LORNE STEINBERG WEALTH MANAGEMENT INC.

PrivateCIK: 1851362
Location

MONTREAL, QUEBEC, Z4

68
Positions
$422.11M
Total AUM (reported)
5.39M
Total Shares

Allocation by class

TOTAL AUM$422.11M68 positions
COM$357.26M84.6%
SPONSORED ADR$27.70M6.6%
CAP STK CL A$17.64M4.2%
CL B NEW$10.93M2.6%
ETF$5.00M1.2%
CL B$1.93M0.5%
CAP STK CL C$924.5K0.2%

Portfolio Concentration

Top 312.7%4–1020.7%11–2533.2%Rest33.4%TOP 1033.4%0%100%
Top 3$53.51M12.7%
4–10$87.31M20.7%
11–25$140.12M33.2%
Rest$141.17M33.4%

Top 3 weight

12.7%

Top 10 weight

33.4%

Voting Authority Distribution

Total shares with voting rights: 5.39M

Sole

Full voting authority

5.39M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:

Royal Bank of Canada

SOLE
COM
Shares130.37K
TypeSH
Market value$21.07M
4.99%
Sole
130.37K
Shared
0.00
None
0.00

Alphabet Inc. Class A

SOLE
CAP STK CL A
Shares61.34K
TypeSH
Market value$17.64M
4.18%
Sole
61.34K
Shared
0.00
None
0.00

Toronto Dominion Bank

SOLE
COM
Shares158.47K
TypeSH
Market value$14.80M
3.51%
Sole
158.47K
Shared
0.00
None
0.00

Cdn Imperial Bank of Commerce

SOLE
COM
Shares143.99K
TypeSH
Market value$13.64M
3.23%
Sole
143.99K
Shared
0.00
None
0.00

Bank of Montreal

SOLE
COM
Shares100.67K
TypeSH
Market value$13.63M
3.23%
Sole
100.67K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares34.86K
TypeSH
Market value$12.90M
3.06%
Sole
34.86K
Shared
0.00
None
0.00

TC Energy Corp.

SOLE
COM
Shares203.38K
TypeSH
Market value$12.73M
3.02%
Sole
203.38K
Shared
0.00
None
0.00

Cdn National Railway

SOLE
COM
Shares113.98K
TypeSH
Market value$11.73M
2.78%
Sole
113.98K
Shared
0.00
None
0.00

JPMorgan Chase & Co

SOLE
COM
Shares38.79K
TypeSH
Market value$11.41M
2.70%
Sole
38.79K
Shared
0.00
None
0.00

Cdn Pacific KC Railway Ltd

SOLE
COM
Shares143.06K
TypeSH
Market value$11.26M
2.67%
Sole
143.06K
Shared
0.00
None
0.00

Berkshire Hathaway B

SOLE
CL B NEW
Shares22.82K
TypeSH
Market value$10.93M
2.59%
Sole
22.82K
Shared
0.00
None
0.00

Allstate Corporation

SOLE
COM
Shares50.79K
TypeSH
Market value$10.53M
2.49%
Sole
50.79K
Shared
0.00
None
0.00

Electronic Arts Inc

SOLE
COM
Shares49.44K
TypeSH
Market value$10.08M
2.39%
Sole
49.44K
Shared
0.00
None
0.00

Taiwan Semiconductor Mfg ADR

SOLE
SPONSORED ADR
Shares29.64K
TypeSH
Market value$10.02M
2.37%
Sole
29.64K
Shared
0.00
None
0.00

American Express Co.

SOLE
COM
Shares32.48K
TypeSH
Market value$9.82M
2.33%
Sole
32.48K
Shared
0.00
None
0.00

Amazon.Com Inc

SOLE
COM
Shares46.72K
TypeSH
Market value$9.73M
2.31%
Sole
46.72K
Shared
0.00
None
0.00

Sun Life Financial Inc.

SOLE
COM
Shares153.75K
TypeSH
Market value$9.63M
2.28%
Sole
153.75K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares37.85K
TypeSH
Market value$9.25M
2.19%
Sole
37.85K
Shared
0.00
None
0.00

Corteva Inc.

SOLE
COM
Shares107.86K
TypeSH
Market value$9.03M
2.14%
Sole
107.86K
Shared
0.00
None
0.00

Cisco Systems Inc

SOLE
COM
Shares111.01K
TypeSH
Market value$8.61M
2.04%
Sole
111.01K
Shared
0.00
None
0.00

Visa Inc.

SOLE
COM
Shares28.48K
TypeSH
Market value$8.61M
2.04%
Sole
28.48K
Shared
0.00
None
0.00

Goldman Sachs

SOLE
COM
Shares10.14K
TypeSH
Market value$8.58M
2.03%
Sole
10.14K
Shared
0.00
None
0.00

Smith & Nephew PLC ADR

SOLE
SPONSORED ADR
Shares266.38K
TypeSH
Market value$8.47M
2.01%
Sole
266.38K
Shared
0.00
None
0.00

Viatris Inc

SOLE
COM
Shares624.02K
TypeSH
Market value$8.43M
2.00%
Sole
624.02K
Shared
0.00
None
0.00

Morgan Stanley

SOLE
COM
Shares51.02K
TypeSH
Market value$8.40M
1.99%
Sole
51.02K
Shared
0.00
None
0.00
Page 1 of 3