account_balance

Investment manager · 13F filer · SEC CIK 1851362

Lorne Steinberg Wealth Management Inc.

Reported value$474Mas of Sep 30, 2026
Positions72 6 new, 6 sold out
Top 10 weight36.7%RY alone is 6%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
RY Royal Bank of Canada 5.5% HeldGOOGL Alphabet Inc. 4.6% HeldTD Toronto Dominion Bank 4.0% HeldMSFT Microsoft Corp 3.9% HeldBMO Bank of Montreal 3.6% HeldCM Canadian Imperial Bank of Commerce 3.5% HeldCNI Canadian National Railway Co 3.1% Added +3%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.9% HeldCP Canadian Pacific Kansas City Ltd 2.9% Added +3%SLF Sun Life Financial Inc 2.8% HeldJPM JPMorgan Chase & Co 2.7% HeldAMZN Amazon.com Inc 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • URTH −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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