13F Insight
DOSSIER · 13F-HR · Q2 2026

Lorne Steinberg Wealth Management Inc.

$487M in tracked AUM across 72 positions as of Q2 2026.

LS
CIK 0001851362 · last filed Jun 30, 2026
Total AUM
$487M
as of Q2 2026
Holdings
72
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lorne Steinberg Wealth Management Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RY
Royal Bank of Canada
$27M133K5.6%02
GOOGL
Alphabet Inc. Class A
$22M62K4.6%03
TD
Toronto Dominion Bank
$20M162K4.1%04
BMO
Bank of Montreal
$18M102K3.7%05
CM
Cdn Imperial Bank of Commerce
$17M147K3.5%06
TSM
Taiwan Semiconductor Mfg ADR
$15M30K3.0%07
CNI
Cdn National Railway
$14M118K2.9%08
TRP
TC Energy Corp.
$14M210K2.8%09
CP
Cdn Pacific KC Railway Ltd
$13M156K2.8%10
MSFT
Microsoft Corp
$13M36K2.8%

Filing history

2026Q2Jun 30
$487M▲ 15.3%
72 positionsView →2026Q1Mar 31
$422M▼ 2.9%
68 positionsView →2025Q4Dec 31
$435M▲ 4.8%
72 positionsView →2025Q3Sep 30
$415M▲ 8.4%
70 positionsView →2025Q2Jun 30
$383M▲ 11.6%
70 positionsLocked2025Q1Mar 31
$343M▼ 0.5%
70 positionsLocked2024Q4Dec 31
$345M▼ 0.3%
70 positionsLocked2024Q3Sep 30
$346M▲ 11.3%
69 positionsLocked2024Q2Jun 30
$311M▼ 3.0%
68 positionsLocked2024Q1Mar 31
$320M▲ 7.6%
69 positionsLocked2023Q4Dec 31
$298M▲ 14.6%
73 positionsLocked2023Q3Sep 30
$260M▼ 2.1%
70 positionsLocked
Showing 12 of 23