§ 13F · FUND PROFILE
Lorne Steinberg Wealth Management Inc..
AUM · $487M (13F)Positions · 72Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank of Canada | 133K | $27M | 5.6% | +2% |
| 2 | GOOGL | Alphabet Inc. Class A | 62K | $22M | 4.6% | +1% |
| 3 | TD | Toronto Dominion Bank | 162K | $20M | 4.1% | +2% |
| 4 | BMO | Bank of Montreal | 102K | $18M | 3.7% | +1% |
| 5 | CM | Cdn Imperial Bank of Commerce | 147K | $17M | 3.5% | +2% |
| 6 | TSM | Taiwan Semiconductor Mfg ADR | 30K | $15M | 3.0% | +3% |
| 7 | CNI | Cdn National Railway | 118K | $14M | 2.9% | +4% |
| 8 | TRP | TC Energy Corp. | 210K | $14M | 2.8% | +3% |
| 9 | CP | Cdn Pacific KC Railway Ltd | 156K | $13M | 2.8% | +9% |
| 10 | MSFT | Microsoft Corp | 36K | $13M | 2.8% | +3% |
§ 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 $487 million in assets. The fund runs a portfolio of 72 positions.
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