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CIK: 0001058231
Total reported value
$1.0B
$1.0B
77 檔
26.3%
At the close of Q2 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd disclosed equity holdings valued at approximately $1.0B, spread across 77 reported holdings.
In Q2 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | Stock-Financials | 8.13% | +1.95% | -15.32% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 7.21% | +2.09% | -8.77% | |
| 3 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.80% | +0.88% | +2.17% | |
| 4 | TRP | Tc Energy CORP | Stock-Energy | 4.78% | +0.39% | -12.32% | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 4.67% | +1.22% | -2.20% | |
| 6 | BCE | Bce Inc | Stock-Comm Services | 4.55% | -0.69% | -2.08% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 4.04% | -0.40% | -5.64% | |
| 8 | NTR | Nutrien LTD | Stock-Materials | 3.81% | -0.74% | — | |
| 9 | PBA | Pembina Pipeline CORP | Stock-Energy | 3.56% | -4.84% | EXIT | |
| 10 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 3.39% | +0.52% | -2.08% | |
| 11 | TU | Telus CORP | Stock-Other | 3.39% | -0.05% | -1.55% | |
| 12 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 3.39% | -0.02% | +81.31% | |
| 13 | MFC | Manulife Financial CORP | Stock-Financials | 3.31% | +0.14% | -2.03% | |
| 14 | MGA | Magna International Inc | Stock-Consumer Disc | 3.08% | +0.07% | +9.52% | |
| 15 | CNQ | Canadian Natural Resources | Stock-Energy | 2.60% | -0.61% | +562.75% | |
| 16 | SU | Suncor Energy Inc | Stock-Energy | 2.50% | -0.61% | -2.05% | |
| 17 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.13% | +0.88% | -2.28% | |
| 18 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.87% | +0.02% | -2.71% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.47% | -0.39% | -0.27% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.27% | — | -25.27% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.22% | -0.54% | -0.99% | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.11% | -0.49% | -0.46% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.06% | -1.56% | |
| 24 | AMT | American Tower CORP | Stock-Real Estate | 0.99% | — | -0.43% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.15% | -0.58% | |
| 26 | FSV | Firstservice CORP | Stock-Other | 0.84% | +0.36% | +7.44% | |
| 27 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.82% | +0.03% | -0.47% | |
| 28 | USB | US Bancorp | Stock-Financials | 0.73% | +0.05% | -1.76% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | +0.06% | -5.04% | |
| 30 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.67% | +0.11% | -25.54% | |
| 31 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.65% | -0.15% | -0.81% | |
| 32 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.63% | -0.67% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.02% | -21.42% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | +0.08% | — | |
| 35 | GIB | Cgi Inc | Stock-Tech | 0.59% | +1.02% | -2.87% | |
| 36 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.57% | +0.04% | -4.04% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.10% | -0.60% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | +0.09% | -1.21% | |
| 39 | J | Jacobs Solutions Inc | Stock-Industrials | 0.54% | +0.17% | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | +0.13% | -14.15% | |
| 41 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.52% | +0.10% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.07% | -1.71% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.50% | +0.07% | -11.85% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.27% | +73.09% | |
| 45 | CNC | Centene CORP | Stock-Healthcare | 0.47% | — | -1.67% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.44% | -0.10% | -1.73% | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.42% | -0.01% | -1.61% | |
| 48 | WELL | Welltower Inc | Stock-Real Estate | 0.40% | +0.02% | -0.38% | |
| 49 | ORANY | Orange-spon Adr | Stock-Other | 0.40% | — | -16.17% | |
| 50 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.38% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NTR | Nutrien LTD | +3.8% | NEW | New buy |
| 2 | CNQ | Canadian Natural Resources | +2.2% | +562.75% | Add |
| 3 | QSR | Restaurant Brands Intern | +1.2% | +81.31% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.6% | NEW | New buy |
| 5 | J | Jacobs Solutions Inc | +0.5% | NEW | New buy |
| 6 | ULTA | Ulta Beauty Inc | +0.4% | NEW | New buy |
| 7 | SUI | Sun Communities Inc | +0.3% | NEW | New buy |
| 8 | MGA | Magna International Inc | +0.2% | +9.52% | Add |
| 9 | CM | Can Imperial Bk Of Commerce | +0.2% | -2.08% | Trim |
| 10 | MSFT | Microsoft CORP | +0.1% | -1.56% | Trim |
| 11 | RCI | Rogers Communications Inc-b | +0.1% | +26.80% | Add |
| 12 | GIB | Cgi Inc | 0% | -2.87% | Trim |
| 13 | TRNO | Terreno Realty CORP | 0% | +47.75% | Add |
| 14 | GRTUF | Granite Real Estate Investme | 0% | +10.63% | Add |
| 15 | ORCL | Oracle CORP | 0% | -25.27% | Trim |
| 16 | C | Citigroup Inc | 0% | -1.61% | Trim |
| 17 | FSV | Firstservice CORP | 0% | +7.44% | Add |
| 18 | GLW | Corning Inc | 0% | -1.16% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | -0.58% | Trim |
| 20 | WMT | Walmart Inc | 0% | -0.60% | Trim |
| 21 | GIL | Gildan Activewear Inc | 0% | -1.14% | Trim |
| 22 | BNS | Bank Of Nova Scotia | 0% | -2.20% | Trim |
| 23 | CSCO | Cisco Systems Inc | 0% | -0.27% | Trim |
| 24 | DIS | Walt Disney Co/the | 0% | -14.15% | Trim |
| 25 | MS | Morgan Stanley | 0% | -11.85% | Trim |
| 26 | BEP | Brookfield Renewable Partners L.P. | -0.1% | -2.71% | Trim |
| 27 | BAC | Bank Of America CORP | -0.1% | -5.04% | Trim |
| 28 | ING | Ing Groep N.v.-sponsored Adr | -0.1% | -4.04% | Trim |
| 29 | USB | US Bancorp | -0.1% | -1.76% | Trim |
| 30 | CPT | Camden Property Trust | -0.1% | -0.47% | Trim |
| 31 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | -2.28% | Trim |
| 32 | ✓ | Sanofi SA | -0.1% | -1.68% | Trim |
| 33 | EOG | Eog Resources Inc | -0.1% | -1.73% | Trim |
| 34 | BN | Brookfield CORP | -0.1% | -5.64% | Trim |
| 35 | DEO | Diageo Plc-sponsored Adr | -0.1% | -0.81% | Trim |
| 36 | TU | Telus CORP | -0.2% | -1.55% | Trim |
| 37 | CNC | Centene CORP | -0.2% | -1.67% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -21.42% | Trim |
| 39 | BXP | Bxp Inc | -0.2% | -45.06% | Trim |
| 40 | PFE | Pfizer Inc | -0.2% | -0.46% | Trim |
| 41 | COLD | Americold Realty Trust Inc | -0.2% | -44.12% | Trim |
| 42 | CNI | Canadian Natl Railway Co | -0.3% | +2.17% | Add |
| 43 | VZ | Verizon Communications Inc | -0.3% | -0.99% | Trim |
| 44 | PBA | Pembina Pipeline CORP | -0.3% | +13.23% | Add |
| 45 | KR | Kroger Co | -0.5% | -64.79% | Trim |
| 46 | SU | Suncor Energy Inc | -0.5% | -2.05% | Trim |
| 47 | RY | Royal Bank Of Canada | -0.6% | -8.77% | Trim |
| 48 | TD | Toronto-dominion Bank | -0.9% | -15.32% | Trim |
| 49 | BCE | Bce Inc | -1% | -2.08% | Trim |
| 50 | TRP | Tc Energy CORP | -1.3% | -12.32% | Trim |
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 77 disclosed positions in Q2 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, CNI) accounted for 26.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
NTR
市值: $34.5M
Top Position Liquidated / Trimmed
TD
前期市值: $70.8M
During Q2 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included TD (8.1%)、RY (7.2%)、CNI (4.8%). The largest single position, TD, represented 8.1% of total portfolio value.
In Q2 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 50 total portfolio adjustments, initiating 5 new buys, adding to 9 positions, trimming 36 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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