Lorne Steinberg Wealth Management Inc.
•CIK: 1851362•Filing: Q4 2025
**Lorne Steinberg Wealth Management Inc.** manages $435M across a diversified portfolio of 72 positions. The firm maintains significant exposure to financial and technology sectors, highlighted by top holdings including RY ($21.8M) and GOOGL ($19.1M). Further allocations are concentrated in key financial names such as CM ($16.7M), TD ($14.7M), and JPM ($12.4M). This positioning suggests a focus on established, blue-chip names across North American financial and mega-cap technology markets.
Total AUM
$434.9M
QoQ Performance
+4.8%
Positions
72
Top 10 Concentration
33.8%
Latest Filing
Q4 2025
Top Holdings Allocation
RY
RY5.0%
GOOGL4.4%
CM3.8%
TD3.4%
MSFT3.1%
BMO2.9%
BNS2.9%
JPM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.6%
Financial14.5%
Technology14.2%
Consumer5.2%
Healthcare4.1%
Communication3.0%
Materials0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑32 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023