Lorne Steinberg Wealth Management Inc. 13F Holdings

CIK 0001851362 · MONTREAL, QUEBEC, Z4

As of Sep 30, 2025, Lorne Steinberg Wealth Management Inc. reported 70 positions worth $415.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ROYAL BANK OF CANADARYFinancial Services126,917 8.7M4.51%
ALPHABET INCGOOGLEquity61,115 4.9M3.58%
CANADIAN IMPERIAL BANK OF COMMERCECMFinancial Services183,701 4.7M3.54%
MICROSOFT CORPMSFTTechnology28,138 4.6M3.51%
BANK OF MONTREALBMOFinancial Services97,377 2.7M3.06%
TORONTO DOMINION BANKTDFinancial Services154,081 2.3M2.97%
JPMORGAN CHASE & COJPMFinancial Services38,650 2.2M2.94%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services23,026 1.6M2.79%
BANK OF NOVA SCOTIABNSFinancial Services173,477 1.2M2.70%
ALLSTATE CORPALLFinancial Services51,006 0.9M2.64%
AMERICAN EXPRESS COAXPFinancial Services32,569 0.8M2.61%
TC ENERGY CORPTRPEnergy187,950 0.2M2.46%
META PLATFORMS INCMETACommunication Services13,673 0.0M2.42%
AMAZON.COM INCAMZNEquity45,428 0.0M2.40%
ELECTRONIC ARTS INCEACommunication Services49,260$9.9M2.39%
SMITH & NEPHEW PLCSNNHealthcare264,320$9.6M2.31%
VISA INC-CLASS A SHARESVFinancial Services28,037$9.6M2.31%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology29,548$8.3M1.99%
GOLDMAN SACHS GROUP INCGSFinancial Services10,309$8.2M1.98%
CVS HEALTH CORPCVSHealthcare108,844$8.2M1.98%
WALT DISNEY CODISCommunication Services71,345$8.2M1.97%
MORGAN STANLEYMSFinancial Services51,237$8.1M1.96%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials108,911$8.1M1.95%
CANADIAN NATIONAL RAILWAY COCNIIndustrials83,095$7.8M1.89%
CISCO SYSTEMS INCCSCOTechnology111,793$7.6M1.84%