Lorne Steinberg Wealth Management Inc.
Top Portfolio Positions
61 positions ·
$410,490,178 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RY |
Royal Bank Of Canada
Financial Services
|
130,367 | $21,090,773 | 5.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
61,341 | $17,639,217 | 4.30% | |
| TD |
Toronto Dominion Bank
Financial Services
|
158,465 | $14,786,369 | 3.60% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
143,988 | $13,642,863 | 3.32% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
100,673 | $13,625,083 | 3.32% | |
| MSFT |
Microsoft Corp
Technology
|
34,860 | $12,904,126 | 3.14% | |
| TRP |
Tc Energy Corp
Energy
|
203,385 | $12,731,901 | 3.10% | |
| CNI |
Canadian National Railway Co
Industrials
|
113,980 | $11,713,724 | 2.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,788 | $11,409,878 | 2.78% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
143,060 | $11,253,099 | 2.74% |
Portfolio Trend
22 quarters · across all stocks
Holdings in OTEX
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,544,588 | 204,343 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,340,491 | 194,613 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,223,049 | 193,233 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,914,301 | 168,298 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,771,267 | 149,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,647,700 | 128,803 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,387,468 | 131,835 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,588,728 | 119,465 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,659,211 | 119,990 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,946,384 | 117,715 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,578,094 | 101,940 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,868,928 | 93,115 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,525,975 | 91,465 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,555,412 | 86,215 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,206,153 | 83,440 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,663,936 | 70,400 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,834,864 | 66,860 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,239,156 | 47,160 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,828,481 | 37,515 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $833,120 | 16,400 | Shares | Sole | 2021-07-20 | |
| No 13F history on record for this holder in this stock. | ||||||