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CIK: 0001578985
Total reported value
$1.5B
$1.5B
169 檔
21.6%
In Q2 2025, Cumberland Partners Ltd's U.S. equity holdings reached a combined market value of $1.5B, distributed across 169 disclosed stock positions.
During Q2 2025, 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 | 5.97% | +0.06% | -1.18% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 4.94% | -0.68% | -0.77% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.38% | -0.29% | -3.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.27% | -0.12% | +21.53% | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 3.59% | -0.01% | +1.14% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | -0.12% | +8.78% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.42% | -0.39% | -1.34% | |
| 8 | RY | Royal Bank Of Canada | Stock-Financials | 3.39% | +0.75% | -6.16% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.37% | -0.63% | +1.48% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.35% | -0.42% | -9.34% | |
| 11 | ETN | Eaton Corporation plc | Stock-Industrials | 2.65% | -0.55% | -1.83% | |
| 12 | LIN | Linde plc | Stock-Materials | 2.40% | +0.28% | -0.29% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 2.37% | -1.78% | +0.56% | |
| 14 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.16% | +0.01% | +3.55% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.11% | +0.16% | -36.95% | |
| 16 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.05% | — | -0.68% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.98% | +0.53% | +3.90% | |
| 18 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.85% | — | -9.40% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.63% | -0.04% | +583.75% | |
| 20 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.58% | — | -0.38% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | -0.35% | EXIT | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.44% | -0.05% | -0.38% | |
| 23 | STN | Stantec Inc | Stock-Other | 1.30% | -0.03% | -0.69% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.31% | -17.94% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.12% | -0.19% | +1389.99% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 1.02% | +0.20% | -23.41% | |
| 27 | CCJ | Cameco CORP | Stock-Energy | 1.01% | +0.06% | -11.23% | |
| 28 | NDAQ | Nasdaq Inc | Stock-Financials | 1.00% | — | -0.27% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.11% | -1.17% | |
| 30 | MCK | Mckesson CORP | Stock-Healthcare | 0.80% | +1.86% | +12.44% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.80% | +0.09% | — | |
| 32 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.75% | +0.04% | +0.66% | |
| 33 | PGR | Progressive CORP | Stock-Financials | 0.70% | — | +88.63% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | +0.51% | -9.87% | |
| 35 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.61% | +0.43% | -18.76% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.61% | — | -0.03% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.56% | — | +29.54% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.54% | — | -18.48% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.51% | -0.06% | -1.08% | |
| 40 | TD | Toronto-dominion Bank | Stock-Financials | 0.51% | +0.10% | +31.11% | |
| 41 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.50% | -0.03% | -0.11% | |
| 42 | MSI | Motorola Solutions Inc | Stock-Tech | 0.49% | — | -4.17% | |
| 43 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.48% | +0.09% | +241.58% | |
| 44 | GE | General Electric | Stock-Industrials | 0.48% | +0.35% | — | |
| 45 | ET | Energy Transfer LP | Stock-Energy | 0.47% | -0.09% | — | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.47% | -1.08% | -1.69% | |
| 47 | WCN | Waste Connections Inc | Stock-Industrials | 0.46% | — | +48.96% | |
| 48 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.45% | -0.29% | -11.09% | |
| 49 | FSV | Firstservice CORP | Stock-Other | 0.44% | -0.04% | +0.25% | |
| 50 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.43% | — | +0.79% |
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 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, WMT, META) accounted for 21.6% of total reported equity market value during Q2 2025.
During Q2 2025, Cumberland Partners Ltd's top holdings by market value included MSFT (6.0%)、WMT (4.9%)、META (4.4%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q2 2025, 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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