Cumberland Partners Ltd
13F Reported Value
ⓘ$1.3B
Holdings
157
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Cumberland Partners Ltd disclosed 157 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 4.7% of the equity portfolio, followed by $RY and $MSFT. During the quarter the fund opened 21 new positions and exited 35 — including a new stake in $UNP and a full exit from $SHOP. The portfolio is most concentrated in Technology (31.4% of disclosed assets). All figures are sourced directly from Cumberland Partners Ltd’s Form 13F-HR filing with the SEC under CIK 1578985.
AI Fund Analysis
Diversifying
$NVDA
$RY
$MSFT
$AMZN
$WMT
$RBASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$62.0M355,465 sh - —
Quality
$58.2M361,003 sh - 83.7#15
Quality
$55.4M149,757 sh - 74.6
Quality
$54.6M262,111 sh - 63.2
Quality
$52.1M419,100 sh - 80.2
Quality
$48.4M168,559 sh - 67.0
Quality
$45.4M45,532 sh - 76.1
Quality
$41.3M162,591 sh - —
Quality
$37.5M104,875 sh - —
Quality
$37.0M74,633 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $62.0M | 355,465 |
| ROYAL BANK OF CANADA$RY | — | $58.2M | 361,003 |
| MICROSOFT CORP$MSFT | 83.7#15 | $55.4M | 149,757 |
| AMAZON COM INC$AMZN | 74.6 | $54.6M | 262,111 |
| Walmart Inc.$WMT | 63.2 | $52.1M | 419,100 |
 Alphabet Inc.$GOOGL | 80.2 | $48.4M | 168,559 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $45.4M | 45,532 |
 Apple Inc.$AAPL | 76.1 | $41.3M | 162,591 |
 Eaton Corp plc$ETN | — | $37.5M | 104,875 |
 LINDE PLC$LIN | — | $37.0M | 74,633 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cumberland Partners Ltd's 157 positions.
Showing top 10 of 157 holdings.
Sector Allocation
Technology
$413.9M
Consumer Discretionary
$233.4M
Financials
$227.4M
Industrials
$117.8M
Healthcare
$112.6M
Materials
$77.9M
Energy
$51.3M
Communication Services
$30.7M
Full Holdings — Cumberland Partners Ltd (Q1 2026)
All 157 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $62.0M | 4.7% | -12% | 90.2 |
| 2 | $RY | ROYAL BANK OF CANADA | $58.2M | 4.4% | -8% | — |
| 3 | $MSFT | MICROSOFT CORP | $55.4M | 4.2% | -22% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $54.6M | 4.1% | -5% | 74.6 |
| 5 | $WMT | Walmart Inc. | $52.1M | 4.0% | -30% | 63.2 |
| 6 | $GOOGL | Alphabet Inc. | $48.4M | 3.7% | -1% | 80.2 |
| 7 | $COST | COSTCO WHOLESALE CORP /NEW | $45.4M | 3.4% | +7% | 67 |
| 8 | $AAPL | Apple Inc. | $41.3M | 3.1% | -19% | 76.1 |
| 9 | $ETN | Eaton Corp plc | $37.5M | 2.9% | -9% | — |
| 10 | $LIN | LINDE PLC | $37.0M | 2.8% | +3% | — |
| 11 |  $BNS | BANK OF NOVA SCOTIA | $36.4M | 2.8% | -5% | — |
| 12 |  $LLY | ELI LILLY & Co | $33.3M | 2.5% | +6% | 89.3 |
| 13 |  $AVGO | Broadcom Inc. | $32.2M | 2.4% | -13% | 86.4 |
| 14 |  $APH | AMPHENOL CORP /DE/ | $30.8M | 2.3% | +60% | 80.5 |
| 15 |  $AME | AMETEK INC/ | $30.8M | 2.3% | +522% | 74.2 |
| 16 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $30.4M | 2.3% | +140% | — |
| 17 |  $META | Meta Platforms, Inc. | $29.2M | 2.2% | -47% | 80.9 |
| 18 |  $AZN | ASTRAZENECA PLC | $28.7M | 2.2% | +16% | — |
| 19 |  $NFLX | NETFLIX INC | $28.7M | 2.2% | +142% | 86.7 |
| 20 |  $V | VISA INC. | $25.6M | 1.9% | -40% | 83.5 |
| 21 |  $PHM | PULTEGROUP INC/MI/ | $25.1M | 1.9% | +73% | 65.1 |
| 22 |  $MA | Mastercard Inc | $23.7M | 1.8% | -16% | 81.7 |
| 23 |  $GOOG | Alphabet Inc. | $20.5M | 1.6% | -37% | 80.2 |
| 24 |  $TJX | TJX COMPANIES INC /DE/ | $18.3M | 1.4% | +117% | 70.7 |
| 25 |  $GIL | Gildan Activewear Inc. | $18.1M | 1.4% | +1308% | — |
| 26 |  $UNP | UNION PACIFIC CORP | $17.9M | 1.4% | NEW | 74 |
| 27 |  $UNH | UNITEDHEALTH GROUP INC | $17.7M | 1.3% | -0% | 66.8 |
| 28 |  $ORLY | O REILLY AUTOMOTIVE INC | $16.2M | 1.2% | -1% | 72.7 |
| 29 |  $SII | SPROTT INC. | $14.0M | 1.1% | -1% | — |
| 30 |  $CCJ | CAMECO CORP | $13.5M | 1.0% | -21% | — |
| 31 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.6M | 1.0% | -47% | — |
| 32 |  $JPM | JPMORGAN CHASE & CO | $11.2M | 0.8% | +29% | 35.6 |
| 33 |  $DELL | Dell Technologies Inc. | $9.2M | 0.7% | -3% | 76 |
| 34 |  $AGI | ALAMOS GOLD INC | $9.1M | 0.7% | -16% | — |
| 35 |  $TD | TORONTO DOMINION BANK | $8.8M | 0.7% | -13% | — |
| 36 |  $NDAQ | NASDAQ, INC. | $8.2M | 0.6% | -0% | 78.5 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $7.8M | 0.6% | -46% | 72.8 |
| 38 |  $ET | Energy Transfer LP | $7.3M | 0.6% | +0% | 64.5 |
| 39 |  $GLD | SPDR GOLD TRUST | $7.1M | 0.5% | -12% | — |
| 40 |  $PH | Parker-Hannifin Corp | $6.5M | 0.5% | -31% | 73.8 |
| 41 |  $ABBV | AbbVie Inc. | $5.5M | 0.4% | -36% | 59.3 |
| 42 |  $PFE | PFIZER INC | $5.4M | 0.4% | +47% | 69 |
| 43 |  $CSCO | CISCO SYSTEMS, INC. | $5.4M | 0.4% | -43% | 72.3 |
| 44 |  $PM | Philip Morris International Inc. | $5.2M | 0.4% | -22% | 80.5 |
| 45 | $SII | SPROTT INC. | $5.1M | 0.4% | +12% | — |
| 46 |  $HWM | Howmet Aerospace Inc. | $5.1M | 0.4% | -48% | 79.1 |
| 47 |  $PBA | PEMBINA PIPELINE CORP | $5.0M | 0.4% | -22% | — |
| 48 |  $GE | GENERAL ELECTRIC CO | $4.9M | 0.4% | -36% | 74.8 |
| 49 |  $HBM | Hudbay Minerals Inc. | $4.9M | 0.4% | +0% | — |
| 50 |  $BMO | BANK OF MONTREAL /CAN/ | $4.7M | 0.4% | -15% | — |
| 51 |  $MDA | MDA Space Ltd. | $4.7M | 0.4% | NEW | — |
| 52 |  $HD | HOME DEPOT, INC. | $4.7M | 0.3% | -76% | 69.2 |
| 53 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $4.4M | 0.3% | -76% | — |
| 54 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $4.3M | 0.3% | -1% | — |
| 55 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $4.2M | 0.3% | -2% | 76.6 |
| 56 |  $NTR | Nutrien Ltd. | $4.0M | 0.3% | -30% | — |
| 57 |  $UBER | Uber Technologies, Inc | $4.0M | 0.3% | -48% | 79.3 |
| 58 |  $BGSI | Boyd Group Services Inc. | $3.9M | 0.3% | +136% | — |
| 59 |  $FERG | Ferguson Enterprises Inc. /DE/ | $3.8M | 0.3% | +631% | 58.9 |
| 60 | — | SIMPLIFY EXCHANGE TRADED FUN | $3.8M | 0.3% | +14% | — |
| 61 |  $MCK | MCKESSON CORP | $3.8M | 0.3% | -45% | 63.7 |
| 62 |  $RJF | RAYMOND JAMES FINANCIAL INC | $3.7M | 0.3% | -11% | 63.8 |
| 63 |  $EXPE | Expedia Group, Inc. | $3.7M | 0.3% | -21% | 65.7 |
| 64 | — | FIRST TR EXCHANGE-TRADED FD | $3.7M | 0.3% | NEW | — |
| 65 |  $FSV | FirstService Corp | $3.4M | 0.3% | -0% | — |
| 66 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $3.4M | 0.3% | +133% | — |
| 67 |  $AMAT | APPLIED MATERIALS INC /DE | $3.3M | 0.3% | -58% | 74.8 |
| 68 |  $BLK | BlackRock, Inc. | $3.3M | 0.3% | -38% | 70.3 |
| 69 |  $DE | DEERE & CO | $3.1M | 0.2% | -14% | 57.4 |
| 70 |  $WSM | WILLIAMS SONOMA INC | $3.1M | 0.2% | -31% | 65 |
| 71 |  $RSG | REPUBLIC SERVICES, INC. | $3.0M | 0.2% | +17% | 72 |
| 72 |  $KVUE | Kenvue Inc. | $2.8M | 0.2% | +0% | 60.2 |
| 73 | — | ISHARES TR | $2.8M | 0.2% | +14% | — |
| 74 |  $FIX | COMFORT SYSTEMS USA INC | $2.8M | 0.2% | NEW | 79.5 |
| 75 |  $BKNG | Booking Holdings Inc. | $2.7M | 0.2% | -28% | 55.3 |
| 76 |  $NU | Nu Holdings Ltd. | $2.7M | 0.2% | -33% | — |
| 77 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.2% | -0% | 68.4 |
| 78 |  $LRCX | LAM RESEARCH CORP | $2.7M | 0.2% | NEW | 82.4 |
| 79 |  $VIK | Viking Holdings Ltd | $2.6M | 0.2% | -50% | — |
| 80 |  $HLT | Hilton Worldwide Holdings Inc. | $2.4M | 0.2% | -47% | 73.1 |
| 81 |  $EME | EMCOR Group, Inc. | $2.4M | 0.2% | -48% | 71.7 |
| 82 |  $TPR | TAPESTRY, INC. | $2.4M | 0.2% | NEW | 76.4 |
| 83 |  $RPRX | Royalty Pharma plc | $2.4M | 0.2% | +43% | — |
| 84 |  $LDOS | Leidos Holdings, Inc. | $2.3M | 0.2% | -40% | 73.4 |
| 85 |  $MU | MICRON TECHNOLOGY INC | $2.3M | 0.2% | NEW | 88.4 |
| 86 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $2.2M | 0.2% | +0% | — |
| 87 |  $APP | AppLovin Corp | $2.2M | 0.2% | -8% | 86.8 |
| 88 |  $TEL | TE Connectivity plc | $2.2M | 0.2% | -46% | — |
| 89 |  $RMD | RESMED INC | $2.1M | 0.2% | -55% | 79.8 |
| 90 |  $SPGI | S&P Global Inc. | $2.1M | 0.2% | -95% | 79.4 |
| 91 |  $FTI | TechnipFMC plc | $2.1M | 0.2% | -54% | — |
| 92 | — | VANGUARD SCOTTSDALE FDS | $1.9M | 0.1% | +0% | — |
| 93 |  $WTS | WATTS WATER TECHNOLOGIES INC | $1.9M | 0.1% | -50% | 70.7 |
| 94 |  $CRM | Salesforce, Inc. | $1.9M | 0.1% | -56% | 75.2 |
| 95 | — | ISHARES TR | $1.9M | 0.1% | +11% | — |
| 96 |  $MNST | Monster Beverage Corp | $1.8M | 0.1% | -64% | 77 |
| 97 |  $DIS | Walt Disney Co | $1.8M | 0.1% | -47% | 68.9 |
| 98 |  $IQV | IQVIA HOLDINGS INC. | $1.7M | 0.1% | -21% | 59.7 |
| 99 |  $ADSK | Autodesk, Inc. | $1.7M | 0.1% | -73% | 76.4 |
| 100 |  $CB | Chubb Ltd | $1.6M | 0.1% | NEW | — |
| 101 |  $KLAC | KLA CORP | $1.6M | 0.1% | -61% | 84.4 |
| 102 |  $MSCI | MSCI Inc. | $1.6M | 0.1% | -56% | 77.6 |
| 103 |  $OKE | ONEOK INC /NEW/ | $1.5M | 0.1% | -29% | 72 |
| 104 |  $VST | Vistra Corp. | $1.5M | 0.1% | -66% | 62.9 |
| 105 |  $HCA | HCA Healthcare, Inc. | $1.4M | 0.1% | -64% | 70.5 |
| 106 | — | ISHARES TR | $1.4M | 0.1% | +7% | — |
| 107 |  $EMR | EMERSON ELECTRIC CO | $1.4M | 0.1% | +12% | 65.9 |
| 108 |  $EOG | EOG RESOURCES INC | $1.4M | 0.1% | -38% | 71.1 |
| 109 |  $INTU | INTUIT INC. | $1.3M | 0.1% | -46% | 82 |
| 110 |  $TW | Tradeweb Markets Inc. | $1.3M | 0.1% | -68% | 80.9 |
| 111 |  $ENB | ENBRIDGE INC | $1.3M | 0.1% | +67% | — |
| 112 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $1.3M | 0.1% | -11% | — |
| 113 | — | ISHARES TR | $1.3M | 0.1% | -54% | — |
| 114 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $1.2M | 0.1% | -16% | 67.5 |
| 115 | — | VANGUARD BD INDEX FDS | $1.2M | 0.1% | +0% | — |
| 116 |  $BAM | Brookfield Asset Management Ltd. | $1.2M | 0.1% | -72% | — |
| 117 | — | ISHARES TR | $1.2M | 0.1% | +10% | — |
| 118 |  $RIO | RIO TINTO PLC | $1.2M | 0.1% | NEW | — |
| 119 |  $SCHW | SCHWAB CHARLES CORP | $1.2M | 0.1% | NEW | 77.2 |
| 120 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $1.2M | 0.1% | NEW | 75.1 |
| 121 | — | ISHARES TR | $1.1M | 0.1% | +16% | — |
| 122 |  $VLO | VALERO ENERGY CORP/TX | $1.1M | 0.1% | NEW | 51.4 |
| 123 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | +27% | — |
| 124 |  $AEM | AGNICO EAGLE MINES LTD | $1.1M | 0.1% | NEW | — |
| 125 |  $TFII | TFI International Inc. | $1.1M | 0.1% | NEW | — |
| 126 |  $VEEV | VEEVA SYSTEMS INC | $1.1M | 0.1% | -77% | 77.8 |
| 127 |  $ZTS | Zoetis Inc. | $1.1M | 0.1% | NEW | 72.6 |
| 128 |  $STN | STANTEC INC | $1.0M | 0.1% | -92% | — |
| 129 |  $ARIS | Aris Mining Corp | $1.0M | 0.1% | NEW | — |
| 130 |  $FTS | Fortis Inc. | $1.0M | 0.1% | -6% | — |
| 131 |  $AESI | Atlas Energy Solutions Inc. | $953,824 | 0.1% | -9% | 29.9 |
| 132 | — | VANGUARD INDEX FDS | $874,216 | 0.1% | +0% | — |
| 133 |  $CLS | CELESTICA INC | $832,334 | 0.1% | +29% | 69 |
| 134 |  $LVS | LAS VEGAS SANDS CORP | $808,200 | 0.1% | NEW | 73.7 |
| 135 |  $RDDT | Reddit, Inc. | $807,900 | 0.1% | NEW | 79.3 |
| 136 | — | SPDR SERIES TRUST | $806,778 | 0.1% | +5% | — |
| 137 | — | FRANKLIN TEMPLETON ETF TR | $740,221 | 0.1% | NEW | — |
| 138 |  $DG | DOLLAR GENERAL CORP | $712,380 | 0.1% | NEW | 60.4 |
| 139 |  $MFC | MANULIFE FINANCIAL CORP | $685,677 | 0.1% | +89% | — |
| 140 |  $IAG | IAMGOLD CORP | $627,967 | 0.1% | +22% | — |
| 141 | — | TIDAL TRUST II | $529,281 | 0.0% | +7% | — |
| 142 | $RBA | RB GLOBAL INC. | $506,663 | 0.0% | +43% | — |
| 143 |  $KGC | KINROSS GOLD CORP | $484,559 | 0.0% | +14% | — |
| 144 |  $ADI | ANALOG DEVICES INC | $438,715 | 0.0% | +31% | 76.2 |
| 145 |  $OTEX | OPEN TEXT CORP | $422,058 | 0.0% | -19% | — |
| 146 |  $SLF | SUN LIFE FINANCIAL INC | $417,576 | 0.0% | +3% | — |
| 147 | — | SIMPLIFY EXCHANGE TRADED FUN | $404,445 | 0.0% | -93% | — |
| 148 |  $QSR | Restaurant Brands International Inc. | $398,320 | 0.0% | NEW | 71.2 |
| 149 | — | SSGA ACTIVE ETF TR | $356,001 | 0.0% | +7% | — |
| 150 | — | ETFIS SER TR I | $329,364 | 0.0% | +9% | — |
| 151 |  $SU | SUNCOR ENERGY INC | $304,141 | 0.0% | -30% | — |
| 152 | — | ISHARES TR | $269,090 | 0.0% | +16% | — |
| 153 |  $ROK | ROCKWELL AUTOMATION, INC | $251,575 | 0.0% | -12% | 68.2 |
| 154 | — | SPDR SERIES TRUST | $246,627 | 0.0% | +12% | — |
| 155 |  $RCI | ROGERS COMMUNICATIONS INC | $227,247 | 0.0% | +0% | — |
| 156 |  $BRK.B | BERKSHIRE HATHAWAY INC | $215,640 | 0.0% | +0% | 64.5 |
| 157 |  $PGR | PROGRESSIVE CORP/OH/ | $213,504 | 0.0% | -88% | 83.6 |
New Positions (21)
$UNP UNION PACIFIC CORP$17.9M$MDA MDA Space Ltd.$4.7M$FIX COMFORT SYSTEMS USA INC$2.8M$LRCX LAM RESEARCH CORP$2.7M$TPR TAPESTRY, INC.$2.4M$MU MICRON TECHNOLOGY INC$2.3M$CB Chubb Ltd$1.6M$RIO RIO TINTO PLC$1.2M$SCHW SCHWAB CHARLES CORP$1.2M$REGN REGENERON PHARMACEUTICALS, INC.$1.2M$VLO VALERO ENERGY CORP/TX$1.1M$AEM AGNICO EAGLE MINES LTD$1.1M$TFII TFI International Inc.$1.1M$ZTS Zoetis Inc.$1.1MExited Positions (35)
$SHOP SHOPIFY INC.
$MELI MERCADOLIBRE INC
$AJG Arthur J. Gallagher & Co.
$ADBE ADOBE INC.
$CDNS CADENCE DESIGN SYSTEMS INC
$AON Aon plc
$KKR KKR & Co. Inc.
$COF CAPITAL ONE FINANCIAL CORP
$TRI THOMSON REUTERS CORP /CAN/
$KNSL Kinsale Capital Group, Inc.
$CELH Celsius Holdings, Inc.
$FTNT Fortinet, Inc.
$PODD INSULET CORP
$ARES Ares Management CorpBrowse Top Institutional Investors
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