Lorne Steinberg Wealth Management Inc. holds a diversified book of 72 reported positions worth $486.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Telus Corp and trimmed Viatris Inc. Their largest long position is Royal Bank Of Canada at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +41% (+20.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Lorne Steinberg Wealth Management Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.9 points over this window.
Growth of $10,000 cloning Lorne Steinberg Wealth Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lorne Steinberg Wealth Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 72 | $454.3M |
| Hoffman, Alan N Investment Management | 7 / 72 | $160.4M |
| Mirae Asset Global Investments Co., Ltd. | 48 / 72 | $277.3B |
| Greenbrier Partners Capital Management, LLC | 8 / 72 | $1.2B |
| BlueSpruce Investments, LP | 8 / 72 | $590.2M |
| Draper Asset Management, LLC | 8 / 72 | $163.5M |
| Ardent Capital Management, Inc. | 16 / 72 | $197.7M |
| Armstrong Henry H Associates Inc | 19 / 72 | $845.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Lorne Steinberg Wealth Management Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Royal Bank of Canada COM | $27.4M | 132.5K | 5.6% | ▲+1.6% Added · +2K sh | |
| 2 | Alphabet Inc. Class A COM | $22.2M | 62.2K | 4.6% | ▲+1.4% Added · +883 sh | |
| 3 | Toronto Dominion Bank COM | $19.7M | 162.3K | 4.1% | ▲+2.4% Added · +4K sh | |
| 4 | Bank of Montreal COM | $18.0M | 102.0K | 3.7% | ▲+1.3% Added · +1K sh | |
| 5 | Cdn Imperial Bank of Commerce COM | $16.9M | 146.6K | 3.5% | ▲+1.8% Added · +3K sh | |
| 6 | Taiwan Semiconductor Mfg ADR SPONSORED ADR | $14.5M | 30.4K | 3.0% | ▲+2.6% Added · +771 sh | |
| 7 | Cdn National Railway COM | $14.1M | 118.5K | 2.9% | ▲+3.9% Added · +5K sh | |
| 8 | TC Energy Corp. COM | $13.9M | 209.5K | 2.8% | ▲+3.0% Added · +6K sh | |
| 9 | Cdn Pacific KC Railway Ltd COM | $13.5M | 155.6K | 2.8% | ▲+8.8% Added · +13K sh | |
| 10 | Microsoft Corp COM | $13.4M | 36.0K | 2.8% | ▲+3.2% Added · +1K sh | |
| 11 | Cisco Systems Inc COM | $13.1M | 111.8K | 2.7% | ▲+0.7% Added · +780 sh | |
| 12 | Sun Life Financial Inc. COM | $13.1M | 166.9K | 2.7% | ▲+8.6% Added · +13K sh | |
| 13 | JPMorgan Chase & Co COM | $12.9M | 39.4K | 2.7% | ▲+1.6% Added · +620 sh | |
| 14 | Amazon.Com Inc CAP STK CL C | $12.3M | 51.7K | 2.5% | ▲+11% Added · +5K sh | |
| 15 | Allstate Corporation COM | $12.2M | 51.4K | 2.5% | ▲+1.3% Added · +650 sh | |
| 16 | Berkshire Hathaway B CL B NEW | $11.6M | 23.2K | 2.4% | ▲+1.6% Added · +360 sh | |
| 17 | CVS Health Corporation COM | $11.5M | 110.9K | 2.4% | ▲+1.8% Added · +2K sh | |
| 18 | American Express Co. COM | $11.2M | 33.1K | 2.3% | ▲+1.9% Added · +605 sh | |
| 19 | Morgan Stanley COM | $10.8M | 51.7K | 2.2% | ▲+1.2% Added · +635 sh | |
| 20 | Goldman Sachs COM | $10.5M | 10.3K | 2.2% | ▲+2.0% Added · +206 sh | |
| 21 | Electronic Arts Inc COM | $10.4M | 50.6K | 2.1% | ▲+2.4% Added · +1K sh | |
| 22 | Bank of Nova Scotia COM | $10.1M | 116.5K | 2.1% | ▲+3.5% Added · +4K sh | |
| 23 | Visa Inc. COM | $10.0M | 29.3K | 2.1% | ▲+2.8% Added · +806 sh | |
| 24 | Johnson & Johnson COM | $9.8M | 38.7K | 2.0% | ▲+2.2% Added · +823 sh | |
| 25 | Corteva Inc. COM | $9.3M | 109.7K | 1.9% | ▲+1.7% Added · +2K sh | |
| 26 | Manulife Financial Corp COM | $9.0M | 221.8K | 1.8% | ▲+2.1% Added · +5K sh | |
| 27 | Smith & Nephew PLC ADR SPONSORED ADR | $7.9M | 274.2K | 1.6% | ▲+2.9% Added · +8K sh | |
| 28 | Brookfield Corp COM | $7.7M | 180.6K | 1.6% | ▲+12% Added · +20K sh | |
| 29 | Starbucks Corp COM | $7.3M | 71.0K | 1.5% | ▲+2.6% Added · +2K sh | |
| 30 | Nutrien Ltd COM | $7.2M | 113.8K | 1.5% | ▲+4.0% Added · +4K sh | |
| 31 | Walt Disney Co. COM | $7.1M | 73.9K | 1.5% | ▲+2.7% Added · +2K sh | |
| 32 | Adobe Systems Inc. COM | $6.8M | 33.2K | 1.4% | ▲+3.8% Added · +1K sh | |
| 33 | State Street Corp COM | $6.7M | 39.7K | 1.4% | ▲+2.1% Added · +810 sh | |
| 34 | Meta Platforms COM | $5.7M | 10.2K | 1.2% | ▲+2.2% Added · +218 sh | |
| 35 | Rogers Communications CL B | $5.6M | 172.9K | 1.2% | ▲+4.1% Added · +7K sh | |
| 36 | Viatris Inc COM | $5.6M | 354.0K | 1.2% | ▼−43% Reduced · −270K sh | |
| 37 | McDonalds Corp COM | $5.5M | 20.5K | 1.1% | ▲+104% Added · +10K sh | |
| 38 | Unilever PLC ADR SPONSORED ADR | $5.3M | 88.8K | 1.1% | ▲+2.5% Added · +2K sh | |
| 39 | Diageo PLC ADR SPONSORED ADR | $4.8M | 59.3K | 1.0% | ▲+3.1% Added · +2K sh | |
| 40 | Cdn Natural Resources Ltd COM | $4.8M | 120.2K | 1.0% | ▲+4.0% Added · +5K sh | |
| 41 | Open Text Corp COM | $4.7M | 214.0K | 1.0% | ▲+4.7% Added · +10K sh | |
| 42 | Apple Inc. COM | $4.7M | 16.4K | 1.0% | ▼−2.2% Reduced · −362 sh | |
| 43 | BCE Inc. COM | $4.2M | 196.5K | 0.9% | ▲+2.8% Added · +5K sh | |
| 44 | Telus Corp COM | $4.2M | 394.0K | 0.9% | ▲New New position | |
| 45 | Automatic Data Processing Inc. COM | $3.9M | 17.4K | 0.8% | ▲+3.4% Added · +570 sh | |
| 46 | Kenvue Inc COM | $3.8M | 197.2K | 0.8% | ▲+3.0% Added · +6K sh | |
| 47 | Linde PLC COM | $3.0M | 5.8K | 0.6% | ▲New New position | |
| 48 | Tractor Supply Co COM | $2.8M | 89.3K | 0.6% | ▲+2.6% Added · +2K sh | |
| 49 | Kimberly Clark Corp COM | $2.8M | 25.6K | 0.6% | ▲+3.9% Added · +960 sh | |
| 50 | Nike Inc.Cl B CL B | $1.5M | 37.6K | 0.3% | ▲+2.9% Added · +1K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 72 | $486.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 68 | $422.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 72 | $434.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 31d | 70 | $415.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 70 | $382.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 70 | $343.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 70 | $344.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 69 | $345.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.