Lorne Steinberg Wealth Management Inc. Diversified Active

Location: Montreal, Quebec, Canada (Federal Level)

CIK: 0001851362 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 10, 2022

Total Value: $213M (100.0% shares, 0.0% debt)

Holdings (64)

RY ROYAL BK CDA 3.8%
Value $7.986M Shares 82,563 Est. Cost $81.33 Unrealized +25.8%
MSFT MICROSOFT CORP 3.4%
Value $7.156M Shares 27,861 Est. Cost $214.09 Unrealized +23.0%
VTRS VIATRIS INC 3.3%
Value $6.986M Shares 667,231 Est. Cost $12.17 Unrealized -23.7%
CVS CVS HEALTH CORP 3.2%
Value $6.872M Shares 74,161 Est. Cost $56.57 Unrealized +51.8%
ALL ALLSTATE CORP 3.1%
Value $6.649M Shares 52,465 Est. Cost $120.01 Unrealized 0.0%
CTVA CORTEVA INC 3.0%
Value $6.36M Shares 117,475 Est. Cost $37.02 Unrealized +50.7%
GOOGL ALPHABET INC 2.9%
Value $6.237M Shares 2,862 Est. Cost $116.85 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 2.8%
Value $6.011M Shares 91,765 Est. Cost $54.14 Unrealized +34.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value $5.79M Shares 21,207 Est. Cost $222.74 Unrealized +40.8%
BNS BANK NOVA SCOTIA B C 2.7%
Value $5.704M Shares 96,437 Est. Cost $45.69 Unrealized +16.1%
ING ING GROEP N.V. 2.7%
Value $5.692M Shares 573,829 Est. Cost $9.62 Unrealized
V VISA INC 2.6%
Value $5.564M Shares 28,257 Est. Cost $200.07 Unrealized +0.5%
EA ELECTRONIC ARTS INC 2.5%
Value $5.402M Shares 44,408 Est. Cost $132.34 Unrealized -5.6%
DEO DIAGEO PLC 2.5%
Value $5.229M Shares 30,030 Est. Cost $164.56 Unrealized
CSCO CISCO SYS INC 2.4%
Value $5.176M Shares 121,385 Est. Cost $35.39 Unrealized +21.0%
SNY SANOFI 2.4%
Value $4.996M Shares 99,860 Est. Cost $50.10 Unrealized
AXP AMERICAN EXPRESS CO 2.2%
Value $4.767M Shares 34,389 Est. Cost $107.34 Unrealized +46.8%
BABA ALIBABA GROUP HLDG LTD 2.2%
Value $4.674M Shares 41,116 Est. Cost $113.68 Unrealized
CM CANADIAN IMP BK COMM 2.1%
Value $4.549M Shares 93,777 Est. Cost $41.98 Unrealized +9.1%
SLF SUN LIFE FINANCIAL INC. 2.0%
Value $4.293M Shares 93,783 Est. Cost $47.88 Unrealized +4.1%
MS MORGAN STANLEY 1.9%
Value $4.124M Shares 54,222 Est. Cost $49.23 Unrealized +47.1%
BDX BECTON DICKINSON & CO 1.9%
Value $4.108M Shares 16,664 Est. Cost $216.10 Unrealized +10.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.9%
Value $4.081M Shares 49,921 Est. Cost $115.38 Unrealized
DIS DISNEY WALT CO 1.9%
Value $3.982M Shares 42,183 Est. Cost $142.88 Unrealized -24.1%
CANADIAN PAC RY LTD 1.9%
Value $3.934M Shares 56,196 Est. Cost $72.25 Unrealized
RACE FERRARI N V 1.8%
Value $3.848M Shares 20,972 Est. Cost $222.72 Unrealized -10.6%
UNILEVER PLC 1.8%
Value $3.824M Shares 83,440 Est. Cost $60.03 Unrealized
META META PLATFORMS INC 1.8%
Value $3.812M Shares 23,643 Est. Cost $294.72 Unrealized -35.0%
BCE BCE INC 1.7%
Value $3.717M Shares 75,699 Est. Cost $31.81 Unrealized +28.8%
CNI CANADIAN NATL RY CO 1.7%
Value $3.716M Shares 33,072 Est. Cost $100.62 Unrealized +8.0%
TSCO TRACTOR SUPPLY CO 1.7%
Value $3.664M Shares 18,900 Est. Cost $28.53 Unrealized +33.6%
NTR NUTRIEN LTD 1.7%
Value $3.54M Shares 44,502 Est. Cost $43.17 Unrealized +100.2%
GS GOLDMAN SACHS GROUP INC 1.7%
Value $3.527M Shares 11,873 Est. Cost $223.13 Unrealized +27.1%
TRP TC ENERGY CORP 1.6%
Value $3.432M Shares 66,332 Est. Cost $34.47 Unrealized +33.9%
MFC MANULIFE FINL CORP 1.5%
Value $3.285M Shares 189,633 Est. Cost $16.39 Unrealized +15.3%
MIDD MIDDLEBY CORP 1.5%
Value $3.235M Shares 25,805 Est. Cost $121.21 Unrealized +19.1%
SMG SCOTTS MIRACLE-GRO CO 1.5%
Value $3.201M Shares 40,525 Est. Cost $131.35 Unrealized -36.0%
WBD WARNER BROS DISCOVERY INC 1.4%
Value $2.938M Shares 218,907 Est. Cost $18.55 Unrealized 0.0%
TU TELUS CORPORATION 1.4%
Value $2.927M Shares 131,552 Est. Cost $24.71 Unrealized +0.1%
MGA MAGNA INTL INC 1.3%
Value $2.83M Shares 51,602 Est. Cost $61.63 Unrealized -13.2%
OTEX OPEN TEXT CORP 1.3%
Value $2.66M Shares 70,400 Est. Cost $42.42 Unrealized -16.6%
AAPL APPLE INC 1.2%
Value $2.628M Shares 19,220 Est. Cost $117.01 Unrealized +27.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value $2.541M Shares 6,942 Est. Cost $406.98 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS INC 1.2%
Value $2.484M Shares 51,891 Est. Cost $51.91 Unrealized +0.8%
PHG KONINKLIJKE PHILIPS N V 1.1%
Value $2.41M Shares 111,931 Est. Cost $50.68 Unrealized
AMZN AMAZON COM INC 0.8%
Value $1.77M Shares 16,669 Est. Cost $126.63 Unrealized -1.2%
BMO BANK MONTREAL QUE 0.8%
Value $1.679M Shares 17,477 Est. Cost $55.79 Unrealized +63.0%
JNJ JOHNSON & JOHNSON 0.6%
Value $1.319M Shares 7,430 Est. Cost $128.73 Unrealized +24.2%
FRONTIER COMMUNICATIONS PARE 0.6%
Value $1.204M Shares 51,135 Est. Cost $27.67 Unrealized
NFLX NETFLIX INC 0.5%
Value $979K Shares 5,598 Est. Cost $41.42 Unrealized -46.5%
JPM JPMORGAN CHASE & CO 0.2%
Value $494K Shares 4,389 Est. Cost $101.69 Unrealized +11.1%
PG PROCTER AND GAMBLE CO 0.2%
Value $479K Shares 3,330 Est. Cost $125.64 Unrealized +9.3%
GOOG ALPHABET INC 0.2%
Value $468K Shares 214 Est. Cost $84.65 Unrealized +38.5%
URTH ISHARES INC 0.2%
Value $465K Shares 4,353 Est. Cost $116.55 Unrealized
MCD MCDONALDS CORP 0.2%
Value $411K Shares 1,665 Est. Cost $196.37 Unrealized +15.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $409K Shares 1 Est. Cost $420338.80 Unrealized +12.1%
HUM HUMANA INC 0.2%
Value $374K Shares 800 Est. Cost $396.56 Unrealized +8.1%
PFE PFIZER INC 0.2%
Value $361K Shares 6,888 Est. Cost $29.12 Unrealized +44.2%
LLY LILLY ELI & CO 0.2%
Value $352K Shares 1,087 Est. Cost $186.06 Unrealized +56.3%
MRK MERCK & CO INC 0.1%
Value $294K Shares 3,223 Est. Cost $64.85 Unrealized +22.1%
PEP PEPSICO INC 0.1%
Value $240K Shares 1,443 Est. Cost $143.45 Unrealized +4.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value $238K Shares 2,000 Est. Cost $97.53 Unrealized +15.4%
BAC BK OF AMERICA CORP 0.1%
Value $223K Shares 7,162 Est. Cost $33.34 Unrealized -1.8%
ENB ENBRIDGE INC 0.1%
Value $222K Shares 5,261 Est. Cost $23.77 Unrealized +48.2%