Lorne Steinberg Wealth Management Inc. Portfolio Stock Holdings

Lorne Steinberg Wealth Management Inc. disclosed 68 stock positions valued at approximately $422.1 million in its latest SEC 13F filing. The largest holdings include Royal Bank of Canada, Alphabet Inc. Class A, and Toronto Dominion Bank. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
68
Portfolio Value
$422.1M
Holdings by Sector
Lorne Steinberg Wealth Management Inc. Portfolio Holdings in Q1 2026

66 holdings in the latest reporting period.

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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
Walt Disney Co.DISCommunication Services1.64%72,010+685+0.96%$6,940,323
Brookfield CorpBNFinancial Services1.54%160,903+1,877+1.18%$6,518,641
Rogers CommunicationsRCICommunication Services1.51%166,054+6,045+3.78%$6,384,856
Starbucks CorpSBUXConsumer Cyclical1.47%69,248+1,542+2.28%$6,203,928
Meta PlatformsMETACommunication Services1.35%9,972-3,723-27.19%$5,705,280
Cdn Natural Resources LtdCNQEnergy1.34%115,599+2,193+1.93%$5,637,854
State Street CorpSTTFinancial Services1.17%38,885-160-0.41%$4,921,285
BCE Inc.BCECommunication Services1.14%191,268+4,691+2.51%$4,825,016
Open Text CorpOTEXTechnology1.08%204,343+9,730+5.00%$4,552,704
Diageo PLC ADRDEOConsumer Defensive1.01%57,500+1,500+2.68%$4,280,875
Apple Inc.AAPLTechnology1.01%16,719+126+0.76%$4,243,115
Tractor Supply CoTSCOConsumer Cyclical0.93%87,087-25-0.03%$3,945,041
Automatic Data Processing Inc.ADPTechnology0.81%16,799+309+1.87%$3,413,220
Kenvue IncKVUEConsumer Defensive0.78%191,355+1,770+0.93%$3,298,960
Middleby CorpMIDDIndustrials0.74%23,640-155-0.65%$3,134,191
McDonalds CorpMCDConsumer Cyclical0.74%10,021+420+4.37%$3,114,426
Kimberly Clark CorpKMBConsumer Defensive0.56%24,688-67-0.27%$2,381,651
iShares iBoxx $ High Yield Corporate Bond ETFHYGOther0.47%25,080+25,080+100.00%$1,995,364
Nike Inc.Cl BNKEConsumer Cyclical0.46%36,551+1,110+3.13%$1,930,623
SPDR Bloomberg Barclays High Yield Bond ETFJNKOther0.29%12,750+12,750+100.00%$1,220,430
iShares MSCI World ETFURTHOther0.28%6,639-272-3.94%$1,195,152
Alphabet Inc. Class CGOOGCommunication Services0.22%3,223--$924,549
BERKSHIRE HATHAWAY CL ABRK-AFinancial Services0.17%1--$718,140
iShares MSCI Canada ETFEWCOther0.14%10,803+3,678+51.62%$591,896
Eli Lilly & CoLLYHealthcare0.14%629-100-13.72%$578,535
Costco Wholesale CorpCOSTConsumer Defensive0.11%479+9+1.91%$477,289
Wal Mart StoresWMTConsumer Defensive0.09%3,221+725+29.05%$400,305
Merck & CompanyMRKHealthcare0.09%3,023--$363,636
Corning Inc.GLWTechnology0.08%2,500--$339,925
AmgenAMGNHealthcare0.08%925+925+100.00%$325,461
Procter and GamblePGConsumer Defensive0.07%2,123-500-19.06%$306,646
Royal Caribbean CruisesRCLOther0.07%1,000--$275,180
ING Groep ADRINGFinancial Services0.06%10,250--$267,012
NVidiaNVDATechnology0.06%1,502-310-17.11%$261,948
Enbridge IncENBEnergy0.06%4,735+316+7.15%$256,623
Suncor Energy Inc.SUEnergy0.06%3,706+3,706+100.00%$245,069