Long-term investor
Lorne Steinberg Wealth Management Inc. @lornesteinbergwealthmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001851362).
Record
- Tracked since 2025-06-30 (454 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +929.1% · all +929.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 780087102 · 5.6% · long · since 2025-06-30
- GOOGL · 4.6% · long · since 2025-06-30
- TD · 4.1% · long · since 2025-06-30
- 063671101 · 3.7% · long · since 2025-06-30
- 136069101 · 3.5% · long · since 2025-06-30
- TSM · 3.0% · long · since 2025-06-30
- 136375102 · 2.9% · long · since 2025-06-30
- TRP · 2.8% · long · since 2025-06-30
- 13646K108 · 2.8% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- CSCO · 2.7% · long · since 2025-06-30
- SLF · 2.7% · long · since 2025-06-30