Lorne Steinberg Wealth Management Inc.
Top Portfolio Positions
60 positions ·
$399,556,272 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RY |
Royal Bank Of Canada
Financial Services
|
130,367 | $21,090,773 | 5.28% |
| GOOGL |
Alphabet Inc.
Communication Services
|
61,341 | $17,639,217 | 4.41% |
| TD |
Toronto Dominion Bank
Financial Services
|
158,465 | $14,786,369 | 3.70% |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
143,988 | $13,642,863 | 3.41% |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
100,673 | $13,625,083 | 3.41% |
| MSFT |
Microsoft Corp
Technology
|
34,860 | $12,904,126 | 3.23% |
| TRP |
Tc Energy Corp
Energy
|
203,385 | $12,731,901 | 3.19% |
| CNI |
Canadian National Railway Co
Industrials
|
113,980 | $11,713,724 | 2.93% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,788 | $11,409,878 | 2.86% |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
143,060 | $11,253,099 | 2.82% |
Portfolio Trend
Holdings in MIDD
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,134,191 | 23,640 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,537,602 | 23,795 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,183,673 | 23,950 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,504,240 | 24,335 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,718,190 | 24,465 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,323,265 | 24,535 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,403,815 | 24,465 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,006,397 | 24,520 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,964,277 | 24,655 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,618,910 | 24,590 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,165,440 | 24,730 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,716,446 | 25,140 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,742,220 | 25,525 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,408,424 | 25,455 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,287,560 | 25,650 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,234,914 | 25,805 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,205,061 | 25,650 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,043,352 | 25,632 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,525,676 | 26,542 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,563,148 | 26,337 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,321,931 | 26,075 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,400,909 | 26,380 | Shares | Sole | 2021-03-17 | |
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