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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 $297,650,645
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Royal Bank Canada Montreal Que
 RY 106,474 $10,769,937 3.61%
2.
Microsoft Corp
 MSFT 28,317 $10,648,325 3.57%
3.
Alphabet Inc.
 GOOG 61,447 $8,583,531 2.88%
4.
Toronto Dominion Bank Ont
 TD 131,425 $8,494,124 2.85%
5.
Berkshire Hathaway Inc
 BRK.A 23,357 $8,330,508 2.79%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)