Lorne Steinberg Wealth Management Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s principal executive address as 1000 De La Gauchetiere Street West, Suite 3310, Montreal, Quebec, and identifies Geoffrey Smith as the Chief Compliance Officer responsible for the report.
The report details a portfolio consisting of 72 individual equity positions. The largest holding by number of shares is Royal Bank of Canada, with 26,194,230 shares, followed by Telus (US Listed) with 3,325,882 shares and Sun Life Financial with 13,211,569 shares. Other significant positions include Microsoft Corporation (18,589,547 shares), Apple Inc. (5,597,733 shares), and Alphabet Inc. Class A (21,610,288 shares).
The filing also lists several exchange-traded funds within the portfolio, including iShares MSCI World ETF (1,445,466 shares), iShares MSCI Canada ETF (610,187 shares), and iShares iBoxx $ High Yield Corporate Bond ETF (725,001 shares). Additionally, the firm holds positions in major U.S. and international corporations such as Visa Inc., JPMorgan Chase & Co., and Procter and Gamble.
