Lorne Steinberg Wealth Management Inc. Top Holdings and 13F Report (2025) About Lorne Steinberg Wealth Management Inc.Investment ActivityLorne Steinberg Wealth Management Inc. has $343.10 million in total holdings as of December 31, 2024.Lorne Steinberg Wealth Management Inc. owns shares of 70 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Lorne Steinberg Wealth Management Inc. has purchased 70 new stocks and bought additional shares in 44 stocks.Lorne Steinberg Wealth Management Inc. sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Royal Bank of Canada $13,133,353Berkshire Hathaway $12,401,657Meta Platforms $12,003,849Allstate $10,794,766Microsoft $10,752,671 Largest New Holdings this Quarter 456837103 - ING Groep $200,797 Holding Largest Purchases this Quarter Canadian Natural Resources 78,269 shares (about $2.41M)BCE 69,777 shares (about $1.60M)Smith & Nephew 29,250 shares (about $829.82K)Electronic Arts 5,475 shares (about $791.25K)Unilever 12,621 shares (about $751.58K) Largest Sales this Quarter The Goldman Sachs Group 6,285 shares (about $3.43M)Brookfield 37,310 shares (about $1.95M)iShares MSCI World ETF 2,046 shares (about $313.41K)Amazon.com 449 shares (about $85.43K)Alphabet 394 shares (about $61.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLorne Steinberg Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRYRoyal Bank of Canada$13,133,353$497,596 ▲3.9%116,4753.8%FinanceBRK.BBerkshire Hathaway$12,401,657$29,292 ▲0.2%23,2863.6%FinanceMETAMeta Platforms$12,003,849$19,596 ▼-0.2%20,8273.5%Computer and TechnologyALLAllstate$10,794,766$42,242 ▼-0.4%52,1313.1%FinanceMSFTMicrosoft$10,752,671$54,432 ▲0.5%28,6443.1%Computer and TechnologyVVisa$9,868,252$15,070 ▼-0.2%28,1582.9%Business ServicesJPMJPMorgan Chase & Co.$9,523,772$52,494 ▼-0.5%38,8252.8%FinanceGOOGLAlphabet$9,523,195$23,196 ▲0.2%61,5832.8%Computer and TechnologyCMCanadian Imperial Bank of Commerce$9,266,726$182,160 ▲2.0%164,5692.7%FinanceTDToronto-Dominion Bank$8,927,782$83,974 ▲0.9%148,8422.6%FinanceAXPAmerican Express$8,916,047$29,865 ▼-0.3%33,1392.6%FinanceTRPTC Energy$8,543,018$125,225 ▲1.5%180,7182.5%EnergyAMZNAmazon.com$7,831,862$85,427 ▼-1.1%41,1642.3%Retail/WholesaleBNSBank of Nova Scotia$7,543,570$72,044 ▲1.0%158,9462.2%FinanceCVSCVS Health$7,457,716$245,932 ▲3.4%110,0772.2%MedicalSNNSmith & Nephew$7,444,429$829,822 ▲12.5%262,4052.2%MedicalEAElectronic Arts$7,099,545$791,247 ▲12.5%49,1252.1%Consumer DiscretionaryBMOBank of Montreal$7,086,020$496,196 ▲7.5%74,1312.1%FinanceCSCOCisco Systems$7,032,965$47,764 ▼-0.7%113,9682.0%Computer and TechnologyCTVACorteva$7,005,682$12,586 ▲0.2%111,3252.0%Consumer StaplesSLFSun Life Financial$6,641,285$56,430 ▲0.9%115,9251.9%FinanceCNICanadian National Railway$6,473,957$520,184 ▲8.7%66,4591.9%TransportationCPCanadian Pacific Kansas City$6,416,969$98,349 ▲1.6%91,3461.9%TransportationDISWalt Disney$6,403,162$6,909 ▲0.1%64,8751.9%Consumer DiscretionaryBDXBecton, Dickinson and Company$6,366,264$22,906 ▲0.4%27,7931.9%MedicalMSMorgan Stanley$6,115,608$14,584 ▼-0.2%52,4181.8%FinanceMFCManulife Financial$6,004,474$3,088 ▼-0.1%192,5141.8%FinanceDEODiageo$5,954,691$276,331 ▲4.9%56,8251.7%Consumer StaplesGSThe Goldman Sachs Group$5,686,878$3,433,432 ▼-37.6%10,4101.7%FinanceULUnilever$5,647,186$751,581 ▲15.4%94,8311.6%Consumer StaplesVTRSViatris$5,612,384$7,578 ▲0.1%644,3611.6%MedicalBNBrookfield$5,315,204$1,954,527 ▼-26.9%101,4621.5%FinanceSBUXStarbucks$5,289,895$24,915 ▲0.5%53,9291.5%Retail/WholesaleJNJJohnson & Johnson$5,279,682$23,218 ▼-0.4%31,8361.5%MedicalTelus Corp.$4,998,605$323,344 ▲6.9%348,1701.5%COMTSCOTractor Supply$4,907,316$3,416 ▲0.1%89,0621.4%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$4,841,058$21,746 ▲0.5%29,1631.4%Computer and TechnologyADBEAdobe$4,811,383$701,476 ▲17.1%12,5451.4%Computer and TechnologyNTRNutrien$4,656,302$136,769 ▲3.0%93,7261.4%Basic MaterialsKVUEKenvue$4,515,314$48,320 ▲1.1%188,2951.3%Consumer StaplesBCEBCE$3,990,786$1,603,175 ▲67.1%173,6961.2%UtilitiesOTEXOpen Text$3,771,914$517,792 ▲15.9%149,2981.1%Computer and TechnologyMIDDMiddleby$3,718,190$10,639 ▼-0.3%24,4651.1%IndustrialsSTTState Street$3,535,987$9,401 ▲0.3%39,4951.0%FinanceAAPLApple$3,490,772$31,765 ▲0.9%15,7151.0%Computer and TechnologyKHCKraft Heinz$3,347,452$72,271 ▲2.2%110,0051.0%Consumer StaplesRCIRogers Communications$3,234,497$534,267 ▲19.8%120,9970.9%Consumer DiscretionaryMGAMagna International$2,877,215$172,660 ▲6.4%84,5700.8%Auto/Tires/TrucksCNQCanadian Natural Resources$2,634,593$2,410,790 ▲1,077.2%85,5350.8%EnergyADPAutomatic Data Processing$2,616,558$24,137 ▲0.9%8,5640.8%Business ServicesWBDWarner Bros. Discovery$2,454,348$11,535 ▲0.5%228,7370.7%Consumer DiscretionaryNKENIKE$2,357,710$66,337 ▲2.9%37,1410.7%Consumer DiscretionaryHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,170,421$4,812 ▼-0.2%27,5120.6%ETFSMGScotts Miracle-Gro$1,934,872$9,606 ▲0.5%35,2500.6%Basic MaterialsJNKSPDR Bloomberg High Yield Bond ETF$1,203,6390.0%12,6300.4%FinanceBRK.ABerkshire Hathaway$798,4410.0%10.2%FinanceURTHiShares MSCI World ETF$714,737$313,406 ▼-30.5%4,6660.2%ETFGOOGAlphabet$517,902$61,555 ▼-10.6%3,3150.2%Computer and TechnologyCVECenovus Energy$485,517$4,299 ▲0.9%34,8990.1%EnergyCOSTCostco Wholesale$464,377$132,409 ▲39.9%4910.1%Retail/WholesalePGProcter & Gamble$435,423$26,926 ▲6.6%2,5550.1%Consumer StaplesMCDMcDonald's$389,525$4,998 ▼-1.3%1,2470.1%Retail/WholesaleNVDANVIDIA$319,937$87,462 ▲37.6%2,9520.1%Computer and TechnologyLLYEli Lilly and Company$260,161$13,215 ▼-4.8%3150.1%MedicalMRKMerck & Co., Inc.$235,4400.0%2,6230.1%MedicalDFJWisdomTree Japan SmallCap Dividend Fund$214,5040.0%2,7060.1%FinanceHUMHumana$211,6800.0%8000.1%MedicalWMTWalmart$210,1690.0%2,3940.1%Retail/WholesaleRCLRoyal Caribbean Cruises$205,4400.0%1,0000.1%Consumer DiscretionaryINGING Groep$200,797$200,797 ▲New Holding10,2500.1%FinanceORCLOracle$0$212,466 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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