Lorne Steinberg Wealth Management Inc. Portfolio Holdings

Lorne Steinberg Wealth Management Inc.

  • $359 Million
  • Q2 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$14.2 Million 3.95% of portfolio
28,504
Q2 2025 Reduced 0.49%
$621B
$11.2 Million 3.13% of portfolio
23,126
Q2 2025 Reduced 0.69%
$859B
$11.2 Million 3.11% of portfolio
38,520
Q2 2025 Reduced 0.79%
$1.21T
$10.7 Million 2.97% of portfolio
60,555
Q2 2025 Reduced 1.67%
$227B
$10.5 Million 2.92% of portfolio
32,839
Q2 2025 Reduced 0.91%
$1.78T
$10.1 Million 2.8% of portfolio
13,634
Q2 2025 Reduced 34.54%
$551B
$9.93 Million 2.77% of portfolio
27,973
Q2 2025 Reduced 0.66%
$2.26T
$9.82 Million 2.74% of portfolio
44,739
Q2 2025 Added 8.68%
$207B
$8.91 Million 2.48% of portfolio
71,845
Q2 2025 Added 10.74%
$293B
$7.86 Million 2.19% of portfolio
113,293
Q2 2025 Reduced 0.59%
$250B
$7.36 Million 2.05% of portfolio
52,228
Q2 2025 Reduced 0.36%
$254B
$7.36 Million 2.05% of portfolio
10,395
Q2 2025 Reduced 0.14%
$1.27T
$6.59 Million 1.84% of portfolio
29,088
Q2 2025 Reduced 0.26%
$452B
$5.5 Million 1.53% of portfolio
36,006
Q2 2025 Added 13.1%
$3.69T
$3.28 Million 0.91% of portfolio
15,975
Q2 2025 Added 1.65%
$423B
$728,000 0.2% of portfolio
1
Q2 2021 New
$439B
$451,000 0.13% of portfolio
456
Q2 2025 Reduced 7.13%
$456B
$458,000 0.13% of portfolio
2,902
Q2 2025 Reduced 1.69%
$368B
$407,000 0.11% of portfolio
2,555
Q1 2025 Added 6.59%
$222B
$364,000 0.1% of portfolio
1,247
Q1 2025 Reduced 1.27%
$684B
$278,000 0.08% of portfolio
1,275
Q2 2025 New
$608B
$245,000 0.07% of portfolio
315
Q1 2025 Reduced 4.83%
$281B
$234,000 0.07% of portfolio
2,394
Q4 2024 New
$203B
$207,000 0.06% of portfolio
2,623
Q4 2023 Reduced 13.23%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $359 Million
  • Prior Value $322 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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