MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd

13F filer · CIK 0001058231

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$1.02BU.S. long equity reported on 13F

Positions672 new · 4 closed

Net flow last quarter-$208MBuys minus sells

Top 10 positions weight53.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202667 positions
RYRoyal Bank of Canada	$93.8M	9.21%	0.02%	-21.6%	Q3 2013
TDToronto Dominion Bank	$90.9M	8.92%	0.03%	-23.7%	Q3 2013
TRPTC Energy Corp	$56.9M	5.59%	Not reported	-21.1%	Q2 2021
BNSBank of Nova Scotia	$56.6M	5.55%	0.04%	-20.5%	Q3 2013
CNICanadian National Railway Co	$54.9M	5.38%	0.05%	-19.8%	Q4 2014
BCEBce Inc	$44.2M	4.34%	0.16%	-21.6%	Q2 2021
GIBCgi Inc	$38.3M	3.76%	Not reported	+20.3%	Q1 2021
QSRRestaurant Brands International Inc.	$36.8M	3.61%	0.10%	-21.2%	Q1 2020
CMCanadian Imperial Bank of Commerce	$36M	3.53%	0.02%	-25.0%	Q3 2013
BIPBrookfield Infrastructure Partners L.P.	$34.3M	3.37%	Not reported	+4.0%	Q2 2024
CNQCANADIAN NATURAL RESOURCES Ltd	$31.3M	3.07%	0.03%	-20.0%	Q3 2013
SUSuncor Energy Inc	$31.2M	3.06%	0.03%	-20.3%	Q1 2021
TUTelus Corp	$29.3M	2.87%	0.13%	-7.2%	Q3 2013
NTRNutrien Ltd.	$28.6M	2.81%	0.06%	-26.4%	Q2 2025
MFCManulife Financial Corp	$27.6M	2.71%	Not reported	-30.4%	Q3 2013
BNBROOKFIELD Corp	$26.6M	2.61%	Not reported	-36.0%	Q4 2022
MGAMagna International Inc	$24.8M	2.44%	0.10%	-32.2%	Q3 2013
BEPBrookfield Renewable Partners L.P.	$20.8M	2.04%	0.15%	-26.3%	Q2 2021
FSVFirstService Corp	$13.5M	1.33%	0.15%	+3.6%	Q2 2021
GOOGLAlphabet Inc.	$11.9M	1.17%	0.00%	0.0%	Q3 2020
UNHUnitedhealth Group Inc	$9.39M	0.92%	0.00%	+0.2%	Q2 2023
JJacobs Solutions Inc.	$9.08M	0.89%	0.06%	+35.5%	Q2 2025
VVisa Inc.	$8.77M	0.86%	0.00%	+10.1%	Q1 2026
TMOThermo Fisher Scientific Inc.	$8.42M	0.83%	0.00%	+16.4%	Q2 2025
USBUS Bancorp \de\	$8.4M	0.82%	0.01%	+0.3%	Q4 2022
MSFTMicrosoft Corp	$8.24M	0.81%	0.00%	+0.4%	Q3 2013
CSCOCisco Systems, Inc.	$8.14M	0.80%	0.00%	-52.0%	Q3 2013
AMTAmerican Tower Corp	$7.77M	0.76%	0.01%	+14.4%	Q1 2021
DEODiageo PLC	$7.71M	0.76%	0.00%	-16.5%	Q4 2023
BACBank of America Corp	$7.62M	0.75%	0.00%	+0.6%	Q3 2013
CIGIColliers International Group Inc.	$7.29M	0.72%	0.14%	+4.1%	Q1 2019
PFEPfizer Inc	$7.27M	0.71%	0.01%	-24.7%	Q3 2013
INGING Groep NV	$6.57M	0.65%	0.01%	-4.1%	Q3 2013
JPMJPMorgan Chase & Co	$6.13M	0.60%	0.00%	+1.4%	Q3 2013
RMRRMR Group Inc.	$5.95M	0.58%	1.93%	Not reported	Q3 2021
MSMorgan Stanley	$5.81M	0.57%	0.00%	-1.7%	Q3 2013
HDHome Depot, Inc.	$5.6M	0.55%	0.00%	+20.1%	Q1 2023
BGSIBoyd Group Services Inc.	$5.55M	0.54%	0.15%	+41.9%	Q4 2025
CCitigroup Inc	$5.12M	0.50%	0.00%	-13.4%	Q3 2013
EOGEog Resources Inc	$5.06M	0.50%	0.01%	+0.2%	Q2 2019
COSTCostco Wholesale Corp	$5M	0.49%	0.00%	+0.9%	Q4 2022
DISWalt Disney Co	$4.96M	0.49%	0.00%	+45.6%	Q4 2020
WMTWalmart Inc.	$4.89M	0.48%	0.00%	-1.6%	Q3 2013
VZVerizon Communications Inc	$4.6M	0.45%	0.00%	-41.6%	Q3 2013
FRTFederal Realty Investment Trust	$4.55M	0.45%	0.04%	Not reported	Q2 2018
GILGildan Activewear Inc.	$4.33M	0.43%	0.03%	+15.5%	Q1 2020
EQIXEquinix Inc	$4.14M	0.41%	0.00%	Not reported	Q1 2019
TRNOTerreno Realty Corp	$4.11M	0.40%	0.06%	Not reported	Q3 2015
WELLWelltower Inc.	$4.08M	0.40%	0.00%	Not reported	Q3 2015
TSCOTractor Supply Co	$4.06M	0.40%	0.02%	+128.3%	Q1 2020

Q1 2026Reported May 13, 202669 positions
RYRoyal Bank of Canada	$66.9M	7.12%	0.03%	-4.7%	Q3 2013
TDToronto Dominion Bank	$65.5M	6.97%	0.04%	-16.8%	Q3 2013
TRPTC Energy Corp	$48.8M	5.20%	Not reported	-3.3%	Q2 2021
BCEBce Inc	$47.2M	5.03%	0.20%	-2.2%	Q2 2021
PBAPembina Pipeline Corp	$45.4M	4.84%	0.17%	+11.8%	Q3 2021
CNICanadian National Railway Co	$42.3M	4.50%	0.07%	-3.6%	Q4 2014
BNSBank of Nova Scotia	$40.7M	4.33%	0.05%	-14.0%	Q3 2013
CNQCANADIAN NATURAL RESOURCES Ltd	$34.5M	3.68%	0.03%	+3.5%	Q3 2013
SUSuncor Energy Inc	$34.5M	3.67%	0.04%	-4.3%	Q1 2021
QSRRestaurant Brands International Inc.	$34.1M	3.63%	0.13%	-2.9%	Q1 2020
NTRNutrien Ltd.	$33.3M	3.55%	0.08%	-16.2%	Q2 2025
BNBROOKFIELD Corp	$28.3M	3.01%	Not reported	-9.9%	Q4 2022
CMCanadian Imperial Bank of Commerce	$28.2M	3.01%	0.03%	-10.9%	Q3 2013
TUTelus Corp	$27.5M	2.92%	0.14%	+15.5%	Q3 2013
GIBCgi Inc	$25.8M	2.74%	Not reported	+598.0%	Q1 2021
MFCManulife Financial Corp	$24.1M	2.57%	Not reported	-0.9%	Q3 2013
BIPBrookfield Infrastructure Partners L.P.	$23.3M	2.49%	Not reported	-0.9%	Q2 2024
MGAMagna International Inc	$22.3M	2.37%	0.14%	-38.8%	Q3 2013
BEPBrookfield Renewable Partners L.P.	$19M	2.02%	0.21%	-0.5%	Q2 2021
PFEPfizer Inc	$11.3M	1.20%	0.01%	+3.1%	Q3 2013
CSCOCisco Systems, Inc.	$11.2M	1.19%	0.00%	+2.3%	Q3 2013
GOOGLAlphabet Inc.	$9.55M	1.02%	0.00%	+5.5%	Q3 2020
VZVerizon Communications Inc	$9.34M	0.99%	0.00%	-23.0%	Q3 2013
FSVFirstService Corp	$9.14M	0.97%	0.14%	+37.9%	Q2 2021
DEODiageo PLC	$8.56M	0.91%	0.00%	+15.3%	Q4 2023
MSFTMicrosoft Corp	$8.15M	0.87%	0.00%	+29.5%	Q3 2013
USBUS Bancorp \de\	$7.21M	0.77%	0.01%	+4.7%	Q4 2022
AMTAmerican Tower Corp	$7.16M	0.76%	0.01%	+5.1%	Q1 2021
TMOThermo Fisher Scientific Inc.	$7.09M	0.75%	0.00%	+28.3%	Q2 2025
VVisa Inc.	$7.02M	0.75%	0.00%	New	Q1 2026
JJacobs Solutions Inc.	$6.76M	0.72%	0.05%	+5.5%	Q2 2025
BACBank of America Corp	$6.48M	0.69%	0.00%	+4.9%	Q3 2013
GRTUFGranite Real Estate Investment Trust	$6.25M	0.67%	0.17%	-6.7%	Q1 2025
UNHUnitedhealth Group Inc	$6.1M	0.65%	0.00%	+72.2%	Q2 2023
CIGIColliers International Group Inc.	$5.71M	0.61%	0.13%	+28.7%	Q1 2019
INGING Groep NV	$5.69M	0.61%	0.01%	+4.9%	Q3 2013
EOGEog Resources Inc	$5.63M	0.60%	0.01%	-4.4%	Q2 2019
WMTWalmart Inc.	$5.45M	0.58%	0.00%	+5.0%	Q3 2013
JPMJPMorgan Chase & Co	$5.43M	0.58%	0.00%	+4.3%	Q3 2013
COSTCostco Wholesale Corp	$5.28M	0.56%	0.00%	+4.7%	Q4 2022
SAPSap SE	$5.11M	0.54%	0.00%	+8.8%	Q3 2013
CCitigroup Inc	$4.79M	0.51%	0.00%	+7.8%	Q3 2013
MSMorgan Stanley	$4.65M	0.50%	0.00%	+7.0%	Q3 2013
GLWCorning Inc	$4.64M	0.49%	0.00%	-41.6%	Q3 2013
RMRRMR Group Inc.	$4.49M	0.48%	1.93%	Not reported	Q3 2021
HDHome Depot, Inc.	$4.35M	0.46%	0.00%	+5.4%	Q1 2023
FRTFederal Realty Investment Trust	$3.92M	0.42%	0.04%	-6.8%	Q2 2018
TRNOTerreno Realty Corp	$3.9M	0.42%	0.06%	+2.2%	Q3 2015
EQIXEquinix Inc	$3.89M	0.41%	0.00%	+4.5%	Q1 2019
BGSIBoyd Group Services Inc.	$3.77M	0.40%	0.10%	-8.7%	Q4 2025

Q4 2025Reported Jan 30, 202670 positions
TDToronto Dominion Bank	$107M	9.11%	0.05%	-8.5%	Q3 2013
RYRoyal Bank of Canada	$100M	8.49%	0.03%	-3.7%	Q3 2013
BNSBank of Nova Scotia	$67.9M	5.77%	0.05%	-3.9%	Q3 2013
BCEBce Inc	$61.7M	5.24%	0.21%	-3.2%	Q2 2021
TRPTC Energy Corp	$60M	5.10%	Not reported	-3.9%	Q2 2021
CNICanadian National Railway Co	$56.9M	4.83%	0.07%	-3.5%	Q4 2014
BNBROOKFIELD Corp	$48.1M	4.09%	Not reported	-3.9%	Q4 2022
MGAMagna International Inc	$47M	3.99%	0.23%	-4.0%	Q3 2013
PBAPembina Pipeline Corp	$46.8M	3.97%	0.15%	-3.6%	Q3 2021
NTRNutrien Ltd.	$44M	3.73%	0.09%	-4.1%	Q2 2025
QSRRestaurant Brands International Inc.	$43.8M	3.72%	0.13%	-3.5%	Q1 2020
CMCanadian Imperial Bank of Commerce	$41M	3.48%	0.04%	-14.6%	Q3 2013
MFCManulife Financial Corp	$34.6M	2.94%	Not reported	-19.3%	Q3 2013
TUTelus Corp	$33M	2.80%	0.12%	+9.7%	Q3 2013
SUSuncor Energy Inc	$32.7M	2.78%	0.04%	-3.8%	Q1 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$31.3M	2.66%	0.03%	-3.8%	Q3 2013
BIPBrookfield Infrastructure Partners L.P.	$30.7M	2.61%	Not reported	Not reported	Q2 2024
BEPBrookfield Renewable Partners L.P.	$21.3M	1.81%	0.21%	-4.3%	Q2 2021
CSCOCisco Systems, Inc.	$10.9M	0.92%	0.00%	-4.3%	Q3 2013
FSVFirstService Corp	$10M	0.85%	0.10%	+14.2%	Q2 2021
GOOGLAlphabet Inc.	$9.85M	0.84%	0.00%	-28.2%	Q3 2020
VZVerizon Communications Inc	$9.84M	0.84%	0.01%	-5.2%	Q3 2013
PFEPfizer Inc	$9.69M	0.82%	0.01%	-5.5%	Q3 2013
GRTUFGranite Real Estate Investment Trust	$9.16M	0.78%	0.18%	Not reported	Q1 2025
DEODiageo PLC	$8.6M	0.73%	0.00%	+72.4%	Q4 2023
CIGIColliers International Group Inc.	$8.25M	0.70%	0.10%	Not reported	Q1 2019
MSFTMicrosoft Corp	$8.22M	0.70%	0.00%	-9.1%	Q3 2013
LENLennar Corp	$7.19M	0.61%	Not reported	+5.8%	Q3 2025
USBUS Bancorp \de\	$7.07M	0.60%	0.01%	-8.8%	Q4 2022
BGSIBoyd Group Services Inc.	$6.97M	0.59%	0.11%	New	Q4 2025
BACBank of America Corp	$6.96M	0.59%	0.00%	-8.6%	Q3 2013
AMTAmerican Tower Corp	$6.94M	0.59%	0.01%	-4.0%	Q1 2021
JJacobs Solutions Inc.	$6.68M	0.57%	0.04%	+18.7%	Q2 2025
SAPSap SE	$6.66M	0.57%	0.00%	-0.1%	Q3 2013
TMOThermo Fisher Scientific Inc.	$6.52M	0.55%	0.00%	-23.8%	Q2 2025
GIBCgi Inc	$6.3M	0.54%	Not reported	-1.3%	Q1 2021
INGING Groep NV	$5.83M	0.50%	0.01%	-8.4%	Q3 2013
JPMJPMorgan Chase & Co	$5.7M	0.48%	0.00%	-7.4%	Q3 2013
GILGildan Activewear Inc.	$5.33M	0.45%	0.03%	-2.3%	Q1 2020
RCIRogers Communications Inc	$5.16M	0.44%	Not reported	-2.2%	Q3 2013
GLWCorning Inc	$5.12M	0.43%	0.01%	-8.7%	Q3 2013
MSMorgan Stanley	$4.69M	0.40%	0.00%	-17.8%	Q3 2013
WMTWalmart Inc.	$4.65M	0.40%	0.00%	-20.0%	Q3 2013
CCitigroup Inc	$4.58M	0.39%	0.00%	-10.8%	Q3 2013
EOGEog Resources Inc	$4.57M	0.39%	0.01%	Not reported	Q2 2019
COSTCostco Wholesale Corp	$4.36M	0.37%	0.00%	-6.9%	Q4 2022
UNHUnitedhealth Group Inc	$4.32M	0.37%	0.00%	-8.5%	Q2 2023
RMRRMR Group Inc.	$4.32M	0.37%	1.93%	Not reported	Q3 2021
HDHome Depot, Inc.	$4.32M	0.37%	0.00%	-9.1%	Q1 2023
FRTFederal Realty Investment Trust	$3.99M	0.34%	0.05%	Not reported	Q2 2018

Q3 2025Reported Nov 14, 202568 positions
TDToronto Dominion Bank	$72.1M	8.02%	0.05%	-9.4%	Q3 2013
RYRoyal Bank of Canada	$65M	7.24%	0.03%	-10.5%	Q3 2013
BCEBce Inc	$45.2M	5.04%	0.21%	+4.8%	Q2 2021
BNSBank of Nova Scotia	$44.9M	5.00%	0.06%	-8.7%	Q3 2013
TRPTC Energy Corp	$44.6M	4.97%	Not reported	-7.0%	Q2 2021
QSRRestaurant Brands International Inc.	$43.2M	4.81%	0.15%	+4.6%	Q1 2020
CNICanadian National Railway Co	$40.7M	4.53%	0.07%	+4.1%	Q4 2014
PBAPembina Pipeline Corp	$37.3M	4.15%	0.16%	+7.9%	Q3 2021
BNBROOKFIELD Corp	$36.1M	4.02%	Not reported	-10.5%	Q4 2022
NTRNutrien Ltd.	$31.6M	3.52%	0.10%	-8.6%	Q2 2025
MGAMagna International Inc	$31.5M	3.51%	0.24%	-7.2%	Q3 2013
CMCanadian Imperial Bank of Commerce	$30.7M	3.41%	0.04%	-10.9%	Q3 2013
MFCManulife Financial Corp	$26.7M	2.97%	Not reported	-8.2%	Q3 2013
TUTelus Corp	$26M	2.89%	0.11%	-13.2%	Q3 2013
SUSuncor Energy Inc	$23.2M	2.58%	0.04%	-7.9%	Q1 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$22.3M	2.48%	0.03%	-6.4%	Q3 2013
BEPBrookfield Renewable Partners L.P.	$15.4M	1.72%	0.22%	-9.4%	Q2 2021
VZVerizon Communications Inc	$11.2M	1.25%	0.01%	-0.3%	Q3 2013
GOOGLAlphabet Inc.	$10.7M	1.19%	0.00%	-12.1%	Q3 2020
PFEPfizer Inc	$10.5M	1.17%	0.01%	-0.4%	Q3 2013
CSCOCisco Systems, Inc.	$10.1M	1.12%	0.00%	-23.4%	Q3 2013
MSFTMicrosoft Corp	$9.68M	1.08%	0.00%	-0.5%	Q3 2013
LENLennar Corp	$8.33M	0.93%	Not reported	New	Q3 2025
AMTAmerican Tower Corp	$7.92M	0.88%	0.01%	+1.9%	Q1 2021
FSVFirstService Corp	$7.78M	0.87%	0.09%	-5.5%	Q2 2021
SAPSap SE	$7.33M	0.82%	0.00%	+437.4%	Q3 2013
TMOThermo Fisher Scientific Inc.	$7.15M	0.80%	0.00%	+8.2%	Q2 2025
BACBank of America Corp	$7.14M	0.80%	0.00%	-0.6%	Q3 2013
USBUS Bancorp \de\	$7.02M	0.78%	0.01%	-0.7%	Q4 2022
JJacobs Solutions Inc.	$6.36M	0.71%	0.04%	+14.7%	Q2 2025
CIGIColliers International Group Inc.	$6.36M	0.71%	0.10%	+6.4%	Q1 2019
GRTUFGranite Real Estate Investment Trust	$6.19M	0.69%	0.18%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$6.02M	0.67%	0.00%	-0.5%	Q3 2013
INGING Groep NV	$5.93M	0.66%	0.01%	-4.5%	Q3 2013
HDHome Depot, Inc.	$5.59M	0.62%	0.00%	-0.6%	Q1 2023
DEODiageo PLC	$5.52M	0.61%	0.00%	-0.3%	Q4 2023
WMTWalmart Inc.	$5.38M	0.60%	0.00%	-1.0%	Q3 2013
GLWCorning Inc	$5.25M	0.58%	0.01%	-0.6%	Q3 2013
MSMorgan Stanley	$5.11M	0.57%	0.00%	-0.7%	Q3 2013
COSTCostco Wholesale Corp	$5.03M	0.56%	0.00%	+13.8%	Q4 2022
UNHUnitedhealth Group Inc	$4.95M	0.55%	0.00%	-0.6%	Q2 2023
EQIXEquinix Inc	$4.57M	0.51%	0.00%	Not reported	Q1 2019
EOGEog Resources Inc	$4.57M	0.51%	0.01%	+22.6%	Q2 2019
RMRRMR Group Inc.	$4.56M	0.51%	1.93%	Not reported	Q3 2021
CCitigroup Inc	$4.46M	0.50%	0.00%	-0.7%	Q3 2013
GIBCgi Inc	$4.46M	0.50%	Not reported	+18.7%	Q1 2021
WELLWelltower Inc.	$4.21M	0.47%	0.00%	Not reported	Q3 2015
GNTXGentex Corp	$4.14M	0.46%	0.07%	-0.6%	Q1 2023
ULTAUlta Beauty, Inc.	$4.01M	0.45%	0.02%	-0.7%	Q2 2025
FRTFederal Realty Investment Trust	$4.01M	0.45%	0.05%	-49.7%	Q2 2018

Premium opens every quarter this fund has filed