Lorne Steinberg Wealth Management Inc.

CIK 0001851362 · MONTREAL, QUEBEC, Z4 · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Lorne Steinberg Wealth Management Inc. reported 72 positions worth $486.6M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: RY (5.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$486.6M
2026 Q2
Positions
72
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.7%
Est. Net Flow (Q)
2026 Q2
10 / 72 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RYRoyal Bank of CanadaSH$27.4M5.64%132,522
2GOOGLAlphabet Inc. Class ASH$22.2M4.57%62,224
3TDToronto Dominion BankSH$19.7M4.05%162,268
4BMOBank of MontrealSH$18.0M3.70%101,991
5CMCdn Imperial Bank of CommerceSH$16.9M3.47%146,592
6TSMTaiwan Semiconductor Mfg ADRSH$14.5M2.98%30,414
7CNICdn National RailwaySH$14.1M2.90%118,480
8TRPTC Energy Corp.SH$13.9M2.85%209,505
9CPCdn Pacific KC Railway LtdSH$13.5M2.77%155,599
10MSFTMicrosoft CorpSH$13.4M2.76%35,992

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lorne Steinberg Wealth Management Inc. hold as of Q2 2026?

Lorne Steinberg Wealth Management Inc. reported 72 positions worth $486.6M in its Q2 2026 13F filing. Largest positions: RY (5.6%), GOOGL (4.6%), TD (4.1%), BMO (3.7%) and CM (3.5%).

What did Lorne Steinberg Wealth Management Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lorne Steinberg Wealth Management Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.