LS

Lorne Steinberg Wealth Management Inc.

13F
Lorne Steinberg Wealth Management Inc.
Last update 2025-04-17 70 Stocks (1 new)
Value $343.00 Mil Turnover 4 %
Countries:
Top Holdings: RY(3.83%)BRK.B(3.61%)META(3.50%)ALL(3.15%)MSFT(3.13%)
Summary Stock Picks Current Portfolio
Lorne Steinberg Wealth Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RY
Royal Bank of Canada
116,475
13,133.4
+3.94%
3.830
+0.15%
0.010
+13.90%
+12.44%
186,851.4
Banks
BRK.B
Berkshire Hathaway Inc
23,286
12,401.7
+0.24%
3.610
+0.01%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
META
Meta Platforms Inc
20,827
12,003.9
-0.16%
3.500
-0.01%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
ALL
Allstate Corp
52,131
10,794.8
-0.39%
3.150
-0.01%
0.020
+2.31%
+3.42%
52,282.9
Insurance
MSFT
Microsoft Corp
28,644
10,752.7
+0.51%
3.130
+0.02%
0.000
+38.00%
+20.34%
3,755,441.4
Software
V
Visa Inc
28,158
9,868.3
-0.15%
2.880
0%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
JPM
JPMorgan Chase & Co
38,825
9,523.8
-0.55%
2.780
-0.01%
0.000
+24.30%
+23.55%
801,337.5
Banks
GOOGL
Alphabet Inc
61,583
9,523.2
+0.24%
2.780
+0.01%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
CM
Canadian Imperial Bank of Commerce
164,569
9,266.7
+2.01%
2.700
+0.05%
0.020
+25.72%
+20.31%
69,135.7
Banks
TD
The Toronto-Dominion Bank
148,842
8,927.8
+0.95%
2.600
+0.02%
0.010
+22.47%
+46.40%
128,670.1
Banks

Lorne Steinberg Wealth Management Inc.'s Historical Top Holdings Breakdowns

Lorne Steinberg Wealth Management Inc.'s Top Stock Picks View Full List
Ticker
GS
CNQ
BN
BCE
SNN
EA
UL
ADBE
RCI
CNI
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GS
The Goldman Sachs Group Inc
2025-03-31
Reduce
Reduce
-1.04%
●
524.81 ($601.74) 672.19
$700.41
16.40%
Reduce -37.65%
10,410
-6,285
CNQ
Canadian Natural Resources Ltd
2025-03-31
Add
Add
+0.70%
●
26.72 ($30.31) 32.74
$31.20
2.94%
Add 1077.2%
85,535
78,269
BN
Brookfield Corp
2025-03-31
Reduce
Reduce
-0.62%
●
48.64 ($56.7) 62.05
$66.46
17.21%
Reduce -26.89%
101,462
-37,310
BCE
BCE Inc
2025-03-31
Add
Add
+0.47%
●
22.14 ($23.52) 25.18
$24.38
3.66%
Add 67.15%
173,696
69,777
SNN
Smith & Nephew PLC
2025-03-31
Add
Add
+0.24%
●
23.89 ($26.72) 30.34
$30.93
15.76%
Add 12.55%
262,405
29,250
EA
Electronic Arts Inc
2025-03-31
Add
Add
+0.23%
●
116.53 ($135.03) 146.29
$157.02
16.29%
Add 12.54%
49,125
5,475
UL
Unilever PLC
2025-03-31
Add
Add
+0.22%
●
54.72 ($57.34) 60.29
$60.34
5.23%
Add 15.35%
94,831
12,621
ADBE
Adobe Inc
2025-03-31
Add
Add
+0.20%
●
377.84 ($428.84) 464.11
$372.87
-13.05%
Add 17.07%
12,545
1,829
RCI
Rogers Communications Inc
2025-03-31
Add
Add
+0.16%
●
26.73 ($28.24) 31.05
$34.14
20.89%
Add 19.79%
120,997
19,986
CNI
Canadian National Railway Co
2025-03-31
Add
Add
+0.15%
●
95.46 ($101.11) 106.78
$100.37
-0.73%
Add 8.74%
66,459
5,340

Lorne Steinberg Wealth Management Inc. Total Holding History ($B)

To

Lorne Steinberg Wealth Management Inc.'s Asset Allocation

To

Lorne Steinberg Wealth Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lorne Steinberg Wealth Management Inc.'s Hypothetical Growth since 2025-03-31

Lorne Steinberg Wealth Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Lorne Steinberg Wealth Management Inc.'s Holdings Heat Map

Size field:

Lorne Steinberg Wealth Management Inc.'s Holdings Bubble Chart

Lorne Steinberg Wealth Management Inc. News

  • 1

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