Lorne Steinberg Wealth Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Lorne Steinberg Wealth Management Inc. disclosed 71 stock positions valued at approximately $474.11M as of quarter-end September 30, 2026. The largest holdings include Royal Bank of Canada, Alphabet Inc. Class A, and Toronto Dominion Bank.
- Report Period
- September 30, 2026
- No. of Stocks
- 71
- Portfolio Value
- $474.11M
Holdings by Sector
Lorne Steinberg Wealth Management Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Royal Bank of Canada | RY | Financial Services | 5.52% | 133,170 | +2,803 | +2.15% | $26,194,230 |
| Alphabet Inc. Class A | GOOGL | Communication Services | 4.56% | 62,806 | +1,465 | +2.39% | $21,610,288 |
| Toronto Dominion Bank | TD | Financial Services | 4.02% | 162,285 | +3,820 | +2.41% | $19,080,435 |
| Microsoft Corp | MSFT | Technology | 3.92% | 36,244 | +1,384 | +3.97% | $18,589,547 |
| Bank of Montreal | BMO | Financial Services | 3.60% | 102,044 | +1,371 | +1.36% | $17,062,740 |
| Cdn Imperial Bank of Commerce | CM | Financial Services | 3.46% | 148,948 | +4,960 | +3.44% | $16,403,086 |
| Cdn National Railway | CNI | Industrials | 3.06% | 122,009 | +8,029 | +7.04% | $14,522,443 |
| Taiwan Semiconductor Mfg ADR | TSM | Technology | 2.92% | 30,334 | +691 | +2.33% | $13,838,067 |
| Cdn Pacific KC Railway Ltd | CP | Industrials | 2.88% | 160,570 | +17,510 | +12.24% | $13,674,269 |
| Sun Life Financial | SLF | Financial Services | 2.79% | 169,514 | +15,764 | +10.25% | $13,211,569 |
| JPMorgan Chase & Co | JPM | Financial Services | 2.73% | 39,173 | +385 | +0.99% | $12,959,603 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 2.73% | 51,931 | +5,209 | +11.15% | $12,938,608 |
| TC Energy | TRP | Energy | 2.59% | 211,970 | +8,585 | +4.22% | $12,270,993 |
| Cisco Systems Inc | CSCO | Technology | 2.52% | 110,890 | -123 | -0.11% | $11,935,090 |
| Berkshire Hathaway B | BRK-B | Financial Services | 2.42% | 23,047 | +230 | +1.01% | $11,476,253 |
| Allstate Corporation | ALL | Financial Services | 2.39% | 51,145 | +355 | +0.70% | $11,347,029 |
| Bank of Nova Scotia | BNS | Financial Services | 2.28% | 118,893 | +6,350 | +5.64% | $10,810,596 |
| Visa Inc. | V | Financial Services | 2.21% | 29,148 | +667 | +2.34% | $10,473,750 |
| Johnson & Johnson | JNJ | Healthcare | 2.20% | 39,472 | +1,618 | +4.27% | $10,449,817 |
| American Express Co. | AXP | Financial Services | 2.11% | 32,934 | +455 | +1.40% | $10,015,229 |
| Morgan Stanley | MS | Financial Services | 2.05% | 51,576 | +555 | +1.09% | $9,700,414 |
| CVS Health Corporation | CVS | Healthcare | 2.01% | 111,421 | +2,567 | +2.36% | $9,547,665 |
| Manulife Financial Corp | MFC | Financial Services | 2.00% | 222,064 | +4,900 | +2.26% | $9,461,722 |
| Goldman Sachs | GS | Financial Services | 1.98% | 10,423 | +281 | +2.77% | $9,384,452 |
| Nutrien | NTR | Basic Materials | 1.72% | 116,338 | +6,828 | +6.24% | $8,169,571 |
| Adobe Systems Inc. | ADBE | Technology | 1.71% | 33,695 | +1,711 | +5.35% | $8,084,778 |
| Walt Disney Co. | DIS | Communication Services | 1.65% | 74,494 | +2,484 | +3.45% | $7,814,420 |
| Meta Platforms | META | Communication Services | 1.58% | 10,335 | +363 | +3.64% | $7,494,735 |
| Smith & Nephew PLC ADR | SNN | Healthcare | 1.58% | 277,526 | +11,146 | +4.18% | $7,482,100 |
| Automatic Data Processing Inc. | ADP | Technology | 1.48% | 27,155 | +10,356 | +61.65% | $7,007,619 |
Showing 30 of 71 holdings in the latest reporting period.