Lorne Steinberg Wealth Management Inc. holds a diversified book of 72 stocks worth $486.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +41% (+21.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1851362/holdings"
Use Arkolith to show Lorne Steinberg Wealth Management Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.4 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Lorne Steinberg Wealth Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 72 | $2.0T |
| FMR LLC | 79 / 72 | $749.4B |
| MORGAN STANLEY | 79 / 72 | $468.7B |
| JPMORGAN CHASE & CO | 79 / 72 | $448.4B |
| BANK OF AMERICA CORP /DE/ | 79 / 72 | $273.5B |
| ROYAL BANK OF CANADA | 79 / 72 | $218.9B |
| UBS Group AG | 79 / 72 | $121.5B |
| WELLS FARGO & COMPANY/MN | 79 / 72 | $120.8B |
Ranked by how many of Lorne Steinberg Wealth Management Inc.'s top 72 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 72 | $486.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 68 | $422.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 72 | $434.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 70 | $415.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 70 | $382.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 70 | $343.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 70 | $344.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 69 | $345.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.