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CIK: 0001578985
Total reported value
$1.5B
$1.5B
157 檔
18.3%
According to the latest 13F quarterly dataset, Cumberland Partners Ltd managed an equity portfolio of $1.5B at the end of Q1 2026, spanning 157 distinct U.S. exchange-listed positions.
In Q1 2026, Cumberland Partners Ltd adopted a defensive or profit-taking posture, trimming 85 positions and completely liquidating 38 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.70% | -0.12% | -12.29% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 4.42% | +0.75% | -7.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | +0.06% | -21.85% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.14% | -0.12% | -4.69% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.95% | -0.68% | -30.10% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.67% | +0.16% | -0.97% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.44% | -0.63% | +7.39% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.11% | -18.69% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.85% | -0.55% | -8.92% | |
| 10 | LIN | Linde plc | Stock-Materials | 2.81% | +0.28% | +3.17% | |
| 11 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.76% | +0.17% | -4.79% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.53% | +0.53% | +6.18% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.44% | -0.39% | -13.20% | |
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 2.34% | -1.08% | +60.47% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 2.34% | -0.10% | +522.36% | |
| 16 | CNQ | Canadian Natural Resources | Stock-Energy | 2.30% | -0.17% | +139.56% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -0.29% | -47.08% | |
| 18 | AZN | AstraZeneca PLC | Stock-Healthcare | 2.18% | -0.68% | — | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 2.18% | -0.77% | +142.02% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | -0.42% | -40.31% | |
| 21 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.91% | -0.95% | +72.79% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.80% | -1.78% | -15.90% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.31% | -37.36% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.39% | -0.11% | +117.13% | |
| 25 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 1.37% | +0.17% | +1307.65% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.36% | +0.91% | — | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.40% | -0.03% | |
| 28 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.23% | -0.19% | -1.04% | |
| 29 | URNM | Sprott Uranium Miners ETF | ETF-Other | 1.06% | +0.19% | -1.14% | |
| 30 | CCJ | Cameco CORP | Stock-Energy | 1.02% | +0.06% | -20.90% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.96% | +0.51% | -47.40% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.05% | +28.99% | |
| 33 | DELL | Dell Technologies -c | Stock-Tech | 0.70% | +0.68% | -3.19% | |
| 34 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.69% | -0.29% | -15.67% | |
| 35 | TD | Toronto-dominion Bank | Stock-Financials | 0.67% | +0.10% | -13.12% | |
| 36 | NDAQ | Nasdaq Inc | Stock-Financials | 0.63% | — | -0.17% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.07% | -46.00% | |
| 38 | ET | Energy Transfer LP | Stock-Energy | 0.56% | -0.09% | — | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.15% | -11.84% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.49% | -0.06% | -31.08% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.34% | -36.28% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | -0.12% | +46.94% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.57% | -43.14% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.40% | +0.09% | -22.27% | |
| 45 | SII | Sprott Inc | Stock-Other | 0.39% | -0.15% | +12.07% | |
| 46 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.38% | +0.43% | -48.43% | |
| 47 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.38% | -0.03% | -22.07% | |
| 48 | GE | General Electric | Stock-Industrials | 0.37% | +0.35% | -36.26% | |
| 49 | HBM | Hudbay Minerals Inc | Stock-Other | 0.37% | -0.01% | — | |
| 50 | BMO | Bank Of Montreal | Stock-Financials | 0.36% | +0.08% | -14.91% |
| # | 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 | ETN | Eaton Corporation plc | +0.6% | -8.92% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.4% | -0.97% | Trim |
| 12 | RY | Royal Bank Of Canada | +0.3% | -7.73% | Trim |
| 13 | URNM | Sprott Uranium Miners ETF | +0.3% | -1.14% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.3% | +6.18% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | +28.99% | Add |
| 16 | BNS | Bank Of Nova Scotia | +0.3% | -4.79% | Trim |
| 17 | FERG | Ferguson Enterprises Inc | +0.3% | +631.36% | Add |
| 18 | AMZN | Amazon.com Inc | +0.3% | -4.69% | Trim |
| 19 | DELL | Dell Technologies -c | +0.3% | -3.19% | Trim |
| 20 | ORLY | O'reilly Automotive Inc | +0.2% | -1.04% | Trim |
| 21 | PFE | Pfizer Inc | +0.2% | +46.94% | Add |
| 22 | SII | Sprott Inc | +0.2% | +12.07% | Add |
| 23 | ET | Energy Transfer LP | +0.2% | — | Unchanged |
| 24 | CNI | Canadian Natl Railway Co | +0.2% | +132.86% | Add |
| 25 | BGSI | THE Boyd Group Inc | +0.2% | +135.88% | Add |
| 26 | CCJ | Cameco CORP | +0.1% | -20.90% | Trim |
| 27 | AGI | Alamos Gold Inc-class A | +0.1% | -15.67% | Trim |
| 28 | CTA | Simplify Managed Futures St | +0.1% | +13.73% | Add |
| 29 | RPRX | Royalty Pharma plc | +0.1% | +42.86% | Add |
| 30 | GLD | Spdr Gold Shares | +0.1% | -11.84% | Trim |
| 31 | HBM | Hudbay Minerals Inc | +0.1% | — | Unchanged |
| 32 | RSG | Republic Services Inc | +0.1% | +17.17% | Add |
| 33 | NVDA | Nvidia CORP | +0.1% | -12.29% | Trim |
| 34 | ENB | Enbridge Inc | +0.1% | +66.64% | Add |
| 35 | EFA | Ishares Msci Eafe ETF | +0.1% | +14.33% | Add |
| 36 | DE | Deere & Co | +0.1% | -13.58% | Trim |
| 37 | KO | The Coca-Cola Company | +0.1% | -1.26% | Trim |
| 38 | NDAQ | Nasdaq Inc | +0.1% | -0.17% | Trim |
| 39 | PBA | Pembina Pipeline CORP | +0.1% | -22.07% | Trim |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -2.40% | Trim |
| 41 | TD | Toronto-dominion Bank | 0% | -13.12% | Trim |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +11.11% | Add |
| 43 | KVUE | Kenvue Inc | 0% | — | Unchanged |
| 44 | BMO | Bank Of Montreal | 0% | -14.91% | Trim |
| 45 | FSV | Firstservice CORP | 0% | -0.29% | Trim |
| 46 | MFC | Manulife Financial CORP | 0% | +89.00% | Add |
| 47 | SCHO | Schwab Short-term US Treas | 0% | +26.69% | Add |
| 48 | USIG | Ishares Broad Usd Investment | 0% | +15.67% | Add |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +6.92% | Add |
| 50 | UNH | Unitedhealth Group Inc | 0% | -0.03% | Trim |
According to official SEC Form 13F filings, Cumberland Partners Ltd reported a total U.S. public equity portfolio value of $1.5B across 157 disclosed positions in Q1 2026.
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 NVDA, RY, MSFT) accounted for 18.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $28.7M
Top Position Liquidated / Trimmed
SHOP
前期市值: $43.9M
During Q1 2026, Cumberland Partners Ltd's top holdings by market value included NVDA (4.7%)、RY (4.4%)、MSFT (4.2%). The largest single position, NVDA, represented 4.7% of total portfolio value.
In Q1 2026, Cumberland Partners Ltd made 186 total portfolio adjustments, initiating 23 new buys, adding to 40 positions, trimming 85 holdings, and fully liquidating 38 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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