Inside-Filings
Projekt anfragen

Investments: Lorne Steinberg Wealth Management Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
432.964.181 $+24.155.770 $
+3,9 %
413.738.778 $+37.985.436 $
+28,0 %
381.253.284 $+381.253.284 $
BANK OF AMERICA CORP /DE/BAC140.445.697 $+6.475.360 $
+4,8 %
133.970.337 $+8.425.281 $
+6,7 %
125.545.056 $+125.545.056 $
ROYAL BANK OF CANADARY21.838.880 $+3.138.246 $
+16,8 %
18.700.634 $+2.623.636 $
+16,3 %
16.076.998 $+16.076.998 $
ALPHA PRO TECH LTDAPT20.071.512 $+4.429.493 $
+28,3 %
15.642.019 $+4.382.365 $
+38,9 %
11.259.654 $+11.259.654 $
TORONTO DOMINION BANKTD14.694.797 $+2.378.043 $
+19,3 %
12.316.754 $+1.336.806 $
+12,2 %
10.979.948 $+10.979.948 $
MICROSOFT CORPMSFT13.569.893 $-1.004.184 $
-6,9 %
14.574.077 $+395.903 $
+2,8 %
14.178.174 $+14.178.174 $
BANK OF NOVA SCOTIABNS12.533.870 $+1.319.699 $
+11,8 %
11.214.171 $+1.863.295 $
+19,9 %
9.350.876 $+9.350.876 $
JPMORGAN CHASE & COJPM12.359.070 $+167.700 $
+1,4 %
12.191.370 $+1.024.037 $
+9,2 %
11.167.333 $+11.167.333 $
BERKSHIRE HATHAWAY INCBRK-B12.304.189 $-26.102 $
-0,2 %
12.330.291 $+367.574 $
+3,1 %
11.962.717 $+11.962.717 $
AMERICAN EXPRESS COAXP11.984.160 $+1.166.041 $
+10,8 %
10.818.119 $+343.135 $
+3,3 %
10.474.984 $+10.474.984 $
TC ENERGY CORPTRP11.045.843 $+829.412 $
+8,1 %
10.216.431 $+1.253.944 $
+14,0 %
8.962.487 $+8.962.487 $
ALLSTATE CORPALL10.577.350 $-371.088 $
-3,4 %
10.948.438 $+535.477 $
+5,1 %
10.412.961 $+10.412.961 $
AMAZON COM INCAMZN10.553.782 $+579.156 $
+5,8 %
9.974.626 $+159.337 $
+1,6 %
9.815.289 $+9.815.289 $
SMITH & NEPHEW PLCSNN8.705.149 $-887.024 $
-9,2 %
9.592.173 $+1.553.636 $
+19,3 %
8.038.537 $+8.038.537 $
MORGAN STANLEYMS9.090.956 $+946.322 $
+11,6 %
8.144.634 $+787.798 $
+10,7 %
7.356.836 $+7.356.836 $
GOLDMAN SACHS GROUP INCGS9.058.974 $+849.402 $
+10,3 %
8.209.572 $+852.511 $
+11,6 %
7.357.061 $+7.357.061 $
Walt Disney CoDIS8.114.645 $-54.358 $
-0,7 %
8.169.003 $-740.495 $
-8,3 %
8.909.498 $+8.909.498 $
CVS HEALTH CorpCVS8.644.208 $+438.459 $
+5,3 %
8.205.749 $+634.712 $
+8,4 %
7.571.037 $+7.571.037 $
SUN LIFE FINANCIAL INCSLF7.949.446 $+876.165 $
+12,4 %
7.073.281 $-668.781 $
-8,6 %
7.742.062 $+7.742.062 $
MANULIFE FINANCIAL CORPMFC7.794.751 $+1.144.063 $
+17,2 %
6.650.688 $+510.973 $
+8,3 %
6.139.715 $+6.139.715 $
Viatris IncVTRS7.757.794 $+1.526.625 $
+24,5 %
6.231.169 $+608.074 $
+10,8 %
5.623.095 $+5.623.095 $
JOHNSON & JOHNSONJNJ7.693.159 $+839.850 $
+12,3 %
6.853.309 $+1.353.393 $
+24,6 %
5.499.916 $+5.499.916 $
OPEN TEXT CORPOTEX6.346.998 $-873.734 $
-12,1 %
7.220.732 $+2.299.619 $
+46,7 %
4.921.113 $+4.921.113 $
STARBUCKS CORPSBUX5.701.522 $-254.826 $
-4,3 %
5.956.348 $-431.270 $
-6,8 %
6.387.618 $+6.387.618 $
ROGERS COMMUNICATIONS INCRCI6.048.417 $+1.601.621 $
+36,0 %
4.446.796 $+797.164 $
+21,8 %
3.649.632 $+3.649.632 $
TELUS CORPTU4.794.188 $-1.064.159 $
-18,2 %
5.858.347 $+202.288 $
+3,6 %
5.656.059 $+5.656.059 $
UNILEVER PLCUL5.664.163 $-121.328 $
-2,1 %
5.785.491 $+583 $
+0,0 %
5.784.908 $+5.784.908 $
DIAGEO PLCDEO4.831.120 $-742.946 $
-13,3 %
5.574.066 $-69.948 $
-1,2 %
5.644.014 $+5.644.014 $
BECTON DICKINSON & COBDX5.201.658 $+49.242 $
+1,0 %
5.152.416 $+447.752 $
+9,5 %
4.704.664 $+4.704.664 $
STATE STREET CORPSTT5.037.195 $+502.944 $
+11,1 %
4.534.251 $+359.875 $
+8,6 %
4.174.376 $+4.174.376 $
APPFOLIO INCAPPF4.510.972 $+295.063 $
+7,0 %
4.215.909 $+938.319 $
+28,6 %
3.277.590 $+3.277.590 $
BCE INCBCE4.456.752 $+89.681 $
+2,1 %
4.367.071 $+358.517 $
+8,9 %
4.008.554 $+4.008.554 $
MIDDLEBY CorpMIDD3.537.602 $+353.928 $
+11,1 %
3.183.674 $-320.566 $
-9,1 %
3.504.240 $+3.504.240 $
MAGNA INTERNATIONAL INCMGA3.249.717 $+3.249.717 $
MCDONALDS CORPMCD2.934.353 $+31.900 $
+1,1 %
2.902.453 $+2.538.118 $
+696,6 %
364.335 $+364.335 $
Kraft Heinz CoKHC2.824.298 $+40.386 $
+1,5 %
2.783.912 $+2.783.912 $
LINDE PLCLIN2.257.735 $-378.515 $
-14,4 %
2.636.250 $+2.636.250 $
NICOLET BANKSHARES INCNIC2.257.946 $-293.544 $
-11,5 %
2.551.490 $-31.240 $
-1,2 %
2.582.730 $+2.582.730 $
BlackRock, Inc.BLK2.106.069 $-155.357 $
-6,9 %
2.261.426 $+2.261.426 $
SCOTTS MIRACLE-GRO COSMG2.250.225 $+2.250.225 $
ELI LILLY & CoLLY783.441 $+237.896 $
+43,6 %
545.545 $+299.994 $
+122,2 %
245.551 $+245.551 $
NVIDIA CORPNVDA337.938 $-155.006 $
-31,4 %
492.944 $+34.458 $
+7,5 %
458.486 $+458.486 $
PROCTER & GAMBLE CoPG375.902 $-16.674 $
-4,2 %
392.576 $-14.486 $
-3,6 %
407.062 $+407.062 $
ORACLE CORPORCL206.604 $-91.510 $
-30,7 %
298.114 $+19.361 $
+6,9 %
278.753 $+278.753 $
Walmart Inc.WMT278.079 $+35.991 $
+14,9 %
242.088 $+8.003 $
+3,4 %
234.085 $+234.085 $
ENBRIDGE INCENB211.761 $-5.108 $
-2,4 %
216.869 $+216.869 $
HUMANA INCHUM204.904 $-3.232 $
-1,6 %
208.136 $+208.136 $
BHP Group LtdBHP196.806 $+196.806 $
432.964.181 $+24.155.770 $
+3,9 %
413.738.778 $+37.985.436 $
+28,0 %
381.253.284 $+381.253.284 $
Erweitert ×