Lorne Steinberg Wealth Management
Latest statistics and disclosures from Lorne Steinberg Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RY, GOOGL, TD, CM, BMO, and represent 19.14% of Lorne Steinberg Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Wisdomtree Trust Emg Mkts Sm etf, ADBE, CP, MSFT, HYG, CNI, SLF, JNK, RY, AMGN.
- Started 5 new stock positions in SU, JNK, AMGN, Wisdomtree Trust Emg Mkts Sm etf, HYG.
- Reduced shares in these 10 stocks: BDX (-$5.2M), , BNS, CM, Linde, META, FTS, EFA, BAC, .
- Sold out of its positions in BAC, BDX, BHP, FTS, HUM, EFA, ORCL, TU, Linde.
- Lorne Steinberg Wealth Management was a net buyer of stock by $1.2M.
- Lorne Steinberg Wealth Management has $422M in assets under management (AUM), dropping by -2.93%.
- Central Index Key (CIK): 0001851362
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Portfolio Holdings for Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Rbc Cad (RY) | 5.0 | $21M | 130k | 161.62 |
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| Alphabet Inc. Class A Cap Stk Cl A (GOOGL) | 4.2 | $18M | 61k | 287.56 |
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| Tor Dom Bk Cad (TD) | 3.5 | $15M | 159k | 93.37 |
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| Cibc Cad (CM) | 3.2 | $14M | -21% | 144k | 94.75 |
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| Bank Of Montreal Cadcom (BMO) | 3.2 | $14M | +2% | 101k | 135.42 |
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| Microsoft Corporation (MSFT) | 3.1 | $13M | +24% | 35k | 370.17 |
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| Tc Energy Corp (TRP) | 3.0 | $13M | 203k | 62.61 |
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| Canadian Natl Ry (CNI) | 2.8 | $12M | +19% | 114k | 102.90 |
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| JPMorgan Chase & Co. (JPM) | 2.7 | $11M | 39k | 294.16 |
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| Canadian Pacific Kansas City (CP) | 2.7 | $11M | +29% | 143k | 78.68 |
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| Berkshire Hathaway B Cl B New (BRK.B) | 2.6 | $11M | 23k | 479.20 |
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| Allstate Corporation (ALL) | 2.5 | $11M | 51k | 207.34 |
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| Electronic Arts (EA) | 2.4 | $10M | 49k | 203.87 |
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| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 2.4 | $10M | 30k | 337.95 |
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| American Express Company (AXP) | 2.3 | $9.8M | 33k | 302.48 |
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| Amazon (AMZN) | 2.3 | $9.7M | +2% | 47k | 208.27 |
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| Sun Life Financial (SLF) | 2.3 | $9.6M | +20% | 154k | 62.63 |
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| Johnson & Johnson (JNJ) | 2.2 | $9.3M | 38k | 244.44 |
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| Corteva (CTVA) | 2.1 | $9.0M | 108k | 83.71 |
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| Cisco Systems (CSCO) | 2.0 | $8.6M | 111k | 77.59 |
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| Visa (V) | 2.0 | $8.6M | 29k | 302.24 |
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| Goldman Sachs (GS) | 2.0 | $8.6M | 10k | 845.99 |
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| Smith & Nephew Sponsored Adr (SNN) | 2.0 | $8.5M | 266k | 31.78 |
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| Viatris (VTRS) | 2.0 | $8.4M | 624k | 13.51 |
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| Morgan Stanley (MS) | 2.0 | $8.4M | 51k | 164.57 |
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| Nutrien (NTR) | 2.0 | $8.3M | 110k | 75.47 |
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| CVS Caremark Corporation (CVS) | 1.9 | $7.8M | 109k | 71.82 |
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| Bk Nova Cad (BNS) | 1.8 | $7.8M | -33% | 113k | 69.33 |
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| Adobe Systems Incorporated (ADBE) | 1.8 | $7.8M | +113% | 32k | 243.08 |
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| Manulife Finl Corp (MFC) | 1.8 | $7.5M | 217k | 34.44 |
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| Walt Disney Company (DIS) | 1.6 | $6.9M | 72k | 96.38 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.5 | $6.5M | 161k | 40.51 |
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| Rogers Communications -cl B (RCI) | 1.5 | $6.4M | +3% | 166k | 38.45 |
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| Starbucks Corporation (SBUX) | 1.5 | $6.2M | +2% | 69k | 89.59 |
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| Facebook Inc cl a (META) | 1.4 | $5.7M | -27% | 10k | 572.13 |
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| Canadian Natural Resources (CNQ) | 1.3 | $5.6M | 116k | 48.77 |
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| Unilever Sponsored Adr (UL) | 1.2 | $4.9M | 87k | 56.97 |
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| Wisdomtree Trust Emg Mkts Sm etf | 1.2 | $4.9M | NEW | 383k | 12.85 |
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| State Street Corporation (STT) | 1.2 | $4.9M | 39k | 126.56 |
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| Bce (BCE) | 1.1 | $4.8M | +2% | 191k | 25.23 |
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| Open Text Corp (OTEX) | 1.1 | $4.6M | +4% | 204k | 22.28 |
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| Diageo Sponsored Adr (DEO) | 1.0 | $4.3M | +2% | 58k | 74.45 |
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| Apple (AAPL) | 1.0 | $4.2M | 17k | 253.79 |
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| Tractor Supply Company (TSCO) | 0.9 | $3.9M | 87k | 45.30 |
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| Automatic Data Processing (ADP) | 0.8 | $3.4M | 17k | 203.18 |
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| Kenvue (KVUE) | 0.8 | $3.3M | 191k | 17.24 |
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| Middleby Corporation (MIDD) | 0.7 | $3.1M | 24k | 132.58 |
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| McDonald's Corporation (MCD) | 0.7 | $3.1M | +4% | 10k | 310.79 |
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| Kimberly-Clark Corporation (KMB) | 0.6 | $2.4M | 25k | 96.47 |
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| iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) | 0.5 | $2.0M | NEW | 25k | 79.56 |
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| Nike Inc.Cl B CL B (NKE) | 0.5 | $1.9M | +3% | 37k | 52.82 |
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| SPDR Bloomberg Barclays High Yield Bond ETF Etf (JNK) | 0.3 | $1.2M | NEW | 13k | 95.72 |
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| iShares MSCI World ETF Etf (URTH) | 0.3 | $1.2M | -3% | 6.6k | 180.02 |
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| Alphabet Inc. Class C Cap Stk Cl C (GOOG) | 0.2 | $925k | 3.2k | 286.86 |
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| Berkshire Hathaway Cl A Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
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| iShares MSCI Canada ETF Etf (EWC) | 0.1 | $592k | +51% | 11k | 54.79 |
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| Eli Lilly & Co. (LLY) | 0.1 | $579k | -13% | 629.00 | 919.77 |
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| Costco Wholesale Corporation (COST) | 0.1 | $477k | 479.00 | 996.43 |
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| Wal-Mart Stores (WMT) | 0.1 | $400k | +29% | 3.2k | 124.28 |
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| Merck & Co (MRK) | 0.1 | $364k | 3.0k | 120.29 |
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| Corning Incorporated (GLW) | 0.1 | $340k | 2.5k | 135.97 |
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| Amgen (AMGN) | 0.1 | $326k | NEW | 925.00 | 351.85 |
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| Procter & Gamble Company (PG) | 0.1 | $307k | -19% | 2.1k | 144.44 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $275k | 1.0k | 275.18 |
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| ING Groep (ING) | 0.1 | $267k | 10k | 26.05 |
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| NVIDIA Corporation (NVDA) | 0.1 | $262k | -17% | 1.5k | 174.40 |
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| Enbridge (ENB) | 0.1 | $257k | +7% | 4.7k | 54.20 |
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| Suncor Energy (SU) | 0.1 | $245k | NEW | 3.7k | 66.13 |
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Past Filings by Lorne Steinberg Wealth Management
SEC 13F filings are viewable for Lorne Steinberg Wealth Management going back to 2020
- Lorne Steinberg Wealth Management 2026 Q1 filed May 8, 2026
- Lorne Steinberg Wealth Management 2025 Q4 filed Jan. 27, 2026
- Lorne Steinberg Wealth Management 2025 Q3 filed Oct. 31, 2025
- Lorne Steinberg Wealth Management 2025 Q2 filed July 30, 2025
- Lorne Steinberg Wealth Management 2025 Q1 filed April 17, 2025
- Lorne Steinberg Wealth Management 2024 Q4 filed Jan. 31, 2025
- Lorne Steinberg Wealth Management 2024 Q3 filed Oct. 25, 2024
- Lorne Steinberg Wealth Management 2024 Q2 filed July 18, 2024
- Lorne Steinberg Wealth Management 2024 Q1 filed May 3, 2024
- Lorne Steinberg Wealth Management 2023 Q4 filed Feb. 1, 2024
- Lorne Steinberg Wealth Management 2023 Q3 filed Oct. 31, 2023
- Lorne Steinberg Wealth Management 2023 Q2 filed July 17, 2023
- Lorne Steinberg Wealth Management 2023 Q1 filed April 27, 2023
- Lorne Steinberg Wealth Management 2022 Q4 filed Feb. 13, 2023
- Lorne Steinberg Wealth Management 2022 Q3 filed Nov. 9, 2022
- Lorne Steinberg Wealth Management 2022 Q2 filed Aug. 10, 2022