MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd
CIK 1058231 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.0M
- Posisi
- 68
- Per tanggal
- 30 Juni 2026
#9.162 dari 9.443 berdasarkan nilai 13F · top 97.0%
Nilai portofolio QoQ: +8.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 53,25%
- Bobot 25 kepemilikan teratas
- 81,68%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 24,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,9% Perkiraan pembelian $28.398 · penjualan $292.690
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 78,2% masih dipegang
- Posisi baru
- 2
- Meningkat
- 23
- Menurun
- 35
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Financials
33,2%
Energy
12,6%
Telecommunication
8,0%
Industrials
6,8%
Consumer Discretionary
6,8%
Real Estate
6,1%
Utilities
5,4%
Technology
5,1%
Financial Services
4,3%
Healthcare
3,0%
Materials
2,8%
Retail
2,2%
Communication Services
1,7%
Communications
0,8%
Consumer Staples
0,8%
Lainnya/Tidak terpetakan
0,3%
Portofolio lengkap 68 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| RY Royal Bank Of Canada Common Stock | $93.832 | 9,21% | 319.503 | $26.973 | Turun ×6 | ||
| TD Toronto Dominion Bank (The) Common Stock | $90.855 | 8,92% | 526.877 | $25.374 | Turun ×6 | ||
| TRP TC Energy Corporation Common Stock | $56.913 | 5,59% | 605.977 | $8.091 | Turun ×6 | ||
| BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares | $56.559 | 5,55% | 458.826 | $15.894 | Turun ×6 | ||
| CNI Canadian National Railway Company Common Stock | $54.856 | 5,38% | 324.110 | $12.602 | Turun ×3 | ||
| BCE BCE, Inc. Common Stock | $44.168 | 4,34% | 1.445.763 | $-3.076 | Turun ×3 | ||
| GIB CGI Inc. Common Stock | $38.269 | 3,76% | 417.469 | $12.506 | Naik ×2 | ||
| QSR Restaurant Brands International Inc. Common Shares | $36.777 | 3,61% | 357.508 | $2.706 | Turun ×3 | ||
| CM Canadian Imperial Bank of Commerce Common Stock | $35.953 | 3,53% | 220.139 | $7.706 | Turun ×6 | ||
| BIP Brookfield Infrastructure Partners LP Limited Partnership Units | $34.327 | 3,37% | 662.686 | $10.986 | Naik ×1 | ||
| CNQ Canadian Natural Resources Limited Common Stock | $31.309 | 3,07% | 557.895 | $-3.220 | Turun ×1 | ||
| SU Suncor Energy Inc. Common Stock | $31.188 | 3,06% | 408.759 | $-3.278 | Turun ×6 | ||
| TU Telus Corporation Ordinary Shares | $29.273 | 2,87% | 1.951.523 | $1.821 | Turun ×1 | ||
| NTR Nutrien Ltd. Common Shares | $28.620 | 2,81% | 320.313 | $-4.724 | Turun ×4 | ||
| MFC Manulife Financial Corporation Common Stock | $27.558 | 2,71% | 479.103 | $3.463 | Turun ×6 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $26.611 | 2,61% | 439.774 | $-1.684 | Turun ×2 | ||
| MGA Magna International, Inc. Common Stock | $24.837 | 2,44% | 266.320 | $2.548 | Turun ×4 | ||
| BEP Brookfield Renewable Partners L.P. Limited Partnership Units | $20.755 | 2,04% | 422.025 | $1.794 | Turun ×6 | ||
| FSV FirstService Corporation - Common Shares | $13.510 | 1,33% | 66.993 | $4.375 | Naik ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11.875 | 1,17% | 33.228 | $2.324 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $9.389 | 0,92% | 22.589 | $3.286 | Naik ×2 | ||
| J Jacobs Solutions Inc. Common Stock | $9.075 | 0,89% | 72.023 | $2.311 | Naik ×4 | ||
| V Visa Inc. | $8.769 | 0,86% | 25.560 | $1.753 | Naik ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $8.416 | 0,83% | 16.787 | $1.328 | Naik ×2 | ||
| USB U.S. Bancorp Common Stock | $8.401 | 0,82% | 139.095 | $1.191 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $8.241 | 0,81% | 22.093 | $96 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $8.142 | 0,80% | 69.320 | $-3.053 | Turun ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $7.768 | 0,76% | 47.493 | $606 | Naik ×2 | ||
| DEO Diageo plc Common Stock | $7.713 | 0,76% | 95.951 | $-845 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $7.615 | 0,75% | 133.646 | $1.140 | Naik ×2 | ||
| CIGI Colliers International Group Inc. - Subordinate Voting Shares | $7.289 | 0,72% | 54.765 | $1.577 | Naik ×2 | ||
| PFE Pfizer, Inc. Common Stock | $7.274 | 0,71% | 302.092 | $-3.994 | Turun ×1 | ||
| ING ING Group, N.V. Common Stock | $6.573 | 0,65% | 209.457 | $884 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6.125 | 0,60% | 18.711 | $698 | Naik ×2 | ||
| RMR The RMR Group Inc. - Class A Common Stock | $5.954 | 0,58% | 290.000 | $1.468 | |||
| MS Morgan Stanley Common Stock | $5.812 | 0,57% | 27.805 | $1.159 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $5.600 | 0,55% | 15.878 | $1.252 | Naik ×2 | ||
| BGSI Boyd Group Services Inc. Common Shares | $5.548 | 0,54% | 41.310 | $1.774 | Naik ×1 | ||
| C Citigroup, Inc. Common Stock | $5.124 | 0,50% | 36.613 | $331 | Turun ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $5.063 | 0,50% | 39.024 | $-569 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $5.000 | 0,49% | 5.345 | $-278 | Naik ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $4.961 | 0,49% | 51.540 | $1.550 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $4.889 | 0,48% | 43.169 | $-560 | Turun ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $4.596 | 0,45% | 108.554 | $-4.741 | Turun ×6 | ||
| FRT Federal Realty Investment Trust Common Stock | $4.553 | 0,45% | 36.888 | $636 | |||
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | $4.330 | 0,43% | 59.218 | $1.430 | Naik ×1 | ||
| EQIX Equinix, Inc. - Common Stock | $4.139 | 0,41% | 3.971 | $247 | |||
| TRNO Terreno Realty Corporation Common Stock | $4.113 | 0,40% | 63.499 | $213 | |||
| WELL Welltower Inc. Common Stock | $4.079 | 0,40% | 17.970 | $527 | |||
| TSCO Tractor Supply Company - Common Stock | $4.060 | 0,40% | 128.430 | $1.513 | Naik ×2 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $3.951 | 0,39% | 50.952 | $879 | Naik ×1 | ||
| GNTX Gentex Corporation - Common Stock | $3.529 | 0,35% | 139.650 | $474 | Turun ×1 | ||
| RCI Rogers Communication, Inc. Common Stock | $3.420 | 0,34% | 74.117 | $430 | Turun ×3 | ||
| DSGX The Descartes Systems Group Inc. - Common Stock | $3.351 | 0,33% | 34.114 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 80108N105) | $3.292 | 0,32% | 77.164 | $-489 | Turun ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $3.210 | 0,32% | 21.189 | $-229 | Turun ×1 | ||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $3.009 | 0,30% | 57.400 | $-212 | Turun ×2 | ||
| AHR American Healthcare REIT, Inc. Common Stock | $2.858 | 0,28% | 54.797 | $1.206 | Naik ×1 | ||
| BAM Brookfield Asset Management Inc Class A Limited Voting Shares | $2.747 | 0,27% | 43.179 | $-417 | Turun ×1 | ||
| SAP SAP SE ADS | $2.367 | 0,23% | 15.362 | $-2.740 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2.353 | 0,23% | 9.263 | $58 | Turun ×6 | ||
| AVB AvalonBay Communities, Inc. Common Stock | $2.207 | 0,22% | 11.699 | $296 | |||
| EXR Extra Space Storage Inc Common Stock | $1.806 | 0,18% | 12.429 | $177 | |||
| MAA Mid-America Apartment Communities, Inc. Common Stock | $1.490 | 0,15% | 10.722 | Naik ×1 | |||
| SPG Simon Property Group, Inc. Common Stock | $1.462 | 0,14% | 6.537 | $-369 | Turun ×2 | ||
| BXP BXP, Inc. Common Stock | $784 | 0,08% | 11.822 | $157 | Turun ×3 | ||
| GLW Corning Incorporated Common Stock | $153 | 0,02% | 599 | $-4.489 | Turun ×6 | ||
| BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares | $66 | 0,01% | 1.257 | $16 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| PBA | 30 Juni 2026 | 999.523 | $45.435 | 6,7% |
| BIP | 30 Sep. 2025 | 576.851 | $19.307 | 19,4% |
| ORCL | 30 Sep. 2025 | 52.460 | $11.469 | -47,9% |
| LEN | 31 Maret 2026 | 69.917 | $7.187 | -0,5% |
| GRTUF | 30 Juni 2026 | 104.627 | $6.247 | Tidak lagi dilacak |
| GRPU | 31 Maret 2025 | 114.688 | $5.566 | Tidak lagi dilacak |
| CNC | 30 Sep. 2025 | 78.973 | $4.287 | 79,8% |
| ORANY | 30 Sep. 2025 | 238.840 | $3.621 | Tidak lagi dilacak |
| UDR | 31 Maret 2025 | 81.365 | $3.532 | -16,5% |
| ULTA | 31 Maret 2026 | 5.133 | $3.106 | -0,8% |
| CPT | 30 Sep. 2025 | 26.705 | $3.009 | 1,3% |
| TTE | 30 Juni 2026 | 29.465 | $2.680 | 16,9% |
| WBA | 31 Maret 2025 | 264.093 | $2.464 | Tidak lagi dilacak |
| KR | 30 Sep. 2025 | 30.610 | $2.196 | -15,4% |
| VET | 30 Sep. 2025 | 278.465 | $2.031 | 64,5% |
| KBH | 31 Maret 2026 | 32.730 | $1.846 | 5,5% |
| SUI | 30 Juni 2026 | 12.496 | $1.573 | 2,2% |
| COLD | 30 Sep. 2025 | 77.246 | $1.285 | 23,7% |
| CVE | 30 Sep. 2025 | 19.800 | $323 | 92,6% |
| BAM | 30 Sep. 2025 | 5.778 | $319 | -8,6% |
| BNT | 31 Des. 2025 | 959 | $65 | -9,7% |