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CIK: 0001058231
Total reported value
$1.0B
$1.0B
72 檔
25.8%
According to the latest 13F quarterly dataset, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd managed an equity portfolio of $1.0B at the end of Q1 2025, spanning 72 distinct U.S. exchange-listed positions.
In Q1 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | Stock-Financials | 9.00% | +1.95% | -0.40% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 7.78% | +2.09% | -8.15% | |
| 3 | TRP | Tc Energy CORP | Stock-Energy | 6.07% | +0.39% | -4.00% | |
| 4 | BCE | Bce Inc | Stock-Comm Services | 5.53% | -0.69% | +17.40% | |
| 5 | CNI | Canadian Natl Railway Co | Stock-Industrials | 5.05% | +0.88% | +12.59% | |
| 6 | BNS | Bank Of Nova Scotia | Stock-Financials | 4.71% | +1.22% | -0.96% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 4.17% | -0.40% | -22.79% | |
| 8 | PBA | Pembina Pipeline CORP | Stock-Energy | 3.86% | -4.84% | EXIT | |
| 9 | MFC | Manulife Financial CORP | Stock-Financials | 3.79% | +0.14% | -16.96% | |
| 10 | TU | Telus CORP | Stock-Other | 3.54% | -0.05% | -0.87% | |
| 11 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 3.16% | +0.52% | -11.84% | |
| 12 | SU | Suncor Energy Inc | Stock-Energy | 3.04% | -0.61% | -1.45% | |
| 13 | MGA | Magna International Inc | Stock-Consumer Disc | 2.84% | +0.07% | -0.49% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.23% | +0.88% | -1.58% | |
| 15 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.16% | -0.02% | +5.64% | |
| 16 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.92% | +0.02% | -0.71% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.51% | -0.39% | -14.81% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.49% | -0.54% | -2.74% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.34% | -0.49% | +7.68% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.25% | — | -1.10% | |
| 21 | AMT | American Tower CORP | Stock-Real Estate | 1.12% | — | +97.53% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.15% | +0.37% | |
| 23 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.98% | +0.03% | +35.53% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.06% | -2.29% | |
| 25 | FSV | Firstservice CORP | Stock-Other | 0.85% | +0.36% | -2.90% | |
| 26 | USB | US Bancorp | Stock-Financials | 0.80% | +0.05% | -3.10% | |
| 27 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.79% | +0.11% | +7.23% | |
| 28 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.78% | -0.15% | +1.31% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | +0.06% | -4.52% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.02% | -3.09% | |
| 31 | KR | Kroger Co | Stock-Consumer Staples | 0.75% | — | -31.01% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | +0.09% | -2.81% | |
| 33 | CNC | Centene CORP | Stock-Healthcare | 0.62% | — | -4.60% | |
| 34 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.62% | +0.04% | -20.40% | |
| 35 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.61% | +0.10% | — | |
| 36 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.60% | -0.67% | EXIT | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.10% | +26.92% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.07% | -3.40% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | +0.13% | -1.57% | |
| 40 | GIB | Cgi Inc | Stock-Tech | 0.55% | +1.02% | +20.39% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.27% | -2.52% | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.55% | -0.10% | -1.11% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.54% | +0.07% | -11.46% | |
| 44 | ORANY | Orange-spon Adr | Stock-Other | 0.47% | — | -1.88% | |
| 45 | WELL | Welltower Inc | Stock-Real Estate | 0.46% | +0.02% | — | |
| 46 | ✓ | Sanofi SA | Stock-Other | 0.45% | -0.08% | -3.13% | |
| 47 | CNQ | Canadian Natural Resources | Stock-Energy | 0.44% | -0.61% | +4.59% | |
| 48 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.44% | +0.02% | +7.10% | |
| 49 | SHEL | Shell Plc-adr | Stock-Energy | 0.42% | +0.06% | — | |
| 50 | CPT | Camden Property Trust | Stock-Real Estate | 0.42% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | — | NEW | New buy |
| 2 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 3 | TRP | Tc Energy CORP | — | NEW | New buy |
| 4 | BCE | Bce Inc | — | NEW | New buy |
| 5 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 6 | BNS | Bank Of Nova Scotia | — | NEW | New buy |
| 7 | BN | Brookfield CORP | — | NEW | New buy |
| 8 | PBA | Pembina Pipeline CORP | — | NEW | New buy |
| 9 | MFC | Manulife Financial CORP | — | NEW | New buy |
| 10 | TU | Telus CORP | — | NEW | New buy |
| 11 | CM | Can Imperial Bk Of Commerce | — | NEW | New buy |
| 12 | SU | Suncor Energy Inc | — | NEW | New buy |
| 13 | MGA | Magna International Inc | — | NEW | New buy |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | — | NEW | New buy |
| 15 | QSR | Restaurant Brands Intern | — | NEW | New buy |
| 16 | BEP | Brookfield Renewable Partners L.P. | — | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 18 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 19 | PFE | Pfizer Inc | — | NEW | New buy |
| 20 | ORCL | Oracle CORP | — | NEW | New buy |
| 21 | AMT | American Tower CORP | — | NEW | New buy |
| 22 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 23 | FRT | Federal Realty Invs Trust | — | NEW | New buy |
| 24 | MSFT | Microsoft CORP | — | NEW | New buy |
| 25 | FSV | Firstservice CORP | — | NEW | New buy |
| 26 | USB | US Bancorp | — | NEW | New buy |
| 27 | CIGI | Colliers Intl Gr-subord Vot | — | NEW | New buy |
| 28 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 29 | BAC | Bank Of America CORP | — | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 31 | KR | Kroger Co | — | NEW | New buy |
| 32 | HD | Home Depot Inc | — | NEW | New buy |
| 33 | CNC | Centene CORP | — | NEW | New buy |
| 34 | ING | Ing Groep N.v.-sponsored Adr | — | NEW | New buy |
| 35 | RMR | Rmr Group Inc/the - A | — | NEW | New buy |
| 36 | GRTUF | Granite Real Estate Investme | — | NEW | New buy |
| 37 | WMT | Walmart Inc | — | NEW | New buy |
| 38 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 39 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 40 | GIB | Cgi Inc | — | NEW | New buy |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 42 | EOG | Eog Resources Inc | — | NEW | New buy |
| 43 | MS | Morgan Stanley | — | NEW | New buy |
| 44 | ORANY | Orange-spon Adr | — | NEW | New buy |
| 45 | WELL | Welltower Inc | — | NEW | New buy |
| 46 | ✓ | Sanofi SA | — | NEW | New buy |
| 47 | CNQ | Canadian Natural Resources | — | NEW | New buy |
| 48 | GNTX | Gentex CORP | — | NEW | New buy |
| 49 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 50 | CPT | Camden Property Trust | — | NEW | New buy |
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 Q1 2025.
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 TD, RY, TRP) accounted for 25.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
TD
市值: $70.8M
During Q1 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included TD (9.0%)、RY (7.8%)、TRP (6.1%). The largest single position, TD, represented 9.0% of total portfolio value.
In Q1 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 50 total portfolio adjustments, initiating 50 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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