Sign In
test

Geoffrey Smith

Lorne Steinberg Wealth Management Inc.

Assets Managed
$422.111M
Holdings
68
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-2.93%(2Q avg: 0.94%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lorne Steinberg Wealth Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Lorne Steinberg Wealth Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 422.111M in assets, with a quarterly growth rate of -2.93% and a 2-quarter average growth rate of 0.94%. The portfolio is managed by Geoffrey Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RY
Royal Bank Of Canada
Recent Activity
Increased 1.91%
5%
$21.07M
130,367 shares@ $161.63 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.74%
4.18%
$17.639M
61,341 shares@ $287.56 avg price
TD
Toronto-dominion Bank
Recent Activity
Increased 1.78%
3.51%
$14.796M
158,465 shares@ $93.38 avg price
CM
Can Imperial Bk Of Commerce
Recent Activity
Decreased -21.82%
3.24%
$13.643M
143,988 shares@ $94.76 avg price
BMO
Bank Of Montreal
Recent Activity
Increased 2.08%
3.23%
$13.633M
100,673 shares@ $135.42 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 24.24%
3.06%
$12.904M
34,860 shares@ $370.17 avg price
TRP
Tc Energy Corp
Recent Activity
Increased 1.54%
3.02%
$12.733M
203,385 shares@ $62.61 avg price
CNI
Canadian Natl Railway Co
Recent Activity
Increased 19.29%
2.78%
$11.729M
113,980 shares@ $102.91 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.13%
2.71%
$11.41M
38,788 shares@ $294.16 avg price
CP
Canadian Pacific Kansas City
Recent Activity
Increased 29.01%
2.67%
$11.255M
143,060 shares@ $78.68 avg price

1-10 of 68