Lorne Steinberg Wealth Management Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $322 Million distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Royal Bank Of Canada with a value of $13.1M, Berkshire Hathaway Inc Class B with a value of $12.4M, Meta Platforms, Inc. with a value of $12M, Allstate Corp with a value of $10.8M, and Microsoft Corp with a value of $10.8M.
Examining the 13F form we can see an decrease of $360K in the current position value, from $322M to 322M.
Lorne Steinberg Wealth Management Inc. is based out at Montreal, Quebec, Z4
Below you can find more details about Lorne Steinberg Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$322 Million
Financial Services: $126 Million
Communication Services: $45.2 Million
Technology: $35 Million
Healthcare: $32.9 Million
Consumer Cyclical: $23.9 Million
Consumer Defensive: $16.1 Million
Basic Materials: $13.6 Million
Industrials: $12.8 Million
Other: $16 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
