Lorne Steinberg Wealth Management Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LS Lorne Steinberg Wealth Management Inc. | Institutional Filer | ▼ 2.93% | $422.1M | 68 |
Current Portfolio Holdings
Showing all 68 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank of Canada | Financial Services | 130K | $21.1M | 4.99% |
| 2 | GOOGL | Alphabet Inc. | Technology | 61K | $17.6M | 4.18% |
| 3 | TD | The Toronto-Dominion Bank | Financial Services | 158K | $14.8M | 3.51% |
| 4 | CM | Canadian Imperial Bank of Commerce | Financial Services | 144K | $13.6M | 3.23% |
| 5 | BMO | Bank of Montreal | Financial Services | 101K | $13.6M | 3.23% |
| 6 | MSFT | Microsoft Corporation | Technology | 35K | $12.9M | 3.06% |
| 7 | TRP | TC Energy Corporation | Energy | 203K | $12.7M | 3.02% |
| 8 | CNI | Canadian National Railway Company | Industrials | 114K | $11.7M | 2.78% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 39K | $11.4M | 2.70% |
| 10 | CP | Canadian Pacific Kansas City Ltd. | Industrials | 143K | $11.3M | 2.67% |
| 11 | BRKB | Berkshire Hathaway B | — | 23K | $10.9M | 2.59% |
| 12 | ALL | The Allstate Corporation | Financial Services | 51K | $10.5M | 2.49% |
| 13 | EA | Electronic Arts Inc. | Technology | 49K | $10.1M | 2.39% |
| 14 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 30K | $10.0M | 2.37% |
| 15 | AXP | American Express Company | Financial Services | 32K | $9.8M | 2.33% |
Showing 1 to 15 of 68 holdings