Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management reported 72 stocks worth $474M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are RY (5.5%), GOOGL (4.6%) and TD (4.0%). Compared with Q2 2026, the fund opened new positions in PEP, ZTS and AEM, added to RY, GOOGL and MSFT, trimmed TSM, JPM and CSCO and sold out of CTVA, OTEX and ASML.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RY Royal BK Cda | $26.2M | 5.5% | 133K | +648 (+0%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $21.6M | 4.6% | 63K | +582 (+1%) | 8 of 8 | |
| 3 |  TD Toronto Dominion BK Ont | $19.1M | 4.0% | 162K | No change | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $18.6M | 3.9% | 36K | +252 (+1%) | 8 of 8 | |
| 5 |  BMO Bank Montreal Que F | $17.1M | 3.6% | 102K | No change | 8 of 8 | |
| 6 |  CM Canadian Imperial BK Comm | $16.4M | 3.5% | 149K | +2,356 (+2%) | 8 of 8 | |
| 7 |  CNI Canadian Natl RY Co F | $14.5M | 3.1% | 122K | +3,529 (+3%) | 8 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $13.8M | 2.9% | 30K | −80 (−0%) | 8 of 8 | |
| 9 |  CP Canadian Pacific Kansas City | $13.7M | 2.9% | 161K | +4,971 (+3%) | 8 of 8 | |
| 10 |  SLF Sun Life Finl Inc F | $13.2M | 2.8% | 170K | +2,581 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
ELECTRONIC ARTS INC | $10.4M | 51K |
 CTVA Corteva Inc | $9.3M | 110K |
 OTEX Open Text Corp | $4.7M | 214K |
 ASML Asml Holding N V | $493K | 248 |
 BHP Bhp Group Ltd | $278K | 3,339 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lorne Steinberg Wealth Management 13F FAQ
What does Lorne Steinberg Wealth Management own?
Lorne Steinberg Wealth Management reported 72 stocks worth $474M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are RY (5.5%), GOOGL (4.6%) and TD (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Lorne Steinberg Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 36 added to, 17 trimmed and 6 sold out. New positions include PEP, ZTS and AEM. It sold all of CTVA, OTEX and ASML.
When will Lorne Steinberg Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lorne Steinberg Wealth Management's portfolio worth?
The Q3 2026 filing reports $474M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.