MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd

CIK 0001058231 · MISSISSAUGA, null · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported 68 positions worth $1.0M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: RY (9.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.0M
2026 Q2
Positions
68
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.3%
Est. Net Flow (Q)
2026 Q2
10 / 68 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RYROYAL BANK OF CANADASH$93.8K9.21%319,503
2TDTORONTO DOMINION BK ONTSH$90.9K8.92%526,877
3TRPTC ENERGY CORP.SH$56.9K5.59%605,977
4BNSBANK NOVA SCOTIA HALIFAXSH$56.6K5.55%458,826
5CNICANADIAN NATL RY CO COMSH$54.9K5.38%324,110
6BCEBCE INCSH$44.2K4.34%1,445,763
7GIBCGI INCSH$38.3K3.76%417,469
8QSRRESTAURANT BRANDS INTL INC.SH$36.8K3.61%357,508
9CMCANADIAN IMPERIAL BANK OF COMMERCESH$36.0K3.53%220,139
10BIPBROOKFIELD INFRASTRUCTURE PASH$34.3K3.37%662,686

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd hold as of Q2 2026?

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported 68 positions worth $1.0M in its Q2 2026 13F filing. Largest positions: RY (9.2%), TD (8.9%), TRP (5.6%), BNS (5.6%) and CNI (5.4%).

What did MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.