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Disclosery

13F-HR filed by Lorne Steinberg Wealth Management Inc.

Lorne Steinberg Wealth Management Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-17, with 70 holding rows worth $343,097,498.

Accession
0001731447-25-000005
Filer
CIK 1851362
Filed
2025-04-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 70 entries on the cover page, a total value of $343,097,498 stated on the cover page (in dollars after the unit check, H1), rows summing to $343,097,498 with VALUE read as dollars as filed, 13F file number 028-21114. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ROYAL BK CDA COM780087102Stock116,475$13,133,353dollars as filed
Berkshire Hathaway Inc084670702COM23,286$12,401,657dollars as filed
META PLATFORMS INC CL A30303M102COM20,827$12,003,849dollars as filed
ALLSTATE CORP COM020002101Stock52,131$10,794,766dollars as filed
Microsoft Corp594918104COM28,644$10,752,671dollars as filed
Visa Inc92826C839COM28,158$9,868,252dollars as filed
JPMorgan Chase & Co46625H100COM38,825$9,523,772dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM61,583$9,523,195dollars as filed
CANADIAN IMPERIAL BANK OF COMM COM136069101Stock164,569$9,266,726dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock148,842$8,927,782dollars as filed
American Express Company025816109COM33,139$8,916,047dollars as filed
TC ENERGY CORP87807B107COM180,718$8,543,018dollars as filed
Amazon.com, Inc023135106COM41,164$7,831,862dollars as filed
BANK NOVA SCOTIA B C COM064149107Stock158,946$7,543,570dollars as filed
CVS Health Corporation126650100COM110,077$7,457,716dollars as filed
SMITH & NEPHEW PLC SPDN ADR NEW83175M205ADR262,405$7,444,429dollars as filed
ELECTRONIC ARTS INC COM285512109Stock49,125$7,099,545dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock74,131$7,086,020dollars as filed
Cisco Systems,Inc.17275R102COM113,968$7,032,965dollars as filed
CORTEVA INC COM22052L104Stock111,325$7,005,682dollars as filed
SUN LIFE FINANCIAL INC. COM866796105Stock115,925$6,641,285dollars as filed
CANADIANNATLRYCOF136375102STOK66,459$6,473,957dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock91,346$6,416,969dollars as filed
Walt Disney Co254687106COM64,875$6,403,162dollars as filed
BECTON DICKINSON & CO075887109COM27,793$6,366,264dollars as filed
Morgan Stanley617446448COM52,418$6,115,608dollars as filed
MANULIFE FINL CORP56501R106COM192,514$6,004,474dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR56,825$5,954,691dollars as filed
Goldman Sachs Group,Inc.38141G104COM10,410$5,686,878dollars as filed
UNILEVER PLC904767704SPON ADR NEW94,831$5,647,186dollars as filed
VIATRIS INC COM92556V106Stock644,361$5,612,384dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock101,462$5,315,204dollars as filed
Starbucks Corporation855244109COM53,929$5,289,895dollars as filed
Johnson & Johnson478160104COM31,836$5,279,682dollars as filed
Telus Corp.87971M996COM348,170$4,998,605dollars as filed
TRACTOR SUPPLY CO COM892356106Stock89,062$4,907,316dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS29,163$4,841,058dollars as filed
Adobe Inc00724F101COM12,545$4,811,383dollars as filed
NUTRIEN LTD COM67077M108Stock93,726$4,656,302dollars as filed
KENVUE INC49177J102COM188,295$4,515,314dollars as filed
BCE INC COM NEW05534B760Stock173,696$3,990,786dollars as filed
OPEN TEXT CORP COM683715106Stock149,298$3,771,914dollars as filed
MIDDLEBYCORP596278101STOK24,465$3,718,190dollars as filed
STATE STR CORP COM857477103Stock39,495$3,535,987dollars as filed
Apple Inc037833100COM15,715$3,490,772dollars as filed
KRAFT HEINZ CO COM500754106Stock110,005$3,347,452dollars as filed
ROGERS COMMUNICATIONS INC CL B775109200Stock120,997$3,234,497dollars as filed
MAGNA INTL INC COM559222401Stock84,570$2,877,215dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock85,535$2,634,593dollars as filed
Automatic Data Processing,Inc.053015103COM8,564$2,616,558dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock228,737$2,454,348dollars as filed
NIKE,Inc. Class B654106103COM37,141$2,357,710dollars as filed
ISHARES TR464288513IBOXX HI YD ETF27,512$2,170,421dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A35,250$1,934,872dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y12,630$1,203,639dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$798,441dollars as filed
ISHARES INC464286392MSCI WORLD ETF4,666$714,737dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,315$517,902dollars as filed
CENOVUS ENERGY INC15135U109COM34,899$485,517dollars as filed
Costco Wholesale Corporation22160K105COM491$464,377dollars as filed
Procter & Gamble Co742718109COM2,555$435,423dollars as filed
McDonalds Corporation580135101COM1,247$389,525dollars as filed
NVIDIA Corp67066G104COM2,952$319,937dollars as filed
Eli Lilly and Company532457108COM315$260,161dollars as filed
Merck & Co.,Inc.58933Y105COM2,623$235,440dollars as filed
WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND97717W836ETF2,706$214,504dollars as filed
HUMANA INC COM444859102Stock800$211,680dollars as filed
Walmart Inc.931142103COM2,394$210,169dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock1,000$205,440dollars as filed
ING GROEP N.V. SPONSORED ADR456837103ADR10,250$200,797dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001731447-25-000005this filing2025-04-17acceptance time not in the bulk data set