StockDrifts LogoStockDrifts

Lorne Steinberg Wealth Management Inc.

Portfolio Manager
Lorne Steinberg Wealth Management Inc.
Performance
-4.48% (2026 Q1)
AUM (13F)
$422.11M
# of Holdings
68
Performance Rank
Allocation (Top 20)
56.5%

Lorne Steinberg Wealth Management Inc. Holdings Map

Top 50 Lorne Steinberg Wealth Management Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RY
Royal Bank of Canada
4.99%130.4K$21.1M
+1.91%(+2.44K)
2025-Q1: 116.5K shares2025-Q2: 121.9K shares2025-Q3: 126.9K shares2025-Q4: 127.9K shares2026-Q1: 130.4K shares
$92.38(+121.69%)
2026-03-31
GOOGL
Alphabet Inc. Class A
4.18%61.3K$17.6M
+0.73%(+446)
2025-Q1: 61.6K shares2025-Q2: 60.6K shares2025-Q3: 61.1K shares2025-Q4: 60.9K shares2026-Q1: 61.3K shares
$122.39(+194.08%)
2026-03-31
TD
Toronto Dominion Bank
3.51%158.5K$14.8M
+1.78%(+2.77K)
2025-Q1: 148.8K shares2025-Q2: 149.2K shares2025-Q3: 154.1K shares2025-Q4: 155.7K shares2026-Q1: 158.5K shares
$58.63(+103.48%)
2026-03-31
CM
Cdn Imperial Bank of Commerce
3.23%144.0K$13.6M
-21.83%(-40.20K)
2025-Q1: 164.6K shares2025-Q2: 180.6K shares2025-Q3: 183.7K shares2025-Q4: 184.2K shares2026-Q1: 144.0K shares
$48.76(+133.62%)
2026-03-31
BMO
Bank of Montreal
3.23%100.7K$13.6M
+2.07%(+2.04K)
2025-Q1: 74.1K shares2025-Q2: 92.0K shares2025-Q3: 97.4K shares2025-Q4: 98.6K shares2026-Q1: 100.7K shares
$94.71(+83.86%)
2026-03-31
MSFT
Microsoft Corp
3.06%34.9K$12.9M
+24.24%(+6.80K)
2025-Q1: 28.6K shares2025-Q2: 28.5K shares2025-Q3: 28.1K shares2025-Q4: 28.1K shares2026-Q1: 34.9K shares
$269.05(+45.14%)
2026-03-31
TRP
TC Energy Corp.
3.02%203.4K$12.7M
+1.53%(+3.07K)
2025-Q1: 180.7K shares2025-Q2: 183.5K shares2025-Q3: 187.9K shares2025-Q4: 200.3K shares2026-Q1: 203.4K shares
$42.59(+56.08%)
2026-03-31
CNI
Cdn National Railway
2.78%114.0K$11.7M
+19.28%(+18.43K)
2025-Q1: 66.5K shares2025-Q2: 67.4K shares2025-Q3: 83.1K shares2025-Q4: 95.6K shares2026-Q1: 114.0K shares
$107.12(+13.48%)
2026-03-31
JPM
JPMorgan Chase & Co
2.7%38.8K$11.4M
+1.13%(+432)
2025-Q1: 38.8K shares2025-Q2: 38.5K shares2025-Q3: 38.6K shares2025-Q4: 38.4K shares2026-Q1: 38.8K shares
$122.99(+171.94%)
2026-03-31
CP
Cdn Pacific KC Railway Ltd
2.67%143.1K$11.3M
+29.01%(+32.17K)
2025-Q1: 91.3K shares2025-Q2: 98.8K shares2025-Q3: 108.9K shares2025-Q4: 110.9K shares2026-Q1: 143.1K shares
$74.93(+17.16%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Lorne Steinberg Wealth Management Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all