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CIK: 0001058231
Total reported value
$1.0B
$1.0B
72 檔
25.1%
As reported in its official Q2 2024 Form 13F filing, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's tracked investment portfolio stood at $1.0B with 72 total positions.
During Q2 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 8.10% | +2.09% | -0.64% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 7.33% | +1.95% | +1.39% | |
| 3 | TRP | Tc Energy CORP | Stock-Energy | 5.79% | +0.39% | -0.98% | |
| 4 | BCE | Bce Inc | Stock-Comm Services | 5.07% | -0.69% | +9.52% | |
| 5 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 4.80% | +0.52% | -1.08% | |
| 6 | BNS | Bank Of Nova Scotia | Stock-Financials | 4.72% | +1.22% | -1.14% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 4.62% | -0.40% | -18.71% | |
| 8 | MFC | Manulife Financial CORP | Stock-Financials | 4.50% | +0.14% | -6.46% | |
| 9 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.00% | +0.88% | +0.48% | |
| 10 | PBA | Pembina Pipeline CORP | Stock-Energy | 3.68% | -4.84% | EXIT | |
| 11 | TU | Telus CORP | Stock-Other | 3.68% | -0.05% | +21.97% | |
| 12 | MGA | Magna International Inc | Stock-Consumer Disc | 3.33% | +0.07% | +13.39% | |
| 13 | SU | Suncor Energy Inc | Stock-Energy | 3.03% | -0.61% | -3.89% | |
| 14 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.33% | -0.02% | -1.57% | |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.13% | +0.88% | — | |
| 16 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 2.05% | +0.02% | -0.41% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.41% | — | -0.66% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.33% | -0.54% | -1.07% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | -0.39% | -0.58% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.20% | -0.49% | -0.95% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.15% | -1.43% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.06% | -3.51% | |
| 23 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.80% | +0.10% | — | |
| 24 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 0.78% | — | — | |
| 25 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.77% | -0.15% | -1.25% | |
| 26 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.77% | +0.11% | — | |
| 27 | KR | Kroger Co | Stock-Consumer Staples | 0.76% | — | +15.08% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | +0.06% | -1.76% | |
| 29 | USB | US Bancorp | Stock-Financials | 0.74% | +0.05% | -1.52% | |
| 30 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.73% | +0.03% | -4.85% | |
| 31 | FSV | Firstservice CORP | Stock-Other | 0.70% | +0.36% | — | |
| 32 | CNC | Centene CORP | Stock-Healthcare | 0.67% | — | -1.40% | |
| 33 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.65% | +0.04% | -2.02% | |
| 34 | DG | Dollar General CORP | Stock-Consumer Staples | 0.65% | — | -1.92% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.64% | — | +34.83% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.02% | +5.32% | |
| 37 | CPT | Camden Property Trust | Stock-Real Estate | 0.61% | — | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | +0.09% | +17.28% | |
| 39 | UDR | Udr Inc | Stock-Real Estate | 0.56% | — | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.27% | +38.96% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.52% | +0.07% | -0.26% | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | -0.10% | -2.08% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.07% | -2.16% | |
| 44 | EQIX | Equinix Inc | Stock-Real Estate | 0.51% | — | +53.74% | |
| 45 | CNQ | Canadian Natural Resources | Stock-Energy | 0.47% | -0.61% | +83.84% | |
| 46 | GIB | Cgi Inc | Stock-Tech | 0.44% | +1.02% | +4.67% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.44% | -0.47% | -2.42% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | +0.13% | -0.12% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.10% | -17.59% | |
| 50 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.42% | +0.11% | -8.57% |
According to official SEC Form 13F filings, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported a total U.S. public equity portfolio value of $1.0B across 72 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RY, TD, TRP) accounted for 25.1% of total reported equity market value during Q2 2024.
During Q2 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included RY (8.1%)、TD (7.3%)、TRP (5.8%). The largest single position, RY, represented 8.1% of total portfolio value.
In Q2 2024, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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