The Analysis of Lorne Steinberg Wealth Management Inc.'s Holdings
Currently, Lorne Steinberg Wealth Management Inc. holds 70 types of securities in its portfolio with a total value $415.0M. In the most recent quarter, they have increased their positions in TU (+372.0K shares, valued at $5.9M), LIN (+5.5K shares, valued at $2.6M), MCD (+8.3K shares, valued at $2.5M); decreased their positions in URTH (-4.3K shares, valued at $778.0K), MSFT (-366 shares, valued at $189.6K), HYG (-2.1K shares, valued at $170.5K); initiated new positions in TU (+372.0K shares, valued at $5.9M), LIN (+5.5K shares, valued at $2.6M), EWC (+4.6K shares, valued at $231.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
RY Royal Bank of Canada126.9K shares4.11%2025-09-302025-10-31
GOOGL Alphabet Inc. Class A61.1K shares0.92%2025-09-302025-10-31 CM Cdn Imperial Bank of Commerce183.7K shares1.72%2025-09-302025-10-31 MSFT Microsoft Corp28.1K shares-1.28%2025-09-302025-10-31 BMO Bank of Montreal97.4K shares5.83%2025-09-302025-10-31 TD Toronto Dominion Bank154.1K shares3.29%2025-09-302025-10-31 JPM JPMorgan Chase & Co38.6K shares0.34%2025-09-302025-10-31 BRK.B Berkshire Hathaway B23.0K shares-0.43%2025-09-302025-10-31 BNS Bank of Nova Scotia173.5K shares2.65%2025-09-302025-10-31 ALL Allstate Corporation51.0K shares-1.39%2025-09-302025-10-31 AXP American Express Co.32.6K shares-0.82%2025-09-302025-10-31 TRP TC Energy Corp.187.9K shares2.45%2025-09-302025-10-31 META Meta Platforms13.7K shares0.29%2025-09-302025-10-31 AMZN Amazon.Com Inc45.4K shares1.54%2025-09-302025-10-31 EA Electronic Arts Inc49.3K shares0.90%2025-09-302025-10-31 SNN Smith & Nephew PLC ADR264.3K shares0.72%2025-09-302025-10-31 V Visa Inc.28.0K shares0.23%2025-09-302025-10-31 TSM Taiwan Semiconductor Mfg ADR29.5K shares1.58%2025-09-302025-10-31 GS Goldman Sachs10.3K shares-0.83%2025-09-302025-10-31 CVS CVS Health Corporation108.8K shares-0.83%2025-09-302025-10-31 DIS Walt Disney Co.71.3K shares-0.70%2025-09-302025-10-31 MS Morgan Stanley51.2K shares-1.90%2025-09-302025-10-31 CP Cdn Pacific KC Railway Ltd108.9K shares10.27%2025-09-302025-10-31 CNI Cdn National Railway83.1K shares23.32%2025-09-302025-10-31 CSCO Cisco Systems Inc111.8K shares-1.32%2025-09-302025-10-31 CTVA Corteva Inc.108.8K shares-1.43%2025-09-302025-10-31 OTEX Open Text Corp193.2K shares14.82%2025-09-302025-10-31 BN Brookfield Corp104.1K shares1.68%2025-09-302025-10-31 SLF Sun Life Financial Inc.117.8K shares1.33%2025-09-302025-10-31 JNJ Johnson & Johnson37.0K shares2.65%2025-09-302025-10-31 MFC Manulife Financial Corp213.5K shares11.27%2025-09-302025-10-31 NTR Nutrien Ltd107.0K shares12.60%2025-09-302025-10-31 VTRS Viatris Inc629.4K shares-0.04%2025-09-302025-10-31 SBUX Starbucks Corp70.4K shares1.00%2025-09-302025-10-31 TU Telus Corp372.0K sharesnew addition2025-09-302025-10-31 UL Unilever PLC ADR97.6K shares3.20%2025-09-302025-10-31 DEO Diageo PLC ADR58.4K shares4.36%2025-09-302025-10-31 ADBE Adobe Systems Inc.14.9K shares4.32%2025-09-302025-10-31 BDX Becton Dickinson & Co27.5K shares0.79%2025-09-302025-10-31 TSCO Tractor Supply Co87.4K shares-1.16%2025-09-302025-10-31 ADP Automatic Data Processing Inc.16.7K shares96.20%2025-09-302025-10-31 STT State Street Corp39.1K shares-0.43%2025-09-302025-10-31 RCI Rogers Communications129.2K shares5.08%2025-09-302025-10-31 BCE BCE Inc.188.0K shares4.11%2025-09-302025-10-31 AAPL Apple Inc.16.6K shares3.64%2025-09-302025-10-31 CNQ Cdn Natural Resources Ltd110.2K shares26.40%2025-09-302025-10-31 MIDD Middleby Corp23.9K shares-1.58%2025-09-302025-10-31 KVUE Kenvue Inc190.8K shares1.97%2025-09-302025-10-31 MCD McDonalds Corp9.6K shares665.92%2025-09-302025-10-31 KHC Kraft Heinz Company108.5K shares0.59%2025-09-302025-10-31 LIN Linde PLC5.5K sharesnew addition2025-09-302025-10-31 NKE Nike Inc.Cl B36.6K shares0.65%2025-09-302025-10-31 HYG iShares iBoxx $ High Yield Corporate Bond ETF25.9K shares-7.49%2025-09-302025-10-31 JNK SPDR Bloomberg Barclays High Yield Bond ETF12.5K shares0.00%2025-09-302025-10-31 URTH iShares MSCI World ETF5.5K shares-43.82%2025-09-302025-10-31 GOOG Alphabet Inc. Class C3.2K shares-2.78%2025-09-302025-10-31 BRK.A BERKSHIRE HATHAWAY CL A1 shares0.00%2025-09-302025-10-31 LLY Eli Lilly & Co715 shares126.98%2025-09-302025-10-31 NVDA NVidia2.6K shares-8.96%2025-09-302025-10-31 COST Costco Wholesale Corp456 shares0.00%2025-09-302025-10-31 PG Procter and Gamble2.6K shares0.00%2025-09-302025-10-31 RCL Royal Caribbean Cruises1.0K shares0.00%2025-09-302025-10-31 ORCL Oracle Corp1.1K shares-16.86%2025-09-302025-10-31 ING ING Groep ADR10.3K shares0.00%2025-09-302025-10-31 MRK Merck & Company3.0K shares15.25%2025-09-302025-10-31 WMT Wal Mart Stores2.3K shares-1.88%2025-09-302025-10-31 EWC iShares MSCI Canada ETF4.6K sharesnew addition2025-09-302025-10-31 ENB Enbridge Inc4.3K sharesnew addition2025-09-302025-10-31 HUM Humana Inc.800 sharesnew addition2025-09-302025-10-31 GLW Corning Inc.2.5K sharesnew addition2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available