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Lorne Steinberg Wealth Management Inc.

Q1 2025 · 13F-HR

Lorne Steinberg Wealth Management Inc.holdings as filed

Filed 2025-04-17 · accession 0001731447-25-000005

$343.1M
Reported value
70
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
780087102RYRoyal Bank of Canada$13.1M3.83%116,475CommonSOLE
084670702BRK/BBerkshire Hathaway B$12.4M3.61%23,286CommonSOLE
30303M102METAMeta Platforms$12.0M3.50%20,827CommonSOLE
020002101ALLAllstate Corporation$10.8M3.15%52,131CommonSOLE
594918104MSFTMicrosoft Corp$10.8M3.13%28,644CommonSOLE
92826C839VVisa Inc.$9.9M2.88%28,158CommonSOLE
46625H100JPMJPMorgan Chase & Co$9.5M2.78%38,825CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$9.5M2.78%61,583CommonSOLE
136069101CMCdn Imperial Bk of Commerce$9.3M2.70%164,569CommonSOLE
891160509TDToronto Dominion Bank$8.9M2.60%148,842CommonSOLE
025816109AXPAmerican Express Co.$8.9M2.60%33,139CommonSOLE
87807B107TRPTC Energy Corp.$8.5M2.49%180,718CommonSOLE
023135106AMZNAmazon.Com Inc$7.8M2.28%41,164CommonSOLE
064149107BNSBank of Nova Scotia$7.5M2.20%158,946CommonSOLE
126650100CVSCVS Health Corporation$7.5M2.17%110,077CommonSOLE
83175M205SNNSmith & Nephew PLC ADR$7.4M2.17%262,405CommonSOLE
285512109EAElectronic Arts Inc$7.1M2.07%49,125CommonSOLE
063671101BMOBank of Montreal$7.1M2.07%74,131CommonSOLE
17275R102CSCOCisco Systems Inc$7.0M2.05%113,968CommonSOLE
22052L104CTVACorteva Inc.$7.0M2.04%111,325CommonSOLE
866796105SLFSun Life Financial Inc.$6.6M1.94%115,925CommonSOLE
136375102CNICdn National Railway$6.5M1.89%66,459CommonSOLE
13646K108CPCdn Pacific KC Railway Ltd$6.4M1.87%91,346CommonSOLE
254687106DISWalt Disney Co.$6.4M1.87%64,875CommonSOLE
075887109BDXBecton Dickinson & Co$6.4M1.86%27,793CommonSOLE
617446448MSMorgan Stanley$6.1M1.78%52,418CommonSOLE
56501R106MFCManulife Financial Corp.$6.0M1.75%192,514CommonSOLE
25243Q205DEODiageo PLC ADR$6.0M1.74%56,825CommonSOLE
38141G104GSGoldman Sachs$5.7M1.66%10,410CommonSOLE
904767704Unilever PLC ADR$5.6M1.65%94,831CommonSOLE
92556V106VTRSViatris Inc$5.6M1.64%644,361CommonSOLE
11271J107BNBrookfield Corp$5.3M1.55%101,462CommonSOLE
855244109SBUXStarbucks Corp$5.3M1.54%53,929CommonSOLE
478160104JNJJohnson & Johnson$5.3M1.54%31,836CommonSOLE
87971M996Telus Corp.$5.0M1.46%348,170CommonSOLE
892356106TSCOTractor Supply Co$4.9M1.43%89,062CommonSOLE
874039100TSMTaiwan Semiconductor Mfg ADR$4.8M1.41%29,163CommonSOLE
00724F101ADBEAdobe Systems Inc.$4.8M1.40%12,545CommonSOLE
67077M108NTRNutrien Ltd$4.7M1.36%93,726CommonSOLE
49177J102KVUEKenvue Inc$4.5M1.32%188,295CommonSOLE
05534B760BCEBCE Inc.$4.0M1.16%173,696CommonSOLE
683715106OTEXOpen Text Corp$3.8M1.10%149,298CommonSOLE
596278101MIDDMiddleby Corp$3.7M1.08%24,465CommonSOLE
857477103STTState Street Corp$3.5M1.03%39,495CommonSOLE
037833100AAPLApple Inc.$3.5M1.02%15,715CommonSOLE
500754106KHCKraft Heinz Company$3.3M0.98%110,005CommonSOLE
775109200RCIRogers Communications$3.2M0.94%120,997CommonSOLE
559222401MGAMagna International Inc.$2.9M0.84%84,570CommonSOLE
136385101CNQCDN Natural Resources LTD$2.6M0.77%85,535CommonSOLE
053015103ADPAutomatic Data Processing Inc.$2.6M0.76%8,564CommonSOLE
934423104WBDWarner Bros. Discovery Inc. Class A$2.5M0.72%228,737CommonSOLE
654106103NKENike Inc.Cl B$2.4M0.69%37,141CommonSOLE
464288513HYGiShares iBoxx $ High Yield Corporate Bond ETF$2.2M0.63%27,512CommonSOLE
810186106SMGScotts Miracle-Gro Co.$1.9M0.56%35,250CommonSOLE
78468R622JNKSPDR Bloomberg Barclays High Yield Bond ETF$1.2M0.35%12,630CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY CL A$798,4410.23%1CommonSOLE
464286392URTHiShares MSCI World ETF$714,7370.21%4,666CommonSOLE
02079K107GOOGAlphabet Inc. Class C$517,9020.15%3,315CommonSOLE
15135U109CVECenovus Energy Inc.$485,5170.14%34,899CommonSOLE
22160K105COSTCostco Wholesale Corp$464,3770.14%491CommonSOLE
742718109PGProcter and Gamble$435,4230.13%2,555CommonSOLE
580135101MCDMcDonalds Corp$389,5250.11%1,247CommonSOLE
67066G104NVDANVidia$319,9370.09%2,952CommonSOLE
532457108LLYEli Lilly & Co$260,1610.08%315CommonSOLE
58933Y105MRKMerck & Company$235,4400.07%2,623CommonSOLE
97717W836DFJWisdomTree Japan SmallCap Dividend Fund$214,5040.06%2,706CommonSOLE
444859102HUMHumana Inc.$211,6800.06%800CommonSOLE
931142103WMTWal Mart Stores$210,1690.06%2,394CommonSOLE
V7780T103RCLRoyal Caribbean Cruises$205,4400.06%1,000CommonSOLE
456837103INGING Groep ADR$200,7970.06%10,250CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.