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CIK: 0001058231
Total reported value
$1.0B
$1.0B
70 檔
26.9%
In Q1 2026, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's U.S. equity holdings reached a combined market value of $1.0B, distributed across 70 disclosed stock positions.
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 3 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 7.12% | +2.09% | -4.68% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 6.97% | +1.95% | -16.75% | |
| 3 | TRP | Tc Energy CORP | Stock-Energy | 5.20% | +0.39% | -3.26% | |
| 4 | BCE | Bce Inc | Stock-Comm Services | 5.03% | -0.69% | -2.20% | |
| 5 | PBA | Pembina Pipeline CORP | Stock-Energy | 4.84% | -4.84% | EXIT | |
| 6 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.50% | +0.88% | -3.54% | |
| 7 | BNS | Bank Of Nova Scotia | Stock-Financials | 4.33% | +1.22% | -13.96% | |
| 8 | CNQ | Canadian Natural Resources | Stock-Energy | 3.68% | -0.61% | +3.49% | |
| 9 | SU | Suncor Energy Inc | Stock-Energy | 3.67% | -0.61% | -4.32% | |
| 10 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 3.63% | -0.02% | -2.94% | |
| 11 | NTR | Nutrien LTD | Stock-Materials | 3.55% | -0.74% | -16.17% | |
| 12 | BN | Brookfield CORP | Stock-Financials | 3.01% | -0.40% | -9.93% | |
| 13 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 3.01% | +0.52% | -10.90% | |
| 14 | TU | Telus CORP | Stock-Other | 2.92% | -0.05% | +15.45% | |
| 15 | GIB | Cgi Inc | Stock-Tech | 2.74% | +1.02% | +598.02% | |
| 16 | MFC | Manulife Financial CORP | Stock-Financials | 2.57% | +0.14% | -0.91% | |
| 17 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.49% | +0.88% | -0.93% | |
| 18 | MGA | Magna International Inc | Stock-Consumer Disc | 2.37% | +0.07% | -38.84% | |
| 19 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 2.02% | +0.02% | -0.50% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.20% | -0.49% | +3.11% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.19% | -0.39% | +2.32% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.15% | +5.50% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | -0.54% | -23.00% | |
| 24 | FSV | Firstservice CORP | Stock-Other | 0.97% | +0.36% | +37.89% | |
| 25 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.91% | -0.15% | +15.30% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.06% | +29.46% | |
| 27 | USB | US Bancorp | Stock-Financials | 0.77% | +0.05% | +4.67% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 0.76% | — | +5.05% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.75% | +0.08% | +28.27% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.11% | — | |
| 31 | J | Jacobs Solutions Inc | Stock-Industrials | 0.72% | +0.17% | +5.45% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.69% | +0.06% | +4.92% | |
| 33 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.67% | -0.67% | EXIT | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.27% | +72.19% | |
| 35 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.61% | +0.11% | +28.67% | |
| 36 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 0.61% | +0.04% | +4.86% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.60% | -0.10% | -4.36% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.10% | +5.02% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.02% | +4.32% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.07% | +4.73% | |
| 41 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.54% | -0.31% | +8.84% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.51% | -0.01% | +7.79% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.50% | +0.07% | +7.03% | |
| 44 | GLW | Corning Inc | Stock-Tech | 0.49% | -0.47% | -41.59% | |
| 45 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.48% | +0.10% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.09% | +5.41% | |
| 47 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.42% | +0.03% | -6.83% | |
| 48 | TRNO | Terreno Realty CORP | Stock-Real Estate | 0.42% | -0.02% | +2.16% | |
| 49 | EQIX | Equinix Inc | Stock-Real Estate | 0.41% | — | +4.50% | |
| 50 | ✓ | Sanofi SA | Stock-Other | 0.40% | -0.08% | +7.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GIB | Cgi Inc | +2.2% | +598.02% | Add |
| 2 | CNQ | Canadian Natural Resources | +1% | +3.49% | Add |
| 3 | SU | Suncor Energy Inc | +0.9% | -4.32% | Trim |
| 4 | PBA | Pembina Pipeline CORP | +0.9% | +11.78% | Add |
| 5 | PFE | Pfizer Inc | +0.4% | +3.11% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +72.19% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +2.32% | Add |
| 8 | BEP | Brookfield Renewable Partners L.P. | +0.2% | -0.50% | Trim |
| 9 | EOG | Eog Resources Inc | +0.2% | -4.36% | Trim |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.2% | +28.27% | Add |
| 11 | COST | Costco Wholesale CORP | +0.2% | +4.73% | Add |
| 12 | WMT | Walmart Inc | +0.2% | +5.02% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.50% | Add |
| 14 | DEO | Diageo Plc-sponsored Adr | +0.2% | +15.30% | Add |
| 15 | AMT | American Tower CORP | +0.2% | +5.05% | Add |
| 16 | USB | US Bancorp | +0.2% | +4.67% | Add |
| 17 | MSFT | Microsoft CORP | +0.2% | +29.46% | Add |
| 18 | EQIX | Equinix Inc | +0.2% | +4.50% | Add |
| 19 | VZ | Verizon Communications Inc | +0.2% | -23.00% | Trim |
| 20 | J | Jacobs Solutions Inc | +0.2% | +5.45% | Add |
| 21 | TTEN | Totalenergies Se -spon Adr | +0.1% | +7.48% | Add |
| 22 | TU | Telus CORP | +0.1% | +15.45% | Add |
| 23 | FSV | Firstservice CORP | +0.1% | +37.89% | Add |
| 24 | C | Citigroup Inc | +0.1% | +7.79% | Add |
| 25 | TJX | Tjx Companies Inc | +0.1% | +6.46% | Add |
| 26 | TRNO | Terreno Realty CORP | +0.1% | +2.16% | Add |
| 27 | RMR | Rmr Group Inc/the - A | +0.1% | — | Unchanged |
| 28 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +4.86% | Add |
| 29 | TRP | Tc Energy CORP | +0.1% | -3.26% | Trim |
| 30 | BAC | Bank Of America CORP | +0.1% | +4.92% | Add |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +4.32% | Add |
| 32 | ✓ | Sanofi SA | +0.1% | +7.01% | Add |
| 33 | MS | Morgan Stanley | +0.1% | +7.03% | Add |
| 34 | HD | Home Depot Inc | +0.1% | +5.41% | Add |
| 35 | SHEL | Shell Plc-adr | +0.1% | -18.46% | Trim |
| 36 | FRT | Federal Realty Invs Trust | +0.1% | -6.83% | Trim |
| 37 | WELL | Welltower Inc | +0.1% | -6.76% | Trim |
| 38 | GNTX | Gentex CORP | +0.1% | +5.51% | Add |
| 39 | GLW | Corning Inc | +0.1% | -41.59% | Trim |
| 40 | TSCO | Tractor Supply Company | +0.1% | +8.19% | Add |
| 41 | GSK | Gsk Plc-spon Adr | 0% | -42.14% | Trim |
| 42 | JNJ | Johnson & Johnson | 0% | -19.16% | Trim |
| 43 | AHR | American Healthcare Reit Inc | 0% | -6.80% | Trim |
| 44 | SPG | Simon Property Group Inc | 0% | -6.67% | Trim |
| 45 | SUI | Sun Communities Inc | 0% | -6.79% | Trim |
| 46 | DIS | Walt Disney Co/the | 0% | -6.75% | Trim |
| 47 | AVB | Avalonbay Communities Inc | 0% | -19.68% | Trim |
| 48 | EXR | Extra Space Storage Inc | 0% | -25.99% | Trim |
| 49 | BXP | Bxp Inc | 0% | -22.44% | Trim |
| 50 | SAP | Sap Se-sponsored Adr | 0% | +8.84% | Add |
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 70 disclosed positions in Q1 2026.
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 26.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
V
市值: $7.0M
Top Position Liquidated / Trimmed
LEN
前期市值: $7.2M
During Q1 2026, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's top holdings by market value included RY (7.1%)、TD (7.0%)、TRP (5.2%). The largest single position, RY, represented 7.1% of total portfolio value.
In Q1 2026, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd made 72 total portfolio adjustments, initiating 2 new buys, adding to 32 positions, trimming 35 holdings, and fully liquidating 3 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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