MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd Diversified Active

Location: Mississauga, Ontario, Canada

CIK: 0001058231 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $939M

Holdings (70)

RY ROYAL BANK OF CANADA 7.1%
Value $66.86M Shares 407,274 Est. Cost $72.64 Unrealized +133.9%
TD TORONTO DOMINION BK ONT 7.0%
Value $65.48M Shares 690,433 Est. Cost $51.81 Unrealized +83.8%
TRP TC ENERGY CORP. 5.2%
Value $48.82M Shares 767,761 Est. Cost $34.68 Unrealized +67.9%
BCE BCE INC 5.0%
Value $47.24M Shares 1,843,830 Est. Cost $31.12 Unrealized -19.6%
PBA PEMBINA PIPELINE CORP. 4.8%
Value $45.44M Shares 999,523 Est. Cost $29.18 Unrealized +40.5%
CNI CANADIAN NATL RY CO COM 4.5%
Value $42.25M Shares 404,264 Est. Cost $93.36 Unrealized +9.4%
BNS BANK NOVA SCOTIA HALIFAX 4.3%
Value $40.66M Shares 577,451 Est. Cost $36.91 Unrealized +103.0%
CNQ CANADIAN NAT RES LTD COM 3.7%
Value $34.53M Shares 697,039 Est. Cost $30.21 Unrealized +23.1%
SU SUNCOR ENERGY INC 3.7%
Value $34.47M Shares 513,151 Est. Cost $16.86 Unrealized +207.3%
QSR RESTAURANT BRANDS INTL INC. 3.6%
Value $34.07M Shares 453,400 Est. Cost $61.73 Unrealized +10.8%
NTR NUTRIEN LTD. 3.6%
Value $33.34M Shares 434,978 Est. Cost $55.98 Unrealized +21.7%
BN BROOKFIELD CORP 3.0%
Value $28.3M Shares 687,609 Est. Cost $29.39 Unrealized +58.8%
CM CANADIAN IMPERIAL BANK OF COMMERCE 3.0%
Value $28.25M Shares 293,506 Est. Cost $36.49 Unrealized +159.2%
TU TELUS CORP. 2.9%
Value $27.45M Shares 2,103,236 Est. Cost $18.33 Unrealized -25.4%
GIB CGI INC 2.7%
Value $25.76M Shares 347,026 Est. Cost $85.12 Unrealized -1.4%
MFC MANULIFE FINL CORP COM 2.6%
Value $24.09M Shares 688,793 Est. Cost $19.24 Unrealized +92.8%
BIP BROOKFIELD INFRASTRUCTURE PA 2.5%
Value $23.34M Shares 637,201 Est. Cost $47.71 Unrealized
MGA MAGNA INTL INC 2.4%
Value $22.29M Shares 393,015 Est. Cost $45.09 Unrealized +27.0%
BEP BROOKFIELD RENEWABLE ENERGY 2.0%
Value $18.96M Shares 572,389 Est. Cost $23.24 Unrealized
PFE PFIZER INC 1.2%
Value $11.27M Shares 401,310 Est. Cost $25.39 Unrealized +3.1%
CSCO CISCO SYSTEMS INC. 1.2%
Value $11.2M Shares 144,285 Est. Cost $33.18 Unrealized +134.8%
GOOGL ALPHABET INC. 1.0%
Value $9.551M Shares 33,214 Est. Cost $115.44 Unrealized +180.1%
VZ VERIZON COMMUNICATIONS 1.0%
Value $9.337M Shares 186,004 Est. Cost $31.82 Unrealized +37.7%
FSV FIRST SERVICE CORP 1.0%
Value $9.135M Shares 64,666 Est. Cost $160.65 Unrealized -2.0%
DEO DIAGEO PLC-SPONS ADR 0.9%
Value $8.558M Shares 114,963 Est. Cost $113.98 Unrealized
MSFT MICROSOFT CORP. 0.9%
Value $8.145M Shares 22,004 Est. Cost $180.65 Unrealized +140.6%
USB US BANCORP 0.8%
Value $7.21M Shares 138,634 Est. Cost $37.63 Unrealized +50.5%
AMT AMERICAN TOWER CORP 0.8%
Value $7.162M Shares 41,505 Est. Cost $189.39 Unrealized -7.7%
TMO THERMO FISHER 0.8%
Value $7.088M Shares 14,421 Est. Cost $454.61 Unrealized +26.4%
V VISA INC 0.7%
Value $7.016M Shares 23,216 Est. Cost $329.17 Unrealized 0.0%
J JACOBS SOLUTIONS INC. 0.7%
Value $6.764M Shares 53,145 Est. Cost $129.07 Unrealized +7.4%
BAC BANK OF AMERICA CORPORATION 0.7%
Value $6.475M Shares 132,830 Est. Cost $18.08 Unrealized +196.9%
GRTUF GRANITE REAL ESTATE INVT TR 0.7%
Value $6.247M Shares 104,627 Est. Cost $46.99 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value $6.103M Shares 22,555 Est. Cost $380.36 Unrealized -18.8%
CIGI COLLIERS INTL GROUP INC. 0.6%
Value $5.712M Shares 52,615 Est. Cost $114.51 Unrealized +17.3%
ING ING GROEP N V 0.6%
Value $5.689M Shares 218,394 Est. Cost $10.85 Unrealized
EOG EOG RESOURCES 0.6%
Value $5.632M Shares 38,961 Est. Cost $93.15 Unrealized +20.4%
WMT WALMART INC 0.6%
Value $5.449M Shares 43,851 Est. Cost $59.62 Unrealized +104.7%
JPM JPMORGAN & CHASE & CO COM 0.6%
Value $5.427M Shares 18,451 Est. Cost $122.31 Unrealized +154.6%
COST COSTCO WHOLESALE 0.6%
Value $5.278M Shares 5,297 Est. Cost $547.97 Unrealized +75.9%
SAP SAP SE 0.5%
Value $5.107M Shares 29,833 Est. Cost $226.13 Unrealized
C CITIGROUP INC. 0.5%
Value $4.793M Shares 42,269 Est. Cost $51.71 Unrealized +124.7%
MS MORGAN STANLEY 0.5%
Value $4.653M Shares 28,279 Est. Cost $46.45 Unrealized +286.8%
GLW CORNING INC. 0.5%
Value $4.642M Shares 34,141 Est. Cost $24.07 Unrealized +364.1%
RMR RMR GROUP INC. 0.5%
Value $4.486M Shares 290,000 Est. Cost $24.09 Unrealized -33.2%
HD HOME DEPOT 0.5%
Value $4.348M Shares 13,223 Est. Cost $296.04 Unrealized +27.3%
FRT FEDERAL REALTY INVT TR 0.4%
Value $3.917M Shares 36,888 Est. Cost $100.17 Unrealized -1.1%
TRNO TERRENO REALTY CORP. 0.4%
Value $3.9M Shares 63,499 Est. Cost $56.34 Unrealized
EQIX EQUINIX INC. 0.4%
Value $3.892M Shares 3,971 Est. Cost $736.16 Unrealized +3.8%
SANOFI SA 0.4%
Value $3.781M Shares 78,482 Est. Cost $50.19 Unrealized
BGSI BOYD GROUP SERVICES INC 0.4%
Value $3.774M Shares 29,113 Est. Cost $160.25 Unrealized +3.8%
WELL WELLTOWER INC. 0.4%
Value $3.552M Shares 17,970 Est. Cost $60.46 Unrealized +209.2%
TJX TJX COMPANIES INC. 0.4%
Value $3.439M Shares 21,540 Est. Cost $66.03 Unrealized +133.6%
DIS DISNEY WALT CO 0.4%
Value $3.411M Shares 35,392 Est. Cost $112.62 Unrealized -2.8%
GSK GSK PLC 0.3%
Value $3.221M Shares 58,371 Est. Cost $35.14 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value $3.164M Shares 70,083 Est. Cost $51.45 Unrealized 0.0%
SHEL SHELL PLC 0.3%
Value $3.072M Shares 33,038 Est. Cost $73.27 Unrealized
GNTX GENTEX CORP. 0.3%
Value $3.055M Shares 139,828 Est. Cost $28.55 Unrealized -15.8%
RCI ROGERS COMMUNICATIONS INC 0.3%
Value $2.99M Shares 76,562 Est. Cost $38.94 Unrealized -4.1%
GIL GILDAN ACTIVEWEAR INC 0.3%
Value $2.9M Shares 51,283 Est. Cost $32.39 Unrealized +108.1%
TOTAL ENERGIES SE 0.3%
Value $2.68M Shares 29,465 Est. Cost $54.16 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value $2.547M Shares 56,244 Est. Cost $49.08 Unrealized +7.4%
JNJ JOHNSON & JOHNSON 0.2%
Value $2.295M Shares 9,389 Est. Cost $88.79 Unrealized +156.6%
AVB AVALONBAY CMNTYS INC. 0.2%
Value $1.911M Shares 11,699 Est. Cost $196.68 Unrealized -8.2%
SPG SIMON PPTY GROUP NEW 0.2%
Value $1.831M Shares 9,817 Est. Cost $84.06 Unrealized +118.9%
AHR AMERICAN HEALTHCARE REIT INC 0.2%
Value $1.652M Shares 35,040 Est. Cost $47.05 Unrealized
EXR EXTRA SPACE STORAGE INC. 0.2%
Value $1.629M Shares 12,429 Est. Cost $133.45 Unrealized -1.9%
SUI SUN CMNTYS INC 0.2%
Value $1.573M Shares 12,496 Est. Cost $126.48 Unrealized
BXP BXP INC. 0.1%
Value $627K Shares 12,098 Est. Cost $76.27 Unrealized -11.1%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value $50,000 Shares 1,257 Est. Cost $29.14 Unrealized +40.6%