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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 Q4 2025 · Filed January 27, 2026 · Accession 0001851362-26-000001

Total Value
$434.9M
Positions
72
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (72)

#IssuerTicker / CUSIPSharesValue% of Filing
1Royal Bank of Canada780087102127,924$21.8M5.02%
2Alphabet Inc. Class AGOOG60,895$19.1M4.38%
3Cdn Imperial Bank of CommerceCNDIF184,192$16.7M3.85%
4Toronto Dominion BankTORO155,697$14.7M3.38%
5Microsoft CorpMSFT28,059$13.6M3.12%
6Bank of Montreal06367110198,630$12.8M2.95%
7Bank of Nova Scotia064149107169,702$12.5M2.88%
8JPMorgan Chase & CoVYLD38,356$12.4M2.84%
9American Express Co.AXP32,394$12.0M2.76%
10Berkshire Hathaway BBRK-A22,977$11.5M2.66%
11TC Energy Corp.TRPRF200,314$11.0M2.54%
12Allstate CorporationALL-PJ50,816$10.6M2.43%
13Amazon.Com IncAMZN45,723$10.6M2.43%
14Electronic Arts IncEA49,295$10.1M2.32%
15Visa Inc.V28,074$9.8M2.26%
16Cdn National Railway13637510295,555$9.5M2.18%
17Morgan StanleyMS-PQ51,208$9.1M2.09%
18Goldman SachsGSCE10,306$9.1M2.08%
19Meta PlatformsMETA13,695$9.0M2.08%
20Taiwan Semiconductor Mfg ADR87403910029,553$9.0M2.07%
21Smith & Nephew PLC ADRSNNUF265,320$8.7M2.00%
22CVS Health CorporationCVS108,924$8.6M1.99%
23Cisco Systems IncCSCO111,368$8.6M1.97%
24Cdn Pacific KC Railway LtdCP110,891$8.2M1.88%
25Walt Disney Co.25468710671,325$8.1M1.87%
26Sun Life Financial Inc.SUNFF127,168$7.9M1.83%
27Manulife Financial Corp56501R106214,368$7.8M1.79%
28Viatris IncVTRS623,116$7.8M1.78%
29Johnson & JohnsonJNJ37,174$7.7M1.77%
30Brookfield Corp11271J107159,026$7.3M1.68%
31Corteva Inc.CTVA108,555$7.3M1.67%
32Nutrien LtdNTR108,055$6.7M1.54%
33Open Text CorpOTEX194,613$6.3M1.46%
34Rogers CommunicationsRCIAF160,009$6.0M1.39%
35Starbucks CorpSBUX67,706$5.7M1.31%
36Unilever PLC ADRUNLYF86,608$5.7M1.30%
37Adobe Systems Inc.ADBE14,947$5.2M1.20%
38Becton Dickinson & CoBDX26,803$5.2M1.20%
39State Street CorpSTT-PG39,045$5.0M1.16%
40Diageo PLC ADRDGEAF56,000$4.8M1.11%
41Telus CorpTU363,257$4.8M1.10%
42Apple Inc.AAPL16,593$4.5M1.04%
43BCE Inc.BCPPF186,577$4.5M1.02%
44Tractor Supply CoTSCO87,112$4.4M1.00%
45Automatic Data Processing Inc.ADP16,490$4.2M0.98%
46Cdn Natural Resources Ltd136385101113,406$3.8M0.88%
47Middleby CorpMIDD23,795$3.5M0.81%
48Kenvue IncKVUE189,585$3.3M0.75%
49McDonalds CorpMCD9,601$2.9M0.67%
50Kimberly Clark CorpKMB24,755$2.5M0.57%
51Nike Inc.Cl BNKE35,441$2.3M0.52%
52Linde PLCLIN5,295$2.3M0.52%
53iShares MSCI World ETF4642863926,911$1.3M0.30%
54Alphabet Inc. Class CGOOG3,223$1.0M0.23%
55Eli Lilly & CoLLY729$783,4410.18%
56BERKSHIRE HATHAWAY CL ABRK-A1$754,8000.17%
57Costco Wholesale Corp22160K105470$405,2990.09%
58iShares MSCI Canada ETF4642865097,125$384,2510.09%
59Procter and Gamble7427181092,623$375,9020.09%
60NVidiaNVDA1,812$337,9380.08%
61Merck & CompanyMRK3,023$318,2000.07%
62Fortis Inc.FTRSF5,779$300,8820.07%
63ING Groep ADRINGVF10,250$287,0000.07%
64Royal Caribbean CruisesV7780T1031,000$278,9200.06%
65Wal Mart StoresWMT2,496$278,0790.06%
66iShares MSCI EAFE ETF4642874652,345$225,1900.05%
67Bank of America0605051043,991$219,5050.05%
68Corning Inc.GLW2,500$218,9000.05%
69Enbridge IncENNPF4,419$211,7610.05%
70Oracle CorpORCL-PD1,060$206,6040.05%
71Humana Inc.HUM800$204,9040.05%
72BHP BillitonBHPLF3,260$196,8060.05%