Lorne Steinberg Wealth Management Inc. Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$434.9M

Holdings

72

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (72 positions)

#StockSharesValue% PortfolioType
1
RYRoyal Bank of Canada
127,924$21.8M5.02%
2
GOOGLAlphabet Inc. Class A
60,895$19.1M4.38%
3
CMCdn Imperial Bank of Commerce
184,192$16.7M3.85%
4
TDToronto Dominion Bank
155,697$14.7M3.38%
5
MSFTMicrosoft Corp
28,059$13.6M3.12%
6
BMOBank of Montreal
98,630$12.8M2.95%
7
BNSBank of Nova Scotia
169,702$12.5M2.88%
8
JPMJPMorgan Chase & Co
38,356$12.4M2.84%
9
AXPAmerican Express Co.
32,394$12.0M2.76%
10
BRK/BBerkshire Hathaway B
22,977$11.5M2.66%
11
TRPTC Energy Corp.
200,314$11.0M2.54%
12
ALSAllstate Corporation
50,816$10.6M2.43%
13
AMZNAmazon.Com Inc
45,723$10.6M2.43%
14
EAElectronic Arts Inc
49,295$10.1M2.32%
15
VVisa Inc.
28,074$9.8M2.26%
16
CNRCdn National Railway
95,555$9.5M2.18%
17
DWDMorgan Stanley
51,208$9.1M2.09%
18
GSGoldman Sachs
10,306$9.1M2.08%
19
METAMeta Platforms
13,695$9.0M2.08%
20
TSMTaiwan Semiconductor Mfg ADR
29,553$9.0M2.07%
21
SNNSmith & Nephew PLC ADR
265,320$8.7M2.00%
22
CVSCVS Health Corporation
108,924$8.6M1.99%
23
CSCOCisco Systems Inc
111,368$8.6M1.97%
24
CPCdn Pacific KC Railway Ltd
110,891$8.2M1.88%
25
DISWalt Disney Co.
71,325$8.1M1.87%
26
LIESun Life Financial Inc.
127,168$7.9M1.83%
27
MFCManulife Financial Corp
214,368$7.8M1.79%
28
VTRSViatris Inc
623,116$7.8M1.78%
29
JNJJohnson & Johnson
37,174$7.7M1.77%
30
BNBrookfield Corp
159,026$7.3M1.68%
31
CTVACorteva Inc.
108,555$7.3M1.67%
32
NTRNutrien Ltd
108,055$6.7M1.54%
33
OTXOpen Text Corp
194,613$6.3M1.46%
34
RCI/BRogers Communications
160,009$6.0M1.39%
35
SBUXStarbucks Corp
67,706$5.7M1.31%
36
ULUnilever PLC ADR
86,608$5.7M1.30%
37
ADBEAdobe Systems Inc.
14,947$5.2M1.20%
38
BDXBecton Dickinson & Co
26,803$5.2M1.20%
39
STTState Street Corp
39,045$5.0M1.16%
40
DEODiageo PLC ADR
56,000$4.8M1.11%
41
TTelus Corp
363,257$4.8M1.10%
42
AAPLApple Inc.
16,593$4.5M1.04%
43
BCEBCE Inc.
186,577$4.5M1.02%
44
TSCOTractor Supply Co
87,112$4.4M1.00%
45
ADPAutomatic Data Processing Inc.
16,490$4.2M0.98%
46
CRCCdn Natural Resources Ltd
113,406$3.8M0.88%
47
MIDDMiddleby Corp
23,795$3.5M0.81%
48
KVUEKenvue Inc
189,585$3.3M0.75%
49
MCDMcDonalds Corp
9,601$2.9M0.67%
50
KMBKimberly Clark Corp
24,755$2.5M0.57%
51
NKENike Inc.Cl B
35,441$2.3M0.52%
52
LINLinde PLC
5,295$2.3M0.52%
53
URTHiShares MSCI World ETF
6,911$1.3M0.30%
54
GOOGAlphabet Inc. Class C
3,223$1.0M0.23%
55
LLYEli Lilly & Co
729$783K0.18%
56
BRK-BBERKSHIRE HATHAWAY CL A
1$754K0.17%
57
COSTCostco Wholesale Corp
470$405K0.09%
58
EWCiShares MSCI Canada ETF
7,125$384K0.09%
59
PGProcter and Gamble
2,623$375K0.09%
60
NVDANVidia
1,812$337K0.08%
61
MRKMerck & Company
3,023$318K0.07%
62
FTSFortis Inc.
5,779$300K0.07%
63
INGING Groep ADR
10,250$287K0.07%
64
WMTWal Mart Stores
2,496$278K0.06%
65
RCLRoyal Caribbean Cruises
1,000$278K0.06%
66
EFAiShares MSCI EAFE ETF
2,345$225K0.05%
67
BACBank of America
3,991$219K0.05%
68
GLWCorning Inc.
2,500$218K0.05%
69
ENBEnbridge Inc
4,419$211K0.05%
70
ORCLOracle Corp
1,060$206K0.05%
71
HUMHumana Inc.
800$204K0.05%
72
BHPBHP Billiton
3,260$196K0.05%