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 $486.63 million in total holdings as of June 30, 2026.
Lorne Steinberg Wealth Management Inc. owns shares of 72 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 5.22% of the portfolio was purchased this quarter.
About 3.10% of the portfolio was sold this quarter.
This quarter, Lorne Steinberg Wealth Management Inc. has purchased 68 new stocks and bought additional shares in 50 stocks.
Lorne Steinberg Wealth Management Inc. sold shares of 6 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Royal Bank Of Canada: $27,429,025
Alphabet: $22,236,990
Toronto Dominion Bank: $19,720,448
Bank Of Montreal: $18,018,311
Canadian Imperial Bank of Commerce: $16,873,098

Largest New Holdings this Quarter

87971M103 - TELUS: $4,164,664 Holding
G5494J103 - Linde PLC: $3,020,230 Holding
N07059210 - ASML: $493,381 Holding
444859102 - Humana: $317,776 Holding
088606108 - BHP Group: $278,172 Holding

Largest Purchases this Quarter

TELUS: 393,951 shares (about $4.16M)
Linde PLC: 5,820 shares (about $3.02M)
McDonald's: 10,449 shares (about $2.82M)
Amazon.com: 4,979 shares (about $1.19M)
Canadian Pacific Kansas City: 12,539 shares (about $1.09M)

Largest Sales this Quarter

Viatris: 270,045 shares (about $4.29M)
iShares iBoxx $ High Yield Corporate Bond ETF: 14,865 shares (about $1.19M)
SPDR Bloomberg High Yield Bond ETF: 9,310 shares (about $897.20K)
Apple: 362 shares (about $104.75K)
iShares MSCI Canada ETF: 425 shares (about $24.50K)

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	$27,429,025	$446,036 â–²	1.7%	132,522	5.6%	Finance
GOOGL Alphabet	$22,236,990	$315,558 â–²	1.4%	62,224	4.6%	Communication Services
TD Toronto Dominion Bank	$19,720,448	$462,179 â–²	2.4%	162,268	4.1%	Finance
BMO Bank Of Montreal	$18,018,311	$232,845 â–²	1.3%	101,991	3.7%	Finance
CM Canadian Imperial Bank of Commerce	$16,873,098	$299,727 â–²	1.8%	146,592	3.5%	Finance
TSM Taiwan Semiconductor Manufacturing	$14,524,813	$368,206 â–²	2.6%	30,414	3.0%	Technology
CNI Canadian National Railway	$14,132,569	$536,770 â–²	3.9%	118,480	2.9%	Industrials
TRP TC Energy	$13,867,734	$405,100 â–²	3.0%	209,505	2.8%	Energy
CP Canadian Pacific Kansas City	$13,484,003	$1,086,613 â–²	8.8%	155,599	2.8%	Industrials
MSFT Microsoft	$13,425,735	$422,259 â–²	3.2%	35,992	2.8%	Technology
CSCO Cisco Systems	$13,131,205	$91,619 â–²	0.7%	111,793	2.7%	Technology
SLF Sun Life Financial	$13,100,179	$1,034,545 â–²	8.6%	166,933	2.7%	Finance
JPM JPMorgan Chase & Co.	$12,899,420	$202,945 â–²	1.6%	39,408	2.7%	Finance
AMZN Amazon.com	$12,322,416	$1,186,695 â–²	10.7%	51,701	2.5%	Consumer Discretionary
ALL Allstate	$12,239,633	$154,661 â–²	1.3%	51,440	2.5%	Finance
BRK.B Berkshire Hathaway	$11,597,539	$180,140 â–²	1.6%	23,177	2.4%	Finance
CVS CVS Health	$11,468,467	$207,521 â–²	1.8%	110,860	2.4%	Healthcare
AXP American Express	$11,190,663	$204,641 â–²	1.9%	33,084	2.3%	Finance
MS Morgan Stanley	$10,798,170	$132,740 â–²	1.2%	51,656	2.2%	Finance
GS The Goldman Sachs Group	$10,465,656	$208,342 â–²	2.0%	10,348	2.2%	Finance
EA Electronic Arts	$10,384,250	$247,073 â–²	2.4%	50,645	2.1%	Communication Services
BNS Bank of Nova Scotia	$10,122,103	$344,811 â–²	3.5%	116,512	2.1%	Finance
V Visa	$10,048,076	$276,531 â–²	2.8%	29,287	2.1%	Finance
JNJ Johnson & Johnson	$9,822,797	$209,017 â–²	2.2%	38,677	2.0%	Healthcare
CTVA Corteva	$9,292,610	$157,523 â–²	1.7%	109,725	1.9%	Materials
MFC Manulife Financial	$8,989,452	$186,109 â–²	2.1%	221,755	1.8%	Finance
SNN Smith & Nephew SNATS	$7,899,010	$224,603 â–²	2.9%	274,176	1.6%	Healthcare
BN Brookfield	$7,700,433	$838,664 â–²	12.2%	180,569	1.6%	Finance
SBUX Starbucks	$7,259,373	$182,920 â–²	2.6%	71,038	1.5%	Consumer Discretionary
NTR Nutrien	$7,169,141	$273,169 â–²	4.0%	113,848	1.5%	Materials
DIS Walt Disney	$7,116,147	$185,185 â–²	2.7%	73,934	1.5%	Communication Services
ADBE Adobe	$6,806,664	$249,304 â–²	3.8%	33,200	1.4%	Technology
STT State Street	$6,732,272	$137,376 â–²	2.1%	39,695	1.4%	Finance
META Meta Platforms	$5,739,925	$122,797 â–²	2.2%	10,190	1.2%	Communication Services
RCI Rogers Communication	$5,622,629	$222,879 â–²	4.1%	172,908	1.2%	Communication Services
VTRS Viatris	$5,621,059	$4,288,314 â–¼	-43.3%	353,971	1.2%	Healthcare
MCD McDonald's	$5,533,245	$2,824,469 â–²	104.3%	20,470	1.1%	Consumer Discretionary
Unilever PLC ADR	$5,337,213	$131,122 â–²	2.5%	88,776	1.1%	SPONSORED ADR
DEO Diageo	$4,764,524	$142,674 â–²	3.1%	59,275	1.0%	Consumer Staples
CNQ Canadian Natural Resources	$4,755,590	$183,479 â–²	4.0%	120,238	1.0%	Energy
OTEX Open Text	$4,735,003	$214,370 â–²	4.7%	214,033	1.0%	Technology
AAPL Apple	$4,733,061	$104,748 â–¼	-2.2%	16,357	1.0%	Technology
BCE BCE	$4,231,526	$113,402 â–²	2.8%	196,535	0.9%	Communication Services
TU TELUS	$4,164,664	$4,164,664 â–²	New Holding	393,951	0.9%	Communication Services
ADP Automatic Data Processing	$3,889,787	$127,651 â–²	3.4%	17,369	0.8%	Industrials
KVUE Kenvue	$3,767,823	$111,029 â–²	3.0%	197,165	0.8%	Consumer Staples
Linde PLC	$3,020,230	$3,020,230 â–²	New Holding	5,820	0.6%	COM
TSCO Tractor Supply	$2,824,100	$71,281 â–²	2.6%	89,342	0.6%	Consumer Discretionary
Kimberly Clark Corp	$2,815,380	$105,379 â–²	3.9%	25,648	0.6%	COM
NKE NIKE	$1,543,521	$43,102 â–²	2.9%	37,601	0.3%	Consumer Discretionary
URTH iShares MSCI World ETF	$1,486,769	$141,443 â–²	10.5%	7,337	0.3%	ETF
GOOG Alphabet	$1,138,782		0.0%	3,223	0.2%	Communication Services
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$816,893	$1,188,753 â–¼	-59.3%	10,215	0.2%	ETF
LLY Eli Lilly and Company	$754,441		0.0%	629	0.2%	Healthcare
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.2%	Finance
GLW Corning	$638,575		0.0%	2,500	0.1%	Technology
EWC iShares MSCI Canada ETF	$598,187	$24,497 â–¼	-3.9%	10,378	0.1%	ETF
ASML ASML	$493,381	$493,381 â–²	New Holding	248	0.1%	Technology
COST Costco Wholesale	$468,670	$20,580 â–²	4.6%	501	0.1%	Consumer Staples
Wal Mart Stores	$423,139	$58,329 â–²	16.0%	3,736	0.1%	COM
MRK Merck & Co., Inc.	$388,455		0.0%	3,023	0.1%	Healthcare
NVDA NVIDIA	$358,561	$58,026 â–²	19.3%	1,792	0.1%	Technology
AMGN Amgen	$334,961		0.0%	925	0.1%	Healthcare
JNK SPDR Bloomberg High Yield Bond ETF	$331,512	$897,203 â–¼	-73.0%	3,440	0.1%	ETF
ING ING Group	$321,645		0.0%	10,250	0.1%	Finance
HUM Humana	$317,776	$317,776 â–²	New Holding	800	0.1%	Healthcare
RCL Royal Caribbean Cruises	$317,530		0.0%	1,000	0.1%	Consumer Discretionary
PG Procter & Gamble	$309,263	$2,053 â–¼	-0.7%	2,109	0.1%	Consumer Staples
BHP BHP Group	$278,172	$278,172 â–²	New Holding	3,339	0.1%	Materials
FTS Fortis	$266,614	$266,614 â–²	New Holding	4,656	0.1%	Utilities
CAT Caterpillar	$266,225	$266,225 â–²	New Holding	250	0.1%	Industrials
BAC Bank of America	$207,464	$207,464 â–²	New Holding	3,641	0.0%	Finance
Telus Corp.	$0	$4,926,459 â–¼	-100.0%	0	0.0%	COM
MIDD Middleby	$0	$3,134,191 â–¼	-100.0%	0	0.0%	Industrials
ENB Enbridge	$0	$256,623 â–¼	-100.0%	0	0.0%	Energy
SU Suncor Energy	$0	$245,069 â–¼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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