Skip to main content

Lorne Steinberg Wealth Management Inc.

13F filer · CIK 0001851362
Reported Jul 28, 2026
Net buyer this quarter
13F portfolio value$487MU.S. long equity reported on 13F
Positions688 new · 3 closed
Net flow last quarter+$16.3MBuys minus sells
Top 10 positions weight35.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 28, 202668 positions
RYRoyal Bank of Canada$27.4M5.64%0.01%+1.7%Q1 2021
GOOGLAlphabet Inc.$22.2M4.57%0.00%+1.4%Q1 2021
TDToronto Dominion Bank$19.7M4.05%0.01%+2.4%Q1 2021
BMOBank of Montreal$18M3.70%0.01%+1.3%Q1 2021
CMCanadian Imperial Bank of Commerce$16.9M3.47%0.02%+1.8%Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd$14.5M2.98%0.00%+2.6%Q2 2021
CNICanadian National Railway Co$14.1M2.90%0.02%+4.0%Q1 2021
TRPTC Energy Corp$13.9M2.85%Not reported+3.0%Q1 2021
CPCanadian Pacific Kansas City Ltd$13.5M2.77%0.02%+8.8%Q4 2021
MSFTMicrosoft Corp$13.4M2.76%0.00%+3.3%Q1 2021
CSCOCisco Systems, Inc.$13.1M2.70%0.00%+0.7%Q1 2021
SLFSun Life Financial Inc$13.1M2.69%Not reported+8.6%Q1 2021
JPMJPMorgan Chase & Co$12.9M2.65%0.00%+1.6%Q1 2021
AMZNAmazon Com Inc$12.3M2.53%0.00%+10.7%Q2 2021
ALLAllstate Corp$12.2M2.52%0.02%+1.3%Q1 2021
BRK.BBerkshire Hathaway Inc$11.6M2.38%Not reported+1.6%Q1 2021
CVSCVS HEALTH Corp$11.5M2.36%0.01%+1.8%Q1 2021
AXPAmerican Express Co$11.2M2.30%0.00%+1.9%Q1 2021
MSMorgan Stanley$10.8M2.22%0.00%+1.2%Q1 2021
GSGoldman Sachs Group Inc$10.5M2.15%0.00%+2.0%Q1 2021
EAElectronic Arts Inc.$10.4M2.13%Not reported+2.4%Q1 2021
BNSBank of Nova Scotia$10.1M2.08%0.01%+3.5%Q1 2021
VVisa Inc.$10M2.06%0.00%+2.8%Q1 2021
JNJJohnson & Johnson$9.82M2.02%0.00%+2.2%Q1 2021
CTVACorteva, Inc.$9.29M1.91%0.02%+1.7%Q1 2021
MFCManulife Financial Corp$8.99M1.85%Not reported+2.1%Q1 2021
SNNSmith & Nephew PLC$7.9M1.62%0.03%+2.9%Q3 2022
BNBROOKFIELD Corp$7.7M1.58%Not reported+12.2%Q4 2022
SBUXStarbucks Corp$7.26M1.49%0.01%+2.6%Q1 2024
NTRNutrien Ltd.$7.17M1.47%0.02%+4.0%Q1 2021
DISWalt Disney Co$7.12M1.46%0.00%+2.7%Q1 2021
ADBEAdobe Inc.$6.81M1.40%0.01%+3.8%Q2 2022
STTState Street Corp$6.73M1.38%0.01%+2.1%Q3 2022
METAMeta Platforms, Inc.$5.74M1.18%Not reported+2.2%Q2 2021
RCIRogers Communications Inc$5.62M1.16%Not reported+4.1%Q1 2022
VTRSViatris Inc$5.62M1.16%0.03%-43.3%Q1 2021
MCDMcdonalds Corp$5.53M1.14%0.00%+104.3%Q1 2021
ULUnilever PLC$5.34M1.10%0.00%+2.5%Q1 2021
DEODiageo PLC$4.76M0.98%0.00%+3.1%Q1 2021
CNQCANADIAN NATURAL RESOURCES Ltd$4.76M0.98%0.01%+4.0%Q1 2023
OTEXOpen Text Corp$4.74M0.97%0.09%+4.7%Q2 2021
AAPLApple Inc.$4.73M0.97%0.00%-2.2%Q1 2021
BCEBce Inc$4.23M0.87%0.02%+2.8%Q1 2021
TUTelus Corp$4.16M0.86%0.03%Not reportedQ1 2021
ADPAutomatic Data Processing Inc$3.89M0.80%0.00%+3.4%Q3 2024
KVUEKenvue Inc.$3.77M0.77%0.01%+3.0%Q3 2023
LINLinde PLC$3.02M0.62%0.00%Not reportedQ3 2025
TSCOTractor Supply Co$2.82M0.58%0.02%+2.6%Q1 2021
KMBKimberly Clark Corp$2.82M0.58%0.01%+3.9%Q4 2025
NKENIKE, Inc.$1.54M0.32%0.00%+2.9%Q4 2023
Q1 2026Reported May 8, 202663 positions
RYRoyal Bank of Canada$21.1M4.99%0.01%+1.9%Q1 2021
GOOGLAlphabet Inc.$17.6M4.18%0.00%+0.7%Q1 2021
TDToronto Dominion Bank$14.8M3.51%0.01%+1.8%Q1 2021
CMCanadian Imperial Bank of Commerce$13.6M3.23%0.02%-21.8%Q1 2021
BMOBank of Montreal$13.6M3.23%0.01%+2.1%Q1 2021
MSFTMicrosoft Corp$12.9M3.06%0.00%+24.2%Q1 2021
TRPTC Energy Corp$12.7M3.02%Not reported+1.5%Q1 2021
CNICanadian National Railway Co$11.7M2.78%0.02%+19.3%Q1 2021
JPMJPMorgan Chase & Co$11.4M2.70%0.00%+1.1%Q1 2021
CPCanadian Pacific Kansas City Ltd$11.3M2.67%0.02%+29.0%Q4 2021
BRK.BBerkshire Hathaway Inc$10.9M2.59%Not reported-0.7%Q1 2021
ALLAllstate Corp$10.5M2.49%0.02%-0.1%Q1 2021
EAElectronic Arts Inc.$10.1M2.39%Not reported+0.3%Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd$10M2.37%0.00%+0.3%Q2 2021
AXPAmerican Express Co$9.82M2.33%0.00%+0.3%Q1 2021
AMZNAmazon Com Inc$9.73M2.31%0.00%+2.2%Q2 2021
SLFSun Life Financial Inc$9.63M2.28%Not reported+20.9%Q1 2021
JNJJohnson & Johnson$9.25M2.19%0.00%+1.8%Q1 2021
CTVACorteva, Inc.$9.03M2.14%0.02%-0.6%Q1 2021
CSCOCisco Systems, Inc.$8.61M2.04%0.00%-0.3%Q1 2021
VVisa Inc.$8.61M2.04%0.00%+1.5%Q1 2021
GSGoldman Sachs Group Inc$8.58M2.03%0.00%-1.6%Q1 2021
SNNSmith & Nephew PLC$8.47M2.01%0.03%+0.4%Q3 2022
VTRSViatris Inc$8.43M2.00%0.05%+0.1%Q1 2021
MSMorgan Stanley$8.4M1.99%0.00%-0.4%Q1 2021
NTRNutrien Ltd.$8.26M1.96%0.02%+1.4%Q1 2021
CVSCVS HEALTH Corp$7.82M1.85%0.01%-0.1%Q1 2021
BNSBank of Nova Scotia$7.8M1.85%0.01%-33.7%Q1 2021
ADBEAdobe Inc.$7.77M1.84%0.01%+114.0%Q2 2022
MFCManulife Financial Corp$7.48M1.77%Not reported+1.3%Q1 2021
DISWalt Disney Co$6.94M1.64%0.00%+1.0%Q1 2021
BNBROOKFIELD Corp$6.52M1.54%Not reported+1.2%Q4 2022
RCIRogers Communications Inc$6.38M1.51%Not reported+3.8%Q1 2022
SBUXStarbucks Corp$6.2M1.47%0.01%+2.3%Q1 2024
METAMeta Platforms, Inc.$5.71M1.35%Not reported-27.2%Q2 2021
CNQCANADIAN NATURAL RESOURCES Ltd$5.64M1.34%0.01%+1.9%Q1 2023
ULUnilever PLC$4.93M1.17%0.00%0.0%Q1 2021
STTState Street Corp$4.92M1.17%0.01%-0.4%Q3 2022
BCEBce Inc$4.83M1.14%0.02%+2.5%Q1 2021
OTEXOpen Text Corp$4.55M1.08%0.08%+5.0%Q2 2021
DEODiageo PLC$4.28M1.01%0.00%+2.7%Q1 2021
AAPLApple Inc.$4.24M1.01%0.00%+0.8%Q1 2021
TSCOTractor Supply Co$3.95M0.93%0.02%0.0%Q1 2021
ADPAutomatic Data Processing Inc$3.41M0.81%0.00%+1.9%Q3 2024
KVUEKenvue Inc.$3.3M0.78%0.01%+0.9%Q3 2023
MIDDMIDDLEBY Corp$3.13M0.74%0.05%-0.7%Q1 2021
MCDMcdonalds Corp$3.11M0.74%0.00%+4.4%Q1 2021
KMBKimberly Clark Corp$2.38M0.56%0.01%-0.3%Q4 2025
NKENIKE, Inc.$1.93M0.46%0.00%+3.1%Q4 2023
GOOGAlphabet Inc.$925K0.22%Not reportedNot reportedQ1 2021
Q4 2025Reported Jan 27, 202669 positions
RYRoyal Bank of Canada$21.8M5.02%0.01%+0.8%Q1 2021
GOOGLAlphabet Inc.$19.1M4.38%0.00%-0.4%Q1 2021
CMCanadian Imperial Bank of Commerce$16.7M3.85%0.02%+0.3%Q1 2021
TDToronto Dominion Bank$14.7M3.38%0.01%+1.1%Q1 2021
MSFTMicrosoft Corp$13.6M3.12%0.00%-0.3%Q1 2021
BMOBank of Montreal$12.8M2.95%0.01%+1.3%Q1 2021
BNSBank of Nova Scotia$12.5M2.88%0.01%-2.2%Q1 2021
JPMJPMorgan Chase & Co$12.4M2.84%0.00%-0.8%Q1 2021
AXPAmerican Express Co$12M2.76%0.00%-0.5%Q1 2021
BRK.BBerkshire Hathaway Inc$11.5M2.66%Not reported-0.2%Q1 2021
TRPTC Energy Corp$11M2.54%Not reported+6.6%Q1 2021
ALLAllstate Corp$10.6M2.43%0.02%-0.4%Q1 2021
AMZNAmazon Com Inc$10.6M2.43%0.00%+0.7%Q2 2021
EAElectronic Arts Inc.$10.1M2.32%Not reported+0.1%Q1 2021
VVisa Inc.$9.85M2.26%0.00%+0.1%Q1 2021
CNICanadian National Railway Co$9.46M2.18%0.02%+15.0%Q1 2021
MSMorgan Stanley$9.09M2.09%0.00%-0.1%Q1 2021
GSGoldman Sachs Group Inc$9.06M2.08%0.00%0.0%Q1 2021
METAMeta Platforms, Inc.$9.04M2.08%Not reported+0.2%Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd$8.98M2.07%0.00%0.0%Q2 2021
SNNSmith & Nephew PLC$8.71M2.00%0.03%+0.4%Q3 2022
CVSCVS HEALTH Corp$8.64M1.99%0.01%+0.1%Q1 2021
CSCOCisco Systems, Inc.$8.58M1.97%0.00%-0.4%Q1 2021
CPCanadian Pacific Kansas City Ltd$8.18M1.88%0.01%+1.8%Q4 2021
DISWalt Disney Co$8.11M1.87%0.00%0.0%Q1 2021
SLFSun Life Financial Inc$7.95M1.83%Not reported+7.9%Q1 2021
MFCManulife Financial Corp$7.79M1.79%Not reported+0.4%Q1 2021
VTRSViatris Inc$7.76M1.78%0.05%-1.0%Q1 2021
JNJJohnson & Johnson$7.69M1.77%0.00%+0.6%Q1 2021
BNBROOKFIELD Corp$7.31M1.68%Not reported+1.8%Q4 2022
CTVACorteva, Inc.$7.28M1.67%0.02%-0.2%Q1 2021
NTRNutrien Ltd.$6.68M1.54%0.02%+1.0%Q1 2021
OTEXOpen Text Corp$6.35M1.46%0.08%+0.7%Q2 2021
RCIRogers Communications Inc$6.05M1.39%Not reported+23.8%Q1 2022
SBUXStarbucks Corp$5.7M1.31%0.01%-3.8%Q1 2024
ULUnilever PLC$5.66M1.30%0.00%-0.1%Q1 2021
ADBEAdobe Inc.$5.23M1.20%0.00%+0.4%Q2 2022
BDXBecton Dickinson & Co$5.2M1.20%0.01%-2.6%Q1 2021
STTState Street Corp$5.04M1.16%0.01%-0.1%Q3 2022
DEODiageo PLC$4.83M1.11%0.00%-4.1%Q1 2021
TUTelus Corp$4.79M1.10%0.02%-2.4%Q1 2021
AAPLApple Inc.$4.51M1.04%0.00%+0.2%Q1 2021
BCEBce Inc$4.46M1.02%0.02%-0.8%Q1 2021
TSCOTractor Supply Co$4.36M1.00%0.02%-0.3%Q1 2021
ADPAutomatic Data Processing Inc$4.24M0.98%0.00%-1.2%Q3 2024
CNQCANADIAN NATURAL RESOURCES Ltd$3.85M0.88%0.01%+2.9%Q1 2023
MIDDMIDDLEBY Corp$3.54M0.81%0.05%-0.7%Q1 2021
KVUEKenvue Inc.$3.27M0.75%0.01%-0.6%Q3 2023
MCDMcdonalds Corp$2.93M0.67%0.00%+0.5%Q1 2021
KMBKimberly Clark Corp$2.5M0.57%0.01%NewQ4 2025
Q3 2025Reported Oct 31, 202566 positions
RYRoyal Bank of Canada$18.7M4.51%0.01%+4.1%Q1 2021
GOOGLAlphabet Inc.$14.9M3.58%0.00%+0.9%Q1 2021
CMCanadian Imperial Bank of Commerce$14.7M3.54%0.02%+1.7%Q1 2021
MSFTMicrosoft Corp$14.6M3.51%0.00%-1.3%Q1 2021
BMOBank of Montreal$12.7M3.06%0.01%+5.8%Q1 2021
TDToronto Dominion Bank$12.3M2.97%0.01%+3.3%Q1 2021
JPMJPMorgan Chase & Co$12.2M2.94%0.00%+0.3%Q1 2021
BRK.BBerkshire Hathaway Inc$11.6M2.79%Not reported-0.4%Q1 2021
BNSBank of Nova Scotia$11.2M2.70%0.01%+2.7%Q1 2021
ALLAllstate Corp$10.9M2.64%0.02%-1.4%Q1 2021
AXPAmerican Express Co$10.8M2.61%0.00%-0.8%Q1 2021
TRPTC Energy Corp$10.2M2.46%Not reported+2.5%Q1 2021
METAMeta Platforms, Inc.$10M2.42%Not reported+0.3%Q2 2021
AMZNAmazon Com Inc$9.97M2.40%0.00%+1.5%Q2 2021
EAElectronic Arts Inc.$9.94M2.39%Not reported+0.9%Q1 2021
SNNSmith & Nephew PLC$9.59M2.31%0.03%+0.7%Q3 2022
VVisa Inc.$9.57M2.31%0.00%+0.2%Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd$8.25M1.99%0.00%+1.6%Q2 2021
GSGoldman Sachs Group Inc$8.21M1.98%0.00%-0.8%Q1 2021
CVSCVS HEALTH Corp$8.21M1.98%0.01%-0.8%Q1 2021
DISWalt Disney Co$8.17M1.97%0.00%-0.7%Q1 2021
MSMorgan Stanley$8.14M1.96%0.00%-1.9%Q1 2021
CPCanadian Pacific Kansas City Ltd$8.11M1.95%0.01%+10.3%Q4 2021
CNICanadian National Railway Co$7.83M1.89%0.01%+23.3%Q1 2021
CSCOCisco Systems, Inc.$7.65M1.84%0.00%-1.3%Q1 2021
CTVACorteva, Inc.$7.36M1.77%0.02%-1.4%Q1 2021
OTEXOpen Text Corp$7.22M1.74%0.08%+14.8%Q2 2021
BNBROOKFIELD Corp$7.14M1.72%Not reported+1.7%Q4 2022
SLFSun Life Financial Inc$7.07M1.70%Not reported+1.3%Q1 2021
JNJJohnson & Johnson$6.85M1.65%0.00%+2.7%Q1 2021
MFCManulife Financial Corp$6.65M1.60%Not reported+11.3%Q1 2021
NTRNutrien Ltd.$6.28M1.51%0.02%+12.6%Q1 2021
VTRSViatris Inc$6.23M1.50%0.05%0.0%Q1 2021
SBUXStarbucks Corp$5.96M1.44%0.01%+1.0%Q1 2024
TUTelus Corp$5.86M1.41%0.02%Not reportedQ1 2021
ULUnilever PLC$5.79M1.39%0.00%+3.2%Q1 2021
DEODiageo PLC$5.57M1.34%0.00%+4.4%Q1 2021
ADBEAdobe Inc.$5.25M1.27%0.00%+4.3%Q2 2022
BDXBecton Dickinson & Co$5.15M1.24%0.01%+0.8%Q1 2021
TSCOTractor Supply Co$4.97M1.20%0.02%-1.2%Q1 2021
ADPAutomatic Data Processing Inc$4.9M1.18%0.00%+96.2%Q3 2024
STTState Street Corp$4.53M1.09%0.01%-0.4%Q3 2022
RCIRogers Communications Inc$4.45M1.07%Not reported+5.1%Q1 2022
BCEBce Inc$4.37M1.05%0.02%+4.1%Q1 2021
AAPLApple Inc.$4.22M1.02%0.00%+3.6%Q1 2021
CNQCANADIAN NATURAL RESOURCES Ltd$3.52M0.85%0.01%+26.4%Q1 2023
MIDDMIDDLEBY Corp$3.18M0.77%0.05%-1.6%Q1 2021
KVUEKenvue Inc.$3.1M0.75%0.01%+2.0%Q3 2023
MCDMcdonalds Corp$2.9M0.70%0.00%+665.9%Q1 2021
KHCKraft Heinz Co$2.82M0.68%0.01%+0.6%Q3 2022
Premium opens every quarter this fund has filed

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.