§ 13F · FUND PROFILE
Lorne Steinberg Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $415M (13F)Positions · 70Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank of Canada | 130K | $21M | 5.0% | +2% |
| 2 | GOOGL | Alphabet Inc. Class A | 61K | $18M | 4.2% | +1% |
| 3 | TD | Toronto Dominion Bank | 158K | $15M | 3.5% | +2% |
| 4 | CM | Cdn Imperial Bank of Commerce | 144K | $14M | 3.2% | −22% |
| 5 | BMO | Bank of Montreal | 101K | $14M | 3.2% | +2% |
| 6 | MSFT | Microsoft Corp | 35K | $13M | 3.1% | +24% |
| 7 | TRP | TC Energy Corp. | 203K | $13M | 3.0% | +2% |
| 8 | CNI | Cdn National Railway | 114K | $12M | 2.8% | +19% |
| 9 | JPM | JPMorgan Chase & Co | 39K | $11M | 2.7% | +1% |
| 10 | CP | Cdn Pacific KC Railway Ltd | 143K | $11M | 2.7% | +29% |
§ 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 $415 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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