StockDriftsStockDriftsTop 50 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BANK OF CANADA | 9.21% | 319.5K | $93.8M | -21.55%(-87.77K) | $72.55(+198.87%) | 2026-06-30 | |
| TD | TORONTO DOMINION BK ONT | 8.92% | 526.9K | $90.9M | -23.69%(-163.56K) | $51.89(+137.54%) | 2026-06-30 | |
| TRP | TC ENERGY CORP. | 5.59% | 606.0K | $56.9M | -21.07%(-161.78K) | $39.21(+63.28%) | 2026-06-30 | |
| BNS | BANK NOVA SCOTIA HALIFAX | 5.55% | 458.8K | $56.6M | -20.54%(-118.62K) | $54.65(+66.06%) | 2026-06-30 | |
| CNI | CANADIAN NATL RY CO COM | 5.38% | 324.1K | $54.9M | -19.83%(-80.15K) | $98.55(+28.70%) | 2026-06-30 | |
| BCE | BCE INC | 4.34% | 1.45M | $44.2M | -21.59%(-398.07K) | $36.67(-36.00%) | 2026-06-30 | |
| GIB | CGI INC | 3.76% | 417.5K | $38.3M | +20.30%(+70.44K) | $81.51(-9.94%) | 2026-06-30 | |
| QSR | RESTAURANT BRANDS INTL INC. | 3.61% | 357.5K | $36.8M | -21.15%(-95.89K) | $59.83(+29.20%) | 2026-06-30 | |
| CM | CANADIAN IMPERIAL BANK OF COMMERCE | 3.53% | 220.1K | $36.0M | -25.00%(-73.37K) | $39.40(+211.54%) | 2026-06-30 | |
| BIP | BROOKFIELD INFRASTRUCTURE PA | 3.37% | 662.7K | $34.3M | +4.00%(+25.48K) | $30.02(+33.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.18% | +48.86% | +6.91% | +39.69% |
| Top 20 Holdings Unweighted | +13.63% | +46.72% | +6.96% | +39.97% |
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reports $1.02B in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are RY (9.2%), TD (8.9%) and TRP (5.6%). The top 20 holdings account for 77.37% of reported assets. Its disclosed equity book has returned +48.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1058231). View MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd’s 13F filings on SEC