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Lorne Steinberg Wealth Management Inc.

Q2 2023 · 13F-HR

Lorne Steinberg Wealth Management Inc.holdings as filed

Filed 2023-07-17 · accession 0001799900-23-000006

$265.5M
Reported value
69
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$9.6M3.60%28,080CommonSOLE
780087102RYRoyal Bank of Canada$8.9M3.36%93,476CommonSOLE
084670702BRK/BBerkshire Hathaway B$8.1M3.04%23,710CommonSOLE
891160509TDToronto Dominion Bank$7.5M2.82%120,529CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$7.5M2.81%62,244CommonSOLE
126650100CVSCVS Health Corporation$6.8M2.55%97,859CommonSOLE
30303M102METAMeta Platforms$6.7M2.54%23,498CommonSOLE
92826C839VVisa Inc.$6.7M2.53%28,254CommonSOLE
22052L104CTVACorteva Inc.$6.5M2.46%114,075CommonSOLE
92556V106VTRSViatris Inc$6.5M2.46%653,431CommonSOLE
25243Q205DEODiageo PLC ADR$6.5M2.46%37,590CommonSOLE
456837103INGING Groep ADR$6.4M2.43%478,839CommonSOLE
020021014Allstate Corporation$6.3M2.36%57,558CommonSOLE
17275R102CSCOCisco Systems Inc$6.0M2.25%115,277CommonSOLE
064149107BNSBank of Nova Scotia$5.9M2.23%118,281CommonSOLE
025816109AXPAmerican Express Co.$5.9M2.21%33,739CommonSOLE
254687106DISWalt Disney Co.$5.8M2.19%65,149CommonSOLE
285512109EAElectronic Arts Inc$5.8M2.18%44,578CommonSOLE
46625H100JPMJPMorgan Chase & Co$5.8M2.17%39,579CommonSOLE
38141G104GSGoldman Sachs$5.6M2.10%17,318CommonSOLE
136069101CMCdn Imperial Bk of Commerce$5.6M2.10%130,269CommonSOLE
13646K108CPCdn Pacific KC Railway Ltd$5.3M1.98%65,204CommonSOLE
063671101BMOBank of Montreal$5.3M1.98%58,199CommonSOLE
866796105SLFSun Life Financial Inc.$5.2M1.96%99,920CommonSOLE
136375102CNICdn National Railway$5.0M1.87%41,069CommonSOLE
023135106AMZNAmazon.Com Inc$4.9M1.86%37,860CommonSOLE
874039100TSMTaiwan Semiconductor Mfg ADR$4.9M1.84%48,477CommonSOLE
83175M205SNNSmith & Nephew PLC ADR$4.8M1.82%149,920CommonSOLE
N3167Y103RACEFerrari N.V.$4.7M1.77%14,492CommonSOLE
617446448MSMorgan Stanley$4.6M1.71%53,297CommonSOLE
87807B107TRPTC Energy Corp.$4.5M1.71%112,090CommonSOLE
00724F101ADBEAdobe Systems Inc.$4.4M1.67%9,070CommonSOLE
075887109BDXBecton Dickinson & Co$4.4M1.65%16,549CommonSOLE
904767704Unilever PLC ADR$4.3M1.63%82,940CommonSOLE
892356106TSCOTractor Supply Co$4.1M1.56%18,750CommonSOLE
037833100AAPLApple Inc.$4.1M1.54%21,069CommonSOLE
87971M996Telus Corp.$3.9M1.47%200,602CommonSOLE
683715106OTEXOpen Text Corp$3.9M1.46%93,115CommonSOLE
500754106KHCKraft Heinz Company$3.9M1.45%108,555CommonSOLE
559222401MGAMagna International Inc.$3.8M1.43%67,263CommonSOLE
67077M108NTRNutrien Ltd$3.7M1.41%63,232CommonSOLE
596278101MIDDMiddleby Corp$3.7M1.40%25,140CommonSOLE
05534B760BCEBCE Inc.$3.7M1.40%81,307CommonSOLE
775109200RCIRogers Communications$3.1M1.18%68,887CommonSOLE
478160104JNJJohnson & Johnson$3.0M1.14%18,254CommonSOLE
934423104WBDWarner Bros. Discovery Inc. Class A$2.7M1.02%216,454CommonSOLE
810186106SMGScotts Miracle-Gro Co.$2.6M0.97%40,935CommonSOLE
500472303PHGKoninklijke Philips Electric$2.4M0.92%112,292CommonSOLE
464288513HYGiShares iBoxx $ High Yield Corporat$2.3M0.87%30,650CommonSOLE
857477103STTState Street Corp$2.3M0.86%31,290CommonSOLE
11271J107BNBrookfield Corp$2.1M0.81%63,526CommonSOLE
78468R622JNKSPDR Bloomberg Barclays High Yield Bond ETF$1.4M0.52%15,126CommonSOLE
15135U109CVECenovus Energy Inc.$969,7660.37%57,085CommonSOLE
580135101MCDMcDonalds Corp$550,8640.21%1,846CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY CL A$517,8100.20%1CommonSOLE
742718109PGProcter and Gamble$504,3830.19%3,324CommonSOLE
02079K107GOOGAlphabet Inc. Class C$484,1210.18%4,002CommonSOLE
464286392URTHiShares MSCI World ETF$429,0950.16%3,446CommonSOLE
444859102HUMHumana Inc.$357,7040.13%800CommonSOLE
58933Y105MRKMerck & Company$348,8230.13%3,023CommonSOLE
532457108LLYEli Lilly & Co$275,2910.10%587CommonSOLE
713448108PEPPepsico Inc.$267,4570.10%1,444CommonSOLE
717081103PFEPfizer Inc$265,0490.10%7,226CommonSOLE
29250N105ENBEnbridge Inc$238,5010.09%6,413CommonSOLE
07317Q105BTEBaytex Energy Corp.$228,3980.09%70,000CommonSOLE
136385101CNQCDN Natural Resources LTD$215,8450.08%3,837CommonSOLE
G1151C101ACNAccenture PLC Cl A$209,8340.08%680CommonSOLE
22576C101Crescent Point Energy Corp.$126,0190.05%98,210CommonSOLE
56501R106MFCManulife Financial Corp.$100,6950.04%206,436CommonSOLE

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.