StockDriftsStockDriftsTop 50 Lorne Steinberg Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RY | Royal Bank of Canada | 5.64% | 132.5K | $27.4M | +1.65%(+2.15K) | $93.84(+131.07%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. Class A | 4.57% | 62.2K | $22.2M | +1.44%(+883) | $124.99(+175.79%) | 2026-06-30 | |
| TD | Toronto Dominion Bank | 4.05% | 162.3K | $19.7M | +2.40%(+3.80K) | $59.75(+106.28%) | 2026-06-30 | |
| BMO | Bank of Montreal | 3.7% | 102.0K | $18.0M | +1.31%(+1.32K) | $95.47(+94.06%) | 2026-06-30 | |
| CM | Cdn Imperial Bank of Commerce | 3.47% | 146.6K | $16.9M | +1.81%(+2.60K) | $49.73(+146.83%) | 2026-06-30 | |
| TSM | Taiwan Semiconductor Mfg ADR | 2.98% | 30.4K | $14.5M | +2.60%(+771) | $126.29(+238.01%) | 2026-06-30 | |
| CNI | Cdn National Railway | 2.9% | 118.5K | $14.1M | +3.95%(+4.50K) | $107.24(+18.27%) | 2026-06-30 | |
| TRP | TC Energy Corp. | 2.85% | 209.5K | $13.9M | +3.01%(+6.12K) | $43.23(+48.09%) | 2026-06-30 | |
| CP | Cdn Pacific KC Railway Ltd | 2.77% | 155.6K | $13.5M | +8.76%(+12.54K) | $75.51(+25.00%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.76% | 36.0K | $13.4M | +3.25%(+1.13K) | $272.10(+78.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.57% | +75.29% | +10.04% | +61.34% |
| Top 20 Holdings Unweighted | +19.86% | +72.18% | +9.74% | +59.16% |
Lorne Steinberg Wealth Management Inc. reports $486.63M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are RY (5.6%), GOOGL (4.6%) and TD (4.0%). The top 20 holdings account for 60.19% of reported assets. Its disclosed equity book has returned +75.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lorne Steinberg Wealth Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1851362). View Lorne Steinberg Wealth Management Inc.’s 13F filings on SEC