Lorne Steinberg Wealth Management Inc.
68 holdingsFiling period: 2026-03-31Current AUM: $491.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank of Canada | 130.4K | $21.1M | $27.3M | 5.55% | +2.4K | 2026-03-31 |
| 2 | GOOGL | Alphabet Inc. Class A | 61.3K | $17.6M | $21.8M | 4.44% | +446 | 2026-03-31 |
| 3 | TD | Toronto Dominion Bank | 158.5K | $14.8M | $19.0M | 3.87% | +2.8K | 2026-03-31 |
| 4 | CM | Cdn Imperial Bank of Commerce | 144.0K | $13.6M | $17.1M | 3.47% | -40,204 | 2026-03-31 |
| 5 | BMO | Bank of Montreal | 100.7K | $13.6M | $18.1M | 3.68% | +2.0K | 2026-03-31 |
| 6 | MSFT | Microsoft Corp | 34.9K | $12.9M | $16.2M | 3.30% | +6.8K | 2026-03-31 |
| 7 | TRP | TC Energy Corp. | 203.4K | $12.7M | $13.7M | 2.79% | +3.1K | 2026-03-31 |
| 8 | CNI | Cdn National Railway | 114.0K | $11.7M | $14.5M | 2.95% | +18.4K | 2026-03-31 |
| 9 | JPM | JPMorgan Chase & Co | 38.8K | $11.4M | $13.6M | 2.78% | +432 | 2026-03-31 |
| 10 | CP | Cdn Pacific KC Railway Ltd | 143.1K | $11.3M | $12.7M | 2.59% | +32.2K | 2026-03-31 |
| 11 | BRK-B | Berkshire Hathaway B | 22.8K | $10.9M | $10.9M | 2.22% | -160 | 2026-03-31 |
| 12 | ALL | Allstate Corporation | 50.8K | $10.5M | $13.4M | 2.73% | -26 | 2026-03-31 |
| 13 | EA | Electronic Arts Inc | 49.4K | $10.1M | $10.4M | 2.11% | +145 | 2026-03-31 |
| 14 | TSM | Taiwan Semiconductor Mfg ADR | 29.6K | $10.0M | $12.0M | 2.44% | +90 | 2026-03-31 |
| 15 | AXP | American Express Co. | 32.5K | $9.8M | $10.9M | 2.22% | +85 | 2026-03-31 |
| 16 | AMZN | Amazon.Com Inc | 46.7K | $9.7M | $12.7M | 2.58% | +999 | 2026-03-31 |
| 17 | SLF | Sun Life Financial Inc. | 153.8K | $9.6M | $12.8M | 2.60% | +26.6K | 2026-03-31 |
| 18 | JNJ | Johnson & Johnson | 37.9K | $9.3M | $9.7M | 1.97% | +680 | 2026-03-31 |
| 19 | CTVA | Corteva Inc. | 107.9K | $9.0M | $8.5M | 1.73% | -690 | 2026-03-31 |
| 20 | CSCO | Cisco Systems Inc | 111.0K | $8.6M | $12.9M | 2.62% | -355 | 2026-03-31 |
| 21 | V | Visa Inc. | 28.5K | $8.6M | $10.4M | 2.12% | +407 | 2026-03-31 |
| 22 | GS | Goldman Sachs | 10.1K | $8.6M | $10.3M | 2.10% | -164 | 2026-03-31 |
| 23 | SNN | Smith & Nephew PLC ADR | 266.4K | $8.5M | $8.4M | 1.71% | +1.1K | 2026-03-31 |
| 24 | VTRS | Viatris Inc | 624.0K | $8.4M | $11.0M | 2.23% | +900 | 2026-03-31 |
| 25 | MS | Morgan Stanley | 51.0K | $8.4M | $10.7M | 2.18% | -187 | 2026-03-31 |
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