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
$0
$1.23 Million 0.31% of portfolio
12,510
Q2 2025 Reduced 0.95%
$0
$997,000 0.25% of portfolio
5,494
Q3 2025 Reduced 43.82%
$1.74T
$784,000 0.2% of portfolio
3,223
Q3 2025 Reduced 2.78%
$444B
$754,000 0.19% of portfolio
1
Q2 2021 New
$891B
$545,000 0.14% of portfolio
715
Q3 2025 Added 126.98%
$469B
$492,000 0.12% of portfolio
2,642
Q3 2025 Reduced 8.96%
$409B
$422,000 0.11% of portfolio
456
Q2 2025 Reduced 7.13%
$346B
$392,000 0.1% of portfolio
2,555
Q1 2025 Added 6.59%
$64.7B
$323,000 0.08% of portfolio
1,000
Q4 2024 New
$657B
$298,000 0.08% of portfolio
1,060
Q3 2025 Reduced 16.86%
$96.6B
$267,000 0.07% of portfolio
10,250
Q1 2025 New
$0
$231,000 0.06% of portfolio
4,580
Q3 2025 New
$217B
$253,000 0.06% of portfolio
3,023
Q3 2025 Added 15.25%
$276B
$242,000 0.06% of portfolio
2,349
Q3 2025 Reduced 1.88%
$31.8B
$208,000 0.05% of portfolio
800
Q3 2025 New
$94.9B
$216,000 0.05% of portfolio
4,300
Q3 2025 New
Brookfield Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.68%
Cdn Pacific Kc Railway LTD
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.27%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.97%

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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