Filed: 7/24/2026ACC: 0001140361-26-029580
📋 What this filing means
MORGUARD LINCLUDEN GLOBAL INVESTMENTS LTD filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $1.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$1.02M
Total AUM (reported)
13.12M
Total Shares
Allocation by class
COM$826.7K81.1%
CL A SUB VTG$38.3K3.8%
LP INT UNIT$34.3K3.4%
CL A LTD VT SH$26.6K2.6%
PARTNERSHIP UNIT$20.8K2.0%
SPON ADR$12.9K1.3%
CAP STK CL A$11.9K1.2%
Portfolio Concentration
Top 3$241.6K23.7%
4–10$300.9K29.5%
11–25$289.6K28.4%
Rest$186.6K18.3%
Top 3 weight
23.7%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 13.12M
Sole
Full voting authority
13.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
ROYAL BANK OF CANADA
SOLEShares319.50K
TypeSH
Market value$93.8K
9.21%
Sole
319.50K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares526.88K
TypeSH
Market value$90.9K
8.92%
Sole
526.88K
Shared
0.00
None
0.00
TC ENERGY CORP.
SOLEShares605.98K
TypeSH
Market value$56.9K
5.59%
Sole
605.98K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
SOLEShares458.83K
TypeSH
Market value$56.6K
5.55%
Sole
458.83K
Shared
0.00
None
0.00
CANADIAN NATL RY CO COM
SOLEShares324.11K
TypeSH
Market value$54.9K
5.38%
Sole
324.11K
Shared
0.00
None
0.00
BCE INC
SOLEShares1.45M
TypeSH
Market value$44.2K
4.34%
Sole
1.45M
Shared
0.00
None
0.00
CGI INC
SOLEShares417.47K
TypeSH
Market value$38.3K
3.76%
Sole
417.47K
Shared
0.00
None
0.00
RESTAURANT BRANDS INTL INC.
SOLEShares357.51K
TypeSH
Market value$36.8K
3.61%
Sole
357.51K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BANK OF COMMERCE
SOLEShares220.14K
TypeSH
Market value$36.0K
3.53%
Sole
220.14K
Shared
0.00
None
0.00
BROOKFIELD INFRASTRUCTURE PA
SOLEShares662.69K
TypeSH
Market value$34.3K
3.37%
Sole
662.69K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD COM
SOLEShares557.89K
TypeSH
Market value$31.3K
3.07%
Sole
557.89K
Shared
0.00
None
0.00
SUNCOR ENERGY INC
SOLEShares408.76K
TypeSH
Market value$31.2K
3.06%
Sole
408.76K
Shared
0.00
None
0.00
TELUS CORP.
SOLEShares1.95M
TypeSH
Market value$29.3K
2.87%
Sole
1.95M
Shared
0.00
None
0.00
NUTRIEN LTD.
SOLEShares320.31K
TypeSH
Market value$28.6K
2.81%
Sole
320.31K
Shared
0.00
None
0.00
MANULIFE FINL CORP COM
SOLEShares479.10K
TypeSH
Market value$27.6K
2.71%
Sole
479.10K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares439.77K
TypeSH
Market value$26.6K
2.61%
Sole
439.77K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares266.32K
TypeSH
Market value$24.8K
2.44%
Sole
266.32K
Shared
0.00
None
0.00
BROOKFIELD RENEWABLE ENERGY
SOLEShares422.02K
TypeSH
Market value$20.8K
2.04%
Sole
422.02K
Shared
0.00
None
0.00
FIRST SERVICE CORP
SOLEShares66.99K
TypeSH
Market value$13.5K
1.33%
Sole
66.99K
Shared
0.00
None
0.00
ALPHABET INC.
SOLEShares33.23K
TypeSH
Market value$11.9K
1.17%
Sole
33.23K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares22.59K
TypeSH
Market value$9.4K
0.92%
Sole
22.59K
Shared
0.00
None
0.00
JACOBS SOLUTIONS INC.
SOLEShares72.02K
TypeSH
Market value$9.1K
0.89%
Sole
72.02K
Shared
0.00
None
0.00
VISA INC
SOLEShares25.56K
TypeSH
Market value$8.8K
0.86%
Sole
25.56K
Shared
0.00
None
0.00
THERMO FISHER
SOLEShares16.79K
TypeSH
Market value$8.4K
0.83%
Sole
16.79K
Shared
0.00
None
0.00
US BANCORP
SOLEShares139.09K
TypeSH
Market value$8.4K
0.82%
Sole
139.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADASOLE | COM | 319.50K | SH | $93.8K 9.21% | 319.50K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM | 526.88K | SH | $90.9K 8.92% | 526.88K | 0.00 | 0.00 |
TC ENERGY CORP.SOLE | COM | 605.98K | SH | $56.9K 5.59% | 605.98K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXSOLE | COM | 458.83K | SH | $56.6K 5.55% | 458.83K | 0.00 | 0.00 |
CANADIAN NATL RY CO COMSOLE | COM | 324.11K | SH | $54.9K 5.38% | 324.11K | 0.00 | 0.00 |
BCE INCSOLE | COM | 1.45M | SH | $44.2K 4.34% | 1.45M | 0.00 | 0.00 |
CGI INCSOLE | CL A SUB VTG | 417.47K | SH | $38.3K 3.76% | 417.47K | 0.00 | 0.00 |
RESTAURANT BRANDS INTL INC.SOLE | COM | 357.51K | SH | $36.8K 3.61% | 357.51K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COMMERCESOLE | COM | 220.14K | SH | $36.0K 3.53% | 220.14K | 0.00 | 0.00 |
BROOKFIELD INFRASTRUCTURE PASOLE | LP INT UNIT | 662.69K | SH | $34.3K 3.37% | 662.69K | 0.00 | 0.00 |
CANADIAN NAT RES LTD COMSOLE | COM | 557.89K | SH | $31.3K 3.07% | 557.89K | 0.00 | 0.00 |
SUNCOR ENERGY INCSOLE | COM | 408.76K | SH | $31.2K 3.06% | 408.76K | 0.00 | 0.00 |
TELUS CORP.SOLE | COM | 1.95M | SH | $29.3K 2.87% | 1.95M | 0.00 | 0.00 |
NUTRIEN LTD.SOLE | COM | 320.31K | SH | $28.6K 2.81% | 320.31K | 0.00 | 0.00 |
MANULIFE FINL CORP COMSOLE | COM | 479.10K | SH | $27.6K 2.71% | 479.10K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 439.77K | SH | $26.6K 2.61% | 439.77K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 266.32K | SH | $24.8K 2.44% | 266.32K | 0.00 | 0.00 |
BROOKFIELD RENEWABLE ENERGYSOLE | PARTNERSHIP UNIT | 422.02K | SH | $20.8K 2.04% | 422.02K | 0.00 | 0.00 |
FIRST SERVICE CORPSOLE | COM | 66.99K | SH | $13.5K 1.33% | 66.99K | 0.00 | 0.00 |
ALPHABET INC.SOLE | CAP STK CL A | 33.23K | SH | $11.9K 1.17% | 33.23K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | COM | 22.59K | SH | $9.4K 0.92% | 22.59K | 0.00 | 0.00 |
JACOBS SOLUTIONS INC.SOLE | COM | 72.02K | SH | $9.1K 0.89% | 72.02K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 25.56K | SH | $8.8K 0.86% | 25.56K | 0.00 | 0.00 |
THERMO FISHERSOLE | COM | 16.79K | SH | $8.4K 0.83% | 16.79K | 0.00 | 0.00 |
US BANCORPSOLE | COM | 139.09K | SH | $8.4K 0.82% | 139.09K | 0.00 | 0.00 |
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