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 $486.6M across 72 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RY ($27.4M, 5.64%), GOOGL ($22.2M, 4.57%), TD ($19.7M, 4.05%), BMO ($18.0M, 3.70%), CM ($16.9M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank of Canada | $27.4M | 5.64% | 132,522 | Added |
| 2 | GOOGL | Alphabet Inc. Class A | $22.2M | 4.57% | 62,224 | Added |
| 3 | TD | Toronto Dominion Bank | $19.7M | 4.05% | 162,268 | Added |
| 4 | BMO | Bank of Montreal | $18.0M | 3.70% | 101,991 | Added |
| 5 | CM | Cdn Imperial Bank of Commerce | $16.9M | 3.47% | 146,592 | Added |
| 6 | TSM | Taiwan Semiconductor Mfg ADR | $14.5M | 2.98% | 30,414 | Added |
| 7 | CNI | Cdn National Railway | $14.1M | 2.90% | 118,480 | Added |
| 8 | TRP | TC Energy Corp. | $13.9M | 2.85% | 209,505 | Added |
| 9 | CP | Cdn Pacific KC Railway Ltd | $13.5M | 2.77% | 155,599 | Added |
| 10 | MSFT | Microsoft Corp | $13.4M | 2.76% | 35,992 | Added |
| 11 | CSCO | Cisco Systems Inc | $13.1M | 2.70% | 111,793 | Added |
| 12 | SLF | Sun Life Financial Inc. | $13.1M | 2.69% | 166,933 | Added |
| 13 | JPM | JPMorgan Chase & Co | $12.9M | 2.65% | 39,408 | Added |
| 14 | AMZN | Amazon.Com Inc | $12.3M | 2.53% | 51,701 | Added |
| 15 | ALL | Allstate Corporation | $12.2M | 2.52% | 51,440 | Added |
| 16 | BRKB | Berkshire Hathaway B | $11.6M | 2.38% | 23,177 | Added |
| 17 | CVS | CVS Health Corporation | $11.5M | 2.36% | 110,860 | Added |
| 18 | AXP | American Express Co. | $11.2M | 2.30% | 33,084 | Added |
| 19 | MS | Morgan Stanley | $10.8M | 2.22% | 51,656 | Added |
| 20 | GS | Goldman Sachs | $10.5M | 2.15% | 10,348 | Added |
| 21 | EA | Electronic Arts Inc | $10.4M | 2.13% | 50,645 | Added |
| 22 | BNS | Bank of Nova Scotia | $10.1M | 2.08% | 116,512 | Added |
| 23 | V | Visa Inc. | $10.0M | 2.06% | 29,287 | Added |
| 24 | JNJ | Johnson & Johnson | $9.8M | 2.02% | 38,677 | Added |
| 25 | CTVA | Corteva Inc. | $9.3M | 1.91% | 109,725 | Added |
Source: SEC Form 13F filings · as of 2026-06-30