Lorne Steinberg Wealth Management Inc.
CIK 1851362
13F filing for Q2 2026・No. 3,962
- Holdings
- US$486.63M
- Quarter change
- +US$64.52M
- Entries
- 72
- Net bought (estimate)
- +US$11.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 4
- Cut 6
- Added 50
- Corporate actions 2
- Unchanged 8
Largest holdings
72 stocks worth US$486.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RYRoyal Bank of CanadaCOM | Added | 132,522 | US$27.43M | 5.64% |
| GOOGLAlphabetCOM | Added | 62,224 | US$22.24M | 4.57% |
| TDToronto Dominion BankCOM | Added | 162,268 | US$19.72M | 4.05% |
| BMOBank of MontrealCOM | Added | 101,991 | US$18.02M | 3.70% |
| CMCdn Imperial Bank of CommerceCOM | Added | 146,592 | US$16.87M | 3.47% |
| TSMTSMC ADRSPONSORED ADR | Added | 30,414 | US$14.52M | 2.98% |
| CNICdn National RailwayCOM | Added | 118,480 | US$14.13M | 2.90% |
| TC Energy Corp.COM | Added | 209,505 | US$13.87M | 2.85% |
| CPCdn Pacific KC Railway LtdCOM | Added | 155,599 | US$13.48M | 2.77% |
| MSFTMicrosoftCOM | Added | 35,992 | US$13.43M | 2.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.