Cumberland Partners Ltd
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1578985
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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
$RY5.2% weight
Held 10 quarters
$NVDA4.6% weight
Held 10 quarters
$MSFT4.3% weight
Held 10 quarters
$AMZN4.0% weight
Held 10 quarters
$GOOG3.8% weight
Held 10 quarters
ISHARES TR - ISHS 5-10YR I
7 quarters accumulating
ISHARES TR - 10-20 YR TRS
7 quarters accumulating
ISHARES TR - USD INV GRDE
7 quarters accumulating
SSGA ACTIVE ETF TR - ST ST
5 quarters accumulating
$CNQ4 quarters accumulating
Sector Allocation
TechnologyConsumer DiscretionaryFinancialsHealthcareIndustrialsMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 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
Full Holdings — Cumberland Partners Ltd (Q2 2026)
All 153 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 | $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% | — |
| 151 |  $IMO | IMPERIAL OIL LTD | $220,780 | 0.0% | NEW | — |
| 152 |  $NSC | NORFOLK SOUTHERN CORP | $203,855 | 0.0% | NEW | 63.2 |
| 153 |  $BRK.B | BERKSHIRE HATHAWAY INC | $200,156 | 0.0% | -11% | 73.8 |
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
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