LINCLUDEN MANAGEMENT LTD
13F Reported Value
ⓘ$938,946
Holdings
70
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LINCLUDEN MANAGEMENT LTD disclosed 70 positions worth $938,946 in its Form 13F-HR for Q1 2026, led by $RY (ROYAL BANK OF CANADA) at 7.1% of the equity portfolio, followed by $TD and $TRP. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $V and a full exit from $LEN. The portfolio is most concentrated in Financials (28.7% of disclosed assets). All figures are sourced directly from LINCLUDEN MANAGEMENT LTD’s Form 13F-HR filing with the SEC under CIK 1058231.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$66.9K407,274 sh - —
Quality
$65.5K690,433 sh - —
Quality
$48.8K767,761 sh - —
Quality
$47.2K1,843,830 sh - —
Quality
$45.4K999,523 sh - —
Quality
$42.3K404,264 sh - —
Quality
$40.7K577,451 sh - —
Quality
$34.5K697,039 sh - —
Quality
$34.5K513,151 sh - 71.2
Quality
$34.1K453,400 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ROYAL BANK OF CANADA$RY | — | $66.9K | 407,274 |
 TORONTO DOMINION BANK$TD | — | $65.5K | 690,433 |
 TC ENERGY CORP$TRP | — | $48.8K | 767,761 |
 BCE INC$BCE | — | $47.2K | 1,843,830 |
 PEMBINA PIPELINE CORP$PBA | — | $45.4K | 999,523 |
 CANADIAN NATIONAL RAILWAY CO$CNI | — | $42.3K | 404,264 |
 BANK OF NOVA SCOTIA$BNS | — | $40.7K | 577,451 |
 CANADIAN NATURAL RESOURCES Ltd$CNQ | — | $34.5K | 697,039 |
 SUNCOR ENERGY INC$SU | — | $34.5K | 513,151 |
 Restaurant Brands International Inc.$QSR | 71.2 | $34.1K | 453,400 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LINCLUDEN MANAGEMENT LTD's 70 positions.
Showing top 10 of 70 holdings.
Sector Allocation
Financials
$269,774
Energy
$174,636
Industrials
$97,703
Communication Services
$90,434
Real Estate
$74,788
Technology
$71,335
Consumer Discretionary
$61,806
Materials
$37,986
Full Holdings — LINCLUDEN MANAGEMENT LTD (Q1 2026)
All 70 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RY | ROYAL BANK OF CANADA | $66,859 | 7.1% | -5% | — |
| 2 | $TD | TORONTO DOMINION BANK | $65,481 | 7.0% | -17% | — |
| 3 | $TRP | TC ENERGY CORP | $48,822 | 5.2% | -3% | — |
| 4 | $BCE | BCE INC | $47,244 | 5.0% | -2% | — |
| 5 | $PBA | PEMBINA PIPELINE CORP | $45,435 | 4.8% | +12% | — |
| 6 | $CNI | CANADIAN NATIONAL RAILWAY CO | $42,254 | 4.5% | -4% | — |
| 7 | $BNS | BANK OF NOVA SCOTIA | $40,665 | 4.3% | -14% | — |
| 8 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | $34,529 | 3.7% | +3% | — |
| 9 | $SU | SUNCOR ENERGY INC | $34,466 | 3.7% | -4% | — |
| 10 | $QSR | Restaurant Brands International Inc. | $34,071 | 3.6% | -3% | 71.2 |
| 11 |  $NTR | Nutrien Ltd. | $33,344 | 3.5% | -16% | — |
| 12 |  $BN | BROOKFIELD Corp /ON/ | $28,295 | 3.0% | -10% | — |
| 13 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $28,247 | 3.0% | -11% | — |
| 14 |  $TU | TELUS CORP | $27,452 | 2.9% | +15% | — |
| 15 |  $GIB | CGI INC | $25,763 | 2.7% | +598% | — |
| 16 |  $MFC | MANULIFE FINANCIAL CORP | $24,095 | 2.6% | -1% | — |
| 17 |  $BIP | Brookfield Infrastructure Partners L.P. | $23,341 | 2.5% | -1% | — |
| 18 |  $MGA | MAGNA INTERNATIONAL INC | $22,289 | 2.4% | -39% | — |
| 19 |  $BEPC | Brookfield Renewable Corp | $18,961 | 2.0% | -1% | — |
| 20 |  $PFE | PFIZER INC | $11,268 | 1.2% | +3% | 69 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $11,195 | 1.2% | +2% | 72.3 |
| 22 |  $GOOG | Alphabet Inc. | $9,551 | 1.0% | +5% | 80.2 |
| 23 |  $VZ | VERIZON COMMUNICATIONS INC | $9,337 | 1.0% | -23% | 71.6 |
| 24 |  $FSV | FirstService Corp | $9,135 | 1.0% | +38% | — |
| 25 |  $DEO | DIAGEO PLC | $8,558 | 0.9% | +15% | — |
| 26 |  $MSFT | MICROSOFT CORP | $8,145 | 0.9% | +29% | 83.7 |
| 27 |  $USB | US BANCORP DE | $7,210 | 0.8% | +5% | 71.4 |
| 28 |  $AMT | AMERICAN TOWER CORP /MA/ | $7,162 | 0.8% | +5% | 69.8 |
| 29 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7,088 | 0.8% | +28% | 63.7 |
| 30 |  $V | VISA INC. | $7,016 | 0.8% | NEW | 83.5 |
| 31 |  $J | JACOBS SOLUTIONS INC. | $6,764 | 0.7% | +5% | 47.7 |
| 32 |  $BAC | BANK OF AMERICA CORP /DE/ | $6,475 | 0.7% | +5% | 68.4 |
| 33 | — | GRANITE REAL ESTATE INVT TR | $6,247 | 0.7% | -7% | — |
| 34 |  $UNH | UNITEDHEALTH GROUP INC | $6,103 | 0.7% | +72% | 66.8 |
| 35 |  $CIGI | Colliers International Group Inc. | $5,712 | 0.6% | +29% | — |
| 36 |  $ING | ING GROEP NV | $5,689 | 0.6% | +5% | — |
| 37 |  $EOG | EOG RESOURCES INC | $5,632 | 0.6% | -4% | 71.1 |
| 38 |  $WMT | Walmart Inc. | $5,449 | 0.6% | +5% | 63.2 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $5,427 | 0.6% | +4% | 35.6 |
| 40 |  $COST | COSTCO WHOLESALE CORP /NEW | $5,278 | 0.6% | +5% | 67 |
| 41 |  $SAP | SAP SE | $5,107 | 0.5% | +9% | — |
| 42 |  $C | CITIGROUP INC | $4,793 | 0.5% | +8% | 54.8 |
| 43 |  $MS | MORGAN STANLEY | $4,653 | 0.5% | +7% | — |
| 44 |  $GLW | CORNING INC /NY | $4,642 | 0.5% | -42% | 72.7 |
| 45 |  $RMR | RMR GROUP INC. | $4,486 | 0.5% | +0% | 47.1 |
| 46 |  $HD | HOME DEPOT, INC. | $4,348 | 0.5% | +5% | 69.2 |
| 47 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $3,917 | 0.4% | -7% | 69.5 |
| 48 |  $TRNO | Terreno Realty Corp | $3,900 | 0.4% | +2% | 75.4 |
| 49 |  $EQIX | EQUINIX INC | $3,892 | 0.4% | +5% | 61.4 |
| 50 |  $SNY | Sanofi | $3,781 | 0.4% | +7% | — |
| 51 |  $BGSI | Boyd Group Services Inc. | $3,774 | 0.4% | -9% | — |
| 52 |  $WELL | WELLTOWER INC. | $3,552 | 0.4% | -7% | 75.7 |
| 53 |  $TJX | TJX COMPANIES INC /DE/ | $3,439 | 0.4% | +6% | 70.7 |
| 54 |  $DIS | Walt Disney Co | $3,411 | 0.4% | -7% | 68.9 |
| 55 |  $GSK | GSK plc | $3,221 | 0.3% | -42% | — |
| 56 |  $BAM | Brookfield Asset Management Ltd. | $3,164 | 0.3% | NEW | — |
| 57 |  $SHEL | Shell plc | $3,072 | 0.3% | -18% | — |
| 58 |  $GNTX | GENTEX CORP | $3,055 | 0.3% | +6% | 65.5 |
| 59 |  $RCI | ROGERS COMMUNICATIONS INC | $2,990 | 0.3% | -23% | — |
| 60 |  $GIL | Gildan Activewear Inc. | $2,900 | 0.3% | -17% | — |
| 61 |  $TTE | TotalEnergies SE | $2,680 | 0.3% | +7% | — |
| 62 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $2,547 | 0.3% | +8% | 60.7 |
| 63 |  $JNJ | JOHNSON & JOHNSON | $2,295 | 0.2% | -19% | 72.8 |
| 64 |  $AVB | AVALONBAY COMMUNITIES INC | $1,911 | 0.2% | -20% | 57.5 |
| 65 |  $SPG | SIMON PROPERTY GROUP INC. | $1,831 | 0.2% | -7% | 76.9 |
| 66 |  $AHR | American Healthcare REIT, Inc. | $1,652 | 0.2% | -7% | 63.7 |
| 67 |  $EXR | Extra Space Storage Inc. | $1,629 | 0.2% | -26% | 66.7 |
| 68 |  $SUI | SUN COMMUNITIES INC | $1,573 | 0.2% | -7% | 44.4 |
| 69 |  $BXP | BXP, Inc. | $627 | 0.1% | -22% | 50.9 |
| 70 | $BEPC | Brookfield Renewable Corp | $50 | 0.0% | -98% | — |
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