Lorne Steinberg Wealth Management Inc.
Lorne Steinberg Wealth Management Inc. is an independent asset management firm headquartered in Montreal, Quebec, Canada. Founded by Lorne Steinberg, the company provides investment management services with a focus on serving individuals, families, and institutional clients. The firm specializes in personalized portfolio management based on research-driven strategies. Employee count is not publicly disclosed but is likely under 20, given its boutique profile.
Investment Strategy
Lorne Steinberg Wealth Management Inc. employs a disciplined, value-oriented investment approach, emphasizing long-term capital appreciation through diversified portfolios of global equities and fixed income securities. Their strategy favors high quality companies and conservative allocations, reflecting a philosophy of capital preservation and risk management while pursuing steady growth.
Latest 13F Filing Activity
Lorne Steinberg Wealth Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 69 equity positions with a total 13F market value of $383M. The fund increased holdings in CDN Imperial BK of Commerce, Microsoft Corp., Bank of Montreal among other positions. Lorne Steinberg Wealth Management Inc. reduced exposure to Meta Platforms, Becton Dickinson & Co., Berkshire Hathaway B among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RY | Royal Bank of Canada | 4.20% | $16.1M | 121,904 | $92.61 | $131.55 | +$2.9M |
M MSFT | Microsoft Corp | 3.70% | $14.2M | 28,504 | $235.03 | $497.41 | +$3.4M |
C CM | Cdn Imperial Bk of Commerce | 3.38% | $13.0M | 180,597 | $48.28 | $70.83 | +$3.7M |
B BRK-B | Berkshire Hathaway B | 2.93% | $11.2M | 23,126 | $240.25 | $485.77 | -$1.2M |
J JPM | JPMorgan Chase & Co | 2.92% | $11.2M | 38,520 | $116.31 | $289.91 | +$1.6M |