Lorne Steinberg Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Lorne Steinberg Wealth Management Inc. held in its portfolio 72 assets valued at $434,857,478 (i.e. $434.86M).
The most valuable assets in the portfolio included: Royal Bank of Canada ($21.84M), Alphabet Inc. Class A ($19.06M), and Cdn Imperial Bank of Commerce ($16.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 72 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lorne Steinberg Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Royal Bank of Canada | 127924 | 21838880 | COM |
| Alphabet Inc. Class A | 60895 | 19060135 | CAP STK CL A |
| Cdn Imperial Bank of Commerce | 184192 | 16721641 | COM |
| Toronto Dominion Bank | 155697 | 14694797 | COM |
| Microsoft Corp | 28059 | 13569893 | COM |
| Bank of Montreal | 98630 | 12826557 | COM |
| Bank of Nova Scotia | 169702 | 12533870 | COM |
| JPMorgan Chase & Co | 38356 | 12359070 | COM |
| American Express Co. | 32394 | 11984160 | COM |
| Berkshire Hathaway B | 22977 | 11549389 | CL B NEW |
| TC Energy Corp. | 200314 | 11045843 | COM |
| Allstate Corporation | 50816 | 10577350 | COM |
| Amazon.Com Inc | 45723 | 10553782 | COM |
| Electronic Arts Inc | 49295 | 10072447 | COM |
| Visa Inc. | 28074 | 9845832 | COM NEW |
| Cdn National Railway | 95555 | 9464040 | COM |
| Morgan Stanley | 51208 | 9090956 | COM |
| Goldman Sachs | 10306 | 9058974 | COM |
| Meta Platforms | 13695 | 9039932 | COM |
| Taiwan Semiconductor Mfg ADR | 29553 | 8980861 | SPDN ADS |
| Smith & Nephew PLC ADR | 265320 | 8705149 | SPONSORED ADR |
| CVS Health Corporation | 108924 | 8644208 | COM |
| Cisco Systems Inc | 111368 | 8578677 | COM |
| Cdn Pacific KC Railway Ltd | 110891 | 8175637 | COM |
| Walt Disney Co. | 71325 | 8114645 | COM |
| Sun Life Financial Inc. | 127168 | 7949446 | COM |
| Manulife Financial Corp | 214368 | 7794751 | COM |
| Viatris Inc | 623116 | 7757794 | COM NEW |
| Johnson & Johnson | 37174 | 7693159 | COM |
| Brookfield Corp | 159026 | 7311891 | COM |
| Corteva Inc. | 108555 | 7276441 | COM |
| Nutrien Ltd | 108055 | 6679051 | COM |
| Open Text Corp | 194613 | 6346998 | COM |
| Rogers Communications | 160009 | 6048417 | COM |
| Starbucks Corp | 67706 | 5701522 | COM |
| Unilever PLC ADR | 86608 | 5664163 | SPONSORED ADR |
| Adobe Systems Inc. | 14947 | 5231300 | COM |
| Becton Dickinson & Co | 26803 | 5201658 | COM |
| State Street Corp | 39045 | 5037195 | COM |
| Diageo PLC ADR | 56000 | 4831120 | SPONSORED ADR |
| Telus Corp | 363257 | 4794188 | COM |
| Apple Inc. | 16593 | 4510972 | COM |
| BCE Inc. | 186577 | 4456752 | COM |
| Tractor Supply Co | 87112 | 4356471 | COM |
| Automatic Data Processing Inc. | 16490 | 4241722 | COM |
| Cdn Natural Resources Ltd | 113406 | 3846619 | COM |
| Middleby Corp | 23795 | 3537602 | COM |
| Kenvue Inc | 189585 | 3270341 | COM |
| McDonalds Corp | 9601 | 2934353 | COM |
| Kimberly Clark Corp | 24755 | 2497531 | COM |
| Nike Inc.Cl B | 35441 | 2257946 | COM |
| Linde PLC | 5295 | 2257735 | COM |
| iShares MSCI World ETF | 6911 | 1283856 | ETF |
| Alphabet Inc. Class C | 3223 | 1011377 | CAP STK CL C |
| Eli Lilly & Co | 729 | 783441 | COM |
| BERKSHIRE HATHAWAY CL A | 1 | 754800 | CL A LTD VT SH |
| Costco Wholesale Corp | 470 | 405299 | COM |
| iShares MSCI Canada ETF | 7125 | 384251 | ETF |
| Procter and Gamble | 2623 | 375902 | COM |
| NVidia | 1812 | 337938 | COM |
| Merck & Company | 3023 | 318200 | COM |
| Fortis Inc. | 5779 | 300882 | COM |
| ING Groep ADR | 10250 | 287000 | SPONSORED ADR |
| Royal Caribbean Cruises | 1000 | 278920 | COM |
| Wal Mart Stores | 2496 | 278079 | COM |
| iShares MSCI EAFE ETF | 2345 | 225190 | ETF |
| Bank of America | 3991 | 219505 | COM |
| Corning Inc. | 2500 | 218900 | COM |
| Enbridge Inc | 4419 | 211761 | COM |
| Oracle Corp | 1060 | 206604 | COM |
| Humana Inc. | 800 | 204904 | COM |
| BHP Billiton | 3260 | 196806 | COM |
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