Lorne Steinberg Wealth Management Inc. Top Holdings and 13F Report (2026)

About Lorne Steinberg Wealth Management Inc.

Investment Activity

Lorne Steinberg Wealth Management Inc. has $422.11 million in total holdings as of March 31, 2026.
Lorne Steinberg Wealth Management Inc. owns shares of 68 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 6.01% of the portfolio was purchased this quarter.
About 5.73% of the portfolio was sold this quarter.
This quarter, Lorne Steinberg Wealth Management Inc. has purchased 72 new stocks and bought additional shares in 38 stocks.
Lorne Steinberg Wealth Management Inc. sold shares of 19 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Royal Bank Of Canada: $21,070,370
Alphabet: $17,639,217
Toronto Dominion Bank: $14,796,378
Canadian Imperial Bank of Commerce: $13,643,361
Bank Of Montreal: $13,632,740

Largest New Holdings this Quarter

87971M996 - Telus Corp.: $4,926,459 Holding
464288513 - iShares iBoxx $ High Yield Corporate Bond ETF: $1,995,364 Holding
78468R622 - SPDR Bloomberg High Yield Bond ETF: $1,220,430 Holding
031162100 - Amgen: $325,461 Holding
867224107 - Suncor Energy: $245,069 Holding

Largest Purchases this Quarter

Telus Corp.: 383,388 shares (about $4.93M)
Adobe: 17,037 shares (about $4.14M)
Canadian Pacific Kansas City: 32,169 shares (about $2.53M)
Microsoft: 6,801 shares (about $2.52M)
iShares iBoxx $ High Yield Corporate Bond ETF: 25,080 shares (about $2.00M)

Largest Sales this Quarter

Bank of Nova Scotia: 57,159 shares (about $3.96M)
Canadian Imperial Bank of Commerce: 40,204 shares (about $3.81M)
Meta Platforms: 3,723 shares (about $2.13M)
The Goldman Sachs Group: 164 shares (about $138.74K)
Eli Lilly and Company: 100 shares (about $91.98K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RY Royal Bank Of Canada	$21,070,370	$394,846 â–²	1.9%	130,367	5.0%	Finance
GOOGL Alphabet	$17,639,217	$128,252 â–²	0.7%	61,341	4.2%	Computer and Technology
TD Toronto Dominion Bank	$14,796,378	$258,457 â–²	1.8%	158,465	3.5%	Finance
CM Canadian Imperial Bank of Commerce	$13,643,361	$3,809,468 â–¼	-21.8%	143,988	3.2%	Finance
BMO Bank Of Montreal	$13,632,740	$276,655 â–²	2.1%	100,673	3.2%	Finance
MSFT Microsoft	$12,904,126	$2,517,526 â–²	24.2%	34,860	3.1%	Computer and Technology
TRP TC Energy	$12,733,113	$192,263 â–²	1.5%	203,385	3.0%	Energy
CNI Canadian National Railway	$11,728,862	$1,895,984 â–²	19.3%	113,980	2.8%	Transportation
JPM JPMorgan Chase & Co.	$11,409,878	$127,077 â–²	1.1%	38,788	2.7%	Finance
CP Canadian Pacific Kansas City	$11,255,410	$2,530,933 â–²	29.0%	143,060	2.7%	Transportation
BRK.B Berkshire Hathaway	$10,933,906	$76,672 â–¼	-0.7%	22,817	2.6%	Finance
ALL Allstate	$10,530,798	$5,391 â–¼	-0.1%	50,790	2.5%	Finance
EA Electronic Arts	$10,079,332	$29,561 â–²	0.3%	49,440	2.4%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$10,017,851	$30,415 â–²	0.3%	29,643	2.4%	Computer and Technology
AXP American Express	$9,824,247	$25,711 â–²	0.3%	32,479	2.3%	Finance
AMZN Amazon.com	$9,730,790	$208,062 â–²	2.2%	46,722	2.3%	Retail/Wholesale
SLF Sun Life Financial	$9,629,957	$1,664,933 â–²	20.9%	153,750	2.3%	Finance
JNJ Johnson & Johnson	$9,253,031	$166,219 â–²	1.8%	37,854	2.2%	Medical
CTVA Corteva	$9,029,379	$57,760 â–¼	-0.6%	107,865	2.1%	Consumer Staples
CSCO Cisco Systems	$8,613,498	$27,544 â–¼	-0.3%	111,013	2.0%	Computer and Technology
V Visa	$8,608,097	$123,012 â–²	1.4%	28,481	2.0%	Business Services
GS The Goldman Sachs Group	$8,580,030	$138,742 â–¼	-1.6%	10,142	2.0%	Finance
SNN Smith & Nephew SNATS	$8,465,556	$33,687 â–²	0.4%	266,380	2.0%	Medical
VTRS Viatris	$8,430,456	$12,159 â–²	0.1%	624,016	2.0%	Medical
MS Morgan Stanley	$8,396,525	$30,775 â–¼	-0.4%	51,021	2.0%	Finance
NTR Nutrien	$8,264,793	$109,810 â–²	1.3%	109,510	2.0%	Basic Materials
CVS CVS Health	$7,817,894	$5,027 â–¼	-0.1%	108,854	1.9%	Medical
BNS Bank of Nova Scotia	$7,802,869	$3,962,967 â–¼	-33.7%	112,543	1.8%	Finance
ADBE Adobe	$7,774,670	$4,141,354 â–²	114.0%	31,984	1.8%	Computer and Technology
MFC Manulife Financial	$7,479,156	$96,295 â–²	1.3%	217,164	1.8%	Finance
DIS Walt Disney	$6,940,323	$66,020 â–²	1.0%	72,010	1.6%	Consumer Discretionary
BN Brookfield	$6,518,641	$76,043 â–²	1.2%	160,903	1.5%	Finance
RCI Rogers Communication	$6,384,856	$232,433 â–²	3.8%	166,054	1.5%	Utilities
SBUX Starbucks	$6,203,928	$138,148 â–²	2.3%	69,248	1.5%	Retail/Wholesale
META Meta Platforms	$5,705,280	$2,130,040 â–¼	-27.2%	9,972	1.4%	Computer and Technology
CNQ Canadian Natural Resources	$5,637,854	$106,954 â–²	1.9%	115,599	1.3%	Energy
Unilever PLC ADR	$4,933,317	$741 â–¼	0.0%	86,595	1.2%	SPONSORED ADR
Telus Corp.	$4,926,459	$4,926,459 â–²	New Holding	383,388	1.2%	COM
STT State Street	$4,921,285	$20,250 â–¼	-0.4%	38,885	1.2%	Finance
BCE BCE	$4,825,016	$118,337 â–²	2.5%	191,268	1.1%	Utilities
OTEX Open Text	$4,552,704	$216,782 â–²	5.0%	204,343	1.1%	Computer and Technology
DEO Diageo	$4,280,875	$111,675 â–²	2.7%	57,500	1.0%	Consumer Staples
AAPL Apple	$4,243,115	$31,978 â–²	0.8%	16,719	1.0%	Computer and Technology
TSCO Tractor Supply	$3,945,041	$1,132 â–¼	0.0%	87,087	0.9%	Retail/Wholesale
ADP Automatic Data Processing	$3,413,220	$62,783 â–²	1.9%	16,799	0.8%	Computer and Technology
KVUE Kenvue	$3,298,960	$30,515 â–²	0.9%	191,355	0.8%	Consumer Staples
MIDD Middleby	$3,134,191	$20,550 â–¼	-0.7%	23,640	0.7%	Industrials
MCD McDonald's	$3,114,426	$130,532 â–²	4.4%	10,021	0.7%	Retail/Wholesale
Kimberly Clark Corp	$2,381,651	$6,463 â–¼	-0.3%	24,688	0.6%	COM
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,995,364	$1,995,364 â–²	New Holding	25,080	0.5%	ETF
NKE NIKE	$1,930,623	$58,630 â–²	3.1%	36,551	0.5%	Consumer Discretionary
JNK SPDR Bloomberg High Yield Bond ETF	$1,220,430	$1,220,430 â–²	New Holding	12,750	0.3%	Finance
URTH iShares MSCI World ETF	$1,195,152	$48,965 â–¼	-3.9%	6,639	0.3%	ETF
GOOG Alphabet	$924,549		0.0%	3,223	0.2%	Computer and Technology
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.2%	Finance
EWC iShares MSCI Canada ETF	$591,896	$201,517 â–²	51.6%	10,803	0.1%	ETF
LLY Eli Lilly and Company	$578,535	$91,977 â–¼	-13.7%	629	0.1%	Medical
COST Costco Wholesale	$477,289	$8,968 â–²	1.9%	479	0.1%	Retail/Wholesale
Wal Mart Stores	$400,305	$90,103 â–²	29.0%	3,221	0.1%	COM
MRK Merck & Co., Inc.	$363,636		0.0%	3,023	0.1%	Medical
GLW Corning	$339,925		0.0%	2,500	0.1%	Computer and Technology
AMGN Amgen	$325,461	$325,461 â–²	New Holding	925	0.1%	Medical
PG Procter & Gamble	$306,646	$72,220 â–¼	-19.1%	2,123	0.1%	Consumer Staples
RCL Royal Caribbean Cruises	$275,180		0.0%	1,000	0.1%	Consumer Discretionary
ING ING Group	$267,012		0.0%	10,250	0.1%	Finance
NVDA NVIDIA	$261,948	$54,064 â–¼	-17.1%	1,502	0.1%	Computer and Technology
ENB Enbridge	$256,623	$17,126 â–²	7.2%	4,735	0.1%	Energy
SU Suncor Energy	$245,069	$245,069 â–²	New Holding	3,706	0.1%	Energy
BDX Becton, Dickinson and Company	$0	$5,201,658 â–¼	-100.0%	0	0.0%	Medical
TU TELUS	$0	$4,794,188 â–¼	-100.0%	0	0.0%	Utilities
Linde PLC	$0	$2,257,735 â–¼	-100.0%	0	0.0%	COM
FTS Fortis	$0	$300,882 â–¼	-100.0%	0	0.0%	Utilities
EFA iShares MSCI EAFE ETF	$0	$225,190 â–¼	-100.0%	0	0.0%	Finance
BAC Bank of America	$0	$219,505 â–¼	-100.0%	0	0.0%	Finance
ORCL Oracle	$0	$206,604 â–¼	-100.0%	0	0.0%	Computer and Technology
HUM Humana	$0	$204,904 â–¼	-100.0%	0	0.0%	Medical
BHP BHP Group	$0	$196,806 â–¼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Lorne Steinberg Wealth Management Inc. Top Holdings and 13F Report (2026)

About Lorne Steinberg Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Lorne Steinberg Wealth Management Inc. Top Holdings and 13F Report (2026)

About Lorne Steinberg Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLorne Steinberg Wealth Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools