MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd

CIK 0001058231 · Q2 2026

13F Equity AUM

$1.0M

+8.5% QoQ

Positions

-2 QoQ

AUM Rank

#12,133

Top 97%

Skill Alpha (FF)

-2.0%/yr^ns

No Clear Edge

Rank #5,835 · Top 70%

vs S&P -5.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 34.6%Top 10: 53.3%Top 20: 77.4%

RY9.2%

TD8.9%

TRP5.6%

BNS5.5%

CNR5.4%

BCE4.3%

GIB/A3.8%

QSR3.6%

CM3.5%

BIP3.4%

Others (58)46.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services37.0%

Energy18.0%

Communication Services9.7%

Consumer Cyclical8.6%

Real Estate6.1%

Utilities5.4%

Industrials4.7%

Healthcare3.0%

Other7.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 68Median: 0.59%Avg: 1.47%

0–0.5%

29(9.0%)

0.5–1%

19(13.6%)

1–3%

8(18.0%)

3–5%

7(24.7%)

5%+

5(34.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 68vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New2Increased23Decreased35Exited4

New Positions

DSG0.3%

+34K

MAA0.1%

+11K

Increased

TSCO0.4%

+72K(+128%)

GIB/A3.8%

+70K(+20%)

BIP3.4%

+25K(+4%)

AHR0.3%

+20K(+56%)

J0.9%

+19K(+36%)

SHEL0.4%

+18K(+54%)

DIS0.5%

+16K(+46%)

BYD0.5%

+12K(+42%)

GIL0.4%

+8K(+15%)

AMT0.8%

+6K(+14%)

Decreased

BCE4.3%

-398,067(-22%)

BN2.6%

-247,835(-36%)

MFC2.7%

-209,690(-30%)

TD8.9%

-163,556(-24%)

TRP5.6%

-161,784(-21%)

T2.9%

-151,713(-7%)

BEPC2.0%

-150,364(-26%)

CRC3.1%

-139,144(-20%)

MGA2.4%

-126,695(-32%)

BNS5.5%

-118,625(-21%)

Exited

-999,523

-104,627

-29,465

-12,496

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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