Lorne Steinberg Wealth Management Inc. Diversified Active

Location: Montreal, Quebec, Canada (Federal Level)

CIK: 0001851362 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 20, 2021

Total Value: $203M (100.0% shares, 0.0% debt)

Holdings (63)

RY ROYAL BK CDA 3.7%
Value $7.543M Shares 74,507 Est. Cost $78.50 Unrealized +26.3%
MS MORGAN STANLEY 3.4%
Value $6.891M Shares 75,152 Est. Cost $48.82 Unrealized +51.0%
ING ING GROEP N.V. 3.4%
Value $6.889M Shares 520,334 Est. Cost $9.47 Unrealized
GOOGL ALPHABET INC 3.4%
Value $6.876M Shares 2,816 Est. Cost $83.98 Unrealized +38.0%
MSFT MICROSOFT CORP 3.4%
Value $6.829M Shares 25,209 Est. Cost $206.45 Unrealized +18.5%
CSCO CISCO SYS INC 3.2%
Value $6.598M Shares 124,487 Est. Cost $35.27 Unrealized +29.9%
CVS CVS HEALTH CORP 3.0%
Value $6.087M Shares 72,948 Est. Cost $56.21 Unrealized +25.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.9%
Value $5.921M Shares 21,306 Est. Cost $220.88 Unrealized +26.5%
TD TORONTO DOMINION BK ONT 2.9%
Value $5.902M Shares 84,200 Est. Cost $52.00 Unrealized +34.5%
ALL ALLSTATE CORP 2.9%
Value $5.877M Shares 45,055 Est. Cost $88.43 Unrealized +30.4%
DIS DISNEY WALT CO 2.8%
Value $5.745M Shares 32,686 Est. Cost $140.70 Unrealized +24.9%
V VISA INC 2.8%
Value $5.636M Shares 24,102 Est. Cost $198.41 Unrealized +11.4%
AXP AMERICAN EXPRESS CO 2.7%
Value $5.575M Shares 33,739 Est. Cost $105.50 Unrealized +40.2%
EA ELECTRONIC ARTS INC 2.7%
Value $5.549M Shares 38,581 Est. Cost $131.93 Unrealized +4.9%
PHG KONINKLIJKE PHILIPS N V 2.6%
Value $5.335M Shares 107,341 Est. Cost $52.00 Unrealized
CTVA CORTEVA INC 2.6%
Value $5.328M Shares 68,295 Est. Cost $33.76 Unrealized +30.0%
BNS BANK NOVA SCOTIA B C 2.6%
Value $5.273M Shares 81,066 Est. Cost $36.98 Unrealized +36.7%
SLF SUN LIFE FINANCIAL INC. 2.6%
Value $5.21M Shares 101,019 Est. Cost $43.77 Unrealized +20.7%
SNY SANOFI 2.6%
Value $5.208M Shares 98,890 Est. Cost $48.92 Unrealized
UNILEVER PLC 2.5%
Value $5.186M Shares 88,646 Est. Cost $60.10 Unrealized
VTRS VIATRIS INC 2.5%
Value $5.155M Shares 360,720 Est. Cost $13.33 Unrealized -11.0%
DEO DIAGEO PLC 2.5%
Value $4.988M Shares 26,019 Est. Cost $159.34 Unrealized
BABA ALIBABA GROUP HLDG LTD 2.3%
Value $4.607M Shares 20,315 Est. Cost $41.51 Unrealized
MIDD MIDDLEBY CORP 2.2%
Value $4.563M Shares 26,337 Est. Cost $121.21 Unrealized +40.6%
BDX BECTON DICKINSON & CO 1.9%
Value $3.958M Shares 16,274 Est. Cost $215.73 Unrealized +3.0%
CM CANADIAN IMP BK COMM 1.9%
Value $3.892M Shares 34,188 Est. Cost $34.32 Unrealized +30.3%
MFC MANULIFE FINL CORP 1.8%
Value $3.659M Shares 185,880 Est. Cost $16.14 Unrealized +29.8%
CNI CANADIAN NATL RY CO 1.8%
Value $3.651M Shares 34,594 Est. Cost $99.29 Unrealized +1.7%
GS GOLDMAN SACHS GROUP INC 1.8%
Value $3.62M Shares 9,537 Est. Cost $200.05 Unrealized +59.7%
TSCO TRACTOR SUPPLY CO 1.7%
Value $3.443M Shares 18,505 Est. Cost $28.37 Unrealized +19.6%
BCE BCE INC 1.6%
Value $3.253M Shares 65,945 Est. Cost $30.97 Unrealized +13.2%
GLW CORNING INC 1.6%
Value $3.178M Shares 77,705 Est. Cost $30.87 Unrealized +24.1%
DISCOVERY INC 1.5%
Value $3.064M Shares 99,865 Est. Cost $30.19 Unrealized
ENB ENBRIDGE INC 1.5%
Value $3.061M Shares 76,430 Est. Cost $23.19 Unrealized +23.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value $2.933M Shares 24,410 Est. Cost $120.16 Unrealized
TRP TC ENERGY CORP 1.4%
Value $2.862M Shares 57,936 Est. Cost $33.66 Unrealized +16.9%
AAPL APPLE INC 1.4%
Value $2.787M Shares 20,346 Est. Cost $117.01 Unrealized +8.1%
TU TELUS CORPORATION 1.3%
Value $2.595M Shares 115,688 Est. Cost $19.73 Unrealized +9.9%
WHITING PETE CORP NEW 1.3%
Value $2.547M Shares 46,697 Est. Cost $35.44 Unrealized
NTR NUTRIEN LTD 1.1%
Value $2.298M Shares 37,923 Est. Cost $40.78 Unrealized +25.9%
BMO BANK MONTREAL QUE 1.0%
Value $2.042M Shares 19,917 Est. Cost $55.41 Unrealized +47.3%
MGA MAGNA INTL INC 0.8%
Value $1.602M Shares 17,303 Est. Cost $54.99 Unrealized +48.7%
JNJ JOHNSON & JOHNSON 0.7%
Value $1.376M Shares 8,350 Est. Cost $127.91 Unrealized +13.3%
FRONTIER COMMUNICATIONS PARE 0.7%
Value $1.35M Shares 51,135 Est. Cost $26.40 Unrealized
OTEX OPEN TEXT CORP 0.4%
Value $833K Shares 16,400 Est. Cost $42.38 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.4%
Value $764K Shares 4,910 Est. Cost $100.18 Unrealized +39.5%
PFE PFIZER INC 0.4%
Value $746K Shares 19,041 Est. Cost $28.82 Unrealized +7.5%
GOOG ALPHABET INC 0.3%
Value $574K Shares 229 Est. Cost $83.74 Unrealized +41.3%
PG PROCTER AND GAMBLE CO 0.3%
Value $537K Shares 3,980 Est. Cost $123.16 Unrealized -2.0%
HUM HUMANA INC 0.2%
Value $443K Shares 1,000 Est. Cost $396.56 Unrealized +5.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $419K Shares 1 Est. Cost $420338.80 Unrealized 0.0%
SNAP SNAP INC 0.2%
Value $385K Shares 5,650 Est. Cost $41.54 Unrealized +44.5%
URTH ISHARES INC 0.2%
Value $378K Shares 2,989 Est. Cost $114.02 Unrealized
MCD MCDONALDS CORP 0.2%
Value $352K Shares 1,522 Est. Cost $193.25 Unrealized +8.3%
COST COSTCO WHSL CORP NEW 0.2%
Value $307K Shares 775 Est. Cost $347.39 Unrealized +3.4%
BAC BK OF AMERICA CORP 0.1%
Value $300K Shares 7,273 Est. Cost $31.47 Unrealized +16.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value $299K Shares 2,000 Est. Cost $97.53 Unrealized +29.5%
AMZN AMAZON COM INC 0.1%
Value $258K Shares 75 Est. Cost $166.20 Unrealized 0.0%
MRK MERCK & CO. INC 0.1%
Value $251K Shares 3,223 Est. Cost $64.85 Unrealized -1.1%
LLY LILLY ELI & CO 0.1%
Value $249K Shares 1,087 Est. Cost $186.06 Unrealized +3.1%
TECK TECK RESOURCES LTD 0.1%
Value $239K Shares 10,375 Est. Cost $15.42 Unrealized +47.5%
META FACEBOOK INC 0.1%
Value $217K Shares 623 Est. Cost $318.58 Unrealized 0.0%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value $2,000 Shares 100 Est. Cost $19.76 Unrealized 0.0%