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
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Royal Bank of Canada | RY | Financial Services | 4.99% | 130,367 | +2,443 | +1.91% | $21,070,370 |
| Alphabet Inc. Class A | GOOGL | Communication Services | 4.18% | 61,341 | +446 | +0.73% | $17,639,217 |
| Toronto Dominion Bank | TD | Financial Services | 3.51% | 158,465 | +2,768 | +1.78% | $14,796,378 |
| Cdn Imperial Bank of Commerce | CM | Financial Services | 3.23% | 143,988 | -40,204 | -21.83% | $13,643,361 |
| Bank of Montreal | BMO | Financial Services | 3.23% | 100,673 | +2,043 | +2.07% | $13,632,740 |
| Microsoft Corp | MSFT | Technology | 3.06% | 34,860 | +6,801 | +24.24% | $12,904,126 |
| TC Energy Corp. | TRP | Energy | 3.02% | 203,385 | +3,071 | +1.53% | $12,733,113 |
| Cdn National Railway | CNI | Industrials | 2.78% | 113,980 | +18,425 | +19.28% | $11,728,862 |
| JPMorgan Chase & Co | JPM | Financial Services | 2.70% | 38,788 | +432 | +1.13% | $11,409,878 |
| Cdn Pacific KC Railway Ltd | CP | Industrials | 2.67% | 143,060 | +32,169 | +29.01% | $11,255,410 |
| Berkshire Hathaway B | BRK-B | Financial Services | 2.59% | 22,817 | -160 | -0.70% | $10,933,906 |
| Allstate Corporation | ALL | Financial Services | 2.49% | 50,790 | -26 | -0.05% | $10,530,798 |
| Electronic Arts Inc | EA | Communication Services | 2.39% | 49,440 | +145 | +0.29% | $10,079,332 |
| Taiwan Semiconductor Mfg ADR | TSM | Technology | 2.37% | 29,643 | +90 | +0.30% | $10,017,851 |
| American Express Co. | AXP | Financial Services | 2.33% | 32,479 | +85 | +0.26% | $9,824,247 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 2.31% | 46,722 | +999 | +2.18% | $9,730,790 |
| Sun Life Financial Inc. | SLF | Financial Services | 2.28% | 153,750 | +26,582 | +20.90% | $9,629,957 |
| Johnson & Johnson | JNJ | Healthcare | 2.19% | 37,854 | +680 | +1.83% | $9,253,031 |
| Corteva Inc. | CTVA | Basic Materials | 2.14% | 107,865 | -690 | -0.64% | $9,029,379 |
| Cisco Systems Inc | CSCO | Technology | 2.04% | 111,013 | -355 | -0.32% | $8,613,498 |
| Visa Inc. | V | Financial Services | 2.04% | 28,481 | +407 | +1.45% | $8,608,097 |
| Goldman Sachs | GS | Financial Services | 2.03% | 10,142 | -164 | -1.59% | $8,580,030 |
| Smith & Nephew PLC ADR | SNN | Healthcare | 2.01% | 266,380 | +1,060 | +0.40% | $8,465,556 |
| Viatris Inc | VTRS | Healthcare | 2.00% | 624,016 | +900 | +0.14% | $8,430,456 |
| Morgan Stanley | MS | Financial Services | 1.99% | 51,021 | -187 | -0.37% | $8,396,525 |
| Nutrien Ltd | NTR | Basic Materials | 1.96% | 109,510 | +1,455 | +1.35% | $8,264,793 |
| CVS Health Corporation | CVS | Healthcare | 1.85% | 108,854 | -70 | -0.06% | $7,817,894 |
| Bank of Nova Scotia | BNS | Financial Services | 1.85% | 112,543 | -57,159 | -33.68% | $7,802,869 |
| Adobe Systems Inc. | ADBE | Technology | 1.84% | 31,984 | +17,037 | +113.98% | $7,774,670 |
| Manulife Financial Corp | MFC | Financial Services | 1.77% | 217,164 | +2,796 | +1.30% | $7,479,156 |
Showing 30 of 67 holdings in the latest reporting period.