Lorne Steinberg Wealth Management Inc. - Portfolio overview

Lorne Steinberg Wealth Management Inc. has 73 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. RY - Royal Bank of Canada, 4.85%
2. GOOGL - Alphabet Inc. Class A, 4.06%
3. TD - Toronto Dominion Bank, 3.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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