoldings — by fund
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001058231
$1.02B
disclosed book value
68
positions
9.2%
largest position share
Positions, as of 2026-06-30
top 68 of 68 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RYROYAL BANK OF CANADA | 319,503 | $93.8M | 9.2% |
| 2 | TDTORONTO DOMINION BK ONT | 526,877 | $90.9M | 8.9% |
| 3 | TRPTC ENERGY CORP. | 605,977 | $56.9M | 5.6% |
| 4 | BNSBANK NOVA SCOTIA HALIFAX | 458,826 | $56.6M | 5.6% |
| 5 | CNICANADIAN NATL RY CO COM | 324,110 | $54.9M | 5.4% |
| 6 | BCEBCE INC | 1.4M | $44.2M | 4.3% |
| 7 | GIBCGI INC | 417,469 | $38.3M | 3.8% |
| 8 | QSRRESTAURANT BRANDS INTL INC. | 357,508 | $36.8M | 3.6% |
| 9 | CMCANADIAN IMPERIAL BANK OF COMMERCE | 220,139 | $36.0M | 3.5% |
| 10 | BIPBROOKFIELD INFRASTRUCTURE PA | 662,686 | $34.3M | 3.4% |
| 11 | CNQCANADIAN NAT RES LTD COM | 557,895 | $31.3M | 3.1% |
| 12 | SUSUNCOR ENERGY INC | 408,759 | $31.2M | 3.1% |
| 13 | TUTELUS CORP. | 2.0M | $29.3M | 2.9% |
| 14 | NTRNUTRIEN LTD. | 320,313 | $28.6M | 2.8% |
| 15 | MFCMANULIFE FINL CORP COM | 479,103 | $27.6M | 2.7% |
| 16 | BNBROOKFIELD CORP | 439,774 | $26.6M | 2.6% |
| 17 | MGAMAGNA INTL INC | 266,320 | $24.8M | 2.4% |
| 18 | BEPBROOKFIELD RENEWABLE ENERGY | 422,025 | $20.8M | 2% |
| 19 | FSVFIRST SERVICE CORP | 66,993 | $13.5M | 1.3% |
| 20 | GOOGLALPHABET INC. | 33,228 | $11.9M | 1.2% |
| 21 | UNHUNITEDHEALTH GROUP INC COM | 22,589 | $9.4M | 0.9% |
| 22 | JJACOBS SOLUTIONS INC. | 72,023 | $9.1M | 0.9% |
| 23 | VVISA INC | 25,560 | $8.8M | 0.9% |
| 24 | TMOTHERMO FISHER | 16,787 | $8.4M | 0.8% |
| 25 | USBUS BANCORP | 139,095 | $8.4M | 0.8% |
| 26 | MSFTMICROSOFT CORP. | 22,093 | $8.2M | 0.8% |
| 27 | CSCOCISCO SYSTEMS INC. | 69,320 | $8.1M | 0.8% |
| 28 | AMTAMERICAN TOWER CORP | 47,493 | $7.8M | 0.8% |
| 29 | DEODIAGEO PLC-SPONS ADR | 95,951 | $7.7M | 0.8% |
| 30 | BACBANK OF AMERICA CORPORATION | 133,646 | $7.6M | 0.7% |
| 31 | CIGICOLLIERS INTL GROUP INC. | 54,765 | $7.3M | 0.7% |
| 32 | PFEPFIZER INC | 302,092 | $7.3M | 0.7% |
| 33 | INGING GROEP N V | 209,457 | $6.6M | 0.6% |
| 34 | JPMJPMORGAN & CHASE & CO COM | 18,711 | $6.1M | 0.6% |
| 35 | RMRRMR GROUP INC. | 290,000 | $6.0M | 0.6% |
| 36 | MSMORGAN STANLEY | 27,805 | $5.8M | 0.6% |
| 37 | HDHOME DEPOT | 15,878 | $5.6M | 0.5% |
| 38 | BGSIBOYD GROUP SERVICES INC | 41,310 | $5.5M | 0.5% |
| 39 | CCITIGROUP INC. | 36,613 | $5.1M | 0.5% |
| 40 | EOGEOG RESOURCES | 39,024 | $5.1M | 0.5% |
| 41 | COSTCOSTCO WHOLESALE | 5,345 | $5.0M | 0.5% |
| 42 | DISDISNEY WALT CO | 51,540 | $5.0M | 0.5% |
| 43 | WMTWALMART INC | 43,169 | $4.9M | 0.5% |
| 44 | VZVERIZON COMMUNICATIONS | 108,554 | $4.6M | 0.5% |
| 45 | FRTFEDERAL REALTY INVT TR | 36,888 | $4.6M | 0.4% |
| 46 | GILGILDAN ACTIVEWEAR INC | 59,218 | $4.3M | 0.4% |
| 47 | EQIXEQUINIX INC. | 3,971 | $4.1M | 0.4% |
| 48 | TRNOTERRENO REALTY CORP. | 63,499 | $4.1M | 0.4% |
| 49 | WELLWELLTOWER INC. | 17,970 | $4.1M | 0.4% |
| 50 | TSCOTRACTOR SUPPLY CO | 128,430 | $4.1M | 0.4% |
| 51 | SHELSHELL PLC | 50,952 | $4.0M | 0.4% |
| 52 | GNTXGENTEX CORP. | 139,650 | $3.5M | 0.3% |
| 53 | RCIROGERS COMMUNICATIONS INC | 74,117 | $3.4M | 0.3% |
| 54 | DSGXDESCARTES SYSTEMS GROUP | 34,114 | $3.4M | 0.3% |
| 55 | SANOFI SA | 77,164 | $3.3M | 0.3% |
| 56 | TJXTJX COMPANIES INC. | 21,189 | $3.2M | 0.3% |
| 57 | GSKGSK PLC | 57,400 | $3.0M | 0.3% |
| 58 | AHRAMERICAN HEALTHCARE REIT INC | 54,797 | $2.9M | 0.3% |
| 59 | BAMBROOKFIELD ASSET MANAGMT LTD | 43,179 | $2.7M | 0.3% |
| 60 | SAPSAP SE | 15,362 | $2.4M | 0.2% |
| 61 | JNJJOHNSON & JOHNSON | 9,263 | $2.4M | 0.2% |
| 62 | AVBAVALONBAY CMNTYS INC. | 11,699 | $2.2M | 0.2% |
| 63 | EXREXTRA SPACE STORAGE INC. | 12,429 | $1.8M | 0.2% |
| 64 | MAAMID-AMER APT CMNTYS INC | 10,722 | $1.5M | 0.1% |
| 65 | SPGSIMON PPTY GROUP NEW | 6,537 | $1.5M | 0.1% |
| 66 | BXPBXP INC. | 11,822 | $784,000 | 0.1% |
| 67 | GLWCORNING INC. | 599 | $153,000 | 0% |
| 68 | BEPCBROOKFIELD RENEWABLE CORP | 1,257 | $66,000 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.