Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management as of March 31, 2026

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
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 4.2 $18M 61k 287.56
Tor Dom Bk Cad (TD) 3.5 $15M 159k 93.37
Cibc Cad (CM) 3.2 $14M 144k 94.75
Bank Of Montreal Cadcom (BMO) 3.2 $14M 101k 135.42
Microsoft Corporation (MSFT) 3.1 $13M 35k 370.17
Tc Energy Corp (TRP) 3.0 $13M 203k 62.61
Canadian Natl Ry (CNI) 2.8 $12M 114k 102.90
JPMorgan Chase & Co. (JPM) 2.7 $11M 39k 294.16
Canadian Pacific Kansas City (CP) 2.7 $11M 143k 78.68
Berkshire Hathaway B Cl B New (BRK.B) 2.6 $11M 23k 479.20
Allstate Corporation (ALL) 2.5 $11M 51k 207.34
Electronic Arts (EA) 2.4 $10M 49k 203.87
Taiwan Semiconductor Mfg Sponsored Adr (TSM) 2.4 $10M 30k 337.95
American Express Company (AXP) 2.3 $9.8M 33k 302.48
Amazon (AMZN) 2.3 $9.7M 47k 208.27
Sun Life Financial (SLF) 2.3 $9.6M 154k 62.63
Johnson & Johnson (JNJ) 2.2 $9.3M 38k 244.44
Corteva (CTVA) 2.1 $9.0M 108k 83.71
Cisco Systems (CSCO) 2.0 $8.6M 111k 77.59
Visa (V) 2.0 $8.6M 29k 302.24
Goldman Sachs (GS) 2.0 $8.6M 10k 845.99
Smith & Nephew Sponsored Adr (SNN) 2.0 $8.5M 266k 31.78
Viatris (VTRS) 2.0 $8.4M 624k 13.51
Morgan Stanley (MS) 2.0 $8.4M 51k 164.57
Nutrien (NTR) 2.0 $8.3M 110k 75.47
CVS Caremark Corporation (CVS) 1.9 $7.8M 109k 71.82
Bk Nova Cad (BNS) 1.8 $7.8M 113k 69.33
Adobe Systems Incorporated (ADBE) 1.8 $7.8M 32k 243.08
Manulife Finl Corp (MFC) 1.8 $7.5M 217k 34.44
Walt Disney Company (DIS) 1.6 $6.9M 72k 96.38
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.5 $6.5M 161k 40.51
Rogers Communications -cl B (RCI) 1.5 $6.4M 166k 38.45
Starbucks Corporation (SBUX) 1.5 $6.2M 69k 89.59
Facebook Inc cl a (META) 1.4 $5.7M 10k 572.13
Canadian Natural Resources (CNQ) 1.3 $5.6M 116k 48.77
Unilever Sponsored Adr (UL) 1.2 $4.9M 87k 56.97
Wisdomtree Trust Emg Mkts Sm etf 1.2 $4.9M 383k 12.85
State Street Corporation (STT) 1.2 $4.9M 39k 126.56
Bce (BCE) 1.1 $4.8M 191k 25.23
Open Text Corp (OTEX) 1.1 $4.6M 204k 22.28
Diageo Sponsored Adr (DEO) 1.0 $4.3M 58k 74.45
Apple (AAPL) 1.0 $4.2M 17k 253.79
Tractor Supply Company (TSCO) 0.9 $3.9M 87k 45.30
Automatic Data Processing (ADP) 0.8 $3.4M 17k 203.18
Kenvue (KVUE) 0.8 $3.3M 191k 17.24
Middleby Corporation (MIDD) 0.7 $3.1M 24k 132.58
McDonald's Corporation (MCD) 0.7 $3.1M 10k 310.79
Kimberly-Clark Corporation (KMB) 0.6 $2.4M 25k 96.47
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) 0.5 $2.0M 25k 79.56
Nike Inc.Cl B CL B (NKE) 0.5 $1.9M 37k 52.82
SPDR Bloomberg Barclays High Yield Bond ETF Etf (JNK) 0.3 $1.2M 13k 95.72
iShares MSCI World ETF Etf (URTH) 0.3 $1.2M 6.6k 180.02
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.2 $925k 3.2k 286.86
Berkshire Hathaway Cl A Cl A (BRK.A) 0.2 $718k 1.00 718140.00
iShares MSCI Canada ETF Etf (EWC) 0.1 $592k 11k 54.79
Eli Lilly & Co. (LLY) 0.1 $579k 629.00 919.77
Costco Wholesale Corporation (COST) 0.1 $477k 479.00 996.43
Wal-Mart Stores (WMT) 0.1 $400k 3.2k 124.28
Merck & Co (MRK) 0.1 $364k 3.0k 120.29
Corning Incorporated (GLW) 0.1 $340k 2.5k 135.97
Amgen (AMGN) 0.1 $326k 925.00 351.85
Procter & Gamble Company (PG) 0.1 $307k 2.1k 144.44
Royal Caribbean Cruises (RCL) 0.1 $275k 1.0k 275.18
ING Groep (ING) 0.1 $267k 10k 26.05
NVIDIA Corporation (NVDA) 0.1 $262k 1.5k 174.40
Enbridge (ENB) 0.1 $257k 4.7k 54.20
Suncor Energy (SU) 0.1 $245k 3.7k 66.13