CIK: 0001578985
Total reported value
$1.3B
Reporting period: 2026-03-31 · Number of holdings: 242
Cumberland Partners Ltd disclosed 242 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.3B and a quarterly turnover rate of 52.8%.
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Cumberland Partners Ltd's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 242 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 1.61), 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.
Trim SPGI
-94.7% -$46.6M
Add AME
+522.4% $26.0M
Add CNQ
+139.6% $21.5M
Trim META
-47.1% -$34.5M
Trim MSFT
-21.9% -$37.2M
Add NFLX
+142.0% $17.1M
Showing top 157 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.70% | +0.07% | -12.29% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 4.42% | +0.33% | -7.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | -1.47% | -21.85% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.14% | +0.25% | -4.69% | |
| 5 | WMT | Walmart INC | Stock-Consumer Staples | 3.95% | -0.14% | -30.10% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.67% | +0.40% | -0.97% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.44% | +1.20% | +7.39% | |
| 8 | AAPL | Apple INC | Stock-Tech | 3.13% | -0.20% | -18.69% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.85% | — | -8.92% | |
| 10 | LIN | Linde plc | Stock-Materials | 2.81% | +0.92% | +3.17% | |
| 11 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.76% | +0.26% | -4.79% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.53% | — | +6.18% | |
| 13 | AVGO | Broadcom INC | Stock-Tech | 2.44% | -0.10% | -13.20% | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 2.34% | +1.08% | +60.47% | |
| 15 | AME | Ametek INC | Stock-Industrials | 2.34% | +2.05% | +522.36% | |
| 16 | CNQ | Canadian Natural Resources | Stock-Energy | 2.30% | +1.76% | +139.56% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -1.68% | -47.08% | |
| 18 | AZN | AstraZeneca PLC | Stock-Healthcare | 2.18% | +2.18% | NEW | |
| 19 | NFLX | Netflix INC | Stock-Comm Services | 2.18% | +1.46% | +142.02% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | -1.11% | -40.31% | |
| 21 | PHM | Pultegroup INC | Stock-Consumer Disc | 1.91% | +1.02% | +72.79% | |
| 22 | MA | Mastercard INC - A | Stock-Financials | 1.80% | -0.17% | -15.90% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | -0.62% | -37.36% | |
| 24 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.39% | +0.89% | +117.13% | |
| 25 | GIL | Gildan Activewear INC | Stock-Consumer Disc | 1.37% | +1.28% | +1307.65% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.36% | +1.36% | NEW | |
| 27 | UNH | Unitedhealth Group INC | Stock-Healthcare | 1.34% | +0.02% | -0.03% | |
| 28 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 1.23% | — | -1.04% | |
| 29 | URNM | Sprott Uranium Miners ETF | ETF-Other | 1.06% | — | -1.14% | |
| 30 | CCJ | Cameco CORP | Stock-Energy | 1.02% | — | -20.90% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.96% | -0.36% | -47.40% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | — | +28.99% | |
| 33 | DELL | Dell Technologies -c | Stock-Tech | 0.70% | — | -3.19% | |
| 34 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.69% | — | -15.67% | |
| 35 | TD | Toronto-dominion Bank | Stock-Financials | 0.67% | — | -13.12% | |
| 36 | NDAQ | Nasdaq INC | Stock-Financials | 0.63% | — | -0.17% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.16% | -46.00% | |
| 38 | ET | Energy Transfer LP | Stock-Energy | 0.56% | — | — | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | — | -11.84% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.49% | — | -31.08% | |
| 41 | ABBV | Abbvie INC | Stock-Healthcare | 0.42% | -0.14% | -36.28% | |
| 42 | PFE | Pfizer INC | Stock-Healthcare | 0.41% | — | +46.94% | |
| 43 | CSCO | Cisco Systems INC | Stock-Tech | 0.41% | -0.17% | -43.14% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | — | -22.27% | |
| 45 | SII | Sprott INC | Stock-Other | 0.39% | — | +12.07% | |
| 46 | HWM | Howmet Aerospace INC | Stock-Industrials | 0.38% | -0.16% | -48.43% | |
| 47 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.38% | — | -22.07% | |
| 48 | GE | General Electric | Stock-Industrials | 0.37% | — | -36.26% | |
| 49 | HBM | Hudbay Minerals INC | Stock-Other | 0.37% | — | — | |
| 50 | BMO | Bank Of Montreal | Stock-Financials | 0.36% | — | -14.91% |
Performance for Q3 2026
-0.1%
Performance Last 4 Quarters
+13.3%
Based on 80% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 242 | $1.3B | 53 | |
| 2025-12-31 | 273 | $1.6B | 30 | |
| 2025-09-30 | 259 | $1.5B | 46 | |
| 2025-06-30 | 268 | $1.4B | 0 | |
| 2025-03-31 | 262 | $1.3B | 100 | |
| 2024-12-31 | 259 | $1.4B | 0 | |
| 2024-09-30 | 268 | $1.4B | 0 | |
| 2024-06-30 | 260 | $1.4B | 0 | |
| 2024-03-31 | 293 | $1.4B | 0 | |
| 2023-12-31 | 286 | $1.1B | 0 | |
| 2023-09-30 | 280 | $1.0B | 0 | |
| 2023-06-30 | 277 | $1.1B | 0 | |
| 2023-03-31 | 278 | $1.0B | 0 | |
| 2022-12-31 | 276 | $948.9M | 0 | |
| 2022-09-30 | 254 | $941.7M | 0 | |
| 2022-06-30 | 270 | $1.0B | 0 | |
| 2022-03-31 | 305 | $1.3B | 0 | |
| 2021-12-31 | 292 | $1.4B | 0 | |
| 2021-09-30 | 302 | $1.2B | 0 | |
| 2021-06-30 | 301 | $1.3B | 100 | |
| 2021-03-31 | 293 | $1.2B | 24 | |
| 2020-12-31 | 290 | $1.1B | 28 | |
| 2020-09-30 | 250 | $956.3M | 24 | |
| 2020-06-30 | 256 | $963.8M | 33 | |
| 2020-03-31 | 270 | $831.5M | 52 | |
| 2019-12-31 | 284 | $1.1B | 17 | |
| 2019-09-30 | 274 | $1.0B | 19 | |
| 2019-06-30 | 298 | $1.0B | 26 | |
| 2019-03-31 | 281 | $994.2M | 34 | |
| 2018-12-31 | 260 | $885.3M | 39 | |
| 2018-09-30 | 292 | $1.0B | 25 | |
| 2018-06-30 | 328 | $993.7M | 55 | |
| 2018-03-31 | 104 | $708.5M | 46 | |
| 2017-12-31 | 111 | $759.8M | 20 | |
| 2017-09-30 | 114 | $742.3M | 32 | |
| 2017-06-30 | 108 | $706.9M | 23 | |
| 2017-03-31 | 111 | $684.2M | 25 | |
| 2016-12-31 | 98 | $657.4M | 30 | |
| 2016-09-30 | 107 | $711.8M | 23 | |
| 2016-06-30 | 110 | $706.6M | 25 | |
| 2016-03-31 | 103 | $721.7M | 60 | |
| 2015-12-31 | 107 | $770.9M | 39 | |
| 2015-09-30 | 113 | $807.3M | 43 | |
| 2015-06-30 | 107 | $877.9M | 42 | |
| 2015-03-31 | 108 | $910.7M | 43 | |
| 2014-12-31 | 108 | $956.1M | 52 | |
| 2014-09-30 | 88 | $816.9M | 31 | |
| 2014-06-30 | 92 | $887.4M | 15 | |
| 2014-03-31 | 94 | $855.2M | 42 | |
| 2013-12-31 | 93 | $922.7M | 38 | |
| 2013-09-30 | 108 | $813.0M | 43 | |
| 2013-06-30 | 121 | $784.1M | 46 |
Cumberland Partners Ltd's most significant position changes for 2026-03-31: Sold out: Shopify INC - Class A (SHOP); New buy: AstraZeneca PLC (AZN); New buy: Union Pacific CORP (UNP); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Granite Real Estate Investme (GRTUF).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AME | Ametek INC | +2.1% | +522.36% | Add |
| 2 | CNQ | Canadian Natural Resources | +1.8% | +139.56% | Add |
| 3 | NFLX | Netflix INC | +1.5% | +142.02% | Add |
| 4 | GIL | Gildan Activewear INC | +1.3% | +1307.65% | Add |
| 5 | COST | Costco Wholesale CORP | +1.2% | +7.39% | Add |
| 6 | APH | Amphenol Corp-cl A | +1.1% | +60.47% | Add |
| 7 | PHM | Pultegroup INC | +1% | +72.79% | Add |
| 8 | LIN | Linde plc | +0.9% | +3.17% | Add |
| 9 | TJX | Tjx Companies INC | +0.9% | +117.13% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.4% | -0.97% | Trim |
| 11 | RY | Royal Bank Of Canada | +0.3% | -7.73% | Trim |
| 12 | BNS | Bank Of Nova Scotia | +0.3% | -4.79% | Trim |
| 13 | AMZN | Amazon.com INC | +0.3% | -4.69% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | -12.29% | Trim |
| 15 | UNH | Unitedhealth Group INC | 0% | -0.03% | Trim |
| 16 | AVGO | Broadcom INC | -0.1% | -13.20% | Trim |
| 17 | WMT | Walmart INC | -0.1% | -30.10% | Trim |
| 18 | ABBV | Abbvie INC | -0.1% | -36.28% | Trim |
| 19 | JNJ | Johnson & Johnson | -0.2% | -46.00% | Trim |
| 20 | HWM | Howmet Aerospace INC | -0.2% | -48.43% | Trim |
| 21 | MA | Mastercard INC - A | -0.2% | -15.90% | Trim |
| 22 | CSCO | Cisco Systems INC | -0.2% | -43.14% | Trim |
| 23 | AAPL | Apple INC | -0.2% | -18.69% | Trim |
| 24 | UBER | Uber Technologies INC | -0.2% | -47.62% | Trim |
| 25 | CRM | Salesforce INC | -0.2% | -55.75% | Trim |
| 26 | BAM | Brookfield Asset Mgmt-a | -0.2% | -72.28% | Trim |
| 27 | VEEV | Veeva Systems Inc-class A | -0.3% | -76.92% | Trim |
| 28 | ADSK | Autodesk INC | -0.3% | -72.71% | Trim |
| 29 | TUA | Sim St Treas Fut Strat ETF | -0.3% | -92.79% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -47.40% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | -0.6% | -37.36% | Trim |
| 32 | CP | Canadian Pacific Kansas City | -0.7% | -76.26% | Trim |
| 33 | STN | Stantec INC | -0.8% | -92.47% | Trim |
| 34 | HD | Home Depot INC | -0.9% | -76.43% | Trim |
| 35 | V | Visa Inc-class A Shares | -1.1% | -40.31% | Trim |
| 36 | MSFT | Microsoft CORP | -1.5% | -21.85% | Trim |
| 37 | META | Meta Platforms Inc-class A | -1.7% | -47.08% | Trim |
| 38 | SPGI | S&p Global INC | -2.8% | -94.70% | Trim |
| 39 | SHOP | Shopify INC - Class A | — | EXIT | Sold out |
| 40 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 41 | UNP | Union Pacific CORP | — | NEW | New buy |
| 42 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 43 | GRTUF | Granite Real Estate Investme | — | EXIT | Sold out |
| 44 | MELI | Mercadolibre INC | — | EXIT | Sold out |
| 45 | AJG | Arthur J Gallagher & Co | — | EXIT | Sold out |
| 46 | MDA | Mda Space LTD | — | NEW | New buy |
| 47 | EUFN | Ishares Msci Europe Financia | — | EXIT | Sold out |
| 48 | ADBE | Adobe INC | — | EXIT | Sold out |
| 49 | CDNS | Cadence Design Sys INC | — | EXIT | Sold out |
| 50 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-03 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-01 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-08 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-08 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-10 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-09 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-11 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-11 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-03 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-04 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-08 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-15 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-09 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-31 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-02 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-28 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-06 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-26 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-10 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-28 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-02 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-31 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-12 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-06 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-29 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-28 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-08 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-16 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-12 | 13F-HR | View on EDGAR |
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