Lorne Steinberg Wealth Management Inc. Top Holdings and 13F Report (2025) About Lorne Steinberg Wealth Management Inc.Investment ActivityLorne Steinberg Wealth Management Inc. has $382.91 million in total holdings as of June 30, 2025.Lorne Steinberg Wealth Management Inc. owns shares of 70 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 3.12% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Lorne Steinberg Wealth Management Inc. has purchased 70 new stocks and bought additional shares in 26 stocks.Lorne Steinberg Wealth Management Inc. sold shares of 33 stocks and completely divested from 1 stock this quarter.Largest Holdings Royal Bank Of Canada $16,076,998Microsoft $14,178,174Canadian Imperial Bank of Commerce $12,956,716Berkshire Hathaway $11,233,917JPMorgan Chase & Co. $11,167,333 Largest New Holdings this Quarter 68389X105 - Oracle $278,753 Holding Largest Purchases this Quarter Bank Of Montreal 17,883 shares (about $1.98M)Starbucks 15,782 shares (about $1.45M)Canadian Imperial Bank of Commerce 16,028 shares (about $1.15M)iShares MSCI World ETF 5,113 shares (about $866.04K)Walt Disney 6,970 shares (about $864.35K) Largest Sales this Quarter Meta Platforms 7,193 shares (about $5.31M)Alphabet 1,028 shares (about $181.16K)Viatris 14,675 shares (about $131.05K)American Express 300 shares (about $95.69K)JPMorgan Chase & Co. 305 shares (about $88.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLorne Steinberg Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRYRoyal Bank Of Canada$16,076,998$715,990 ▲4.7%121,9044.2%FinanceMSFTMicrosoft$14,178,174$69,637 ▼-0.5%28,5043.7%Computer and TechnologyCMCanadian Imperial Bank of Commerce$12,956,716$1,149,910 ▲9.7%180,5973.4%FinanceBRK.BBerkshire Hathaway$11,233,917$77,723 ▼-0.7%23,1262.9%FinanceJPMJPMorgan Chase & Co.$11,167,333$88,423 ▼-0.8%38,5202.9%FinanceTDToronto Dominion Bank$10,979,948$24,657 ▲0.2%149,1772.9%FinanceGOOGLAlphabet$10,671,607$181,164 ▼-1.7%60,5552.8%Computer and TechnologyAXPAmerican Express$10,474,984$95,694 ▼-0.9%32,8392.7%FinanceALLAllstate$10,412,961$81,531 ▼-0.8%51,7262.7%FinanceBMOBank Of Montreal$10,203,776$1,983,113 ▲24.1%92,0142.7%FinanceMETAMeta Platforms$10,063,119$5,309,081 ▼-34.5%13,6342.6%Computer and TechnologyVVisa$9,931,813$65,684 ▼-0.7%27,9732.6%Business ServicesAMZNAmazon.com$9,815,289$784,319 ▲8.7%44,7392.6%Retail/WholesaleBNSBank of Nova Scotia$9,350,876$555,826 ▲6.3%168,9912.4%FinanceTRPTC Energy$8,962,487$133,761 ▲1.5%183,4562.3%EnergyDISWalt Disney$8,909,498$864,350 ▲10.7%71,8452.3%Consumer DiscretionaryCTVACorteva$8,225,876$71,176 ▼-0.9%110,3702.1%Consumer StaplesSNNSmith & Nephew SNATS$8,038,537$1,072 ▲0.0%262,4402.1%MedicalCSCOCisco Systems$7,860,268$46,831 ▼-0.6%113,2932.1%Computer and TechnologyCPCanadian Pacific Kansas City$7,852,120$590,274 ▲8.1%98,7712.1%TransportationEAElectronic Arts$7,796,554$48,709 ▼-0.6%48,8202.0%Consumer DiscretionarySLFSun Life Financial$7,742,062$23,238 ▲0.3%116,2742.0%FinanceCVSCVS Health$7,571,037$22,074 ▼-0.3%109,7572.0%MedicalGSThe Goldman Sachs Group$7,357,061$10,616 ▼-0.1%10,3951.9%FinanceMSMorgan Stanley$7,356,836$26,763 ▼-0.4%52,2281.9%FinanceCNICanadian National Railway$7,025,638$96,032 ▲1.4%67,3801.8%TransportationTSMTaiwan Semiconductor Manufacturing$6,588,141$16,987 ▼-0.3%29,0881.7%Computer and TechnologySBUXStarbucks$6,387,618$1,446,104 ▲29.3%69,7111.7%Retail/WholesaleBNBrookfield$6,342,500$58,528 ▲0.9%102,4071.7%FinanceMFCManulife Financial$6,139,715$19,805 ▼-0.3%191,8951.6%FinanceULUnilever$5,784,908$15,904 ▼-0.3%94,5711.5%Consumer StaplesTelus Corp.$5,656,059$60,509 ▲1.1%351,9351.5%COMDEODiageo$5,644,014$86,218 ▼-1.5%55,9701.5%Consumer StaplesVTRSViatris$5,623,095$131,048 ▼-2.3%629,6861.5%MedicalNTRNutrien$5,540,798$75,513 ▲1.4%95,0211.4%Basic MaterialsADBEAdobe$5,522,712$669,302 ▲13.8%14,2751.4%Computer and TechnologyJNJJohnson & Johnson$5,499,916$636,967 ▲13.1%36,0061.4%MedicalOTEXOpen Text$4,921,113$555,569 ▲12.7%168,2981.3%Computer and TechnologyBDXBecton, Dickinson and Company$4,704,664$82,680 ▼-1.7%27,3131.2%MedicalTSCOTractor Supply$4,664,181$35,620 ▼-0.8%88,3871.2%Retail/WholesaleSTTState Street$4,174,376$25,522 ▼-0.6%39,2551.1%FinanceBCEBCE$4,008,554$153,730 ▲4.0%180,6231.0%UtilitiesKVUEKenvue$3,915,375$25,639 ▼-0.7%187,0701.0%Consumer StaplesRCIRogers Communication$3,649,632$58,294 ▲1.6%122,9611.0%UtilitiesMIDDMiddleby$3,504,240$18,720 ▼-0.5%24,3350.9%IndustrialsAAPLApple$3,277,590$53,344 ▲1.7%15,9750.9%Computer and TechnologyMGAMagna International$3,249,717$21,701 ▼-0.7%84,0090.8%Auto/Tires/TrucksKHCKraft Heinz$2,783,912$56,417 ▼-2.0%107,8200.7%Consumer StaplesCNQCanadian Natural Resources$2,742,966$52,683 ▲2.0%87,2100.7%EnergyADPAutomatic Data Processing$2,622,633$18,504 ▼-0.7%8,5040.7%Computer and TechnologyNKENIKE$2,582,730$55,766 ▼-2.1%36,3560.7%Consumer DiscretionaryWBDWarner Bros. Discovery$2,548,669$72,656 ▼-2.8%222,3970.7%Consumer DiscretionaryHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,261,426$42,583 ▲1.9%28,0400.6%ETFSMGScotts Miracle-Gro$2,250,225$74,865 ▼-3.2%34,1150.6%Consumer StaplesURTHiShares MSCI World ETF$1,656,367$866,040 ▲109.6%9,7790.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,216,847$11,672 ▼-1.0%12,5100.3%FinanceBRK.ABerkshire Hathaway$728,8000.0%10.2%FinanceGOOGAlphabet$588,0470.0%3,3150.2%Computer and TechnologyCVECenovus Energy$496,113$20,889 ▲4.4%36,4330.1%EnergyNVDANVIDIA$458,486$7,899 ▼-1.7%2,9020.1%Computer and TechnologyCOSTCostco Wholesale$451,412$34,648 ▼-7.1%4560.1%Retail/WholesalePGProcter & Gamble$407,0620.0%2,5550.1%Consumer StaplesMCDMcDonald's$364,3350.0%1,2470.1%Retail/WholesaleRCLRoyal Caribbean Cruises$313,1400.0%1,0000.1%Consumer DiscretionaryORCLOracle$278,753$278,753 ▲New Holding1,2750.1%Computer and TechnologyLLYEli Lilly and Company$245,5510.0%3150.1%MedicalWMTWalmart$234,0850.0%2,3940.1%Retail/WholesaleDFJWisdomTree Japan SmallCap Dividend Fund$231,8860.0%2,7060.1%FinanceINGING Group$224,1670.0%10,2500.1%FinanceMRKMerck & Co., Inc.$207,6360.0%2,6230.1%MedicalHUMHumana$0$211,680 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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