Lorne Steinberg Wealth Management Inc. Top Holdings and 13F Report (2026) About Lorne Steinberg Wealth Management Inc.Investment ActivityLorne Steinberg Wealth Management Inc. has $474.11 million in total holdings as of September 30, 2026.Lorne Steinberg Wealth Management Inc. owns shares of 72 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 5.51% 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 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings Royal Bank Of Canada $26,194,230Alphabet $21,610,288Toronto Dominion Bank $19,080,435Microsoft $18,589,547Bank Of Montreal $17,062,740 Largest New Holdings this Quarter 713448108 - PepsiCo $4,424,428 Holding98978V103 - Zoetis $2,827,067 Holding008474108 - Agnico Eagle Mines $417,673 Holding351858105 - Franco-Nevada $329,470 Holding867224107 - Suncor Energy $251,286 Holding Largest Purchases this Quarter PepsiCo 34,915 shares (about $4.42M)Linde PLC 6,365 shares (about $3.02M)Zoetis 40,485 shares (about $2.83M)Automatic Data Processing 9,786 shares (about $2.53M)NVIDIA 1,964 shares (about $448.54K) Largest Sales this Quarter Cisco Systems 903 shares (about $97.19K)SPDR Bloomberg High Yield Bond ETF 1,000 shares (about $92.75K)JPMorgan Chase & Co. 235 shares (about $77.75K)iShares MSCI World ETF 328 shares (about $67.64K)Allstate 295 shares (about $65.45K) 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$26,194,230$127,460 ▲0.5%133,1705.5%FinanceGOOGLAlphabet$21,610,288$200,255 ▲0.9%62,8064.6%Communication ServicesTDToronto Dominion Bank$19,080,435$1,999 ▲0.0%162,2854.0%FinanceMSFTMicrosoft$18,589,547$129,251 ▲0.7%36,2443.9%TechnologyBMOBank Of Montreal$17,062,740$8,862 ▲0.1%102,0443.6%FinanceCMCanadian Imperial Bank of Commerce$16,403,086$259,457 ▲1.6%148,9483.5%FinanceCNICanadian National Railway$14,522,443$420,049 ▲3.0%122,0093.1%IndustrialsTSMTaiwan Semiconductor Manufacturing$13,838,067$36,495 ▼-0.3%30,3342.9%TechnologyCPCanadian Pacific Kansas City$13,674,269$423,334 ▲3.2%160,5702.9%IndustrialsSLFSun Life Financial$13,211,569$201,158 ▲1.5%169,5142.8%FinanceJPMJPMorgan Chase & Co.$12,959,603$77,745 ▼-0.6%39,1732.7%FinanceAMZNAmazon.com$12,938,608$57,304 ▲0.4%51,9312.7%Consumer DiscretionaryTRPTC Energy$12,270,993$142,699 ▲1.2%211,9702.6%EnergyCSCOCisco Systems$11,935,090$97,190 ▼-0.8%110,8902.5%TechnologyBRK.BBerkshire Hathaway$11,476,253$64,733 ▼-0.6%23,0472.4%FinanceALLAllstate$11,347,029$65,449 ▼-0.6%51,1452.4%FinanceBNSBank of Nova Scotia$10,810,596$216,497 ▲2.0%118,8932.3%FinanceVVisa$10,473,750$49,947 ▼-0.5%29,1482.2%FinanceJNJJohnson & Johnson$10,449,817$210,468 ▲2.1%39,4722.2%HealthcareAXPAmerican Express$10,015,229$45,615 ▼-0.5%32,9342.1%FinanceMSMorgan Stanley$9,700,414$15,046 ▼-0.2%51,5762.0%FinanceCVSCVS Health$9,547,665$48,072 ▲0.5%111,4212.0%HealthcareMFCManulife Financial$9,461,722$13,166 ▲0.1%222,0642.0%FinanceGSThe Goldman Sachs Group$9,384,452$67,527 ▲0.7%10,4232.0%FinanceNTRNutrien$8,169,571$174,855 ▲2.2%116,3381.7%MaterialsADBEAdobe$8,084,778$118,770 ▲1.5%33,6951.7%TechnologyDISWalt Disney$7,814,420$58,744 ▲0.8%74,4941.6%Communication ServicesMETAMeta Platforms$7,494,735$105,151 ▲1.4%10,3351.6%Communication ServicesSNNSmith & Nephew SNATS$7,482,100$90,316 ▲1.2%277,5261.6%HealthcareADPAutomatic Data Processing$7,007,619$2,525,375 ▲56.3%27,1551.5%IndustrialsSTTState Street$6,922,493$7,857 ▼-0.1%39,6501.5%FinanceSBUXStarbucks$6,791,240$116,510 ▲1.7%72,2781.4%Consumer DiscretionaryBNBrookfield$6,724,736$137,352 ▲2.1%184,3341.4%FinanceVTRSViatris$6,302,844$30,478 ▲0.5%355,6911.3%HealthcareCNQCanadian Natural Resources$5,935,039$280,431 ▲5.0%126,2011.3%EnergyLinde PLC$5,783,610$3,021,147 ▲109.4%12,1851.2%COMAAPLApple$5,597,733$150,525 ▲2.8%16,8091.2%TechnologyRCIRogers Communication$5,481,060$157,214 ▲3.0%178,0141.2%Communication ServicesUnilever PLC ADR$5,384,078$7,288 ▼-0.1%88,6561.1%SPONSORED ADRDEODiageo$5,159,968$86,028 ▲1.7%60,2801.1%Consumer StaplesMCDMcDonald's$4,838,193$110,851 ▲2.3%20,9501.0%Consumer DiscretionaryPEPPepsiCo$4,424,428$4,424,428 ▲New Holding34,9150.9%Consumer StaplesBCEBCE$4,010,209$9,628 ▲0.2%197,0080.8%Communication ServicesKVUEKenvue$3,548,247$66,313 ▲1.9%200,9200.7%Consumer StaplesTUTELUS$3,325,882$18,094 ▲0.5%396,1060.7%Communication ServicesZTSZoetis$2,827,067$2,827,067 ▲New Holding40,4850.6%HealthcareTSCOTractor Supply$2,793,633$1,877 ▼-0.1%89,2820.6%Consumer DiscretionaryKimberly Clark Corp$2,548,086$49,202 ▲2.0%26,1530.5%COMURTHiShares MSCI World ETF$1,445,466$67,643 ▼-4.5%7,0090.3%ETFNKENIKE$1,318,083$12,992 ▼-1.0%37,2340.3%Consumer DiscretionaryGOOGAlphabet$1,089,686$8,518 ▼-0.8%3,1980.2%Communication ServicesNVDANVIDIA$857,795$448,538 ▲109.6%3,7560.2%TechnologyBRK.ABerkshire Hathaway$747,0050.0%10.2%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$725,001$63,698 ▼-8.1%9,3900.2%ETFLLYEli Lilly and Company$716,232$11,571 ▼-1.6%6190.2%HealthcareEWCiShares MSCI Canada ETF$610,187$4,320 ▲0.7%10,4520.1%ETFCOSTCostco Wholesale$457,901$1,821 ▲0.4%5030.1%Consumer StaplesMRKMerck & Co., Inc.$439,2720.0%3,0230.1%HealthcareAEMAgnico Eagle Mines$417,673$417,673 ▲New Holding2,2810.1%MaterialsAMGNAmgen$389,8960.0%9250.1%HealthcareWal Mart Stores$388,2450.0%3,7360.1%COMGLWCorning$384,4000.0%2,5000.1%TechnologyINGING Group$363,8750.0%10,2500.1%FinanceFNVFranco-Nevada$329,470$329,470 ▲New Holding1,3840.1%MaterialsPGProcter & Gamble$306,3950.0%2,1090.1%Consumer StaplesHUMHumana$305,2560.0%8000.1%HealthcareRCLRoyal Caribbean Cruises$265,8600.0%1,0000.1%Consumer DiscretionarySUSuncor Energy$251,286$251,286 ▲New Holding3,7060.1%EnergyFTSFortis$241,853$4,067 ▼-1.7%4,5790.1%UtilitiesJNKSPDR Bloomberg High Yield Bond ETF$226,310$92,750 ▼-29.1%2,4400.0%ETFAMDAdvanced Micro Devices$222,680$222,680 ▲New Holding3640.0%TechnologyCATCaterpillar$202,6970.0%2500.0%IndustrialsEAElectronic Arts$0$10,384,250 ▼-100.0%00.0%Communication ServicesCTVACorteva$0$9,292,610 ▼-100.0%00.0%MaterialsOTEXOpen Text$0$4,735,003 ▼-100.0%00.0%TechnologyASMLASML$0$493,381 ▼-100.0%00.0%TechnologyBHPBHP Group$0$278,172 ▼-100.0%00.0%MaterialsBACBank of America$0$207,464 ▼-100.0%00.0%FinanceShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
