§ 13F · FUND PROFILE
Lorne Steinberg Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $382.9T (13F)Positions · 70Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank of Canada | 128K | $21.8T | 5.0% | +1% |
| 2 | GOOGL | Alphabet Inc. Class A | 61K | $19.1T | 4.4% | ±0% |
| 3 | CM | Cdn Imperial Bank of Commerce | 184K | $16.7T | 3.8% | ±0% |
| 4 | TD | Toronto Dominion Bank | 156K | $14.7T | 3.4% | +1% |
| 5 | MSFT | Microsoft Corp | 28K | $13.6T | 3.1% | ±0% |
| 6 | BMO | Bank of Montreal | 99K | $12.8T | 2.9% | +1% |
| 7 | BNS | Bank of Nova Scotia | 170K | $12.5T | 2.9% | −2% |
| 8 | JPM | JPMorgan Chase & Co | 38K | $12.4T | 2.8% | −1% |
| 9 | AXP | American Express Co. | 32K | $12.0T | 2.8% | −1% |
| 10 | BRK/B | Berkshire Hathaway B | 23K | $11.5T | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LORNE SIGNAL
AC read
Lorne Steinberg Wealth Management Inc. is a Other fund managing $382909.7 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed