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CIK: 0001058231
Total reported value
$1.0B
$1.0B
69 檔
26.7%
As reported in its official Q3 2025 Form 13F filing, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's tracked investment portfolio stood at $1.0B with 69 total positions.
In Q3 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | Stock-Financials | 8.02% | +1.95% | -9.44% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 7.24% | +2.09% | -10.48% | |
| 3 | BCE | Bce Inc | Stock-Comm Services | 5.04% | -0.69% | +4.84% | |
| 4 | BNS | Bank Of Nova Scotia | Stock-Financials | 5.00% | +1.22% | -8.69% | |
| 5 | TRP | Tc Energy CORP | Stock-Energy | 4.97% | +0.39% | -6.95% | |
| 6 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 4.81% | -0.02% | +4.57% | |
| 7 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.53% | +0.88% | +4.14% | |
| 8 | PBA | Pembina Pipeline CORP | Stock-Energy | 4.15% | -4.84% | EXIT | |
| 9 | BN | Brookfield CORP | Stock-Financials | 4.02% | -0.40% | -10.46% | |
| 10 | NTR | Nutrien LTD | Stock-Materials | 3.52% | -0.74% | -8.57% | |
| 11 | MGA | Magna International Inc | Stock-Consumer Disc | 3.51% | +0.07% | -7.20% | |
| 12 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 3.41% | +0.52% | -10.92% | |
| 13 | MFC | Manulife Financial CORP | Stock-Financials | 2.97% | +0.14% | -8.18% | |
| 14 | TU | Telus CORP | Stock-Other | 2.89% | -0.05% | -13.18% | |
| 15 | SU | Suncor Energy Inc | Stock-Energy | 2.58% | -0.61% | -7.91% | |
| 16 | CNQ | Canadian Natural Resources | Stock-Energy | 2.48% | -0.61% | -6.44% | |
| 17 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.72% | +0.02% | -9.36% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.25% | -0.54% | -0.33% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.15% | -12.11% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.17% | -0.49% | -0.37% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | -0.39% | -23.41% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.06% | -0.54% | |
| 23 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.93% | — | — | |
| 24 | AMT | American Tower CORP | Stock-Real Estate | 0.88% | — | +1.92% | |
| 25 | FSV | Firstservice CORP | Stock-Other | 0.87% | +0.36% | -5.50% | |
| 26 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.82% | -0.31% | +437.39% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | +0.08% | +8.23% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | +0.06% | -0.59% | |
| 29 | USB | US Bancorp | Stock-Financials | 0.78% | +0.05% | -0.68% | |
| 30 | J | Jacobs Solutions Inc | Stock-Industrials | 0.71% | +0.17% | +14.71% | |
| 31 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.71% | +0.11% | +6.41% | |
| 32 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.69% | -0.67% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.02% | -0.48% | |
| 34 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.66% | +0.04% | -4.53% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | +0.09% | -0.64% | |
| 36 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.61% | -0.15% | -0.33% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.10% | -0.99% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.58% | -0.47% | -0.59% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.57% | +0.07% | -0.74% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.07% | +13.76% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.27% | -0.60% | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.51% | -0.10% | +22.63% | |
| 43 | EQIX | Equinix Inc | Stock-Real Estate | 0.51% | — | — | |
| 44 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.51% | +0.10% | — | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.50% | -0.01% | -0.66% | |
| 46 | GIB | Cgi Inc | Stock-Tech | 0.50% | +1.02% | +18.66% | |
| 47 | WELL | Welltower Inc | Stock-Real Estate | 0.47% | +0.02% | — | |
| 48 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.46% | +0.02% | -0.63% | |
| 49 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.45% | — | -0.66% | |
| 50 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.45% | +0.03% | -49.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QSR | Restaurant Brands Intern | +2.7% | +4.57% | Add |
| 2 | CNQ | Canadian Natural Resources | +2% | -6.44% | Add |
| 3 | MGA | Magna International Inc | +0.7% | -7.20% | Add |
| 4 | SAP | Sap Se-sponsored Adr | +0.6% | +437.39% | Add |
| 5 | BNS | Bank Of Nova Scotia | +0.3% | -8.69% | Trim |
| 6 | PBA | Pembina Pipeline CORP | +0.3% | +7.91% | Add |
| 7 | CM | Can Imperial Bk Of Commerce | +0.3% | -10.92% | Trim |
| 8 | EQIX | Equinix Inc | +0.2% | — | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -12.11% | Trim |
| 10 | GLW | Corning Inc | +0.2% | -0.59% | Trim |
| 11 | MSFT | Microsoft CORP | +0.2% | -0.54% | Trim |
| 12 | TRNO | Terreno Realty CORP | +0.2% | +50.68% | Add |
| 13 | RCI | Rogers Communications Inc-b | +0.1% | +1.07% | Add |
| 14 | GRTUF | Granite Real Estate Investme | +0.1% | — | Add |
| 15 | C | Citigroup Inc | +0.1% | -0.66% | Trim |
| 16 | GIL | Gildan Activewear Inc | +0.1% | +0.98% | Trim |
| 17 | ING | Ing Groep N.v.-sponsored Adr | 0% | -4.53% | Trim |
| 18 | MS | Morgan Stanley | 0% | -0.74% | Trim |
| 19 | FSV | Firstservice CORP | 0% | -5.50% | Add |
| 20 | BAC | Bank Of America CORP | 0% | -0.59% | Trim |
| 21 | USB | US Bancorp | 0% | -0.68% | Trim |
| 22 | BN | Brookfield CORP | -0.2% | -10.46% | Trim |
| 23 | BXP | Bxp Inc | -0.2% | — | Trim |
| 24 | DIS | Walt Disney Co/the | -0.2% | -22.86% | Trim |
| 25 | AMT | American Tower CORP | -0.2% | +1.92% | Add |
| 26 | CSCO | Cisco Systems Inc | -0.4% | -23.41% | Trim |
| 27 | SU | Suncor Energy Inc | -0.5% | -7.91% | Trim |
| 28 | BCE | Bce Inc | -0.5% | +4.84% | Add |
| 29 | CNI | Canadian Natl Railway Co | -0.5% | +4.14% | Add |
| 30 | FRT | Federal Realty Invs Trust | -0.5% | -49.65% | Trim |
| 31 | RY | Royal Bank Of Canada | -0.5% | -10.48% | Trim |
| 32 | TU | Telus CORP | -0.7% | -13.18% | Trim |
| 33 | MFC | Manulife Financial CORP | -0.8% | -8.18% | Trim |
| 34 | TD | Toronto-dominion Bank | -1% | -9.44% | Trim |
| 35 | TRP | Tc Energy CORP | -1.1% | -6.95% | Trim |
| 36 | NTR | Nutrien LTD | — | NEW | New buy |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | — | EXIT | Sold out |
| 38 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 39 | LEN | Lennar Corp-a | — | NEW | New buy |
| 40 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 41 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 42 | KR | Kroger Co | — | EXIT | Sold out |
| 43 | CNC | Centene CORP | — | EXIT | Sold out |
| 44 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 45 | ORANY | Orange-spon Adr | — | EXIT | Sold out |
| 46 | CPT | Camden Property Trust | — | EXIT | Sold out |
| 47 | COLD | Americold Realty Trust Inc | — | EXIT | Sold out |
| 48 | SUI | Sun Communities Inc | — | NEW | New buy |
| 49 | VET | Vermilion Energy Inc | — | EXIT | Sold out |
| 50 | KBH | Kb Home | — | 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 69 disclosed positions in Q3 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, BCE) accounted for 26.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
NTR
市值: $31.6M
Top Position Liquidated / Trimmed
BIP
前期市值: $17.6M
During Q3 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included TD (8.0%)、RY (7.2%)、BCE (5.0%). The largest single position, TD, represented 8.0% of total portfolio value.
In Q3 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 50 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 23 holdings, and fully liquidating 8 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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