Lorne Steinberg Wealth Management as of June 30, 2026
Portfolio Holdings for Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management holds 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rbc Cad (RY) | 5.6 | $27M | 133k | 206.98 | |
| Alphabet Inc Class A cs (GOOGL) | 4.6 | $22M | 62k | 357.37 | |
| Tor Dom Bk Cad (TD) | 4.1 | $20M | 162k | 121.53 | |
| Bank Of Montreal Cadcom (BMO) | 3.7 | $18M | 102k | 176.67 | |
| Cibc Cad (CM) | 3.5 | $17M | 147k | 115.10 | |
| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 3.0 | $15M | 30k | 477.57 | |
| Canadian Natl Ry (CNI) | 2.9 | $14M | 119k | 119.28 | |
| Tc Energy Corp (TRP) | 2.8 | $14M | 210k | 66.19 | |
| Canadian Pacific Kansas City (CP) | 2.8 | $14M | 156k | 86.66 | |
| Microsoft Corporation (MSFT) | 2.8 | $13M | 36k | 373.02 | |
| Cisco Systems (CSCO) | 2.7 | $13M | 112k | 117.46 | |
| Sun Life Financial (SLF) | 2.7 | $13M | 167k | 78.48 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $13M | 39k | 327.33 | |
| Amazon.Com Cap Stk Cl C (AMZN) | 2.5 | $12M | 52k | 238.34 | |
| Allstate Corporation (ALL) | 2.5 | $12M | 51k | 237.94 | |
| Berkshire Hathaway B Cl B New (BRK.B) | 2.4 | $12M | 23k | 500.39 | |
| CVS Caremark Corporation (CVS) | 2.4 | $12M | 111k | 103.45 | |
| American Express Company (AXP) | 2.3 | $11M | 33k | 338.25 | |
| Morgan Stanley (MS) | 2.2 | $11M | 52k | 209.04 | |
| Goldman Sachs (GS) | 2.2 | $11M | 10k | 1011.37 | |
| Electronic Arts (EA) | 2.1 | $10M | 51k | 205.04 | |
| Bk Nova Cad (BNS) | 2.1 | $10M | 117k | 86.88 | |
| Visa (V) | 2.1 | $10M | 29k | 343.09 | |
| Johnson & Johnson (JNJ) | 2.0 | $9.8M | 39k | 253.97 | |
| Corteva (CTVA) | 1.9 | $9.3M | 110k | 84.69 | |
| Manulife Finl Corp (MFC) | 1.8 | $9.0M | 222k | 40.54 | |
| Smith & Nephew Sponsored Adr (SNN) | 1.6 | $7.9M | 274k | 28.81 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.6 | $7.7M | 181k | 42.65 | |
| Starbucks Corporation (SBUX) | 1.5 | $7.3M | 71k | 102.19 | |
| Nutrien (NTR) | 1.5 | $7.2M | 114k | 62.97 | |
| Walt Disney Company (DIS) | 1.5 | $7.1M | 74k | 96.25 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $6.8M | 33k | 205.02 | |
| State Street Corporation (STT) | 1.4 | $6.7M | 40k | 169.60 | |
| Facebook Inc cl a (META) | 1.2 | $5.7M | 10k | 563.29 | |
| Rogers Communications CL B (RCI) | 1.2 | $5.6M | 173k | 32.52 | |
| Viatris (VTRS) | 1.2 | $5.6M | 354k | 15.88 | |
| McDonald's Corporation (MCD) | 1.1 | $5.5M | 21k | 270.31 | |
| Unilever Sponsored Adr (UL) | 1.1 | $5.3M | 89k | 60.12 | |
| Diageo Sponsored Adr (DEO) | 1.0 | $4.8M | 59k | 80.38 | |
| Canadian Natural Resources (CNQ) | 1.0 | $4.8M | 120k | 39.55 | |
| Open Text Corp (OTEX) | 1.0 | $4.7M | 214k | 22.12 | |
| Apple (AAPL) | 1.0 | $4.7M | 16k | 289.36 | |
| Bce (BCE) | 0.9 | $4.2M | 197k | 21.53 | |
| Telus Ord (TU) | 0.9 | $4.2M | 394k | 10.57 | |
| Automatic Data Processing (ADP) | 0.8 | $3.9M | 17k | 223.95 | |
| Kenvue (KVUE) | 0.8 | $3.8M | 197k | 19.11 | |
| Linde | 0.6 | $3.0M | 5.8k | 518.94 | |
| Tractor Supply Company (TSCO) | 0.6 | $2.8M | 89k | 31.61 | |
| Kimberly-Clark Corporation (KMB) | 0.6 | $2.8M | 26k | 109.77 | |
| Nike Inc.Cl B CL B (NKE) | 0.3 | $1.5M | 38k | 41.05 | |
| iShares MSCI World ETF Etf (URTH) | 0.3 | $1.5M | 7.3k | 202.64 | |
| Alphabet Inc. Class C Cap Stk Cl A (GOOG) | 0.2 | $1.1M | 3.2k | 353.33 | |
| iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) | 0.2 | $817k | 10k | 79.97 | |
| Eli Lilly & Co. (LLY) | 0.2 | $754k | 629.00 | 1199.43 | |
| Berkshire Hathaway Cl A Cl A (BRK.A) | 0.2 | $749k | 1.00 | 748850.00 | |
| Corning Incorporated (GLW) | 0.1 | $639k | 2.5k | 255.43 | |
| iShares MSCI Canada ETF Etf (EWC) | 0.1 | $598k | 10k | 57.64 | |
| ASML Hldgs Sponsored Adr (ASML) | 0.1 | $493k | 248.00 | 1989.44 | |
| Costco Wholesale Corporation (COST) | 0.1 | $469k | 501.00 | 935.47 | |
| Wal-Mart Stores (WMT) | 0.1 | $423k | 3.7k | 113.26 | |
| Merck & Co (MRK) | 0.1 | $389k | 3.0k | 128.50 | |
| NVIDIA Corporation (NVDA) | 0.1 | $359k | 1.8k | 200.09 | |
| Amgen (AMGN) | 0.1 | $335k | 925.00 | 362.12 | |
| SPDR Bloomberg Barclays High Yield Bond ETF Etf (JNK) | 0.1 | $332k | 3.4k | 96.37 | |
| ING Groep Sponsored Adr (ING) | 0.1 | $322k | 10k | 31.38 | |
| Humana (HUM) | 0.1 | $318k | 800.00 | 397.22 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $318k | 1.0k | 317.53 | |
| Procter & Gamble Company (PG) | 0.1 | $309k | 2.1k | 146.64 | |
| BHP Billiton Sponsored Adr (BHP) | 0.1 | $278k | 3.3k | 83.31 | |
| Fortis (FTS) | 0.1 | $267k | 4.7k | 57.26 | |
| Caterpillar (CAT) | 0.1 | $266k | 250.00 | 1064.90 | |
| Bank of America Corporation (BAC) | 0.0 | $208k | 3.6k | 56.98 |