Lincluden Management Ltd 13F 持仓 · 2026年Q2
Lincluden Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 10.19 亿美元。前几大持仓：RY（9.21%）、TD（8.92%）、TRP（5.59%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RY | ROYAL BANK OF CANADA | $93.8M | 9.21% | 319,503 | 减持 |
| 2 | TD | TORONTO DOMINION BK ONT | $90.9M | 8.92% | 526,877 | 减持 |
| 3 | TRP | TC ENERGY CORP. | $56.9M | 5.59% | 605,977 | 减持 |
| 4 | BNS | BANK NOVA SCOTIA HALIFAX | $56.6M | 5.55% | 458,826 | 减持 |
| 5 | CNI | CANADIAN NATL RY CO COM | $54.9M | 5.38% | 324,110 | 减持 |
| 6 | BCE | BCE INC | $44.2M | 4.34% | 1.4M | 减持 |
| 7 | GIB | CGI INC | $38.3M | 3.76% | 417,469 | 增持 |
| 8 | QSR | RESTAURANT BRANDS INTL INC. | $36.8M | 3.61% | 357,508 | 减持 |
| 9 | CM | CANADIAN IMPERIAL BANK OF COMMERCE | $36.0M | 3.53% | 220,139 | 减持 |
| 10 | BIP | BROOKFIELD INFRASTRUCTURE PA | $34.3M | 3.37% | 662,686 | 增持 |
| 11 | CNQ | CANADIAN NAT RES LTD COM | $31.3M | 3.07% | 557,895 | 减持 |
| 12 | SU | SUNCOR ENERGY INC | $31.2M | 3.06% | 408,759 | 减持 |
| 13 | TU | TELUS CORP. | $29.3M | 2.87% | 2.0M | 减持 |
| 14 | NTR | NUTRIEN LTD. | $28.6M | 2.81% | 320,313 | 减持 |
| 15 | MFC | MANULIFE FINL CORP COM | $27.6M | 2.71% | 479,103 | 减持 |
| 16 | BN | BROOKFIELD CORP | $26.6M | 2.61% | 439,774 | 减持 |
| 17 | MGA | MAGNA INTL INC | $24.8M | 2.44% | 266,320 | 减持 |
| 18 | BEP | BROOKFIELD RENEWABLE ENERGY | $20.8M | 2.04% | 422,025 | 减持 |
| 19 | FSV | FIRST SERVICE CORP | $13.5M | 1.33% | 66,993 | 增持 |
| 20 | GOOGL | ALPHABET INC. | $11.9M | 1.17% | 33,228 | 增持 |
| 21 | UNH | UNITEDHEALTH GROUP INC COM | $9.4M | 0.92% | 22,589 | 增持 |
| 22 | J | JACOBS SOLUTIONS INC. | $9.1M | 0.89% | 72,023 | 增持 |
| 23 | V | VISA INC | $8.8M | 0.86% | 25,560 | 增持 |
| 24 | TMO | THERMO FISHER | $8.4M | 0.83% | 16,787 | 增持 |
| 25 | USB | US BANCORP | $8.4M | 0.82% | 139,095 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR