Cumberland Partners Ltd
13F Reported Value
ⓘ$1.5B
Holdings
153
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cumberland Partners Ltd disclosed 153 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $RY (ROYAL BANK OF CANADA) at 5.2% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 16 new positions and exited 20 — including a new stake in $PSMT and a full exit from $HD. The portfolio is most concentrated in Technology (33.3% 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
Stable
$RY
$NVDA
$MSFT
$AMZN
$GOOG
$CNQSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 74.8#76
Quality
$79.9M386,426 sh - 85.9#5
Quality
$70.8M353,693 sh - 79.8#31
Quality
$66.0M176,987 sh - 68.7
Quality
$62.1M260,465 sh - 78.2
Quality
$59.2M167,640 sh - 60.2
Quality
$50.6M446,379 sh - —
Quality
$47.7M92,008 sh - 87.5
Quality
$47.3M39,407 sh - 76.4
Quality
$46.7M161,477 sh - 71.1
Quality
$45.3M522,360 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA$RY | 74.8#76 | $79.9M | 386,426 |
| NVIDIA CORP$NVDA | 85.9#5 | $70.8M | 353,693 |
| MICROSOFT CORP$MSFT | 79.8#31 | $66.0M | 176,987 |
| AMAZON COM INC$AMZN | 68.7 | $62.1M | 260,465 |
 Alphabet Inc.$GOOGL | 78.2 | $59.2M | 167,640 |
 Walmart Inc.$WMT | 60.2 | $50.6M | 446,379 |
 LINDE PLC$LIN | — | $47.7M | 92,008 |
 ELI LILLY & Co$LLY | 87.5 | $47.3M | 39,407 |
 Apple Inc.$AAPL | 76.4 | $46.7M | 161,477 |
 BANK OF NOVA SCOTIA$BNS | 71.1 | $45.3M | 522,360 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cumberland Partners Ltd's 153 positions.
Showing top 10 of 153 holdings.
Sector Allocation
Technology
$514.0M
Consumer Discretionary
$257.9M
Financials
$246.7M
Healthcare
$131.8M
Industrials
$131.8M
Materials
$98.1M
Energy
$52.0M
Consumer Staples
$51.1M
Top Holdings — Cumberland Partners Ltd (Q2 2026)
Top 150 of 153 disclosed positions (by reported value) 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 | $RY | ROYAL BANK OF CANADA | $79.9M | 5.2% | +7% | 74.8 |
| 2 | $NVDA | NVIDIA CORP | $70.8M | 4.6% | -0% | 85.9 |
| 3 | $MSFT | MICROSOFT CORP | $66.0M | 4.3% | +18% | 79.8 |
| 4 | $AMZN | AMAZON COM INC | $62.1M | 4.0% | -1% | 68.7 |
| 5 | $GOOGL | Alphabet Inc. | $59.2M | 3.8% | -1% | 78.2 |
| 6 | $WMT | Walmart Inc. | $50.6M | 3.3% | +7% | 60.2 |
| 7 | $LIN | LINDE PLC | $47.7M | 3.1% | +23% | — |
| 8 | $LLY | ELI LILLY & Co | $47.3M | 3.1% | +9% | 87.5 |
| 9 | $AAPL | Apple Inc. | $46.7M | 3.0% | -1% | 76.4 |
| 10 | $BNS | BANK OF NOVA SCOTIA | $45.3M | 2.9% | -1% | 71.1 |
| 11 |  $COST | COSTCO WHOLESALE CORP /NEW | $43.4M | 2.8% | +2% | 66.2 |
| 12 |  $ETN | Eaton Corp plc | $35.6M | 2.3% | -20% | — |
| 13 |  $UNP | UNION PACIFIC CORP | $35.1M | 2.3% | +75% | 69.7 |
| 14 |  $AME | AMETEK INC/ | $34.6M | 2.2% | -0% | 69.7 |
| 15 |  $MCK | MCKESSON CORP | $33.2M | 2.1% | +905% | 63.4 |
| 16 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | $32.9M | 2.1% | +33% | — |
| 17 |  $AVGO | Broadcom Inc. | $31.6M | 2.0% | -20% | 84.5 |
| 18 |  $META | Meta Platforms, Inc. | $29.7M | 1.9% | +3% | 79.6 |
| 19 | $GOOG | Alphabet Inc. | $28.9M | 1.9% | +13% | 78.2 |
| 20 |  $UNH | UNITEDHEALTH GROUP INC | $26.9M | 1.7% | -1% | 62.7 |
| 21 |  $GIL | Gildan Activewear Inc. | $23.8M | 1.5% | +42% | — |
| 22 |  $V | VISA INC. | $23.5M | 1.5% | -19% | 82.9 |
| 23 |  $AZN | ASTRAZENECA PLC | $23.1M | 1.5% | -16% | — |
| 24 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $22.7M | 1.5% | +27% | — |
| 25 |  $NFLX | NETFLIX INC | $21.6M | 1.4% | +2% | 78.8 |
| 26 |  $DELL | Dell Technologies Inc. | $21.4M | 1.4% | -12% | 71.2 |
| 27 |  $TJX | TJX COMPANIES INC /DE/ | $19.8M | 1.3% | +14% | 68.7 |
| 28 |  $APH | AMPHENOL CORP /DE/ | $19.5M | 1.3% | -55% | 79.3 |
| 29 |  $SII | SPROTT INC. | $19.3M | 1.3% | +65% | — |
| 30 |  $ADI | ANALOG DEVICES INC | $16.8M | 1.1% | +2962% | 79.2 |
| 31 |  $CCJ | CAMECO CORP | $16.7M | 1.1% | +32% | — |
| 32 |  $ORLY | O REILLY AUTOMOTIVE INC | $16.0M | 1.0% | -1% | 67.4 |
| 33 |  $CSCO | CISCO SYSTEMS, INC. | $15.2M | 1.0% | +87% | 70.3 |
| 34 |  $PHM | PULTEGROUP INC/MI/ | $14.8M | 1.0% | -49% | 55.3 |
| 35 |  $FERG | Ferguson Enterprises Inc. /DE/ | $12.7M | 0.8% | +225% | 52.2 |
| 36 |  $HWM | Howmet Aerospace Inc. | $12.5M | 0.8% | +111% | 73.9 |
| 37 |  $JPM | JPMORGAN CHASE & CO | $12.4M | 0.8% | -0% | 70.7 |
| 38 |  $TD | TORONTO DOMINION BANK | $11.9M | 0.8% | +3% | 80.5 |
| 39 |  $ABBV | AbbVie Inc. | $11.7M | 0.8% | +83% | 72.6 |
| 40 |  $GE | GENERAL ELECTRIC CO | $11.1M | 0.7% | +72% | 73.8 |
| 41 |  $NDAQ | NASDAQ, INC. | $9.7M | 0.6% | +26% | 76.7 |
| 42 |  $WSM | WILLIAMS SONOMA INC | $8.2M | 0.5% | +108% | 66.1 |
| 43 |  $MDA | MDA Space Ltd. | $8.1M | 0.5% | +5% | — |
| 44 |  $JNJ | JOHNSON & JOHNSON | $8.0M | 0.5% | -2% | 69 |
| 45 |  $PM | Philip Morris International Inc. | $7.6M | 0.5% | +33% | 75.9 |
| 46 |  $ET | Energy Transfer LP | $7.3M | 0.5% | +0% | 64.4 |
| 47 |  $AMAT | APPLIED MATERIALS INC /DE | $7.0M | 0.5% | -1% | 72.3 |
| 48 |  $BMO | BANK OF MONTREAL /CAN/ | $6.8M | 0.4% | +10% | 76 |
| 49 |  $MU | MICRON TECHNOLOGY INC | $6.7M | 0.4% | -16% | 86.2 |
| 50 |  $PH | Parker-Hannifin Corp | $6.7M | 0.4% | -6% | 65.8 |
| 51 |  $AGI | ALAMOS GOLD INC | $6.2M | 0.4% | +1% | — |
| 52 |  $GLD | SPDR GOLD TRUST | $6.0M | 0.4% | -1% | — |
| 53 |  $BLK | BlackRock, Inc. | $5.8M | 0.4% | +77% | 70 |
| 54 |  $EXPE | Expedia Group, Inc. | $5.8M | 0.4% | +39% | 71.1 |
| 55 |  $HBM | Hudbay Minerals Inc. | $5.5M | 0.4% | +0% | — |
| 56 |  $PBA | PEMBINA PIPELINE CORP | $5.4M | 0.3% | +6% | — |
| 57 |  $LRCX | LAM RESEARCH CORP | $5.4M | 0.3% | +0% | 79.4 |
| 58 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $5.4M | 0.3% | +9% | 69.7 |
| 59 |  $NTR | Nutrien Ltd. | $5.3M | 0.3% | +60% | — |
| 60 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $4.6M | 0.3% | +17% | — |
| 61 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $4.5M | 0.3% | -4% | — |
| 62 |  $PFE | PFIZER INC | $4.5M | 0.3% | -3% | 62 |
| 63 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $4.3M | 0.3% | +0% | — |
| 64 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $4.2M | 0.3% | -11% | 75.4 |
| 65 |  $FIX | COMFORT SYSTEMS USA INC | $4.0M | 0.3% | +0% | 77.7 |
| 66 |  $DIS | Walt Disney Co | $3.8M | 0.3% | +113% | 60.1 |
| 67 | $SII | SPROTT INC. | $3.6M | 0.2% | -10% | — |
| 68 |  $DE | DEERE & CO | $3.6M | 0.2% | +1% | 55.4 |
| 69 |  $FSV | FirstService Corp | $3.5M | 0.2% | -1% | — |
| 70 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $3.2M | 0.2% | -0% | — |
| 71 |  $RSG | REPUBLIC SERVICES, INC. | $3.2M | 0.2% | +8% | 62.3 |
| 72 |  $RPRX | Royalty Pharma plc | $3.1M | 0.2% | +12% | — |
| 73 |  $KVUE | Kenvue Inc. | $3.0M | 0.2% | -1% | 60.3 |
| 74 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.0M | 0.2% | -5% | 67.6 |
| 75 | — | ISHARES TR - MSCI EAFE ETF | $3.0M | 0.2% | +0% | — |
| 76 |  $BGSI | Boyd Group Services Inc. | $2.9M | 0.2% | +0% | — |
| 77 |  $APP | AppLovin Corp | $2.8M | 0.2% | +0% | 84.4 |
| 78 |  $MNST | Monster Beverage Corp | $2.7M | 0.2% | +15% | 71.3 |
| 79 |  $EME | EMCOR Group, Inc. | $2.7M | 0.2% | +0% | 69.3 |
| 80 |  $VST | Vistra Corp. | $2.7M | 0.2% | +70% | 71.9 |
| 81 |  $TPR | TAPESTRY, INC. | $2.5M | 0.2% | +0% | 72.7 |
| 82 |  $PSMT | PRICESMART INC | $2.4M | 0.2% | NEW | 57.8 |
| 83 |  $CB | Chubb Ltd | $2.4M | 0.1% | +40% | — |
| 84 |  $CASY | CASEYS GENERAL STORES INC | $2.4M | 0.1% | NEW | 65.1 |
| 85 |  $BAM | Brookfield Asset Management Ltd. | $2.4M | 0.1% | +93% | — |
| 86 |  $IBKR | Interactive Brokers Group, Inc. | $2.3M | 0.1% | NEW | 77 |
| 87 |  $KLAC | KLA CORP | $2.3M | 0.1% | +582% | 78.6 |
| 88 |  $SPGI | S&P Global Inc. | $2.3M | 0.1% | +12% | 76.1 |
| 89 |  $RJF | RAYMOND JAMES FINANCIAL INC | $2.3M | 0.1% | -43% | 66.3 |
| 90 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $2.2M | 0.1% | -0% | — |
| 91 |  $MSCI | MSCI Inc. | $2.1M | 0.1% | +27% | 75.7 |
| 92 |  $WFRD | Weatherford International plc | $2.1M | 0.1% | NEW | — |
| 93 |  $TEL | TE Connectivity plc | $2.0M | 0.1% | -4% | — |
| 94 | — | ISHARES TR - ISHS 5-10YR INVT | $2.0M | 0.1% | +8% | — |
| 95 |  $CW | CURTISS WRIGHT CORP | $2.0M | 0.1% | NEW | 69.5 |
| 96 |  $WWD | Woodward, Inc. | $2.0M | 0.1% | NEW | 67.3 |
| 97 |  $FN | Fabrinet | $2.0M | 0.1% | NEW | 62.8 |
| 98 |  $ROST | ROSS STORES, INC. | $1.9M | 0.1% | NEW | 70.4 |
| 99 |  $RMD | RESMED INC | $1.9M | 0.1% | +0% | 74.3 |
| 100 |  $AS | Amer Sports, Inc. | $1.8M | 0.1% | NEW | 64 |
| 101 |  $VEEV | VEEVA SYSTEMS INC | $1.8M | 0.1% | +65% | 77.6 |
| 102 |  $EMR | EMERSON ELECTRIC CO | $1.7M | 0.1% | +12% | 65.3 |
| 103 |  $ARIS | Aris Mining Corp | $1.6M | 0.1% | +101% | — |
| 104 |  $CRM | Salesforce, Inc. | $1.6M | 0.1% | +0% | 77 |
| 105 |  $LDOS | Leidos Holdings, Inc. | $1.5M | 0.1% | +0% | 65.4 |
| 106 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $1.5M | 0.1% | +15% | 60.1 |
| 107 | — | ISHARES TR - ISHS 1-5YR INVS | $1.5M | 0.1% | +6% | — |
| 108 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.1% | NEW | 70 |
| 109 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.4M | 0.1% | -27% | — |
| 110 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $1.4M | 0.1% | -12% | 76.4 |
| 111 | — | ISHARES TR - 10-20 YR TRS ETF | $1.3M | 0.1% | +10% | — |
| 112 |  $SN | SharkNinja, Inc. | $1.3M | 0.1% | NEW | 66.8 |
| 113 |  $UI | Ubiquiti Inc. | $1.3M | 0.1% | NEW | 78.3 |
| 114 | — | ISHARES TR - GLOB UTILITS ETF | $1.3M | 0.1% | +2% | — |
| 115 | — | ISHARES TR - USD INV GRDE ETF | $1.2M | 0.1% | +7% | — |
| 116 |  $EOG | EOG RESOURCES INC | $1.2M | 0.1% | -1% | 71.9 |
| 117 |  $ENB | ENBRIDGE INC | $1.2M | 0.1% | -7% | 66.7 |
| 118 |  $HCA | HCA Healthcare, Inc. | $1.2M | 0.1% | +0% | 68.9 |
| 119 |  $SCHW | SCHWAB CHARLES CORP | $1.1M | 0.1% | +0% | 79.4 |
| 120 |  $TW | Tradeweb Markets Inc. | $1.1M | 0.1% | +0% | 76.9 |
| 121 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.1M | 0.1% | -3% | — |
| 122 |  $CVE | CENOVUS ENERGY INC. | $1.1M | 0.1% | NEW | 51.9 |
| 123 |  $FTS | Fortis Inc. | $1.0M | 0.1% | +0% | 62 |
| 124 |  $RDDT | Reddit, Inc. | $1.0M | 0.1% | +0% | 79.8 |
| 125 |  $CLX | CLOROX CO /DE/ | $1.0M | 0.1% | NEW | 54.1 |
| 126 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.0M | 0.1% | +0% | — |
| 127 |  $QSR | Restaurant Brands International Inc. | $993,353 | 0.1% | +154% | 69.7 |
| 128 |  $MFC | MANULIFE FINANCIAL CORP | $934,663 | 0.1% | +16% | — |
| 129 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $874,101 | 0.1% | +8% | — |
| 130 |  $TFII | TFI International Inc. | $836,822 | 0.1% | -40% | — |
| 131 |  $STN | STANTEC INC | $822,589 | 0.1% | -1% | — |
| 132 | — | FRANKLIN TEMPLETON ETF TR - SYSTMTC STYL PRE | $736,222 | 0.1% | -2% | — |
| 133 |  $CLS | CELESTICA INC | $729,149 | 0.1% | -32% | 69.8 |
| 134 |  $KGC | KINROSS GOLD CORP | $726,630 | 0.1% | +93% | — |
| 135 |  $OTEX | OPEN TEXT CORP | $701,362 | 0.1% | +67% | 51.8 |
| 136 |  $LVS | LAS VEGAS SANDS CORP | $692,850 | 0.0% | +0% | 70.7 |
| 137 |  $IAG | IAMGOLD CORP | $658,442 | 0.0% | +24% | 33.1 |
| 138 |  $SLF | SUN LIFE FINANCIAL INC | $521,701 | 0.0% | -0% | — |
| 139 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $400,241 | 0.0% | +12% | — |
| 140 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | $392,814 | 0.0% | +0% | — |
| 141 | — | TIDAL TRUST II - STKD 100 100 ETF | $384,636 | 0.0% | +3% | — |
| 142 |  $MA | Mastercard Inc | $377,496 | 0.0% | -98% | 85.1 |
| 143 |  $OKE | ONEOK INC /NEW/ | $361,670 | 0.0% | -75% | 71.7 |
| 144 | — | ETFIS SER TR I - VIRTUS INFRCAP | $360,942 | 0.0% | +8% | — |
| 145 |  $ROK | ROCKWELL AUTOMATION, INC | $356,953 | 0.0% | +3% | 63.6 |
| 146 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $350,533 | 0.0% | -71% | — |
| 147 | — | ISHARES TR - PFD AND INCM SEC | $298,802 | 0.0% | +10% | — |
| 148 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $284,541 | 0.0% | +15% | — |
| 149 |  $PGR | PROGRESSIVE CORP/OH/ | $241,169 | 0.0% | +3% | 80.1 |
| 150 |  $SU | SUNCOR ENERGY INC | $237,696 | 0.0% | -4% | — |
New Positions (16)
$PSMT PRICESMART INC$2.4M$CASY CASEYS GENERAL STORES INC$2.4M$IBKR Interactive Brokers Group, Inc.$2.3M$WFRD Weatherford International plc$2.1M$CW CURTISS WRIGHT CORP$2.0M$WWD Woodward, Inc.$2.0M$FN Fabrinet$2.0M$ROST ROSS STORES, INC.$1.9M$AS Amer Sports, Inc.$1.8M$IBM INTERNATIONAL BUSINESS MACHINES CORP$1.5M$SN SharkNinja, Inc.$1.3M$UI Ubiquiti Inc.$1.3M$CVE CENOVUS ENERGY INC.$1.1M$CLX CLOROX CO /DE/$1.0M
$IMO IMPERIAL OIL LTD$220,780Exited Positions (20)
$HD HOME DEPOT, INC.
$UBER Uber Technologies, Inc
$BKNG Booking Holdings Inc.
$NU Nu Holdings Ltd.
$VIK Viking Holdings Ltd
$HLT Hilton Worldwide Holdings Inc.
$FTI TechnipFMC plc
$WTS WATTS WATER TECHNOLOGIES INC
$IQV IQVIA HOLDINGS INC.
$ADSK Autodesk, Inc.
$INTU INTUIT INC.
$RIO RIO TINTO PLC
$REGN REGENERON PHARMACEUTICALS, INC.
$VLO VALERO ENERGY CORP/TX
$AEM AGNICO EAGLE MINES LTDBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Cumberland Partners Ltd including:
Track Cumberland Partners Ltd's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Cumberland Partners Ltd and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Cumberland Partners Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Cumberland Partners Ltd (SEC CIK: 1578985), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Cumberland Partners Ltd's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.