Fund HoldingsLINCLUDEN MANAGEMENT LTD

Total Portfolio Value
$1.02M
Total Bought
$59.5K
Total Sold
$206.5K
Net Transaction
-$147.1K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ROYAL BANK OF CANADA(RY)407,274319,503-87,77167949.21%+27
TORONTO DOMINION BK ONT(TD)690,433526,877-163,55665918.92%+25
BANK NOVA SCOTIA HALIFAX577,451458,826-118,62541575.55%+16
CANADIAN NATL RY CO COM(CNI)404,264324,110-80,15442555.38%+13
CGI INC(GIB)347,026417,469+70,44326383.76%+13
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
637,201662,686+25,48523343.37%+11
TC ENERGY CORP.(TRP)767,761605,977-161,78449575.59%+8
CANADIAN IMPERIAL BANK OF COMMERCE(CM)293,506220,139-73,36728363.53%+8
FIRST SERVICE CORP64,66666,993+2,3279141.33%+4
MANULIFE FINL CORP COM(MFC)688,793479,103-209,69024282.71%+3
DESCARTES SYSTEMS GROUP(DSGX)034,114+34,114030.33%+3
UNITEDHEALTH GROUP INC COM(UNH)22,55522,589+34690.92%+3
RESTAURANT BRANDS INTL INC.(QSR)453,400357,508-95,89234373.61%+3
MAGNA INTL INC(MGA)393,015266,320-126,69522252.44%+3
ALPHABET INC.(GOOG)33,21433,228+1410121.17%+2
JACOBS SOLUTIONS INC.(J)53,14572,023+18,878790.89%+2
TELUS CORP.(TU)2,103,2361,951,523-151,71327292.87%+2
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
572,389422,025-150,36419212.04%+2
BOYD GROUP SERVICES INC(BGSI)29,11341,310+12,197460.54%+2
VISA INC(V)23,21625,560+2,344790.86%+2
COLLIERS INTL GROUP INC.(CIGI)52,61554,765+2,150670.72%+2
DISNEY WALT CO(DIS)35,39251,540+16,148350.49%+2
TRACTOR SUPPLY CO(TSCO)56,244128,430+72,186340.40%+2
MID-AMER APT CMNTYS INC(MAA)010,722+10,722010.15%+1
RMR GROUP INC.290,000290,0000460.58%+1
GILDAN ACTIVEWEAR INC(GIL)51,28359,218+7,935340.43%+1
THERMO FISHER(TMO)14,42116,787+2,366780.83%+1
HOME DEPOT(HD)13,22315,878+2,655460.55%+1
AMERICAN HEALTHCARE REIT INC(AHR)35,04054,797+19,757230.28%+1
US BANCORP(USB)138,634139,095+461780.82%+1
MORGAN STANLEY(MS)28,27927,805-474560.57%+1
BANK OF AMERICA CORPORATION132,830133,646+816680.75%+1
ING GROEP N V(ING)218,394209,457-8,937670.65%+1
SHELL PLC(SHEL)33,03850,952+17,914340.39%+1
JPMORGAN & CHASE & CO COM(JPM)18,45118,711+260560.60%+1
FEDERAL REALTY INVT TR(FRT)36,88836,8880450.45%+1
AMERICAN TOWER CORP(AMT)41,50547,493+5,988780.76%+1
WELLTOWER INC.(WELL)17,97017,9700440.40%+1
GENTEX CORP.(GNTX)139,828139,650-178340.35%0
ROGERS COMMUNICATIONS INC(RCI)76,56274,117-2,445330.34%0
CITIGROUP INC.(C)42,26936,613-5,656550.50%0
AVALONBAY CMNTYS INC.11,69911,6990220.22%0
EQUINIX INC.(EQIX)3,9713,9710440.41%0
TERRENO REALTY CORP.(TRNO)63,49963,4990440.40%0
EXTRA SPACE STORAGE INC.(EXR)12,42912,4290220.18%0
BXP INC.(BXP)12,09811,822-276110.08%0
MICROSOFT CORP.(MSFT)22,00422,093+89880.81%0
JOHNSON & JOHNSON(JNJ)9,3899,263-126220.23%0
BROOKFIELD RENEWABLE CORP(BEPC)1,2571,2570000.01%0
GSK PLC(GSK)58,37157,400-971330.30%-0
TJX COMPANIES INC.(TJX)21,54021,189-351330.32%-0
COSTCO WHOLESALE(COST)5,2975,345+48550.49%-0
SIMON PPTY GROUP NEW(SPG)9,8176,537-3,280210.14%-0
BROOKFIELD ASSET MANAGMT LTD(BAM)70,08343,179-26,904330.27%-0
SANOFI SA(SNY)78,48277,164-1,318430.32%-0
WALMART INC(WMT)43,85143,169-682550.48%-1
EOG RESOURCES(EOG)38,96139,024+63650.50%-1
DIAGEO PLC-SPONS ADR(DEO)114,96395,951-19,012980.76%-1
SUN CMNTYS INC(SUI)12,4960-12,49620-2
BROOKFIELD CORP(BN)687,609439,774-247,83528272.61%-2
TOTAL ENERGIES SE(TTE)29,4650-29,46530-3
SAP SE(SAP)29,83315,362-14,471520.23%-3
CISCO SYSTEMS INC.(CSCO)144,28569,320-74,9651180.80%-3
BCE INC(BCE)1,843,8301,445,763-398,06747444.34%-3
CANADIAN NAT RES LTD COM(CNQ)697,039557,895-139,14435313.07%-3
SUNCOR ENERGY INC(SU)513,151408,759-104,39234313.06%-3
PFIZER INC(PFE)401,310302,092-99,2181170.71%-4
CORNING INC.(GLW)34,141599-33,542500.02%-4
NUTRIEN LTD.(NTR)434,978320,313-114,66533292.81%-5
VERIZON COMMUNICATIONS(VZ)186,004108,554-77,450950.45%-5
GRANITE REAL ESTATE INVT TR(GRTUF)104,6270-104,62760-6
PEMBINA PIPELINE CORP.(PBA)999,5230-999,523450-45
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