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CIK: 0001578985
Total reported value
$1.5B
$1.5B
168 檔
18.3%
In Q1 2025, Cumberland Partners Ltd's U.S. equity holdings reached a combined market value of $1.5B, distributed across 168 disclosed stock positions.
In Q1 2025, Cumberland Partners Ltd displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.07% | +0.06% | -2.83% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 4.98% | -0.68% | -3.00% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.05% | -0.42% | -1.81% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.92% | -0.29% | -20.56% | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 3.80% | -0.01% | -1.45% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.53% | -0.63% | +1.57% | |
| 7 | RY | Royal Bank Of Canada | Stock-Financials | 3.44% | +0.75% | -3.33% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.27% | +0.16% | -1.22% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | -0.12% | +4.39% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | -0.12% | +130.19% | |
| 11 | LIN | Linde plc | Stock-Materials | 2.65% | +0.28% | -0.74% | |
| 12 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.56% | — | -1.83% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.56% | -1.78% | -3.03% | |
| 14 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.45% | — | -0.88% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | -0.39% | +8.81% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 2.29% | -0.55% | -39.06% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.24% | +0.53% | +51.37% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 2.11% | -0.35% | EXIT | |
| 19 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.05% | +0.01% | -3.59% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.75% | -0.05% | -1.22% | |
| 21 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.51% | — | -1.48% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.31% | +4.64% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.33% | -0.19% | -0.82% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.32% | — | -0.78% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 1.17% | +0.20% | -1.06% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.11% | -56.40% | |
| 27 | STN | Stantec Inc | Stock-Other | 1.11% | -0.03% | +38.36% | |
| 28 | NDAQ | Nasdaq Inc | Stock-Financials | 0.94% | — | -5.31% | |
| 29 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.78% | +0.04% | -62.83% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.78% | +0.09% | +1.15% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.73% | +1.86% | +77.65% | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.71% | — | +2618.37% | |
| 33 | CCJ | Cameco CORP | Stock-Energy | 0.70% | +0.06% | -12.47% | |
| 34 | MSI | Motorola Solutions Inc | Stock-Tech | 0.60% | — | -8.34% | |
| 35 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.59% | +0.43% | -33.80% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.58% | +0.51% | -6.73% | |
| 37 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.56% | -0.29% | -1.19% | |
| 38 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.55% | -0.03% | -0.26% | |
| 39 | ET | Energy Transfer LP | Stock-Energy | 0.54% | -0.09% | +2.73% | |
| 40 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.51% | — | -0.12% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.50% | -0.06% | -0.13% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.50% | — | +58.86% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.47% | — | +1.83% | |
| 44 | FSV | Firstservice CORP | Stock-Other | 0.47% | -0.04% | -0.41% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.15% | +74.08% | |
| 46 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.44% | — | +8.67% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.44% | — | +161.26% | |
| 48 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.43% | +0.06% | — | |
| 49 | ADSK | Autodesk Inc | Stock-Tech | 0.41% | -0.13% | EXIT | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.40% | +0.12% | -45.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | WMT | Walmart Inc | — | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 5 | SPGI | S&p Global Inc | — | NEW | New buy |
| 6 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 7 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | NVDA | Nvidia CORP | — | NEW | New buy |
| 11 | LIN | Linde plc | — | NEW | New buy |
| 12 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 13 | MA | Mastercard Inc - A | — | NEW | New buy |
| 14 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 17 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 20 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 21 | TRI4EUR | Thomson Reuters CORP | — | NEW | New buy |
| 22 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 23 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 24 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 25 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 26 | AAPL | Apple Inc | — | NEW | New buy |
| 27 | STN | Stantec Inc | — | NEW | New buy |
| 28 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 29 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 30 | PM | Philip Morris International | — | NEW | New buy |
| 31 | MCK | Mckesson CORP | — | NEW | New buy |
| 32 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 33 | CCJ | Cameco CORP | — | NEW | New buy |
| 34 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 35 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 36 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 37 | AGI | Alamos Gold Inc-class A | — | NEW | New buy |
| 38 | DSGX | Descartes Systems Grp/the | — | NEW | New buy |
| 39 | ET | Energy Transfer LP | — | NEW | New buy |
| 40 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 41 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 42 | ACN | Accenture plc | — | NEW | New buy |
| 43 | ORCL | Oracle CORP | — | NEW | New buy |
| 44 | FSV | Firstservice CORP | — | NEW | New buy |
| 45 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 46 | GRTUF | Granite Real Estate Investme | — | NEW | New buy |
| 47 | PGR | Progressive CORP | — | NEW | New buy |
| 48 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 49 | ADSK | Autodesk Inc | — | NEW | New buy |
| 50 | BLK | Blackrock Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Cumberland Partners Ltd reported a total U.S. public equity portfolio value of $1.5B across 168 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, WMT, V) accounted for 18.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $65.8M
During Q1 2025, Cumberland Partners Ltd's top holdings by market value included MSFT (5.1%)、WMT (5.0%)、V (4.0%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q1 2025, Cumberland Partners Ltd made 50 total portfolio adjustments, initiating 50 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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