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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lorne Steinberg Wealth Management Inc.

Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001851362-25-000006

Total Value
$415.0M
Positions
70
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (70)

#IssuerTicker / CUSIPSharesValue% of Filing
1Royal Bank of Canada780087102126,917$18.7M4.51%
2Alphabet Inc. Class AGOOG61,115$14.9M3.58%
3Cdn Imperial Bank of CommerceCNDIF183,701$14.7M3.54%
4Microsoft CorpMSFT28,138$14.6M3.51%
5Bank of Montreal06367110197,377$12.7M3.06%
6Toronto Dominion BankTORO154,081$12.3M2.97%
7JPMorgan Chase & CoVYLD38,650$12.2M2.94%
8Berkshire Hathaway BBRK-A23,026$11.6M2.79%
9Bank of Nova Scotia064149107173,477$11.2M2.70%
10Allstate CorporationALL-PJ51,006$10.9M2.64%
11American Express Co.AXP32,569$10.8M2.61%
12TC Energy Corp.TRPRF187,950$10.2M2.46%
13Meta PlatformsMETA13,673$10.0M2.42%
14Amazon.Com IncAMZN45,428$10.0M2.40%
15Electronic Arts IncEA49,260$9.9M2.39%
16Smith & Nephew PLC ADRSNNUF264,320$9.6M2.31%
17Visa Inc.V28,037$9.6M2.31%
18Taiwan Semiconductor Mfg ADR87403910029,548$8.3M1.99%
19Goldman SachsGSCE10,309$8.2M1.98%
20CVS Health CorporationCVS108,844$8.2M1.98%
21Walt Disney Co.25468710671,345$8.2M1.97%
22Morgan StanleyMS-PQ51,237$8.1M1.96%
23Cdn Pacific KC Railway LtdCP108,911$8.1M1.95%
24Cdn National Railway13637510283,095$7.8M1.89%
25Cisco Systems IncCSCO111,793$7.6M1.84%
26Corteva Inc.CTVA108,790$7.4M1.77%
27Open Text CorpOTEX193,233$7.2M1.74%
28Brookfield Corp11271J107104,125$7.1M1.72%
29Sun Life Financial Inc.SUNFF117,826$7.1M1.70%
30Johnson & JohnsonJNJ36,961$6.9M1.65%
31Manulife Financial Corp56501R106213,524$6.7M1.60%
32Nutrien LtdNTR106,996$6.3M1.51%
33Viatris IncVTRS629,411$6.2M1.50%
34Starbucks CorpSBUX70,406$6.0M1.44%
35Telus CorpTU372,036$5.9M1.41%
36Unilever PLC ADRUNLYF97,596$5.8M1.39%
37Diageo PLC ADRDGEAF58,410$5.6M1.34%
38Adobe Systems Inc.ADBE14,892$5.3M1.27%
39Becton Dickinson & CoBDX27,528$5.2M1.24%
40Tractor Supply CoTSCO87,362$5.0M1.20%
41Automatic Data Processing Inc.ADP16,685$4.9M1.18%
42State Street CorpSTT-PG39,085$4.5M1.09%
43Rogers CommunicationsRCIAF129,207$4.4M1.07%
44BCE Inc.BCPPF188,042$4.4M1.05%
45Apple Inc.AAPL16,557$4.2M1.02%
46Cdn Natural Resources Ltd136385101110,232$3.5M0.85%
47Middleby CorpMIDD23,950$3.2M0.77%
48Kenvue IncKVUE190,760$3.1M0.75%
49McDonalds CorpMCD9,551$2.9M0.70%
50Kraft Heinz CompanyKHC108,460$2.8M0.68%
51Linde PLCLIN5,550$2.6M0.64%
52Nike Inc.Cl BNKE36,591$2.6M0.61%
53iShares iBoxx $ High Yield Corporate Bond ETF46428851325,940$2.1M0.51%
54SPDR Bloomberg Barclays High Yield Bond ETF78468R62212,510$1.2M0.30%
55iShares MSCI World ETF4642863925,494$997,4910.24%
56Alphabet Inc. Class CGOOG3,223$784,9620.19%
57BERKSHIRE HATHAWAY CL ABRK-A1$754,2000.18%
58Eli Lilly & CoLLY715$545,5450.13%
59NVidiaNVDA2,642$492,9440.12%
60Costco Wholesale Corp22160K105456$422,0870.10%
61Procter and Gamble7427181092,555$392,5760.09%
62Royal Caribbean CruisesV7780T1031,000$323,5800.08%
63Oracle CorpORCL-PD1,060$298,1140.07%
64ING Groep ADRINGVF10,250$267,3200.06%
65Merck & CompanyMRK3,023$253,7200.06%
66Wal Mart StoresWMT2,349$242,0880.06%
67iShares MSCI Canada ETF4642865094,580$231,5190.06%
68Enbridge IncENNPF4,300$216,8690.05%
69Humana Inc.HUM800$208,1360.05%
70Corning Inc.GLW2,500$205,0750.05%