Portfolio (Quarterly) Guide ↗

Lorne Steinberg Wealth Management Inc.

· CIK 0001851362

13F Portfolio $487M AUM 72 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 50 Added 6 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Telus Corp.	—	383,388	$4.9M	1.17%	SOLD
2	MIDD	Middleby Corp	Industrials	23,640	$3.1M	0.74%	SOLD
3	ENB	Enbridge Inc	Energy	4,735	$257K	0.06%	SOLD
4	SU	Suncor Energy Inc.	Energy	3,706	$245K	0.06%	SOLD

Sector Allocation

Financial Services 43.9%

Communication Services 13.3%

Technology 13.1%

Healthcare 8.2%

Consumer Cyclical 6.7%

Energy 4.2%

Industrials 4.1%

Basic Materials 3.7%

Consumer Defensive 2.8%

Utilities 0.1%