Lorne Steinberg Wealth Management

Latest statistics and disclosures from Lorne Steinberg Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Lorne Steinberg Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lorne Steinberg Wealth Management

Companies in the Lorne Steinberg Wealth Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Corteva (CTVA) 3.7 $5.9M 152k 38.85
Walt Disney Company (DIS) 3.6 $5.9M 32k 181.80
Koninklijke Philips N V Ny Reg Sh New (PHG) 3.6 $5.8M 107k 54.35
Cisco Systems (CSCO) 3.5 $5.7M 127k 44.90
Microsoft Corporation (MSFT) 3.5 $5.7M 25k 223.17
Rbc Cad (RY) 3.4 $5.5M 67k 82.43
Morgan Stanley Com New (MS) 3.3 $5.2M 76k 68.76
Alphabet Cap Stk Cl A (GOOGL) 3.1 $4.9M 2.8k 1758.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $4.9M 21k 232.65
Ing Groep Sponsored Adr (ING) 3.0 $4.9M 514k 9.47
Visa Com Cl A (V) 2.9 $4.6M 21k 219.50
CVS Caremark Corporation (CVS) 2.8 $4.4M 65k 68.54
Allstate Corporation (ALL) 2.7 $4.4M 40k 110.31
Unilever Spon Adr New (UL) 2.7 $4.3M 71k 60.57

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Toronto Dominion Bk Ont Com New (TD) 2.6 $4.2M 75k 56.68
Sun Life Financial (SLF) 2.6 $4.2M 94k 44.60
Sanofi Sponsored Adr (SNY) 2.6 $4.2M 86k 48.76
Alibaba Group Hldg Sponsored Ads (BABA) 2.6 $4.2M 18k 233.54
Diageo Spon Adr New (DEO) 2.6 $4.1M 26k 159.34
Bk Nova Cad (BNS) 2.5 $4.0M 74k 54.22
Discovery Com Ser A (DISCA) 2.4 $3.9M 130k 30.19
American Express Company (AXP) 2.3 $3.7M 31k 121.33
Becton, Dickinson and (BDX) 2.3 $3.7M 15k 251.07
Middleby Corporation (MIDD) 2.1 $3.4M 26k 129.38
Manulife Finl Corp (MFC) 2.0 $3.2M 178k 17.85
Apple (AAPL) 1.8 $3.0M 22k 133.14
Corning Incorporated (GLW) 1.7 $2.8M 77k 36.12
Hewlett Packard Enterprise (HPE) 1.7 $2.7M 228k 11.89
Merck & Co (MRK) 1.6 $2.6M 3.2k 820.66
Goldman Sachs (GS) 1.5 $2.5M 9.3k 264.62
Electronic Arts (EA) 1.3 $2.2M 15k 144.10
Cibc Cad (CM) 1.3 $2.2M 25k 85.68
Viatris (VTRS) 1.3 $2.1M 114k 18.80
Canadian Natl Ry (CNI) 1.3 $2.1M 19k 110.26
Aegon N V Ny Registry Shs (AEG) 1.3 $2.1M 525k 3.96
Bank Of Montreal Cadcom (BMO) 1.3 $2.0M 27k 76.28
Bce Com New (BCE) 1.2 $1.9M 45k 42.90
Intel Corporation (INTC) 1.2 $1.9M 37k 49.99
Tractor Supply Company (TSCO) 1.1 $1.8M 13k 141.04
Enbridge (ENB) 1.0 $1.7M 52k 32.07
Tc Energy Corp (TRP) 1.0 $1.6M 38k 40.79
Telus Ord (TU) 0.9 $1.4M 70k 20.38
Johnson & Johnson (JNJ) 0.9 $1.4M 8.7k 157.93
Nutrien (NTR) 0.8 $1.3M 27k 48.28
Magna Intl Inc cl a (MGA) 0.6 $985k 14k 70.99
Pfizer (PFE) 0.4 $648k 18k 36.95
JPMorgan Chase & Co. (JPM) 0.4 $608k 4.8k 127.46
Procter & Gamble Company (PG) 0.3 $556k 4.0k 139.70
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.3 $472k 11k 41.48
Alphabet Cap Stk Cl C (GOOG) 0.3 $417k 237.00 1759.49
Humana (HUM) 0.3 $412k 1.0k 412.00
McDonald's Corporation (MCD) 0.2 $375k 1.7k 215.27
Costco Wholesale Corporation (COST) 0.2 $293k 775.00 378.06
Snap Cl A (SNAP) 0.2 $284k 5.7k 50.27
Ishares Msci World Etf (URTH) 0.2 $277k 2.5k 112.83
Pepsi (PEP) 0.2 $246k 1.7k 149.09
International Flavors & Fragrances (IFF) 0.1 $218k 2.0k 109.00
Amazon (AMZN) 0.1 $209k 64.00 3265.62
Wal-Mart Stores (WMT) 0.1 $203k 1.4k 144.69
Teck Resources CL B (TECK) 0.1 $189k 10k 18.22
Mannkind Corp Com New (MNKD) 0.1 $92k 29k 3.14

Past Filings by Lorne Steinberg Wealth Management

SEC 13F filings are viewable for Lorne Steinberg Wealth Management going back to 2020