Cumberland Partners Ltd
Sector Allocation
- Technology30.6%$473.1M
- Financials16.0%$246.7M
- Industrials11.2%$172.7M
- Consumer Discretionary10.5%$161.5M
- Consumer Staples9.6%$148.5M
- Healthcare8.5%$131.8M
- Materials6.3%$97.1M
- Energy3.4%$52.0M
- Communication Services1.6%$25.4M
- Other1.6%$25.4M
AUM History
13fpro.ai/research/fund/cumberland-partners-ltd-1578985
Conviction and streaks
Stable · top 10 = 37.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
RY
$79.9MNVDA
$70.8MMSFT
$66.0MAMZN
$62.1MGOOG
$59.2MWMT
$50.6MLIN
$47.7MLLY
$47.3MAAPL
$46.7MBNS
$45.3MCOST
$43.4METN
$35.6MUNP
$35.1MAME
$34.6MMCK
$33.2MCNQ
$32.9MAVGO
$31.6MMETA
$29.7MGOOGL
$28.9MUNH
$26.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cumberland-partners-ltd-1578985
Cumberland Partners Ltd 13F holdings — Q2 2026
$1.5B portfolio (+17.2% QoQ) · 153 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
$79.9M
5.2% of stocks
+7%This quarter-4.3%Since filed10+ qtrsHeld$70.8M
4.6% of stocks
-0.5%This quarter-1.4%Since filed10+ qtrsHeld$66.0M
4.3% of stocks
+18%This quarter+6.5%Since filed10+ qtrsHeld$62.1M
4.0% of stocks
-0.6%This quarter-8.5%Since filed10+ qtrsHeld$59.2M
3.8% of stocks
-0.5%This quarter-11.9%Since filed10+ qtrsHeld$50.6M
3.3% of stocks
+7%This quarter+7.3%Since filed10+ qtrsHeld$47.7M
3.1% of stocks
+23%This quarter+3.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$47.3M
3.1% of stocks
+9%This quarter+7.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$46.7M
3.0% of stocks
-0.7%This quarter+10.1%Since filed10+ qtrsHeld$45.3M
2.9% of stocks
-0.8%This quarter+5.6%Since filed10+ qtrsHeld
All holdings — Cumberland Partners Ltd (Q2 2026)
153 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $43.4M | 2.8% | 46K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Eaton Corp plc | Industrials | $35.6M | 2.3% | 84K | -20% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | UNION PACIFIC CORP | Industrials | $35.1M | 2.3% | 129K | +75% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMETEK INC/ | Industrials | $34.6M | 2.2% | 143K | -0.5% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MCKESSON CORP | Consumer Staples | $33.2M | 2.1% | 44K | +905% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CANADIAN NATURAL RESOURCES Ltd | Energy | $32.9M | 2.1% | 832K | +33% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Broadcom Inc. | Technology | $31.6M | 2.0% | 84K | -20% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $29.7M | 1.9% | 53K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $28.9M | 1.9% | 81K | +13% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNITEDHEALTH GROUP INC | Healthcare | $26.9M | 1.7% | 65K | -0.8% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Gildan Activewear Inc. | Consumer Discretionary | $23.8M | 1.5% | 462K | +42% | 8 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $23.5M | 1.5% | 68K | -19% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ASTRAZENECA PLC | Healthcare | $23.1M | 1.5% | 122K | -16% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $22.7M | 1.5% | 48K | +27% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NETFLIX INC | Communication Services | $21.6M | 1.4% | 303K | +2% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DELL | Dell Technologies Inc. | Technology | $21.4M | 1.4% | 50K | -12% | |||
| 27 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $19.8M | 1.3% | 131K | +14% | |||
| 28 | $APH | AMPHENOL CORP /DE/ | Technology | $19.5M | 1.3% | 111K | -55% | |||
| 29 | $SII | SPROTT INC. | Financials | $19.3M | 1.3% | 366K | +65% | |||
| 30 | $ADI | ANALOG DEVICES INC | Technology | $16.8M | 1.1% | 42K | +2962% | |||
| 31 | $CCJ | CAMECO CORP | Materials | $16.7M | 1.1% | 164K | +32% | |||
| 32 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $16.0M | 1.0% | 174K | -1% | |||
| 33 | $CSCO | CISCO SYSTEMS, INC. | Technology | $15.2M | 1.0% | 129K | +87% | |||
| 34 | $PHM | PULTEGROUP INC/MI/ | Industrials | $14.8M | 1.0% | 108K | -49% | |||
| 35 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $12.7M | 0.8% | 53K | +225% | |||
| 36 | $HWM | Howmet Aerospace Inc. | Materials | $12.5M | 0.8% | 46K | +111% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $12.4M | 0.8% | 38K | -0.0% | |||
| 38 | $TD | TORONTO DOMINION BANK | Financials | $11.9M | 0.8% | 98K | +3% | |||
| 39 | $ABBV | AbbVie Inc. | Healthcare | $11.7M | 0.8% | 47K | +83% | |||
| 40 | $GE | GENERAL ELECTRIC CO | Industrials | $11.1M | 0.7% | 30K | +72% | |||
| 41 | $NDAQ | NASDAQ, INC. | Financials | $9.7M | 0.6% | 123K | +26% | |||
| 42 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $8.2M | 0.5% | 35K | +108% | |||
| 43 | $MDA | MDA Space Ltd. | Industrials | $8.1M | 0.5% | 196K | +5% | |||
| 44 | $JNJ | JOHNSON & JOHNSON | Healthcare | $8.0M | 0.5% | 31K | -2% | |||
| 45 | $PM | Philip Morris International Inc. | Consumer Staples | $7.6M | 0.5% | 42K | +33% | |||
| 46 | $ET | Energy Transfer LP | Energy | $7.3M | 0.5% | 380K | — | |||
| 47 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $7.0M | 0.5% | 9,641 | -0.6% | |||
| 48 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $6.8M | 0.4% | 38K | +10% | |||
| 49 | $MU | MICRON TECHNOLOGY INC | Technology | $6.7M | 0.4% | 5,826 | -16% | |||
| 50 | $PH | Parker-Hannifin Corp | Industrials | $6.7M | 0.4% | 6,804 | -6% | |||
| 51 | $AGI | ALAMOS GOLD INC | Materials | $6.2M | 0.4% | 206K | +0.9% | |||
| 52 | $GLD | SPDR GOLD TRUST | Financials | $6.0M | 0.4% | 16K | -0.6% | |||
| 53 | $BLK | BlackRock, Inc. | Financials | $5.8M | 0.4% | 6,015 | +77% | |||
| 54 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $5.8M | 0.4% | 23K | +39% | |||
| 55 | $HBM | Hudbay Minerals Inc. | Materials | $5.5M | 0.4% | 233K | — | |||
| 56 | $PBA | PEMBINA PIPELINE CORP | Energy | $5.4M | 0.3% | 118K | +6% | |||
| 57 | $LRCX | LAM RESEARCH CORP | Technology | $5.4M | 0.3% | 13K | — | |||
| 58 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $5.4M | 0.3% | 62K | +9% | |||
| 59 | $NTR | Nutrien Ltd. | Materials | $5.3M | 0.3% | 85K | +60% | |||
| 60 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $4.6M | 0.3% | 38K | +17% | |||
| 61 | $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | Consumer Staples | $4.5M | 0.3% | 45K | -4% | |||
| 62 | $PFE | PFIZER INC | Healthcare | $4.5M | 0.3% | 187K | -3% | |||
| 63 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $4.3M | 0.3% | 23K | +0.0% | |||
| 64 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $4.2M | 0.3% | 8,368 | -11% | |||
| 65 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $4.0M | 0.3% | 2,000 | — | |||
| 66 | $DIS | Walt Disney Co | Communication Services | $3.8M | 0.3% | 39K | +113% | |||
| 67 | $SII | SPROTT INC. | Financials | $3.6M | 0.2% | 32K | -10% | |||
| 68 | $DE | DEERE & CO | Industrials | $3.6M | 0.2% | 5,602 | +0.9% | |||
| 69 | $FSV | FirstService Corp | Real Estate | $3.5M | 0.2% | 24K | -0.7% | |||
| 70 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | — | $3.2M | 0.2% | 125K | -0.2% | |||
| 71 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $3.2M | 0.2% | 15K | +8% | |||
| 72 | $RPRX | Royalty Pharma plc | Healthcare | $3.1M | 0.2% | 56K | +12% | |||
| 73 | $KVUE | Kenvue Inc. | Consumer Staples | $3.0M | 0.2% | 159K | -1% | |||
| 74 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.0M | 0.2% | 53K | -5% | |||
| 75 | — | ISHARES TR - MSCI EAFE ETF | — | $3.0M | 0.2% | 28K | +0.0% | |||
| 76 | $BGSI | Boyd Group Services Inc. | Consumer Discretionary | $2.9M | 0.2% | 31K | +0.3% | |||
| 77 | $APP | AppLovin Corp | Technology | $2.8M | 0.2% | 5,500 | — | |||
| 78 | $MNST | Monster Beverage Corp | Consumer Staples | $2.7M | 0.2% | 28K | +15% | |||
| 79 | $EME | EMCOR Group, Inc. | Industrials | $2.7M | 0.2% | 3,263 | +0.4% | |||
| 80 | $VST | Vistra Corp. | Utilities | $2.7M | 0.2% | 17K | +70% | |||
| 81 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $2.5M | 0.2% | 17K | — | |||
| 82 | $PSMT | PRICESMART INC | Consumer Staples | $2.4M | 0.2% | 12K | New | |||
| 83 | $CB | Chubb Ltd | Financials | $2.4M | 0.1% | 7,000 | +40% | |||
| 84 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $2.4M | 0.1% | 3,000 | New | |||
| 85 | $BAM | Brookfield Asset Management Ltd. | Financials | $2.4M | 0.1% | 53K | +93% | |||
| 86 | $IBKR | Interactive Brokers Group, Inc. | Financials | $2.3M | 0.1% | 27K | New | |||
| 87 | $KLAC | KLA CORP | Technology | $2.3M | 0.1% | 7,500 | +582% | |||
| 88 | $SPGI | S&P Global Inc. | Financials | $2.3M | 0.1% | 5,550 | +12% | |||
| 89 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $2.3M | 0.1% | 15K | -43% | |||
| 90 | $DSGX | DESCARTES SYSTEMS GROUP INC | Technology | $2.2M | 0.1% | 31K | -0.2% | |||
| 91 | $MSCI | MSCI Inc. | Financials | $2.1M | 0.1% | 3,800 | +27% | |||
| 92 | $WFRD | Weatherford International plc | Energy | $2.1M | 0.1% | 26K | New | |||
| 93 | $TEL | TE Connectivity plc | Technology | $2.0M | 0.1% | 9,945 | -4% | |||
| 94 | — | ISHARES TR - ISHS 5-10YR INVT | — | $2.0M | 0.1% | 38K | +8% | |||
| 95 | $CW | CURTISS WRIGHT CORP | Industrials | $2.0M | 0.1% | 2,600 | New | |||
| 96 | $WWD | Woodward, Inc. | Technology | $2.0M | 0.1% | 4,600 | New | |||
| 97 | $FN | Fabrinet | Technology | $2.0M | 0.1% | 3,470 | New | |||
| 98 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.9M | 0.1% | 8,700 | New | |||
| 99 | $RMD | RESMED INC | Healthcare | $1.9M | 0.1% | 9,500 | — | |||
| 100 | $AS | Amer Sports, Inc. | Consumer Discretionary | $1.8M | 0.1% | 54K | New | |||
| 101 | $VEEV | VEEVA SYSTEMS INC | Technology | $1.8M | 0.1% | 9,900 | +65% | |||
| 102 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.7M | 0.1% | 12K | +12% | |||
| 103 | $ARIS | Aris Mining Corp | Materials | $1.6M | 0.1% | 110K | +101% | |||
| 104 | $CRM | Salesforce, Inc. | Technology | $1.6M | 0.1% | 10K | — | |||
| 105 | $LDOS | Leidos Holdings, Inc. | Technology | $1.5M | 0.1% | 15K | — | |||
| 106 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $1.5M | 0.1% | 5,700 | +15% | |||
| 107 | — | ISHARES TR - ISHS 1-5YR INVS | — | $1.5M | 0.1% | 29K | +6% | |||
| 108 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.5M | 0.1% | 5,180 | New | |||
| 109 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.4M | 0.1% | 18K | -27% | |||
| 110 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $1.4M | 0.1% | 12K | -12% | |||
| 111 | — | ISHARES TR - 10-20 YR TRS ETF | — | $1.3M | 0.1% | 13K | +10% | |||
| 112 | $SN | SharkNinja, Inc. | Technology | $1.3M | 0.1% | 8,640 | New | |||
| 113 | $UI | Ubiquiti Inc. | Technology | $1.3M | 0.1% | 2,420 | New | |||
| 114 | — | ISHARES TR - GLOB UTILITS ETF | — | $1.3M | 0.1% | 15K | +2% | |||
| 115 | — | ISHARES TR - USD INV GRDE ETF | — | $1.2M | 0.1% | 24K | +7% | |||
| 116 | $EOG | EOG RESOURCES INC | Energy | $1.2M | 0.1% | 9,438 | -1.0% | |||
| 117 | $ENB | ENBRIDGE INC | Energy | $1.2M | 0.1% | 22K | -7% | |||
| 118 | $HCA | HCA Healthcare, Inc. | Healthcare | $1.2M | 0.1% | 3,000 | — | |||
| 119 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.1M | 0.1% | 12K | — | |||
| 120 | $TW | Tradeweb Markets Inc. | Financials | $1.1M | 0.1% | 11K | — | |||
| 121 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $1.1M | 0.1% | 45K | -3% | |||
| 122 | $CVE | CENOVUS ENERGY INC. | Energy | $1.1M | 0.1% | 43K | New | |||
| 123 | $FTS | Fortis Inc. | Utilities | $1.0M | 0.1% | 18K | +0.3% | |||
| 124 | $RDDT | Reddit, Inc. | Technology | $1.0M | 0.1% | 6,000 | — | |||
| 125 | $CLX | CLOROX CO /DE/ | Consumer Staples | $1.0M | 0.1% | 11K | New | |||
| 126 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.0M | 0.1% | 1,463 | — | |||
| 127 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $993K | 0.1% | 14K | +154% | |||
| 128 | $MFC | MANULIFE FINANCIAL CORP | Financials | $935K | 0.1% | 23K | +16% | |||
| 129 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $874K | 0.1% | 37K | +8% | |||
| 130 | $TFII | TFI International Inc. | Industrials | $837K | 0.1% | 5,825 | -40% | |||
| 131 | $STN | STANTEC INC | Technology | $823K | 0.1% | 12K | -0.6% | |||
| 132 | — | FRANKLIN TEMPLETON ETF TR - SYSTMTC STYL PRE | — | $736K | 0.1% | 27K | -2% | |||
| 133 | $CLS | CELESTICA INC | Technology | $729K | 0.1% | 2,000 | -32% | |||
| 134 | $KGC | KINROSS GOLD CORP | Materials | $727K | 0.1% | 31K | +93% | |||
| 135 | $OTEX | OPEN TEXT CORP | Technology | $701K | 0.1% | 32K | +67% | |||
| 136 | $LVS | LAS VEGAS SANDS CORP | Consumer Discretionary | $693K | 0.0% | 15K | — | |||
| 137 | $IAG | IAMGOLD CORP | Materials | $658K | 0.0% | 42K | +24% | |||
| 138 | $SLF | SUN LIFE FINANCIAL INC | Financials | $522K | 0.0% | 6,658 | -0.3% | |||
| 139 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $400K | 0.0% | 9,934 | +12% | |||
| 140 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | — | $393K | 0.0% | 19K | +0.3% | |||
| 141 | — | TIDAL TRUST II - STKD 100 100 ETF | — | $385K | 0.0% | 20K | +3% | |||
| 142 | $MA | Mastercard Inc | Financials | $377K | 0.0% | 735 | -98% | |||
| 143 | $OKE | ONEOK INC /NEW/ | Energy | $362K | 0.0% | 4,160 | -75% | |||
| 144 | — | ETFIS SER TR I - VIRTUS INFRCAP | — | $361K | 0.0% | 18K | +8% | |||
| 145 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $357K | 0.0% | 721 | +3% | |||
| 146 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $351K | 0.0% | 4,775 | -71% | |||
| 147 | — | ISHARES TR - PFD AND INCM SEC | — | $299K | 0.0% | 9,800 | +10% | |||
| 148 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | — | $285K | 0.0% | 11K | +15% | |||
| 149 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $241K | 0.0% | 1,104 | +3% | |||
| 150 | $SU | SUNCOR ENERGY INC | Energy | $238K | 0.0% | 4,427 | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 75 added to, 47 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
$PSMTPRICESMART INC$2.4M
first bought this quarter
$CASYCASEYS GENERAL STORES INC$2.4M
first bought this quarter
$IBKRInteractive Brokers Group, Inc.$2.3M
first bought this quarter
$WFRDWeatherford International plc$2.1M
first bought this quarter
$CWCURTISS WRIGHT CORP$2.0M
first bought this quarter
$WWDWoodward, Inc.$2.0M
first bought this quarter
+10 more in the Excel export
Added to (75)
now $33.2M · held 10+ qtrs
$ADIANALOG DEVICES INC+2962%
now $16.8M · held 4 qtrs, 4 adds in a row
now $35.1M · held 2 qtrs, 2 adds in a row
now $66.0M · held 10+ qtrs
now $47.7M · held 10+ qtrs, 2 adds in a row
$FERGFerguson Enterprises Inc. /DE/+225%
now $12.7M · held 4 qtrs, 2 adds in a row
+69 more in the Excel export
Trimmed (47)
$MAMastercard Inc-98%
now $377K · held 10+ qtrs, 4 trims in a row
$APHAMPHENOL CORP /DE/-55%
now $19.5M · held 10+ qtrs
$PHMPULTEGROUP INC/MI/-49%
now $14.8M · held 3 qtrs
now $35.6M · held 10+ qtrs, 3 trims in a row
now $31.6M · held 10+ qtrs, 2 trims in a row
$VVISA INC.-19%
now $23.5M · held 10+ qtrs, 2 trims in a row
+41 more in the Excel export
Sold out (20)
$HDHOME DEPOT, INC.was $4.7M
held 9+ qtrs
$UBERUber Technologies, Incwas $4.0M
held 6 qtrs
$BKNGBooking Holdings Inc.was $2.7M
held 9+ qtrs
$NUNu Holdings Ltd.was $2.7M
held 4 qtrs
$VIKViking Holdings Ltdwas $2.6M
held 4 qtrs
$HLTHilton Worldwide Holdings Inc.was $2.4M
+14 more in the Excel export
Holdings by quarter
Every 13F Cumberland Partners Ltd has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Cumberland Partners Ltd?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cumberland Partners Ltd's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 47% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (30.6% of disclosed assets). All figures are sourced directly from Cumberland Partners Ltd’s Form 13F-HR filing with the SEC under CIK 1578985.
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