Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Lorne Steinberg Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rbc Cad (RY) 4.5 $19M 127k 147.35
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 3.6 $15M 61k 243.10
Cibc Cad (CM) 3.5 $15M 184k 79.89
Microsoft Corporation (MSFT) 3.5 $15M 28k 517.95
Bank Of Montreal Cadcom (BMO) 3.1 $13M 97k 130.27
Tor Dom Bk Cad (TD) 3.0 $12M 154k 79.94
JPMorgan Chase & Co. (JPM) 2.9 $12M 39k 315.43
Berkshire Hathaway (BRK.B) 2.8 $12M 23k 502.74
Bk Nova Cad (BNS) 2.7 $11M 174k 64.64
Allstate Corporation (ALL) 2.6 $11M 51k 214.65
American Express Company (AXP) 2.6 $11M 33k 332.16
Tc Energy Corp (TRP) 2.5 $10M 188k 54.36
Facebook Inc cl a (META) 2.4 $10M 14k 734.38
Amazon (AMZN) 2.4 $10M 45k 219.57
Electronic Arts (EA) 2.4 $9.9M 49k 201.70
Smith & Nephew Spdn Adr New (SNN) 2.3 $9.6M 264k 36.29
Visa Com New (V) 2.3 $9.6M 28k 341.38
Taiwan Semiconductor Mfg Spdn Ads (TSM) 2.0 $8.3M 30k 279.29
Goldman Sachs (GS) 2.0 $8.2M 10k 796.35
CVS Caremark Corporation (CVS) 2.0 $8.2M 109k 75.39
Walt Disney Company (DIS) 2.0 $8.2M 71k 114.50
Morgan Stanley (MS) 2.0 $8.1M 51k 158.96
Canadian Pacific Kansas City (CP) 2.0 $8.1M 109k 74.46
Canadian Natl Ry (CNI) 1.9 $7.8M 83k 94.28
Cisco Systems (CSCO) 1.8 $7.6M 112k 68.42
Corteva (CTVA) 1.8 $7.4M 109k 67.63
Open Text Corp (OTEX) 1.7 $7.2M 193k 37.37
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.7 $7.1M 104k 68.59
Sun Life Financial (SLF) 1.7 $7.1M 118k 60.03
Johnson & Johnson (JNJ) 1.7 $6.9M 37k 185.42
Manulife Finl Corp (MFC) 1.6 $6.7M 214k 31.15
Nutrien (NTR) 1.5 $6.3M 107k 58.71
Viatris Com New (VTRS) 1.5 $6.2M 629k 9.90
Starbucks Corporation (SBUX) 1.4 $6.0M 70k 84.60
Telus Ord (TU) 1.4 $5.9M 372k 15.75
Unilever Spon Adr New 1.4 $5.8M 98k 59.28
Diageo Sponsored Adr (DEO) 1.3 $5.6M 58k 95.43
Adobe Systems Incorporated (ADBE) 1.3 $5.3M 15k 352.75
Becton, Dickinson and (BDX) 1.2 $5.2M 28k 187.17
Tractor Supply Company (TSCO) 1.2 $5.0M 87k 56.87
Automatic Data Processing (ADP) 1.2 $4.9M 17k 293.50
State Street Corporation (STT) 1.1 $4.5M 39k 116.01
Rogers Communications CL B (RCI) 1.1 $4.4M 129k 34.42
Bce (BCE) 1.1 $4.4M 188k 23.22
Apple (AAPL) 1.0 $4.2M 17k 254.63
Canadian Natural Resources (CNQ) 0.8 $3.5M 110k 31.97
Middleby Corporation (MIDD) 0.8 $3.2M 24k 132.93
Kenvue (KVUE) 0.7 $3.1M 191k 16.23
McDonald's Corporation (MCD) 0.7 $2.9M 9.6k 303.89
Kraft Heinz (KHC) 0.7 $2.8M 109k 26.04
Linde 0.6 $2.6M 5.6k 475.00
Nike Inc.Cl B CL B (NKE) 0.6 $2.6M 37k 69.73
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) 0.5 $2.1M 26k 81.19
SPDR Bloomberg Barclays High Yield Bond ETF Etf (JNK) 0.3 $1.2M 13k 97.99
iShares MSCI World ETF Etf (URTH) 0.2 $998k 5.5k 181.56
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.2 $785k 3.2k 243.55
Berkshire Hathaway Cl A Cl B New (BRK.A) 0.2 $754k 1.00 754200.00
Eli Lilly & Co. (LLY) 0.1 $546k 715.00 763.00
NVIDIA Corporation (NVDA) 0.1 $493k 2.6k 186.58
Costco Wholesale Corporation (COST) 0.1 $422k 456.00 925.63
Procter & Gamble Company (PG) 0.1 $393k 2.6k 153.65
Royal Caribbean Cruises (RCL) 0.1 $324k 1.0k 323.58
Oracle Corporation (ORCL) 0.1 $298k 1.1k 281.24
ING Groep Sponsored Adr (ING) 0.1 $267k 10k 26.08
Merck & Co (MRK) 0.1 $254k 3.0k 83.93
Wal-Mart Stores (WMT) 0.1 $242k 2.3k 103.06
iShares MSCI Canada ETF Etf (EWC) 0.1 $232k 4.6k 50.55
Enbridge (ENB) 0.1 $217k 4.3k 50.43
Humana (HUM) 0.1 $208k 800.00 260.17
Corning Incorporated (GLW) 0.0 $205k 2.5k 82.03