Institutional Fund
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, CanadaCIK 18513625 filings on record
Portfolio Value
$422.11M
Q1 2026
Holdings
68
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-2.9%
from $434.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Royal Bk Cda5.0%
- Alphabet Inc4.2%
- Toronto Dominion Bk Ont3.5%
- Canadian Imperial Bank Of Co3.2%
- Bank Montreal Que3.2%
- Microsoft Corp3.1%
- Other77.8%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Royal Bk Cda | 130.4K | $21.07M | 5.0% | +2.4K | Added |
| 2 | Alphabet Inc | 61.3K | $17.64M | 4.2% | +446 | Added |
| 3 | Toronto Dominion Bk Ont | 158.5K | $14.80M | 3.5% | +2.8K | Added |
| 4 | Canadian Imperial Bank Of Co | 144.0K | $13.64M | 3.2% | −40.2K | Reduced |
| 5 | Bank Montreal Que | 100.7K | $13.63M | 3.2% | +2.0K | Added |
| 6 | Microsoft Corp | 34.9K | $12.90M | 3.1% | +6.8K | Added |
| 7 | Tc Energy Corp | 203.4K | $12.73M | 3.0% | +3.1K | Added |
| 8 | Canadian Natl Ry Co | 114.0K | $11.73M | 2.8% | +18.4K | Added |
| 9 | Jpmorgan Chase & Co. | 38.8K | $11.41M | 2.7% | +432 | Added |
| 10 | Canadian Pacific Kansas City | 143.1K | $11.26M | 2.7% | +32.2K | Added |
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