Lorne Steinberg Wealth Management Inc. Portfolio Holdings

Lorne Steinberg Wealth Management Inc.

  • $397 Million
  • Q3 2025

Lorne Steinberg Wealth Management Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $397 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 $18.7M, Alphabet Inc. with a value of $14.9M, Canadian Imperial Bank Of Commerce with a value of $14.7M, Microsoft Corp with a value of $14.6M, and Bank Of Montreal with a value of $12.7M.

Examining the 13F form we can see an increase of $37.9M in the current position value, from $359M to 397M.

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 $397 Million
Financial Services: $160 Million
Communication Services: $58.5 Million
Technology: $48.2 Million
Healthcare: $37 Million
Consumer Cyclical: $26.7 Million
Basic Materials: $16.3 Million
Industrials: $15.9 Million
Consumer Defensive: $15.2 Million
Other: $18.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$202B
$18.7 Million 4.71% of portfolio
126,917
Q3 2025 Added 4.11%
$1.66T
$14.9 Million 3.75% of portfolio
61,115
Q3 2025 Added 0.92%
$76.1B
$14.7 Million 3.7% of portfolio
183,701
Q3 2025 Added 1.72%
$3.71T
$14.6 Million 3.67% of portfolio
28,138
Q3 2025 Reduced 1.28%
$82.9B
$12.7 Million 3.2% of portfolio
97,377
Q3 2025 Added 5.83%
$146B
$12.3 Million 3.11% of portfolio
154,081
Q3 2025 Added 3.29%
$919B
$12.2 Million 3.07% of portfolio
38,650
Q3 2025 Added 0.34%
$635B
$11.6 Million 2.92% of portfolio
23,026
Q3 2025 Reduced 0.43%
$78.5B
$11.2 Million 2.83% of portfolio
173,477
Q3 2025 Added 2.65%
$53.5B
$10.9 Million 2.76% of portfolio
51,006
Q3 2025 Reduced 1.39%
$273B
$10.8 Million 2.73% of portfolio
32,569
Q3 2025 Reduced 0.82%
$51.1B
$10.2 Million 2.58% of portfolio
187,950
Q3 2025 Added 2.45%
$1.43T
$10 Million 2.53% of portfolio
13,673
Q3 2025 Added 0.29%
$2.48T
$9.97 Million 2.51% of portfolio
45,428
Q3 2025 Added 1.54%
$55.7B
$9.94 Million 2.5% of portfolio
49,260
Q3 2025 Added 0.9%
$14.1B
$9.59 Million 2.42% of portfolio
264,320
Q3 2025 Added 0.72%
$1.5T
$8.25 Million 2.08% of portfolio
29,548
Q3 2025 Added 1.58%
$269B
$8.21 Million 2.07% of portfolio
10,309
Q3 2025 Reduced 0.83%
$103B
$8.21 Million 2.07% of portfolio
108,844
Q3 2025 Reduced 0.83%
$201B
$8.17 Million 2.06% of portfolio
71,345
Q3 2025 Reduced 0.7%
$277B
$8.14 Million 2.05% of portfolio
51,237
Q3 2025 Reduced 1.9%
$64.1B
$7.84 Million 1.98% of portfolio
83,095
Q3 2025 Added 23.32%
$292B
$7.65 Million 1.93% of portfolio
111,793
Q3 2025 Reduced 1.32%
$45.4B
$7.36 Million 1.85% of portfolio
108,790
Q3 2025 Reduced 1.43%
$9.57B
$7.22 Million 1.82% of portfolio
193,233
Q3 2025 Added 14.82%
$34.6B
$7.07 Million 1.78% of portfolio
117,826
Q3 2025 Added 1.33%
$489B
$6.85 Million 1.73% of portfolio
36,961
Q3 2025 Added 2.65%
$62.7B
$6.65 Million 1.68% of portfolio
213,524
Q3 2025 Added 11.27%
$30B
$6.28 Million 1.58% of portfolio
106,996
Q3 2025 Added 12.6%
$12.3B
$6.23 Million 1.57% of portfolio
629,411
Q3 2025 Reduced 0.04%
$95.1B
$5.96 Million 1.5% of portfolio
70,406
Q3 2025 Added 1.0%
$20.7B
$5.87 Million 1.48% of portfolio
372,036
Q3 2025 New
$154B
$5.79 Million 1.46% of portfolio
97,596
Q3 2025 Added 3.2%
$49.7B
$5.57 Million 1.41% of portfolio
58,410
Q3 2025 Added 4.36%
$152B
$5.25 Million 1.32% of portfolio
14,892
Q3 2025 Added 4.32%
$50.6B
$5.15 Million 1.3% of portfolio
27,528
Q3 2025 Added 0.79%
$5.89B
$4.97 Million 1.25% of portfolio
87,362
Q3 2025 Reduced 1.16%
$105B
$4.9 Million 1.23% of portfolio
16,685
Q3 2025 Added 96.2%
$43B
$4.53 Million 1.14% of portfolio
39,085
Q3 2025 Reduced 0.43%
$14.5B
$4.45 Million 1.12% of portfolio
129,207
Q3 2025 Added 5.08%
$21.1B
$4.4 Million 1.11% of portfolio
188,042
Q3 2025 Added 4.11%
$4.34T
$4.22 Million 1.06% of portfolio
16,557
Q3 2025 Added 3.64%
$36.4B
$3.52 Million 0.89% of portfolio
110,232
Q3 2025 Added 26.4%
$6.47B
$3.18 Million 0.8% of portfolio
23,950
Q3 2025 Reduced 1.58%
$220B
$2.9 Million 0.73% of portfolio
9,551
Q3 2025 Added 665.92%
$29.1B
$2.82 Million 0.71% of portfolio
108,460
Q3 2025 Added 0.59%
$205B
$2.64 Million 0.66% of portfolio
5,550
Q3 2025 New
$78B
$2.55 Million 0.64% of portfolio
36,591
Q3 2025 Added 0.65%
$0
$2.11 Million 0.53% of portfolio
25,940
Q3 2025 Reduced 7.49%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $397 Million
  • Prior Value $359 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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