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Home > Institutional Investor > Lorne Steinberg Wealth Management Inc. > Profile

Instuitional Investor - Lorne Steinberg Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Lorne Steinberg Wealth Management Inc.
Portfolio Value $382,909,651
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Royal Bank Canada Montreal Que
 RY 121,904 $16,076,998 4.2%
2.
Microsoft Corp
 MSFT 28,504 $14,178,174 3.7%
3.
Canadian Imperial Bank Commerce
 CM 180,597 $12,956,716 3.38%
4.
Berkshire Hathaway Inc
 BRK.A 23,126 $11,233,917 2.93%
5.
Jpmorgan Chase & Co
 JPM 38,520 $11,167,333 2.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)