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CIK: 0001578985
Total reported value
$1.5B
$1.5B
169 檔
18.8%
According to the latest 13F quarterly dataset, Cumberland Partners Ltd managed an equity portfolio of $1.5B at the end of Q2 2024, spanning 169 distinct U.S. exchange-listed positions.
During Q2 2024, Cumberland Partners Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.78% | +0.06% | -4.99% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.39% | -0.29% | +11.50% | |
| 3 | ETN | Eaton Corporation plc | Stock-Industrials | 3.96% | -0.55% | -6.53% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.69% | +0.16% | -2.89% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.24% | -0.68% | +11.00% | |
| 6 | SPGI | S&p Global Inc | Stock-Financials | 3.21% | -0.01% | -1.95% | |
| 7 | RY | Royal Bank Of Canada | Stock-Financials | 3.12% | +0.75% | +1.93% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.02% | -0.63% | -2.87% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.95% | -0.42% | +1.26% | |
| 10 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 2.61% | — | -2.77% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | -0.12% | -0.22% | |
| 12 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.51% | +0.01% | +0.64% | |
| 13 | LIN | Linde plc | Stock-Materials | 2.38% | +0.28% | -1.74% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.35% | -0.11% | -8.56% | |
| 15 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.25% | +0.04% | -3.23% | |
| 16 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.15% | — | -1.70% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.03% | -0.35% | EXIT | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.99% | — | -2.70% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.96% | -1.78% | +2.20% | |
| 20 | TFII | Tfi International Inc | Stock-Other | 1.94% | -0.03% | -9.78% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.90% | +0.40% | -18.50% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 1.87% | +0.20% | -3.58% | |
| 23 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.77% | — | -2.20% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.31% | -8.65% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.55% | — | -3.05% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 1.35% | +1.06% | -1.03% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.98% | -0.05% | -2.48% | |
| 28 | CCJ | Cameco CORP | Stock-Energy | 0.97% | +0.06% | -0.02% | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.94% | -0.19% | -6.50% | |
| 30 | BLKCHF | Blackrock Inc | Stock-Other | 0.88% | — | +11.93% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | -0.39% | +3.10% | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.84% | -0.02% | — | |
| 33 | ELV | Elevance Health Inc | Stock-Healthcare | 0.76% | — | +3.41% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.70% | — | +128.23% | |
| 35 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.65% | — | +2895.44% | |
| 36 | ARES | Ares Management CORP - A | Stock-Financials | 0.64% | — | +5.25% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.51% | -0.86% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.59% | — | -59.16% | |
| 39 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.58% | -0.03% | +25.04% | |
| 40 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.57% | +0.43% | -7.38% | |
| 41 | CNQ | Canadian Natural Resources | Stock-Energy | 0.54% | -0.17% | +91.89% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.34% | +50.59% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.53% | +17.71% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.51% | — | +38.83% | |
| 45 | SVOL | Simplify Volatility Premium | ETF-Other | 0.49% | — | +16.34% | |
| 46 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.48% | — | -2.74% | |
| 47 | SCCO | Southern Copper CORP | Stock-Materials | 0.45% | — | +64.10% | |
| 48 | MCK | Mckesson CORP | Stock-Healthcare | 0.45% | +1.86% | -8.67% | |
| 49 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.45% | — | +10.67% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.43% | -0.09% | — |
According to official SEC Form 13F filings, Cumberland Partners Ltd reported a total U.S. public equity portfolio value of $1.5B across 169 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, META, ETN) accounted for 18.8% of total reported equity market value during Q2 2024.
During Q2 2024, Cumberland Partners Ltd's top holdings by market value included MSFT (5.8%)、META (4.4%)、ETN (4.0%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q2 2024, Cumberland Partners Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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