Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management as of June 30, 2025

Portfolio Holdings for Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management holds 70 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rbc Cad (RY) 4.2 $16M 122k 131.88
Microsoft Corporation (MSFT) 3.7 $14M 29k 497.41
Cibc Cad (CM) 3.4 $13M 181k 71.74
Berkshire Hathaway (BRK.B) 2.9 $11M 23k 485.77
JPMorgan Chase & Co. (JPM) 2.9 $11M 39k 289.91
Tor Dom Bk Cad (TD) 2.9 $11M 149k 73.60
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 2.8 $11M 61k 176.23
American Express Company (AXP) 2.7 $11M 33k 318.98
Allstate Corporation (ALL) 2.7 $10M 52k 201.31
Bank Of Montreal Cadcom (BMO) 2.7 $10M 92k 110.89
Facebook Inc cl a (META) 2.6 $10M 14k 738.09
Visa (V) 2.6 $9.9M 28k 355.05
Amazon (AMZN) 2.6 $9.8M 45k 219.39
Bk Nova Cad (BNS) 2.4 $9.4M 169k 55.33
Tc Energy Corp (TRP) 2.3 $9.0M 184k 48.85
Walt Disney Company (DIS) 2.3 $8.9M 72k 124.01
Corteva (CTVA) 2.1 $8.2M 110k 74.53
Smith & Nephew Sponsored Adr (SNN) 2.1 $8.0M 262k 30.63
Cisco Systems (CSCO) 2.1 $7.9M 113k 69.38
Canadian Pacific Kansas City (CP) 2.1 $7.9M 99k 79.50
Electronic Arts (EA) 2.0 $7.8M 49k 159.70
Sun Life Financial (SLF) 2.0 $7.7M 116k 66.58
CVS Caremark Corporation (CVS) 2.0 $7.6M 110k 68.98
Goldman Sachs (GS) 1.9 $7.4M 10k 707.75
Morgan Stanley (MS) 1.9 $7.4M 52k 140.86
Canadian Natl Ry (CNI) 1.8 $7.0M 67k 104.27
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 1.7 $6.6M 29k 226.49
Starbucks Corporation (SBUX) 1.7 $6.4M 70k 91.63
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.7 $6.3M 102k 61.93
Manulife Finl Corp (MFC) 1.6 $6.1M 192k 32.00
Unilever Sponsored Adr 1.5 $5.8M 95k 61.17
Wisdomtree Trust Emg Mkts Sm etf 1.5 $5.7M 352k 16.07
Diageo Sponsored Adr (DEO) 1.5 $5.6M 56k 100.84
Viatris Com New (VTRS) 1.5 $5.6M 630k 8.93
Nutrien (NTR) 1.4 $5.5M 95k 58.31
Adobe Systems Incorporated (ADBE) 1.4 $5.5M 14k 386.88
Johnson & Johnson (JNJ) 1.4 $5.5M 36k 152.75
Open Text Corp (OTEX) 1.3 $4.9M 168k 29.24
Becton, Dickinson and (BDX) 1.2 $4.7M 27k 172.25
Tractor Supply Company (TSCO) 1.2 $4.7M 88k 52.77
State Street Corporation (STT) 1.1 $4.2M 39k 106.34
Bce (BCE) 1.0 $4.0M 181k 22.19
Kenvue (KVUE) 1.0 $3.9M 187k 20.93
Rogers Communications -cl B (RCI) 1.0 $3.6M 123k 29.68
Middleby Corporation (MIDD) 0.9 $3.5M 24k 144.00
Apple (AAPL) 0.9 $3.3M 16k 205.17
Magna Intl Inc cl a (MGA) 0.8 $3.2M 84k 38.68
Kraft Heinz (KHC) 0.7 $2.8M 108k 25.82
Canadian Natural Resources (CNQ) 0.7 $2.7M 87k 31.45
Automatic Data Processing (ADP) 0.7 $2.6M 8.5k 308.40
Nike (NKE) 0.7 $2.6M 36k 71.04
Warner Bros. Discovery Inc. Class A Com Ser A (WBD) 0.7 $2.5M 222k 11.46
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) 0.6 $2.3M 28k 80.65
Scotts Miracle-Gro Company (SMG) 0.6 $2.3M 34k 65.96
iShares MSCI World ETF Etf (URTH) 0.4 $1.7M 9.8k 169.38
SPDR Bloomberg Barclays High Yield Bond ETF Etf (JNK) 0.3 $1.2M 13k 97.27
Berkshire Hathaway Cl A Cl B New (BRK.A) 0.2 $729k 1.00 728800.00
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.2 $588k 3.3k 177.39
Cenovus Energy (CVE) 0.1 $496k 36k 13.62
NVIDIA Corporation (NVDA) 0.1 $459k 2.9k 157.99
Costco Wholesale Corporation (COST) 0.1 $451k 456.00 989.94
Procter & Gamble Company (PG) 0.1 $407k 2.6k 159.32
McDonald's Corporation (MCD) 0.1 $364k 1.2k 292.17
Royal Caribbean Cruises (RCL) 0.1 $313k 1.0k 313.14
Oracle Corporation (ORCL) 0.1 $279k 1.3k 218.63
Eli Lilly & Co. (LLY) 0.1 $246k 315.00 779.53
Wal-Mart Stores (WMT) 0.1 $234k 2.4k 97.78
WisdomTree Japan SmallCap Dividend Fund Etf (DFJ) 0.1 $232k 2.7k 85.69
ING Groep Sponsored Adr (ING) 0.1 $224k 10k 21.87
Merck & Co (MRK) 0.1 $208k 2.6k 79.16