Top 50 Lorne Steinberg Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RY | Royal Bank of Canada | 4.99% | 130.4K | $21.1M | +1.91%(+2.44K) | $92.38(+121.69%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. Class A | 4.18% | 61.3K | $17.6M | +0.73%(+446) | $122.39(+194.08%) | 2026-03-31 | |
| TD | Toronto Dominion Bank | 3.51% | 158.5K | $14.8M | +1.78%(+2.77K) | $58.63(+103.48%) | 2026-03-31 | |
| CM | Cdn Imperial Bank of Commerce | 3.23% | 144.0K | $13.6M | -21.83%(-40.20K) | $48.76(+133.62%) | 2026-03-31 | |
| BMO | Bank of Montreal | 3.23% | 100.7K | $13.6M | +2.07%(+2.04K) | $94.71(+83.86%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.06% | 34.9K | $12.9M | +24.24%(+6.80K) | $269.05(+45.14%) | 2026-03-31 | |
| TRP | TC Energy Corp. | 3.02% | 203.4K | $12.7M | +1.53%(+3.07K) | $42.59(+56.08%) | 2026-03-31 | |
| CNI | Cdn National Railway | 2.78% | 114.0K | $11.7M | +19.28%(+18.43K) | $107.12(+13.48%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co | 2.7% | 38.8K | $11.4M | +1.13%(+432) | $122.99(+171.94%) | 2026-03-31 | |
| CP | Cdn Pacific KC Railway Ltd | 2.67% | 143.1K | $11.3M | +29.01%(+32.17K) | $74.93(+17.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.92% | +55.75% |
| Top 20 Holdings Unweighted | +15.51% | +54.14% |
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