Lorne Steinberg Wealth Management Inc. Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$434.9B
Holdings
72
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RYRoyal Bank of Canada | 127,924 | $21.8B | 5.02% | |
| 2 | GOOGLAlphabet Inc. Class A | 60,895 | $19.1B | 4.38% | |
| 3 | CMCdn Imperial Bank of Commerce | 184,192 | $16.7B | 3.85% | |
| 4 | TDToronto Dominion Bank | 155,697 | $14.7B | 3.38% | |
| 5 | MSFTMicrosoft Corp | 28,059 | $13.6B | 3.12% | |
| 6 | BMOBank of Montreal | 98,630 | $12.8B | 2.95% | |
| 7 | BNSBank of Nova Scotia | 169,702 | $12.5B | 2.88% | |
| 8 | JPMJPMorgan Chase & Co | 38,356 | $12.4B | 2.84% | |
| 9 | AXPAmerican Express Co. | 32,394 | $12.0B | 2.76% | |
| 10 | BRK/BBerkshire Hathaway B | 22,977 | $11.5B | 2.66% | |
| 11 | TRPTC Energy Corp. | 200,314 | $11.0B | 2.54% | |
| 12 | ALSAllstate Corporation | 50,816 | $10.6B | 2.43% | |
| 13 | AMZNAmazon.Com Inc | 45,723 | $10.6B | 2.43% | |
| 14 | EAElectronic Arts Inc | 49,295 | $10.1B | 2.32% | |
| 15 | VVisa Inc. | 28,074 | $9.8B | 2.26% | |
| 16 | CNRCdn National Railway | 95,555 | $9.5B | 2.18% | |
| 17 | DWDMorgan Stanley | 51,208 | $9.1B | 2.09% | |
| 18 | GSGoldman Sachs | 10,306 | $9.1B | 2.08% | |
| 19 | METAMeta Platforms | 13,695 | $9.0B | 2.08% | |
| 20 | TSMTaiwan Semiconductor Mfg ADR | 29,553 | $9.0B | 2.07% | |
| 21 | SNNSmith & Nephew PLC ADR | 265,320 | $8.7B | 2.00% | |
| 22 | CVSCVS Health Corporation | 108,924 | $8.6B | 1.99% | |
| 23 | CSCOCisco Systems Inc | 111,368 | $8.6B | 1.97% | |
| 24 | CPCdn Pacific KC Railway Ltd | 110,891 | $8.2B | 1.88% | |
| 25 | DISWalt Disney Co. | 71,325 | $8.1B | 1.87% | |
| 26 | LIESun Life Financial Inc. | 127,168 | $7.9B | 1.83% | |
| 27 | MFCManulife Financial Corp | 214,368 | $7.8B | 1.79% | |
| 28 | VTRSViatris Inc | 623,116 | $7.8B | 1.78% | |
| 29 | JNJJohnson & Johnson | 37,174 | $7.7B | 1.77% | |
| 30 | BNBrookfield Corp | 159,026 | $7.3B | 1.68% | |
| 31 | CTVACorteva Inc. | 108,555 | $7.3B | 1.67% | |
| 32 | NTRNutrien Ltd | 108,055 | $6.7B | 1.54% | |
| 33 | OTXOpen Text Corp | 194,613 | $6.3B | 1.46% | |
| 34 | RCI/BRogers Communications | 160,009 | $6.0B | 1.39% | |
| 35 | SBUXStarbucks Corp | 67,706 | $5.7B | 1.31% | |
| 36 | ULUnilever PLC ADR | 86,608 | $5.7B | 1.30% | |
| 37 | ADBEAdobe Systems Inc. | 14,947 | $5.2B | 1.20% | |
| 38 | BDXBecton Dickinson & Co | 26,803 | $5.2B | 1.20% | |
| 39 | STTState Street Corp | 39,045 | $5.0B | 1.16% | |
| 40 | DEODiageo PLC ADR | 56,000 | $4.8B | 1.11% | |
| 41 | TTelus Corp | 363,257 | $4.8B | 1.10% | |
| 42 | AAPLApple Inc. | 16,593 | $4.5B | 1.04% | |
| 43 | BCEBCE Inc. | 186,577 | $4.5B | 1.02% | |
| 44 | TSCOTractor Supply Co | 87,112 | $4.4B | 1.00% | |
| 45 | ADPAutomatic Data Processing Inc. | 16,490 | $4.2B | 0.98% | |
| 46 | CRCCdn Natural Resources Ltd | 113,406 | $3.8B | 0.88% | |
| 47 | MIDDMiddleby Corp | 23,795 | $3.5B | 0.81% | |
| 48 | KVUEKenvue Inc | 189,585 | $3.3B | 0.75% | |
| 49 | MCDMcDonalds Corp | 9,601 | $2.9B | 0.67% | |
| 50 | KMBKimberly Clark Corp | 24,755 | $2.5B | 0.57% | |
| 51 | NKENike Inc.Cl B | 35,441 | $2.3B | 0.52% | |
| 52 | LINLinde PLC | 5,295 | $2.3B | 0.52% | |
| 53 | URTHiShares MSCI World ETF | 6,911 | $1.3B | 0.30% | |
| 54 | GOOGAlphabet Inc. Class C | 3,223 | $1.0B | 0.23% | |
| 55 | LLYEli Lilly & Co | 729 | $783.0M | 0.18% | |
| 56 | BRK-BBERKSHIRE HATHAWAY CL A | 1 | $754.0M | 0.17% | |
| 57 | COSTCostco Wholesale Corp | 470 | $405.0M | 0.09% | |
| 58 | EWCiShares MSCI Canada ETF | 7,125 | $384.0M | 0.09% | |
| 59 | PGProcter and Gamble | 2,623 | $375.0M | 0.09% | |
| 60 | NVDANVidia | 1,812 | $337.0M | 0.08% | |
| 61 | MRKMerck & Company | 3,023 | $318.0M | 0.07% | |
| 62 | FTSFortis Inc. | 5,779 | $300.0M | 0.07% | |
| 63 | INGING Groep ADR | 10,250 | $287.0M | 0.07% | |
| 64 | WMTWal Mart Stores | 2,496 | $278.0M | 0.06% | |
| 65 | RCLRoyal Caribbean Cruises | 1,000 | $278.0M | 0.06% | |
| 66 | EFAiShares MSCI EAFE ETF | 2,345 | $225.0M | 0.05% | |
| 67 | BACBank of America | 3,991 | $219.0M | 0.05% | |
| 68 | GLWCorning Inc. | 2,500 | $218.0M | 0.05% | |
| 69 | ENBEnbridge Inc | 4,419 | $211.0M | 0.05% | |
| 70 | ORCLOracle Corp | 1,060 | $206.0M | 0.05% | |
| 71 | HUMHumana Inc. | 800 | $204.0M | 0.05% | |
| 72 | BHPBHP Billiton | 3,260 | $196.0M | 0.05% |