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CIK: 0001058231
Total reported value
$1.0B
$1.0B
71 檔
39.0%
The Q4 2025 SEC filing reveals that MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held a total portfolio value of $1.0B, covering 71 public equity positions.
In Q4 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd adopted a defensive or profit-taking posture, trimming 37 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 | 9.11% | +1.95% | -8.52% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 8.49% | +2.09% | -3.72% | |
| 3 | BNS | Bank Of Nova Scotia | Stock-Financials | 5.77% | +1.22% | -3.90% | |
| 4 | BCE | Bce Inc | Stock-Comm Services | 5.24% | -0.69% | -3.19% | |
| 5 | TRP | Tc Energy CORP | Stock-Energy | 5.10% | +0.39% | -3.91% | |
| 6 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.83% | +0.88% | -3.50% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 4.09% | -0.40% | +44.20% | |
| 8 | MGA | Magna International Inc | Stock-Consumer Disc | 3.99% | +0.07% | -3.97% | |
| 9 | PBA | Pembina Pipeline CORP | Stock-Energy | 3.97% | -4.84% | EXIT | |
| 10 | NTR | Nutrien LTD | Stock-Materials | 3.73% | -0.74% | -4.14% | |
| 11 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 3.72% | -0.02% | -3.51% | |
| 12 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 3.48% | +0.52% | -14.63% | |
| 13 | MFC | Manulife Financial CORP | Stock-Financials | 2.94% | +0.14% | -19.32% | |
| 14 | TU | Telus CORP | Stock-Other | 2.80% | -0.05% | +9.72% | |
| 15 | SU | Suncor Energy Inc | Stock-Energy | 2.78% | -0.61% | -3.84% | |
| 16 | CNQ | Canadian Natural Resources | Stock-Energy | 2.66% | -0.61% | -3.80% | |
| 17 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.61% | +0.88% | — | |
| 18 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.81% | +0.02% | -4.34% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | -0.39% | -4.26% | |
| 20 | FSV | Firstservice CORP | Stock-Other | 0.85% | +0.36% | +14.16% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.15% | -28.17% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.84% | -0.54% | -5.15% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 0.82% | -0.49% | -5.54% | |
| 24 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.78% | -0.67% | EXIT | |
| 25 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.73% | -0.15% | +72.40% | |
| 26 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.70% | +0.11% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.06% | -9.08% | |
| 28 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.61% | — | +5.83% | |
| 29 | USB | US Bancorp | Stock-Financials | 0.60% | +0.05% | -8.83% | |
| 30 | BGSI | THE Boyd Group Inc | Stock-Other | 0.59% | +0.14% | — | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.06% | -8.57% | |
| 32 | AMT | American Tower CORP | Stock-Real Estate | 0.59% | — | -4.04% | |
| 33 | J | Jacobs Solutions Inc | Stock-Industrials | 0.57% | +0.17% | +18.73% | |
| 34 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.57% | -0.31% | -0.11% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | +0.08% | -23.77% | |
| 36 | GIB | Cgi Inc | Stock-Tech | 0.54% | +1.02% | -1.30% | |
| 37 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.50% | +0.04% | -8.35% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | +0.02% | -7.39% | |
| 39 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.45% | +0.11% | -2.34% | |
| 40 | RCI | Rogers Communications Inc-b | Stock-Other | 0.44% | +0.02% | -2.22% | |
| 41 | GLW | Corning Inc | Stock-Tech | 0.43% | -0.47% | -8.66% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.40% | +0.07% | -17.81% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.10% | -19.95% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.39% | -0.01% | -10.81% | |
| 45 | EOG | Eog Resources Inc | Stock-Energy | 0.39% | -0.10% | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.07% | -6.89% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.27% | -8.54% | |
| 48 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.37% | +0.10% | — | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | +0.09% | -9.06% | |
| 50 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.34% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | +1.3% | -3.72% | Trim |
| 2 | TD | Toronto-dominion Bank | +1.1% | -8.52% | Trim |
| 3 | BNS | Bank Of Nova Scotia | +0.8% | -3.90% | Trim |
| 4 | MGA | Magna International Inc | +0.5% | -3.97% | Trim |
| 5 | CNI | Canadian Natl Railway Co | +0.3% | -3.50% | Trim |
| 6 | NTR | Nutrien LTD | +0.2% | -4.14% | Trim |
| 7 | BCE | Bce Inc | +0.2% | -3.19% | Trim |
| 8 | SU | Suncor Energy Inc | +0.2% | -3.84% | Trim |
| 9 | CNQ | Canadian Natural Resources | +0.2% | -3.80% | Trim |
| 10 | TRP | Tc Energy CORP | +0.1% | -3.91% | Trim |
| 11 | DEO | Diageo Plc-sponsored Adr | +0.1% | +72.40% | Add |
| 12 | BEP | Brookfield Renewable Partners L.P. | +0.1% | -4.34% | Trim |
| 13 | GRTUF | Granite Real Estate Investme | +0.1% | — | Unchanged |
| 14 | BN | Brookfield CORP | +0.1% | +44.20% | Add |
| 15 | CM | Can Imperial Bk Of Commerce | +0.1% | -14.63% | Trim |
| 16 | RCI | Rogers Communications Inc-b | +0.1% | -2.22% | Trim |
| 17 | GIB | Cgi Inc | 0% | -1.30% | Trim |
| 18 | GIL | Gildan Activewear Inc | 0% | -2.34% | Trim |
| 19 | BEPC | Brookfield Renewable CORP | 0% | -10.17% | Trim |
| 20 | GSK | Gsk Plc-spon Adr | — | +64.08% | Add |
| 21 | CIGI | Colliers Intl Gr-subord Vot | 0% | — | Unchanged |
| 22 | FSV | Firstservice CORP | 0% | +14.16% | Add |
| 23 | MFC | Manulife Financial CORP | 0% | -19.32% | Trim |
| 24 | DIS | Walt Disney Co/the | 0% | +26.74% | Add |
| 25 | TU | Telus CORP | -0.1% | +9.72% | Add |
| 26 | BXP | Bxp Inc | -0.1% | -26.58% | Trim |
| 27 | TSCO | Tractor Supply Company | -0.2% | -10.93% | Trim |
| 28 | WELL | Welltower Inc | -0.2% | -18.51% | Trim |
| 29 | PBA | Pembina Pipeline CORP | -0.2% | -3.63% | Trim |
| 30 | SUI | Sun Communities Inc | -0.2% | -40.35% | Trim |
| 31 | UNH | Unitedhealth Group Inc | -0.2% | -8.54% | Trim |
| 32 | ULTA | Ulta Beauty Inc | -0.2% | -30.09% | Trim |
| 33 | COST | Costco Wholesale CORP | -0.2% | -6.89% | Trim |
| 34 | GNTX | Gentex CORP | -0.2% | -9.34% | Trim |
| 35 | CSCO | Cisco Systems Inc | -0.2% | -4.26% | Trim |
| 36 | WMT | Walmart Inc | -0.2% | -19.95% | Trim |
| 37 | HD | Home Depot Inc | -0.3% | -9.06% | Trim |
| 38 | SAP | Sap Se-sponsored Adr | -0.3% | -0.11% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.3% | -23.77% | Trim |
| 40 | EQIX | Equinix Inc | -0.3% | +47.00% | Add |
| 41 | AMT | American Tower CORP | -0.3% | -4.04% | Trim |
| 42 | LEN | Lennar Corp-a | -0.3% | +5.83% | Add |
| 43 | PFE | Pfizer Inc | -0.4% | -5.54% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | -28.17% | Trim |
| 45 | MSFT | Microsoft CORP | -0.4% | -9.08% | Trim |
| 46 | VZ | Verizon Communications Inc | -0.4% | -5.15% | Trim |
| 47 | QSR | Restaurant Brands Intern | -1.1% | -3.51% | Trim |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | — | NEW | New buy |
| 49 | BGSI | THE Boyd Group Inc | — | NEW | New buy |
| 50 | AHR | American Healthcare Reit Inc | — | 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 71 disclosed positions in Q4 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, BNS) accounted for 39.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BIP
市值: $30.7M
Top Position Liquidated / Trimmed
TD
前期市值: $72.1M
During Q4 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included TD (9.1%)、RY (8.5%)、BNS (5.8%). The largest single position, TD, represented 9.1% of total portfolio value.
In Q4 2025, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 48 total portfolio adjustments, initiating 3 new buys, adding to 8 positions, trimming 37 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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