Lorne Steinberg Wealth Management Inc. Portfolio Stock Holdings

According to the SEC 13F filed on May 8, 2026, Lorne Steinberg Wealth Management Inc. disclosed 67 stock positions valued at approximately $422.11M as of quarter-end March 31, 2026. The largest holdings include Royal Bank of Canada, Alphabet Inc. Class A, and Toronto Dominion Bank.

Report Period
March 31, 2026
No. of Stocks
67
Portfolio Value
$422.11M
Holdings by Sector
Lorne Steinberg Wealth Management Inc. Portfolio Holdings in Q1 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Royal Bank of CanadaRYFinancial Services4.99%130,367+2,443+1.91%$21,070,370
Alphabet Inc. Class AGOOGLCommunication Services4.18%61,341+446+0.73%$17,639,217
Toronto Dominion BankTDFinancial Services3.51%158,465+2,768+1.78%$14,796,378
Cdn Imperial Bank of CommerceCMFinancial Services3.23%143,988-40,204-21.83%$13,643,361
Bank of MontrealBMOFinancial Services3.23%100,673+2,043+2.07%$13,632,740
Microsoft CorpMSFTTechnology3.06%34,860+6,801+24.24%$12,904,126
TC Energy Corp.TRPEnergy3.02%203,385+3,071+1.53%$12,733,113
Cdn National RailwayCNIIndustrials2.78%113,980+18,425+19.28%$11,728,862
JPMorgan Chase & CoJPMFinancial Services2.70%38,788+432+1.13%$11,409,878
Cdn Pacific KC Railway LtdCPIndustrials2.67%143,060+32,169+29.01%$11,255,410
Berkshire Hathaway BBRK-BFinancial Services2.59%22,817-160-0.70%$10,933,906
Allstate CorporationALLFinancial Services2.49%50,790-26-0.05%$10,530,798
Electronic Arts IncEACommunication Services2.39%49,440+145+0.29%$10,079,332
Taiwan Semiconductor Mfg ADRTSMTechnology2.37%29,643+90+0.30%$10,017,851
American Express Co.AXPFinancial Services2.33%32,479+85+0.26%$9,824,247
Amazon.Com IncAMZNConsumer Cyclical2.31%46,722+999+2.18%$9,730,790
Sun Life Financial Inc.SLFFinancial Services2.28%153,750+26,582+20.90%$9,629,957
Johnson & JohnsonJNJHealthcare2.19%37,854+680+1.83%$9,253,031
Corteva Inc.CTVABasic Materials2.14%107,865-690-0.64%$9,029,379
Cisco Systems IncCSCOTechnology2.04%111,013-355-0.32%$8,613,498
Visa Inc.VFinancial Services2.04%28,481+407+1.45%$8,608,097
Goldman SachsGSFinancial Services2.03%10,142-164-1.59%$8,580,030
Smith & Nephew PLC ADRSNNHealthcare2.01%266,380+1,060+0.40%$8,465,556
Viatris IncVTRSHealthcare2.00%624,016+900+0.14%$8,430,456
Morgan StanleyMSFinancial Services1.99%51,021-187-0.37%$8,396,525
Nutrien LtdNTRBasic Materials1.96%109,510+1,455+1.35%$8,264,793
CVS Health CorporationCVSHealthcare1.85%108,854-70-0.06%$7,817,894
Bank of Nova ScotiaBNSFinancial Services1.85%112,543-57,159-33.68%$7,802,869
Adobe Systems Inc.ADBETechnology1.84%31,984+17,037+113.98%$7,774,670
Manulife Financial CorpMFCFinancial Services1.77%217,164+2,796+1.30%$7,479,156
Showing 30 of 67 holdings in the latest reporting period.