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CIK: 0001578985
Total reported value
$1.5B
$1.5B
162 檔
23.1%
At the close of Q3 2025, Cumberland Partners Ltd disclosed equity holdings valued at approximately $1.5B, spread across 162 reported holdings.
In Q3 2025, Cumberland Partners Ltd displayed an active expansion posture, initiating 13 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.13% | +0.06% | +4.52% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.73% | -0.12% | -0.44% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.41% | -0.29% | +7.42% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 4.19% | -0.68% | -14.73% | |
| 5 | RY | Royal Bank Of Canada | Stock-Financials | 3.83% | +0.75% | +7.14% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.78% | -0.12% | +16.75% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.33% | -0.11% | +205.08% | |
| 8 | SPGI | S&p Global Inc | Stock-Financials | 3.06% | -0.01% | -1.89% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.04% | -0.42% | +0.42% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 2.88% | -0.55% | +10.12% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.72% | +0.16% | -0.17% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.62% | -0.63% | -11.73% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | -0.39% | -35.12% | |
| 14 | LIN | Linde plc | Stock-Materials | 2.27% | +0.28% | -0.93% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.24% | -1.78% | -1.19% | |
| 16 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.87% | +0.01% | -1.82% | |
| 17 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.76% | — | -0.97% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | +0.31% | +9.40% | |
| 19 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.67% | — | -1.08% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.61% | -0.35% | EXIT | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.53% | -12.91% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.27% | -0.04% | -4.57% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.26% | -0.19% | -0.31% | |
| 24 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.23% | +0.17% | +560.31% | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 1.23% | -1.08% | +123.39% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | +0.40% | — | |
| 27 | STN | Stantec Inc | Stock-Other | 1.14% | -0.03% | -6.06% | |
| 28 | CCJ | Cameco CORP | Stock-Energy | 1.01% | +0.06% | -6.12% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.07% | +474.70% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.72% | +0.51% | -3.41% | |
| 31 | NDAQ | Nasdaq Inc | Stock-Financials | 0.71% | — | -23.38% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.34% | +76.21% | |
| 33 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.66% | -0.03% | +283.80% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.66% | +0.09% | -2.51% | |
| 35 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.63% | — | -0.12% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.57% | — | |
| 37 | GE | General Electric | Stock-Industrials | 0.58% | +0.35% | +10.46% | |
| 38 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.57% | +0.43% | -6.13% | |
| 39 | TD | Toronto-dominion Bank | Stock-Financials | 0.57% | +0.10% | +8.57% | |
| 40 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.55% | -0.29% | -0.37% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.53% | -0.06% | +0.52% | |
| 42 | MCK | Mckesson CORP | Stock-Healthcare | 0.53% | +1.86% | -34.01% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.51% | -0.01% | +68.05% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | +0.11% | +189.05% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.48% | +0.12% | +25.74% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.15% | +6.73% | |
| 47 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.47% | +0.06% | +78.01% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.46% | — | -25.31% | |
| 49 | GRTUF | Granite Real Estate Investme | Stock-Other | 0.45% | — | +0.97% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.42% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.2% | +205.08% | Add |
| 2 | NVDA | Nvidia CORP | +2.1% | -0.44% | Add |
| 3 | UNH | Unitedhealth Group Inc | +1.1% | — | Add |
| 4 | BNS | Bank Of Nova Scotia | +1.1% | +560.31% | Add |
| 5 | MSFT | Microsoft CORP | +1.1% | +4.52% | Add |
| 6 | CRM | Salesforce Inc | +1% | -4.57% | Add |
| 7 | APH | Amphenol Corp-cl A | +0.9% | +123.39% | Add |
| 8 | AMZN | Amazon.com Inc | +0.7% | +16.75% | Add |
| 9 | JNJ | Johnson & Johnson | +0.6% | +474.70% | Add |
| 10 | ETN | Eaton Corporation plc | +0.6% | +10.12% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.5% | +7.42% | Add |
| 12 | TW | Tradeweb Markets Inc-class A | +0.5% | +283.80% | Add |
| 13 | RY | Royal Bank Of Canada | +0.4% | +7.14% | Add |
| 14 | CCJ | Cameco CORP | +0.3% | -6.12% | Trim |
| 15 | ABBV | Abbvie Inc | +0.3% | +76.21% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.3% | +9.40% | Trim |
| 17 | TD | Toronto-dominion Bank | +0.2% | +8.57% | Add |
| 18 | UBER | Uber Technologies Inc | +0.2% | +3.45% | Add |
| 19 | AVGO | Broadcom Inc | +0.2% | -35.12% | Trim |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.41% | Trim |
| 21 | WCN | Waste Connections Inc | -0.3% | -82.90% | Trim |
| 22 | LLY | Eli Lilly & Co | -0.7% | -12.91% | Trim |
| 23 | AJG | Arthur J Gallagher & Co | -0.8% | -1.08% | Trim |
| 24 | MRSH | Marsh & Mclennan Cos | -0.8% | -0.97% | Trim |
| 25 | AMAT | Applied Materials Inc | -0.9% | -70.59% | Trim |
| 26 | COST | Costco Wholesale CORP | -0.9% | -11.73% | Trim |
| 27 | V | Visa Inc-class A Shares | -1% | +0.42% | Trim |
| 28 | TRI4EUR | Thomson Reuters CORP | -1.4% | -87.87% | Trim |
| 29 | VRTX | Vertex Pharmaceuticals Inc | -1.5% | -79.08% | Trim |
| 30 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 31 | CNI | Canadian Natl Railway Co | — | EXIT | Sold out |
| 32 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 33 | GE | General Electric | — | NEW | New buy |
| 34 | DE | Deere & Co | — | NEW | New buy |
| 35 | MSI | Motorola Solutions Inc | — | EXIT | Sold out |
| 36 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 37 | DLR | Digital Realty Trust Inc | — | EXIT | Sold out |
| 38 | ACN | Accenture plc | — | EXIT | Sold out |
| 39 | VST | Vistra CORP | — | NEW | New buy |
| 40 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 41 | INTU | Intuit Inc | — | NEW | New buy |
| 42 | NTR | Nutrien LTD | — | NEW | New buy |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 44 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 45 | KO | The Coca-Cola Company | — | NEW | New buy |
| 46 | EMN | Eastman Chemical Co | — | EXIT | Sold out |
| 47 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 48 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 49 | TPL | Texas Pacific Land CORP | — | EXIT | Sold out |
| 50 | MNST | Monster Beverage CORP | — | 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 162 disclosed positions in Q3 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, NVDA, META) accounted for 23.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
CSCO
市值: $9.4M
Top Position Liquidated / Trimmed
TMO
前期市值: $17.1M
During Q3 2025, Cumberland Partners Ltd's top holdings by market value included MSFT (6.1%)、NVDA (4.7%)、META (4.4%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q3 2025, Cumberland Partners Ltd made 50 total portfolio adjustments, initiating 13 new buys, adding to 16 positions, trimming 13 holdings, and fully liquidating 8 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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