Fund HoldingsLINCLUDEN MANAGEMENT LTD

Total Portfolio Value
$905.4K
Total Bought
$99.3K
Total Sold
$60.3K
Net Transaction
+$39.0K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NUTRIEN LTD.(NTR)0592,028+592,0280343.81%+34
CANADIAN NAT RES LTD(CNQ)112,909748,302+635,3933232.60%+20
RESTAURANT BRANDS INTL INC.(QSR)255,340462,958+207,61817313.39%+14
CANADIAN IMPERIAL BANK OF COMMERCE(CM)442,363433,144-9,21925313.39%+6
THERMO FISHER(TMO)013,628+13,628060.61%+6
MAGNA INTL INC(MGA)658,410721,107+62,69722283.08%+5
BANK NOVA SCOTIA HALIFAX782,054764,860-17,19437424.67%+5
JACOBS SOLUTIONS INC.(J)037,002+37,002050.54%+5
ROYAL BANK OF CANADA(RY)543,347495,708-47,63961657.21%+4
BROOKFIELD CORP(BN)626,558591,215-35,34333374.04%+4
CANADIAN NATIONAL RAILWAY CO(CNI)408,222417,087+8,86540434.80%+4
ULTA BEAUTY INC.(ULTA)07,391+7,391030.38%+3
SUN CMNTYS INC(SUI)022,478+22,478030.31%+3
TELUS CORP.(TU)1,942,5921,912,479-30,11328313.39%+3
TORONTO DOMINION BK ONT(TD)1,182,3231,001,139-181,18471748.13%+3
MICROSOFT CORP.(MSFT)19,09218,795-297791.03%+2
PEMBINA PIPELINE CORP.(PBA)759,407859,879+100,47230323.56%+2
BROOKFIELD RENEWABLE PARTNERS LP
PARTNERSHIP UNIT
681,909663,452-18,45715171.87%+2
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
590,283576,851-13,43218192.13%+2
ORACLE CORP(ORCL)70,19752,460-17,73710111.27%+2
CISCO SYSTEMS INC.(CSCO)192,802192,283-51912131.47%+1
ALPHABET INC.(GOOG)50,15849,869-289890.97%+1
CGI INC(GIB)43,70542,450-1,255450.59%+1
GRANITE REAL ESTATE INVT TR(GRTUF)101,364112,144+10,780560.63%+1
FIRST SERVICE CORP40,45943,470+3,011780.84%+1
ROGERS COMMUNICATIONS INC(RCI)79,507100,811+21,304230.33%+1
CITIGROUP INC.(C)44,98544,260-725340.42%+1
TERRENO REALTY CORP.(TRNO)27,91941,251+13,332220.26%+1
WAL MART STORES INC(WMT)53,00552,685-320550.57%0
BANK OF AMERICA CORPORATION146,694139,297-7,397670.73%0
CORNING INC.(GLW)65,13564,379-756330.37%0
DISNEY WALT CO(DIS)45,22138,821-6,400450.53%0
ING GROEP N V(ING)248,061238,040-10,021550.57%0
US BANCORP(USB)148,899146,272-2,627670.73%0
GILDAN ACTIVEWEAR INC(GIL)63,70262,974-728330.34%0
MORGAN STANLEY(MS)36,74132,386-4,355450.50%0
BROOKFIELD RENEWABLE(BEPC)66,37863,008-3,370220.23%0
SAP SE(SAP)5,1705,106-64120.17%0
GSK PLC(GSK)66,12862,020-4,108220.26%0
UNITEDHEALTH GROUP INC COM(UNH)8,32414,408+6,084440.50%0
COSTCO WHOLESALE(COST)4,8584,775-83550.52%0
MANULIFE FINL CORP COM(MFC)957,725938,330-19,39530303.31%0
AMERICAN TOWER CORP(AMT)40,57640,400-176990.99%0
CENOVUS ENERGY INC.(CVE)19,80019,8000000.04%0
BROOKFIELD ASSET MGMT-A(BAM)5,7785,7780000.04%0
WELLTOWER INC.(WELL)23,74123,650-91440.40%-0
BROOKFIELD WEALTH SOLUTIONS
CL A EXCHANGEAB
1,4481,117-331000.01%-0
EXTRA SPACE STORAGE INC.(EXR)16,86616,794-72320.27%-0
HOME DEPOT(HD)14,05313,883-170550.56%-0
EQUINIX INC.(EQIX)2,5972,585-12220.23%-0
SIMON PPTY GROUP NEW(SPG)10,56210,519-43220.19%-0
ORANGE(FNCTF)284,920238,840-46,080440.40%-0
RMR GROUP INC.290,000290,0000550.52%-0
TOTAL ENERGIES SE(TTE)31,44330,934-509220.21%-0
AVALONBAY CMNTYS INC.12,47012,433-37330.28%-0
TRACTOR SUPPLY CO(TSCO)59,34858,680-668330.34%-0
SHELL PLC(SHEL)44,87444,138-736330.34%-0
TJX COMPANIES INC.(TJX)24,77822,835-1,943330.31%-0
JOHNSON & JOHNSON(JNJ)13,36713,098-269220.22%-0
GENTEX CORP.(GNTX)148,193147,097-1,096330.36%-0
COLLIERS INTL GROUP INC.(CIGI)51,61138,427-13,184660.67%-0
FEDERAL REALTY INVT TR(FRT)79,00078,625-375870.82%-0
CAMDEN PROPERTY TRUST(CPT)26,83226,705-127330.33%-0
VERMILLION ENERGY INC(VET)284,571278,465-6,106220.22%-0
DIAGEO PLC-SPONS ADR(DEO)58,49858,026-472660.65%-0
EOG RESOURCES(EOG)33,80433,220-584440.44%-0
JPMORGAN & CHASE & CO COM(JPM)24,42019,190-5,230660.61%-0
PFIZER INC(PFE)415,454413,558-1,89611101.11%-1
SANOFI SA(SNY)64,47763,392-1,085430.34%-1
CENTENE CORP. DEL(CNC)80,31278,973-1,339540.47%-1
VERIZON COMMUNICATIONS(VZ)258,080255,529-2,55112111.22%-1
BXP INC.(BXP)38,66821,246-17,422310.16%-1
SUNCOR ENERGY INC(SU)618,260605,589-12,67124232.50%-1
AMERICOLD REALTY TRUST(COLD)138,22477,246-60,978310.14%-2
BCE INC(BCE)1,897,0841,857,687-39,39744414.55%-2
KROGER CO(KR)86,94230,610-56,332620.24%-4
TC ENERGY CORP.(TRP)1,012,280887,602-124,67848434.78%-5
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