Lorne Steinberg Wealth Management Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 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 $16M, Microsoft Corp with a value of $14.2M, Canadian Imperial Bank Of Commerce with a value of $12.8M, Berkshire Hathaway Inc Class B with a value of $11.2M, and Jpmorgan Chase & CO with a value of $11.2M.
Examining the 13F form we can see an increase of $37M in the current position value, from $322M to 359M.
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
$359 Million
Financial Services: $146 Million
Communication Services: $48.2 Million
Technology: $43.1 Million
Healthcare: $31.9 Million
Consumer Cyclical: $27.4 Million
Basic Materials: $16 Million
Consumer Defensive: $15.3 Million
Industrials: $13.1 Million
Other: $17.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
