Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lorne Steinberg Wealth Management Inc. (CIK 1851362) reported $422.1M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RY ($21.1M, 4.99%), GOOGL ($17.6M, 4.18%), TD ($14.8M, 3.51%), BMO ($13.6M, 3.23%), CM ($13.6M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank of Canada | $21.1M | 4.99% | 130,367 | Added |
| 2 | GOOGL | Alphabet Inc. Class A | $17.6M | 4.18% | 61,341 | Added |
| 3 | TD | Toronto Dominion Bank | $14.8M | 3.51% | 158,465 | Added |
| 4 | BMO | Bank of Montreal | $13.6M | 3.23% | 100,673 | Added |
| 5 | CM | Cdn Imperial Bank of Commerce | $13.6M | 3.23% | 143,988 | Trimmed |
| 6 | MSFT | Microsoft Corp | $12.9M | 3.06% | 34,860 | Added |
| 7 | TRP | TC Energy Corp. | $12.7M | 3.02% | 203,385 | Added |
| 8 | CNI | Cdn National Railway | $11.7M | 2.78% | 113,980 | Added |
| 9 | JPM | JPMorgan Chase & Co | $11.4M | 2.70% | 38,788 | Added |
| 10 | CP | Cdn Pacific KC Railway Ltd | $11.3M | 2.67% | 143,060 | Added |
| 11 | BRK/B | Berkshire Hathaway B | $10.9M | 2.59% | 22,817 | Trimmed |
| 12 | ALL | Allstate Corporation | $10.5M | 2.49% | 50,790 | Trimmed |
| 13 | EA | Electronic Arts Inc | $10.1M | 2.39% | 49,440 | Added |
| 14 | TSM | Taiwan Semiconductor Mfg ADR | $10.0M | 2.37% | 29,643 | Added |
| 15 | AXP | American Express Co. | $9.8M | 2.33% | 32,479 | Added |
| 16 | AMZN | Amazon.Com Inc | $9.7M | 2.31% | 46,722 | Added |
| 17 | SLF | Sun Life Financial Inc. | $9.6M | 2.28% | 153,750 | Added |
| 18 | JNJ | Johnson & Johnson | $9.3M | 2.19% | 37,854 | Added |
| 19 | CTVA | Corteva Inc. | $9.0M | 2.14% | 107,865 | Trimmed |
| 20 | V | Visa Inc. | $8.6M | 2.04% | 28,481 | Added |
| 21 | CSCO | Cisco Systems Inc | $8.6M | 2.04% | 111,013 | Trimmed |
| 22 | GS | Goldman Sachs | $8.6M | 2.03% | 10,142 | Trimmed |
| 23 | SNN | Smith & Nephew PLC ADR | $8.5M | 2.01% | 266,380 | Added |
| 24 | VTRS | Viatris Inc | $8.4M | 2.00% | 624,016 | Added |
| 25 | MS | Morgan Stanley | $8.4M | 1.99% | 51,021 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31