CP
Cumberland Partners Ltd 13F Filings & Institutional Holdings (Q2 2026)
Cumberland Partners LtdCIK: 0001578985
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$1.5B
Reporting period: 2026-06-30 · Number of holdings: 240
Cumberland Partners Ltd disclosed 240 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.5B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 8.93
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 41.47
- Diversification
- 100
- Sizing Uniformity
- 84.4
Cumberland Partners Ltd's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 45 equally-sized positions, well below its 240 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.56), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MCK
+904.6% $29.4M
Trim MA
-98.5% -$23.3M
Trim APH
-54.6% -$11.3M
Add ADI
+2962.1% $16.3M
Trim PHM
-49.5% -$10.3M
Add UNP
+75.0% $17.2M
Holdings Map
New buyAddUnchangedTrim
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 153 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 5.17% | +0.75% | +7.04% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.58% | -0.12% | -0.50% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.27% | +0.06% | +18.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.02% | -0.12% | -0.63% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.83% | +0.16% | -0.55% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.27% | -0.68% | +6.51% | |
| 7 | LIN | Linde plc | Stock-Materials | 3.09% | +0.28% | +23.28% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.06% | +0.53% | +8.75% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.02% | -0.11% | -0.69% | |
| 10 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.93% | +0.17% | -0.75% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.81% | -0.63% | +1.98% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 2.30% | -0.55% | -20.35% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 2.27% | +0.91% | +74.96% | |
| 14 | AME | Ametek Inc | Stock-Industrials | 2.24% | -0.10% | -0.49% | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 2.15% | +1.86% | +904.57% | |
| 16 | CNQ | Canadian Natural Resources | Stock-Energy | 2.13% | -0.17% | +33.46% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | -0.39% | -19.63% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.93% | -0.29% | +3.46% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | +0.31% | +13.42% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.74% | +0.40% | -0.77% | |
| 21 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 1.54% | +0.17% | +42.00% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | -0.42% | -19.25% | |
| 23 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.50% | -0.68% | -16.41% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.47% | +0.51% | +27.04% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.40% | -0.77% | +1.59% | |
| 26 | DELL | Dell Technologies -c | Stock-Tech | 1.38% | +0.68% | -11.76% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.28% | -0.11% | +14.16% | |
| 28 | APH | Amphenol Corp-cl A | Stock-Tech | 1.26% | -1.08% | -54.61% | |
| 29 | URNM | Sprott Uranium Miners ETF | ETF-Other | 1.25% | +0.19% | +64.81% | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 1.09% | +1.06% | +2962.15% | |
| 31 | CCJ | Cameco CORP | Stock-Energy | 1.08% | +0.06% | +32.07% | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.04% | -0.19% | -1.18% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.98% | +0.57% | +86.58% | |
| 34 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.96% | -0.95% | -49.47% | |
| 35 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.82% | +0.53% | +224.92% | |
| 36 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.81% | +0.43% | +111.04% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.05% | -0.01% | |
| 38 | TD | Toronto-dominion Bank | Stock-Financials | 0.77% | +0.10% | +2.95% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.34% | +82.88% | |
| 40 | GE | General Electric | Stock-Industrials | 0.72% | +0.35% | +72.45% | |
| 41 | NDAQ | Nasdaq Inc | Stock-Financials | 0.63% | — | +26.36% | |
| 42 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.53% | +0.29% | +108.36% | |
| 43 | MDA | Mda Space LTD | Stock-Other | 0.52% | +0.16% | +5.38% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.07% | -1.78% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.49% | +0.09% | +32.87% | |
| 46 | ET | Energy Transfer LP | Stock-Energy | 0.47% | -0.09% | — | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.45% | +0.20% | -0.64% | |
| 48 | BMO | Bank Of Montreal | Stock-Financials | 0.44% | +0.08% | +10.27% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.44% | +0.26% | -15.57% | |
| 50 | PH | Parker Hannifin CORP | Stock-Industrials | 0.43% | -0.06% | -6.42% |
1–50 of 153
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+14.4%
- Stdev
- +12.8%
- Beta
- +0.95
- Alpha
- -1.9%
- Max Drawdown
- -8.6%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.59
- Stutzer
- +0.39
- Treynor
- +0.18
- Sterling
- +1.08
- Calmar
- +2.05
- Information Ratio
- -0.8
- Tracking Error
- +3.7%
- Stdev Down
- +6.6%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +34%
- Worst 12 Months
- +4.3%
- Efficiency Ratio
- +0.55
- Sharpe
- +1.33
- Stdev Sectors
- +6.2%
- Skewness
- +0.08
- Kurtosis
- +0.08
- Upside Potential
- +4.19
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 240 | $1.5B | 0 | ||
| 2026 Q1 | 242 | $1.3B | 53 | ||
| 2025 Q4 | 273 | $1.6B | 30 | ||
| 2025 Q3 | 259 | $1.5B | 46 | ||
| 2025 Q2 | 268 | $1.4B | 0 | ||
| 2025 Q1 | 262 | $1.3B | 100 | ||
| 2024 Q4 | 259 | $1.4B | 0 | ||
| 2024 Q3 | 268 | $1.4B | 0 | ||
| 2024 Q2 | 260 | $1.4B | 0 | ||
| 2024 Q1 | 293 | $1.4B | 0 | ||
| 2023 Q4 | 286 | $1.1B | 0 | ||
| 2023 Q3 | 280 | $1.0B | 0 | ||
| 2023 Q2 | 277 | $1.1B | 0 | ||
| 2023 Q1 | 278 | $1.0B | 0 | ||
| 2022 Q4 | 276 | $948.9M | 0 | ||
| 2022 Q3 | 254 | $941.7M | 0 | ||
| 2022 Q2 | 270 | $1.0B | 0 | ||
| 2022 Q1 | 305 | $1.3B | 0 | ||
| 2021 Q4 | 292 | $1.4B | 0 | ||
| 2021 Q3 | 302 | $1.2B | 0 | ||
| 2021 Q2 | 301 | $1.3B | 100 | ||
| 2021 Q1 | 293 | $1.2B | 24 | ||
| 2020 Q4 | 290 | $1.1B | 28 | ||
| 2020 Q3 | 250 | $956.3M | 24 | ||
| 2020 Q2 | 256 | $963.8M | 33 | ||
| 2020 Q1 | 270 | $831.5M | 52 | ||
| 2019 Q4 | 284 | $1.1B | 17 | ||
| 2019 Q3 | 274 | $1.0B | 19 | ||
| 2019 Q2 | 298 | $1.0B | 26 | ||
| 2019 Q1 | 281 | $994.2M | 34 | ||
| 2018 Q4 | 260 | $885.3M | 39 | ||
| 2018 Q3 | 292 | $1.0B | 25 | ||
| 2018 Q2 | 328 | $993.7M | 55 | ||
| 2018 Q1 | 104 | $708.5M | 46 | ||
| 2017 Q4 | 111 | $759.8M | 20 | ||
| 2017 Q3 | 114 | $742.3M | 32 | ||
| 2017 Q2 | 108 | $706.9M | 23 | ||
| 2017 Q1 | 111 | $684.2M | 25 | ||
| 2016 Q4 | 98 | $657.4M | 30 | ||
| 2016 Q3 | 107 | $711.8M | 23 | ||
| 2016 Q2 | 110 | $706.6M | 25 | ||
| 2016 Q1 | 103 | $721.7M | 60 | ||
| 2015 Q4 | 107 | $770.9M | 39 | ||
| 2015 Q3 | 113 | $807.3M | 43 | ||
| 2015 Q2 | 107 | $877.9M | 42 | ||
| 2015 Q1 | 108 | $910.7M | 43 | ||
| 2014 Q4 | 108 | $956.1M | 52 | ||
| 2014 Q3 | 88 | $816.9M | 31 | ||
| 2014 Q2 | 92 | $887.4M | 15 | ||
| 2014 Q1 | 94 | $855.2M | 42 | ||
| 2013 Q4 | 93 | $922.7M | 38 | ||
| 2013 Q3 | 108 | $813.0M | 43 | ||
| 2013 Q2 | 121 | $784.1M | 46 |
Holding changes this quarter
Cumberland Partners Ltd's most significant position changes for 2026-06-30: Sold out: Home Depot Inc (HD); Sold out: Uber Technologies Inc (UBER); Sold out: Booking Holdings Inc (BKNG); Sold out: Nu Holdings Ltd. (NU); Sold out: Viking Holdings Ltd (VIK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | +1.9% | +904.57% | Add |
| 2 | ADI | Analog Devices Inc | +1.1% | +2962.15% | Add |
| 3 | UNP | Union Pacific CORP | +0.9% | +74.96% | Add |
| 4 | RY | Royal Bank Of Canada | +0.8% | +7.04% | Add |
| 5 | DELL | Dell Technologies -c | +0.7% | -11.76% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.6% | +86.58% | Add |
| 7 | LLY | Eli Lilly & Co | +0.5% | +8.75% | Add |
| 8 | FERG | Ferguson Enterprises Inc | +0.5% | +224.92% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +27.04% | Add |
| 10 | HWM | Howmet Aerospace Inc | +0.4% | +111.04% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.4% | -0.77% | Trim |
| 12 | GE | General Electric | +0.4% | +72.45% | Add |
| 13 | ABBV | Abbvie Inc | +0.3% | +82.88% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +13.42% | Add |
| 15 | WSM | Williams-sonoma Inc | +0.3% | +108.36% | Add |
| 16 | LIN | Linde plc | +0.3% | +23.28% | Add |
| 17 | MU | Micron Technology Inc | +0.3% | -15.57% | Trim |
| 18 | AMAT | Applied Materials Inc | +0.2% | -0.64% | Trim |
| 19 | URNM | Sprott Uranium Miners ETF | +0.2% | +64.81% | Add |
| 20 | BNS | Bank Of Nova Scotia | +0.2% | -0.75% | Trim |
| 21 | GIL | Gildan Activewear Inc | +0.2% | +42.00% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.2% | -0.55% | Trim |
| 23 | MDA | Mda Space LTD | +0.2% | +5.38% | Add |
| 24 | PSMT | Pricesmart Inc | +0.2% | NEW | New buy |
| 25 | LRCX | Lam Research CORP | +0.2% | — | Unchanged |
| 26 | CASY | Casey's General Stores Inc | +0.2% | NEW | New buy |
| 27 | IBKR | Interactive Brokers Gro-cl A | +0.2% | NEW | New buy |
| 28 | WFRD | Weatherford International plc | +0.1% | NEW | New buy |
| 29 | CW | Curtiss-wright CORP | +0.1% | NEW | New buy |
| 30 | WWD | Woodward Inc | +0.1% | NEW | New buy |
| 31 | FN | Fabrinet | +0.1% | NEW | New buy |
| 32 | BLK | Blackrock Inc | +0.1% | +77.17% | Add |
| 33 | ROST | Ross Stores Inc | +0.1% | NEW | New buy |
| 34 | AS | Amer Sports, Inc. | +0.1% | NEW | New buy |
| 35 | DIS | Walt Disney Co/the | +0.1% | +113.30% | Add |
| 36 | TD | Toronto-dominion Bank | +0.1% | +2.95% | Add |
| 37 | PM | Philip Morris International | +0.1% | +32.87% | Add |
| 38 | EXPE | Expedia Group Inc | +0.1% | +39.41% | Add |
| 39 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 40 | SN | SharkNinja, Inc. | +0.1% | NEW | New buy |
| 41 | BMO | Bank Of Montreal | +0.1% | +10.27% | Add |
| 42 | UI | Ubiquiti Inc | +0.1% | NEW | New buy |
| 43 | CVE | Cenovus Energy Inc | +0.1% | NEW | New buy |
| 44 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 45 | MSFT | Microsoft CORP | +0.1% | +18.18% | Add |
| 46 | CCJ | Cameco CORP | +0.1% | +32.07% | Add |
| 47 | VST | Vistra CORP | +0.1% | +70.15% | Add |
| 48 | BAM | Brookfield Asset Mgmt-a | +0.1% | +93.43% | Add |
| 49 | NTR | Nutrien LTD | +0.1% | +60.02% | Add |
| 50 | FIX | Comfort Systems USA Inc | +0.1% | — | Unchanged |
1–50 of 173
Filing History
FAQ
What is Cumberland Partners Ltd and what type of investor is it?
Cumberland Partners Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.5B, spread across 240 disclosed positions.
What are Cumberland Partners Ltd's largest equity positions?
Based on the latest 13F filing, Cumberland Partners Ltd's top holdings by market value are:
1. Royal Bank Of Canada (RY) — $79.9M (5.2%)
2. Nvidia CORP (NVDA) — $70.8M (4.6%)
3. Microsoft CORP (MSFT) — $66.0M (4.3%)
4. Amazon.com Inc (AMZN) — $62.1M (4.0%)
5. Alphabet Inc-cl C (GOOG) — $59.2M (3.8%)
What changes did Cumberland Partners Ltd make in its most recent portfolio filing?
In the latest reported quarter, Cumberland Partners Ltd made 158 notable position adjustments: 16 new positions were initiated, 75 existing holdings were added to, 47 positions were partially reduced, and 20 were completely exited. The largest of these moves: Sold out: Home Depot Inc (HD); Sold out: Uber Technologies Inc (UBER); Sold out: Booking Holdings Inc (BKNG); Sold out: Nu Holdings Ltd. (NU); Sold out: Viking Holdings Ltd (VIK)
What sectors does Cumberland Partners Ltd focus on?
Cumberland Partners Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 23.7%
• Financials: 14.8%
• Industrials: 12.2%
• Health Care: 11.4%
• Consumer Discretionary: 11.1%
• Communication Services: 9.8%
Investment Profile
Cumberland Partners Ltd returned an annualized 17.5% over the trailing 36 months — underperforming the S&P 500 by 1.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.95 (roughly in line with the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its AME position over the past two quarters (+$29.8M, now $34.6M), while trimming MA over the same stretch (-$31.8M, still holding $377.5K).
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Developer Access
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REST API
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