Investments: Lorne Steinberg Wealth Management Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Lorne Steinberg Wealth Management Inc.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
486.633.547 $+64.978.383 $
+12,7 %
70422.111.215 $-7.264.903 $
+1,6 %
66434.632.288 $+25.820.722 $
+5,0 %
69414.967.788 $+40.834.747 $
+21,4 %
68
ROYAL BANK OF CANADARY→ 0Sehr schwach27.429.025 $+6.358.655 $
+30,2 %
121.070.370 $-768.510 $
-3,5 %
121.838.880 $+3.138.246 $
+16,8 %
118.700.634 $+2.623.636 $
+16,3 %
1
Alphabet Inc.GOOGL→ 0Neutral23.375.772 $+4.812.006 $
+25,9 %
118.563.766 $-1.507.746 $
-7,5 %
120.071.512 $+4.429.493 $
+28,3 %
115.642.019 $+4.382.365 $
+38,9 %
1
TORONTO DOMINION BANKTD→ 0Sehr schwach19.720.448 $+4.924.070 $
+33,3 %
114.796.378 $+101.581 $
+0,7 %
114.694.797 $+2.378.043 $
+19,3 %
112.316.754 $+1.336.806 $
+12,2 %
1
BANK OF MONTREAL /CAN/BMO→ 0Neutral18.018.311 $+4.385.571 $
+32,2 %
113.632.740 $+806.183 $
+6,3 %
112.826.557 $+141.217 $
+1,1 %
112.685.340 $+2.481.564 $
+24,3 %
1
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/CM→ 016.873.098 $+3.229.737 $
+23,7 %
113.643.361 $-3.078.280 $
-18,4 %
116.721.641 $+2.046.406 $
+13,9 %
114.675.235 $+1.718.519 $
+13,3 %
1
MICROSOFT CORPMSFT→ 0Neutral13.425.735 $+521.609 $
+4,0 %
112.904.126 $-665.767 $
-4,9 %
113.569.893 $-1.004.184 $
-6,9 %
114.574.077 $+395.903 $
+2,8 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark14.524.813 $+4.506.962 $
+45,0 %
110.017.851 $+1.036.990 $
+11,5 %
18.980.861 $+728.400 $
+8,8 %
18.252.461 $+1.664.320 $
+25,3 %
1
CANADIAN NATIONAL RAILWAY COCNI→ 014.132.569 $+2.403.707 $
+20,5 %
111.728.862 $+2.264.822 $
+23,9 %
19.464.040 $+1.630.256 $
+20,8 %
17.833.784 $+808.146 $
+11,5 %
1
TC ENERGY CORPTRP→ 0Neutral13.867.734 $+1.134.621 $
+8,9 %
112.733.113 $+1.687.270 $
+15,3 %
111.045.843 $+829.412 $
+8,1 %
110.216.431 $+1.253.944 $
+14,0 %
1
CANADIAN PACIFIC KANSAS CITY LTD/CNCP→ 0Neutral13.484.003 $+2.228.593 $
+19,8 %
111.255.410 $+3.079.773 $
+37,7 %
18.175.637 $+66.575 $
+0,8 %
18.109.062 $+256.942 $
+3,3 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark13.131.205 $+4.517.707 $
+52,4 %
18.613.498 $+34.821 $
+0,4 %
18.578.677 $+929.800 $
+12,2 %
17.648.877 $-211.391 $
-2,7 %
1
SUN LIFE FINANCIAL INCSLF→ 0Neutral13.100.179 $+3.470.222 $
+36,0 %
19.629.957 $+1.680.511 $
+21,1 %
17.949.446 $+876.165 $
+12,4 %
17.073.281 $-668.781 $
-8,6 %
1
JPMORGAN CHASE & COJPM→ 0Stark12.899.420 $+1.489.542 $
+13,1 %
111.409.878 $-949.192 $
-7,7 %
112.359.070 $+167.700 $
+1,4 %
112.191.370 $+1.024.037 $
+9,2 %
1
BANK OF NOVA SCOTIABNS→ 010.122.103 $+2.319.234 $
+29,7 %
17.802.869 $-4.731.001 $
-37,7 %
112.533.870 $+1.319.699 $
+11,8 %
111.214.171 $+1.863.295 $
+19,9 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral12.346.389 $+694.343 $
+6,0 %
111.652.046 $-652.143 $
-5,3 %
112.304.189 $-26.102 $
-0,2 %
112.330.291 $+367.574 $
+3,1 %
1
AMAZON COM INCAMZN→ 0Stark12.322.416 $+2.591.626 $
+26,6 %
19.730.790 $-822.992 $
-7,8 %
110.553.782 $+579.156 $
+5,8 %
19.974.626 $+159.337 $
+1,6 %
1
ALLSTATE CORPALL→ 0Stark12.239.633 $+1.708.835 $
+16,2 %
110.530.798 $-46.552 $
-0,4 %
110.577.350 $-371.088 $
-3,4 %
110.948.438 $+535.477 $
+5,1 %
1
AMERICAN EXPRESS COAXP→ 0Stark11.190.663 $+1.366.416 $
+13,9 %
19.824.247 $-2.159.913 $
-18,0 %
111.984.160 $+1.166.041 $
+10,8 %
110.818.119 $+343.135 $
+3,3 %
1
CVS HEALTH CorpCVS→ 0Stark11.468.467 $+3.650.573 $
+46,7 %
17.817.894 $-826.314 $
-9,6 %
18.644.208 $+438.459 $
+5,3 %
18.205.749 $+634.712 $
+8,4 %
1
MORGAN STANLEYMS→ 0Neutral10.798.170 $+2.401.645 $
+28,6 %
18.396.525 $-694.431 $
-7,6 %
19.090.956 $+946.322 $
+11,6 %
18.144.634 $+787.798 $
+10,7 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral10.465.656 $+1.885.626 $
+22,0 %
18.580.030 $-478.944 $
-5,3 %
19.058.974 $+849.402 $
+10,3 %
18.209.572 $+852.511 $
+11,6 %
1
ELECTRONIC ARTS INC.EA→ 010.384.250 $+304.918 $
+3,0 %
110.079.332 $+6.885 $
+0,1 %
110.072.447 $+136.705 $
+1,4 %
19.935.742 $+2.139.188 $
+27,4 %
1
VISA INC.V→ 0Neutral10.048.076 $+1.439.979 $
+16,7 %
18.608.097 $-1.237.735 $
-12,6 %
19.845.832 $+274.561 $
+2,9 %
19.571.271 $-360.542 $
-3,6 %
1
Meta Platforms, Inc.META→ 0Neutral5.739.925 $+34.645 $
+0,6 %
15.705.280 $-3.334.652 $
-36,9 %
19.039.932 $-1.001.246 $
-10,0 %
110.041.178 $-21.941 $
-0,2 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral9.822.797 $+569.766 $
+6,2 %
19.253.031 $+1.559.872 $
+20,3 %
17.693.159 $+839.850 $
+12,3 %
16.853.309 $+1.353.393 $
+24,6 %
1
SMITH & NEPHEW PLCSNN→ 0Neutral7.899.010 $-566.546 $
-6,7 %
18.465.556 $-239.593 $
-2,8 %
18.705.149 $-887.024 $
-9,2 %
19.592.173 $+1.553.636 $
+19,3 %
1
Corteva, Inc.CTVA→ 0Sehr stark9.292.610 $+263.231 $
+2,9 %
19.029.379 $+1.752.938 $
+24,1 %
17.276.441 $-81.027 $
-1,1 %
17.357.468 $-868.408 $
-10,6 %
1
MANULIFE FINANCIAL CORPMFC→ 0Sehr schwach8.989.452 $+1.510.296 $
+20,2 %
17.479.156 $-315.595 $
-4,0 %
17.794.751 $+1.144.063 $
+17,2 %
16.650.688 $+510.973 $
+8,3 %
1
Viatris IncVTRS→ 0Neutral5.621.059 $-2.809.397 $
-33,3 %
18.430.456 $+672.662 $
+8,7 %
17.757.794 $+1.526.625 $
+24,5 %
16.231.169 $+608.074 $
+10,8 %
1
Nutrien Ltd.NTR→ 0Schwach7.169.141 $-1.095.652 $
-13,3 %
18.264.793 $+1.585.742 $
+23,7 %
16.679.051 $+397.330 $
+6,3 %
16.281.721 $+740.923 $
+13,4 %
1
Walt Disney CoDIS→ 0Neutral7.116.147 $+175.824 $
+2,5 %
16.940.323 $-1.174.322 $
-14,5 %
18.114.645 $-54.358 $
-0,7 %
18.169.003 $-740.495 $
-8,3 %
1
ADOBE INC.ADBE→ 0Schwach6.806.664 $-968.006 $
-12,5 %
17.774.670 $+2.543.370 $
+48,6 %
15.231.300 $-21.853 $
-0,4 %
15.253.153 $-269.559 $
-4,9 %
1
BROOKFIELD Corp /ON/BN→ 07.700.433 $+1.181.792 $
+18,1 %
16.518.641 $-793.250 $
-10,8 %
17.311.891 $+169.529 $
+2,4 %
17.142.362 $+799.862 $
+12,6 %
1
STARBUCKS CORPSBUX→ 0Schwach7.259.373 $+1.055.445 $
+17,0 %
16.203.928 $+502.406 $
+8,8 %
15.701.522 $-254.826 $
-4,3 %
15.956.348 $-431.270 $
-6,8 %
1
OPEN TEXT CORPOTEX→ 0Stark4.735.003 $+182.299 $
+4,0 %
14.552.704 $-1.794.294 $
-28,3 %
16.346.998 $-873.734 $
-12,1 %
17.220.732 $+2.299.619 $
+46,7 %
1
STATE STREET CORPSTT→ 0Stark6.732.272 $+1.810.987 $
+36,8 %
14.921.285 $-115.910 $
-2,3 %
15.037.195 $+502.944 $
+11,1 %
14.534.251 $+359.875 $
+8,6 %
1
ROGERS COMMUNICATIONS INCRCI→ 0Schwach5.622.629 $-762.227 $
-11,9 %
16.384.856 $+336.439 $
+5,6 %
16.048.417 $+1.601.621 $
+36,0 %
14.446.796 $+797.164 $
+21,8 %
1
TELUS CORPTU→ 0Neutral4.164.664 $-761.795 $
-15,5 %
14.926.459 $+132.271 $
+2,8 %
14.794.188 $-1.064.159 $
-18,2 %
15.858.347 $+202.288 $
+3,6 %
1
UNILEVER PLCUL→ 0Schwach5.337.213 $+403.896 $
+8,2 %
14.933.317 $-730.846 $
-12,9 %
15.664.163 $-121.328 $
-2,1 %
15.785.491 $+583 $
+0,0 %
1
CANADIAN NATURAL RESOURCES LtdCNQ→ 0Schwach4.755.590 $-882.264 $
-15,6 %
15.637.854 $+1.791.235 $
+46,6 %
13.846.619 $+322.933 $
+9,2 %
13.523.686 $+780.720 $
+28,5 %
1
DIAGEO PLCDEO→ 0Schwach4.764.524 $+483.649 $
+11,3 %
14.280.875 $-550.245 $
-11,4 %
14.831.120 $-742.946 $
-13,3 %
15.574.066 $-69.948 $
-1,2 %
1
MCDONALDS CORPMCD→ 0Neutral5.533.245 $+2.418.819 $
+77,7 %
13.114.426 $+180.073 $
+6,1 %
12.934.353 $+31.900 $
+1,1 %
12.902.453 $+2.538.118 $
+696,6 %
1
BECTON DICKINSON & COBDX→ 0Neutral5.201.658 $+49.242 $
+1,0 %
15.152.416 $+447.752 $
+9,5 %
1
TRACTOR SUPPLY CO /DE/TSCO→ 0Neutral2.824.100 $-1.120.941 $
-28,4 %
13.945.041 $-411.430 $
-9,4 %
14.356.471 $-611.806 $
-12,3 %
14.968.277 $+304.096 $
+6,5 %
1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral3.889.787 $+476.567 $
+14,0 %
13.413.220 $-828.502 $
-19,5 %
14.241.722 $-655.326 $
-13,4 %
14.897.048 $+2.274.415 $
+86,7 %
1
BCE INCBCE→ 0Neutral4.231.526 $-593.490 $
-12,3 %
14.825.016 $+368.264 $
+8,3 %
14.456.752 $+89.681 $
+2,1 %
14.367.071 $+358.517 $
+8,9 %
1
Apple Inc.AAPL→ 0Neutral4.733.061 $+489.946 $
+11,5 %
14.243.115 $-267.857 $
-5,9 %
14.510.972 $+295.063 $
+7,0 %
14.215.909 $+938.319 $
+28,6 %
1
Kenvue Inc.KVUE→ 0Neutral3.767.823 $+468.863 $
+14,2 %
13.298.960 $+28.619 $
+0,9 %
13.270.341 $+174.306 $
+5,6 %
13.096.035 $-819.340 $
-20,9 %
1
MIDDLEBY CorpMIDD→ 0Neutral3.134.191 $-403.411 $
-11,4 %
13.537.602 $+353.928 $
+11,1 %
13.183.674 $-320.566 $
-9,1 %
1
LINDE PLCLIN→ 0Stark3.020.230 $+762.495 $
+33,8 %
12.257.735 $-378.515 $
-14,4 %
12.636.250 $+2.636.250 $1
Kraft Heinz CoKHC→ 0Stark2.824.298 $+40.386 $
+1,5 %
1
KIMBERLY CLARK CORPKMB→ 0Stark2.815.380 $+433.729 $
+18,2 %
12.381.651 $-115.880 $
-4,6 %
12.497.531 $+2.497.531 $1
NIKE, Inc.NKE→ 0Schwach1.543.521 $-387.102 $
-20,1 %
11.930.623 $-327.323 $
-14,5 %
12.257.946 $-293.544 $
-11,5 %
12.551.490 $-31.240 $
-1,2 %
1
iSHARES TRUST→ 0816.893 $-1.178.471 $
-59,1 %
11.995.364 $-110.705 $
-5,3 %
12.106.069 $-155.357 $
-6,9 %
1
ISHARES INC→ 01.486.769 $+291.617 $
+24,4 %
11.195.152 $-88.704 $
-6,9 %
11.283.856 $+286.365 $
+28,7 %
1997.491 $-658.876 $
-39,8 %
1
SPDR SERIES TRUST→ 0331.512 $-888.918 $
-72,8 %
11.220.430 $-5.425 $
-0,4 %
11.225.855 $+9.008 $
+0,7 %
1
ELI LILLY & CoLLY→ 0Neutral754.441 $+175.906 $
+30,4 %
1578.535 $-204.906 $
-26,2 %
1783.441 $+237.896 $
+43,6 %
1545.545 $+299.994 $
+122,2 %
1
CORNING INC /NYGLW→ 0Neutral638.575 $+298.650 $
+87,9 %
1339.925 $+121.025 $
+55,3 %
1218.900 $+13.825 $
+6,7 %
1205.075 $+205.075 $1
iShares, Inc.→ 0598.187 $+6.291 $
+1,1 %
1591.896 $+207.645 $
+54,0 %
1384.251 $+152.732 $
+66,0 %
1231.519 $+231.519 $1
ASML HOLDING NVASML→ 0Sehr stark493.381 $+493.381 $1
NVIDIA CORPNVDA→ 0Neutral358.561 $+96.613 $
+36,9 %
1261.948 $-75.990 $
-22,5 %
1337.938 $-155.006 $
-31,4 %
1492.944 $+34.458 $
+7,5 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark468.670 $-8.619 $
-1,8 %
1477.289 $+71.990 $
+17,8 %
1405.299 $-16.788 $
-4,0 %
1422.087 $-29.325 $
-6,5 %
1
Walmart Inc.WMT→ 0Stark423.139 $+22.834 $
+5,7 %
1400.305 $+122.226 $
+44,0 %
1278.079 $+35.991 $
+14,9 %
1242.088 $+8.003 $
+3,4 %
1
PROCTER & GAMBLE CoPG→ 0Neutral309.263 $+2.617 $
+0,9 %
1306.646 $-69.256 $
-18,4 %
1375.902 $-16.674 $
-4,2 %
1392.576 $-14.486 $
-3,6 %
1
Merck & Co., Inc.MRK→ 0Stark388.455 $+24.819 $
+6,8 %
1363.636 $+45.436 $
+14,3 %
1318.200 $+64.480 $
+25,4 %
1253.720 $+46.084 $
+22,2 %
1
AMGEN INCAMGN→ 0Neutral334.961 $+9.500 $
+2,9 %
1325.461 $+325.461 $1
ROYAL CARIBBEAN CRUISES LTDRCL→ 0Neutral317.530 $+42.350 $
+15,4 %
1275.180 $-3.740 $
-1,3 %
1278.920 $-44.660 $
-13,8 %
1323.580 $+10.440 $
+3,3 %
1
ING GROEP NVING→ 0321.645 $+54.633 $
+20,5 %
1267.012 $-19.988 $
-7,0 %
1287.000 $+19.680 $
+7,4 %
1267.320 $+43.153 $
+19,3 %
1
HUMANA INCHUM→ 0Neutral317.776 $+112.872 $
+55,1 %
1204.904 $-3.232 $
-1,6 %
1208.136 $+208.136 $1
Fortis Inc.FTS→ 0Neutral266.614 $-34.268 $
-11,4 %
1300.882 $+300.882 $1
ORACLE CORPORCL→ 0Stark206.604 $-91.510 $
-30,7 %
1298.114 $+19.361 $
+6,9 %
1
BHP Group LtdBHP→ 0Schwach278.172 $+81.366 $
+41,3 %
1196.806 $+196.806 $1
CATERPILLAR INCCAT→ 0Sehr stark266.225 $+266.225 $1
ENBRIDGE INCENB→ 0Stark256.623 $+44.862 $
+21,2 %
1211.761 $-5.108 $
-2,4 %
1216.869 $+216.869 $1
SUNCOR ENERGY INCSU→ 0Stark245.069 $+245.069 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral207.464 $-12.041 $
-5,5 %
1219.505 $+219.505 $1
486.633.547 $+64.978.383 $
+12,7 %
70422.111.215 $-7.264.903 $
+1,6 %
66434.632.288 $+25.820.722 $
+5,0 %
69414.967.788 $+40.834.747 $
+21,4 %
68
Erweitert ×