Morguard Lincluden Global Investments Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 67 separate positions held by the firm, with the total number of shares reported being 10,234,821.
The portfolio is diversified across various sectors, including financial services, technology, energy, and healthcare. Major holdings include Canadian banks such as Royal Bank of Canada, which is held in 87,206 shares, and Toronto-Dominion Bank, held in 85,091 shares. The firm also holds significant positions in Brookfield Asset Management, Brookfield Infrastructure Partners, and Brookfield Renewable Energy, totaling over 1.1 million shares across the three entities.
Technology exposure is represented by Microsoft, Cisco Systems, and Visa. In the energy sector, the firm holds shares in Suncor Energy, TC Energy, and Pembina Pipeline. The filing also includes positions in consumer staples like Walmart and Costco, as well as healthcare companies such as Johnson & Johnson and Pfizer.
