Lincluden Management

Morguard Lincluden Global Investments as of June 30, 2026

Portfolio Holdings for Morguard Lincluden Global Investments

Morguard Lincluden Global Investments holds 68 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rbc Cad (RY) 9.2 $94M 320k 293.68
Tor Dom Bk Cad (TD) 8.9 $91M 527k 172.44
Tc Energy Corp (TRP) 5.6 $57M 606k 93.92
Bk Nova Cad (BNS) 5.6 $57M 459k 123.27
Canadian Natl Ry (CNI) 5.4 $55M 324k 169.25
Bce (BCE) 4.3 $44M 1.4M 30.55
Cgi Cl A Sub Vtg (GIB) 3.8 $38M 418k 91.67
Restaurant Brands Intl Inc Com equity / large cap (QSR) 3.6 $37M 358k 102.87
Cibc Cad (CM) 3.5 $36M 220k 163.32
Brookfield Infrastructure Pa Lp Int Unit (BIP) 3.4 $34M 663k 51.80
Canadian Natural Resources (CNQ) 3.1 $31M 558k 56.12
Suncor Energy (SU) 3.1 $31M 409k 76.30
Telus Ord (TU) 2.9 $29M 2.0M 15.00
Nutrien (NTR) 2.8 $29M 320k 89.35
Manulife Finl Corp (MFC) 2.7 $28M 479k 57.52
Brookfield Corp Cl A Ltd Vt Sh (BN) 2.6 $27M 440k 60.51
Magna Intl Inc cl a (MGA) 2.4 $25M 266k 93.26
Brookfield Renewable Energy Partnership Unit (BEP) 2.0 $21M 422k 49.18
Firstservice Corp (FSV) 1.3 $14M 67k 201.66
Alphabet Cap Stk Cl A (GOOGL) 1.2 $12M 33k 357.38
UnitedHealth (UNH) 0.9 $9.4M 23k 415.64
Jacobs Engineering Group (J) 0.9 $9.1M 72k 126.00
Visa Com Cl A (V) 0.9 $8.8M 26k 343.08
Thermo Fisher Scientific (TMO) 0.8 $8.4M 17k 501.34
U.S. Bancorp (USB) 0.8 $8.4M 139k 60.40
Microsoft Corporation (MSFT) 0.8 $8.2M 22k 373.01
Cisco Systems (CSCO) 0.8 $8.1M 69k 117.46
American Tower Reit (AMT) 0.8 $7.8M 48k 163.56
Diageo Plc-spons Spon Adr New (DEO) 0.8 $7.7M 96k 80.38
Bank of America Corporation (BAC) 0.7 $7.6M 134k 56.98
Colliers Intl Group Sub Vtg Shs (CIGI) 0.7 $7.3M 55k 133.10
Pfizer (PFE) 0.7 $7.3M 302k 24.08
Ing Groep N V Spon Adr (ING) 0.6 $6.6M 210k 31.38
JPMorgan Chase & Co. (JPM) 0.6 $6.1M 19k 327.35
Rmr Group Cl A (RMR) 0.6 $6.0M 290k 20.53
Morgan Stanley (MS) 0.6 $5.8M 28k 209.03
Home Depot (HD) 0.5 $5.6M 16k 352.69
Boyd Group Services (BGSI) 0.5 $5.5M 41k 134.30
Citigroup (C) 0.5 $5.1M 37k 139.95
EOG Resources (EOG) 0.5 $5.1M 39k 129.74
Costco Wholesale Corporation (COST) 0.5 $5.0M 5.3k 935.45
Walt Disney Company (DIS) 0.5 $5.0M 52k 96.26
Wal-Mart Stores (WMT) 0.5 $4.9M 43k 113.25
Verizon Communications (VZ) 0.5 $4.6M 109k 42.34
Federal Realty Invt Tr Sh Ben Int New (FRT) 0.4 $4.6M 37k 123.43
Gildan Activewear Inc Com Cad (GIL) 0.4 $4.3M 59k 73.12
Equinix (EQIX) 0.4 $4.1M 4.0k 1042.31
Terreno Realty Corporation (TRNO) 0.4 $4.1M 64k 64.77
Welltower Inc Com reit (WELL) 0.4 $4.1M 18k 226.99
Tractor Supply Company (TSCO) 0.4 $4.1M 128k 31.61
Shell Spon Adr (SHEL) 0.4 $4.0M 51k 77.54
Gentex Corp. Put (GNTX) 0.3 $3.5M 140k 25.27
Rogers Communications CL B (RCI) 0.3 $3.4M 74k 46.14
Descartes Sys Grp (DSGX) 0.3 $3.4M 34k 98.23
Sanofi Sa Adr 0.3 $3.3M 77k 42.66
TJX Companies (TJX) 0.3 $3.2M 21k 151.49
GSK (GSK) 0.3 $3.0M 57k 52.42
American Healthcare Reit (AHR) 0.3 $2.9M 55k 52.16
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.3 $2.7M 43k 63.62
Sap Se Spon Adr (SAP) 0.2 $2.4M 15k 154.08
Johnson & Johnson (JNJ) 0.2 $2.4M 9.3k 254.02
AvalonBay Communities (AVB) 0.2 $2.2M 12k 188.65
Extra Space Storage (EXR) 0.2 $1.8M 12k 145.31
Mid-America Apartment (MAA) 0.1 $1.5M 11k 138.97
Simon Property (SPG) 0.1 $1.5M 6.5k 223.65
Boston Properties (BXP) 0.1 $784k 12k 66.32
Corning Incorporated (GLW) 0.0 $153k 599.00 255.43
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.0 $66k 1.3k 52.51