Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $344,901,248
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Royal Bank Canada Montreal Que
 RY 112,062 $13,498,318 3.91%
2.
Meta Platforms Inc.
 META 20,861 $12,214,324 3.54%
3.
Microsoft Corp
 MSFT 28,499 $12,012,328 3.48%
4.
Alphabet Inc.
 GOOGL 61,433 $11,629,266 3.37%
5.
Berkshire Hathaway Inc
 BRK.A 23,231 $10,530,147 3.05%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)