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Cumberland Partners Ltd

CIK 1578985 · latest 13F filed 6 August 2026 · Read the filing on EDGAR

Cumberland Partners Ltd reported 153 US-listed holdings worth $1.54 billion in its 13F for the quarter ended 30 June 2026, filed 6 August 2026. Its largest: Royal Bank of Canada (5.2%), NVIDIA Corp. (4.6%) and Microsoft Corp. (4.3%). Against the quarter before, it opened 16 positions, added to 73, trimmed 46 and sold out of 20.

Reported holdings$1.54B+17.2% on Q1 2026
Positions153-4 on Q1 2026
The largest ten37.3%of its reported holdings
Latest 13FQ2 2026filed 6 August 2026
Where the money is
Added toTrimmed
RY5.2%NVDA4.6%MSFT4.3%AMZN4.0%GOOG3.8%WMT3.3%LIN3.1%LLY3.1%AAPL3.0%BNS2.9%COST2.8%ETN2.3%UNP2.3%139 more53.1%

The 14 largest of its 153 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.44 billion in 178 positions$1.44BQ3 24Q4 2024: $1.43 billion in 164 positions$1.43BQ4 24Q1 2025: $1.30 billion in 168 positions$1.30BQ1 25Q2 2025: $1.44 billion in 169 positions$1.44BQ2 25Q3 2025: $1.53 billion in 162 positions$1.53BQ3 25Q4 2025: $1.63 billion in 172 positions$1.63BQ4 25Q1 2026: $1.32 billion in 157 positions$1.32BQ1 26Q2 2026: $1.54 billion in 153 positions$1.54BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 16Added 73Held 18Trimmed 46Sold out 20
Opened: 16Added: 73Held: 18Trimmed: 46Sold out: 20

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 16

  1. Pricesmart Inc. PSMT$2.4 million
  2. Casey's General Stores, Inc. CASY$2.4 million
  3. Interactive Brokers Group, Inc. IBKR$2.3 million
  4. Weatherford International plc WFRD$2.1 million
  5. Curtiss Wright Corp. CW$2.0 million
  6. Woodward, Inc. WWD$2.0 million
  7. Fabrinet FN$2.0 million
  8. ROSS Stores, Inc. ROST$1.9 million

and 8 more in the table below

Added to 73

  1. McKesson Corp. MCK+39,575 shares · +905%
  2. Analog Devices Inc. ADI+40,848 shares · +2962%
  3. Union Pacific Corp. UNP+55,288 shares · +75%
  4. Microsoft Corp. MSFT+27,230 shares · +18%
  5. Linde plc LIN+17,375 shares · +23%
  6. Ferguson Enterprises Inc. FERG+36,930 shares · +225%
  7. Canadian Natural Resources Limited CNQ+208,688 shares · +33%
  8. Sprott FDS Trust URNM+143,955 shares · +65%

and 65 more in the table below

Trimmed 46

  1. Mastercard Inc. MA-46,698 shares · -98%
  2. Amphenol Corp. APH-133,297 shares · -55%
  3. PulteGroup Inc. PHM-105,648 shares · -49%
  4. Eaton Corp. plc ETN-21,347 shares · -20%
  5. Broadcom Inc. AVGO-20,426 shares · -20%
  6. Visa Inc. V-16,314 shares · -19%
  7. AstraZeneca PLC AZN-23,912 shares · -16%
  8. Dell Technologies Inc. DELL-6,600 shares · -12%

and 38 more in the table below

Sold out of 20

  1. Home Depot, Inc. HD$4.7 million last quarter
  2. Uber Technologies, Inc. UBER$4.0 million last quarter
  3. Booking Holdings Inc. BKNG$2.7 million last quarter
  4. Nu Holdings Ltd. NU$2.7 million last quarter
  5. Viking Holdings Ltd VIK$2.6 million last quarter
  6. Hilton Worldwide Holdings Inc. HLT$2.4 million last quarter
  7. TechnipFMC plc FTI$2.1 million last quarter
  8. Watts Water Technologies Inc. WTS$1.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Royal Bank of Canada RY386,426$79.9 million5.17%+25,423
NVIDIA Corp. NVDA353,693$70.8 million4.58%-1,772
Microsoft Corp. MSFT176,987$66.0 million4.27%+27,230
Amazon.com Inc. AMZN260,465$62.1 million4.02%-1,646
Alphabet Inc. GOOG167,640$59.2 million3.83%-919
Walmart Inc. WMT446,379$50.6 million3.27%+27,279
Linde plc LIN92,008$47.7 million3.09%+17,375
Eli Lilly & Co. LLY39,407$47.3 million3.06%+3,172
Apple Inc. AAPL161,477$46.7 million3.02%-1,114
Bank of Nova Scotia BNS522,360$45.3 million2.93%-3,963
Costco Wholesale Corp. COST46,434$43.4 million2.81%+902
Eaton Corp. plc ETN83,528$35.6 million2.30%-21,347
Union Pacific Corp. UNP129,041$35.1 million2.27%+55,288
AMETEK Inc. AME142,839$34.6 million2.24%-697
McKesson Corp. MCK43,950$33.2 million2.15%+39,575
Canadian Natural Resources Limited CNQ832,392$32.9 million2.13%+208,688
Broadcom Inc. AVGO83,644$31.6 million2.05%-20,426
Meta Platforms, Inc. META52,806$29.7 million1.93%+1,764
Alphabet Inc. GOOGL80,921$28.9 million1.87%+9,574
UnitedHealth Group Inc. UNH64,734$26.9 million1.74%-503
Gildan Activewear Inc. GIL461,735$23.8 million1.54%+136,567
Visa Inc. V68,418$23.5 million1.52%-16,314
AstraZeneca PLC AZN121,834$23.1 million1.50%-23,912
Taiwan Semiconductor Manufacturing Company Limited TSM47,543$22.7 million1.47%+10,120
Netflix Inc. NFLX302,802$21.6 million1.40%+4,728
Dell Technologies Inc. DELL49,530$21.4 million1.38%-6,600
TJX Companies Inc. TJX130,887$19.8 million1.28%+16,239
Amphenol Corp. APH110,784$19.5 million1.26%-133,297
Sprott FDS Trust URNM366,088$19.3 million1.25%+143,955
Analog Devices Inc. ADI42,227$16.8 million1.09%+40,848
Cameco Corp. CCJ164,268$16.7 million1.08%+39,892
O'Reilly Automotive, Inc. ORLY173,884$16.0 million1.04%-2,068
Cisco Systems, Inc. CSCO129,475$15.2 million0.98%+60,080
PulteGroup Inc. PHM107,923$14.8 million0.96%-105,648
Ferguson Enterprises Inc. FERG53,349$12.7 million0.82%+36,930
Howmet Aerospace Inc. HWM46,440$12.5 million0.81%+24,435
JPMorgan Chase & Co. JPM37,954$12.4 million0.80%-4
Toronto-Dominion Bank TD97,731$11.9 million0.77%+2,802
AbbVie Inc. ABBV46,647$11.7 million0.76%+21,140
General Electric Co. GE29,748$11.1 million0.72%+12,498
Nasdaq, Inc. NDAQ122,725$9.7 million0.63%+25,600
Williams Sonoma Inc. WSM35,380$8.2 million0.53%+18,400
MDA Space Ltd MDA195,695$8.1 million0.52%+9,995
Johnson & Johnson JNJ31,490$8.0 million0.52%-570
Philip Morris International Inc. PM41,960$7.6 million0.49%+10,380
Energy Transfer LP ET380,005$7.3 million0.47%no change
Applied Materials Inc. AMAT9,641$7.0 million0.45%-62
Bank of Montreal BMO38,479$6.8 million0.44%+3,584
Micron Technology Inc. MU5,826$6.7 million0.44%-1,074
Parker-Hannifin Corp. PH6,804$6.7 million0.43%-467
Alamos Gold Inc. New AGI206,200$6.2 million0.40%+1,900
SPDR Gold Trust GLD16,304$6.0 million0.39%-101
BlackRock, Inc. BLK6,015$5.8 million0.37%+2,620
Expedia Group, Inc. EXPE22,550$5.8 million0.37%+6,375
Hudbay Minerals Inc. HBM232,800$5.5 million0.36%no change
Pembina Pipeline Corp PBA117,655$5.4 million0.35%+6,333
Lam Research Corp. LRCX12,500$5.4 million0.35%no change
Canadian Pacific Kansas City LT CP61,876$5.4 million0.35%+5,304
Nutrien Ltd. NTR84,810$5.3 million0.35%+31,810
Canadian Natl Ry Co. CNI38,450$4.6 million0.30%+5,500
Coca-Cola Europacific Partners plc CCEP45,090$4.5 million0.29%-2,000
Pfizer Inc. PFE187,055$4.5 million0.29%-4,800
First Trust Exchange Traded FD GRID22,596$4.3 million0.28%+5
Vertex Pharmaceuticals Inc. VRTX8,368$4.2 million0.27%-1,008
Comfort Systems USA Inc. FIX2,000$4.0 million0.26%no change
Walt Disney Co. DIS39,413$3.8 million0.25%+20,935
Sprott Inc. SII32,400$3.6 million0.24%-3,800
Deere & Co. DE5,602$3.6 million0.23%+51
Firstservice Corp. New FSV24,300$3.5 million0.22%-180
Simplify Exchange Traded Fun CTA125,198$3.2 million0.21%-271
Republic Services, Inc. RSG14,800$3.2 million0.20%+1,150
Royalty Pharma PLC RPRX55,900$3.1 million0.20%+5,900
Kenvue Inc. KVUE159,280$3.0 million0.20%-2,090
Bank of America Corp. BAC52,675$3.0 million0.19%-2,850
iShares Trust EFA28,476$3.0 million0.19%+9
Boyd Group Services Inc. BGSI31,000$2.9 million0.19%+100
AppLovin Corp. APP5,500$2.8 million0.18%no change
Monster Beverage Corp. MNST28,382$2.7 million0.18%+3,600
Emcor Group, Inc. EME3,263$2.7 million0.18%+13
Vistra Corp. VST17,015$2.7 million0.17%+7,015
Tapestry, Inc. TPR17,000$2.5 million0.16%no change
Pricesmart Inc. PSMT12,310$2.4 million0.16%new
Chubb Ltd. CB7,000$2.4 million0.15%+2,000
Casey's General Stores, Inc. CASY3,000$2.4 million0.15%new
Brookfield Asset Management Ltd. BAM52,825$2.4 million0.15%+25,515
Interactive Brokers Group, Inc. IBKR26,880$2.3 million0.15%new
KLA Corp. KLAC7,500$2.3 million0.15%+6,400
S&P Global Inc. SPGI5,550$2.3 million0.15%+609
Raymond James Financial Inc. RJF14,800$2.3 million0.15%-11,000
Descartes Sys Group Inc. DSGX31,400$2.2 million0.14%-50
MSCI Inc. MSCI3,800$2.1 million0.14%+800
Weatherford International plc WFRD26,100$2.1 million0.14%new
TE Connectivity plc TEL9,945$2.0 million0.13%-430
iShares Trust IGIB37,673$2.0 million0.13%+2,720
Curtiss Wright Corp. CW2,600$2.0 million0.13%new
Woodward, Inc. WWD4,600$2.0 million0.13%new
Fabrinet FN3,470$2.0 million0.13%new
ROSS Stores, Inc. ROST8,700$1.9 million0.12%new
Resmed Inc. RMD9,500$1.9 million0.12%no change
Amer Sports Inc. AS54,335$1.8 million0.12%new
Veeva Systems Inc. VEEV9,900$1.8 million0.11%+3,900
Emerson Electric Co. EMR11,850$1.7 million0.11%+1,300
Aris MNG Corp. ARIS109,500$1.6 million0.11%+54,900
Salesforce, Inc. CRM10,000$1.6 million0.10%no change
Leidos Holdings, Inc. LDOS15,000$1.5 million0.10%no change
Lincoln Electric Holdings Inc. LECO5,700$1.5 million0.10%+750
iShares Trust IGSB28,627$1.5 million0.10%+1,650
International Business Machines Corp. IBM5,180$1.5 million0.09%new
Vanguard Short-Term Corp. BD Idx VCSH17,600$1.4 million0.09%-6,400
Canadian Imperial Bank of Commerce CM11,940$1.4 million0.09%-1,600
iShares Trust TLH13,180$1.3 million0.09%+1,235
SharkNinja, Inc. SN8,640$1.3 million0.09%new
Ubiquiti Inc. UI2,420$1.3 million0.08%new
iShares Global Utilities ETF JXI14,838$1.3 million0.08%+225
iShares Trust USIG23,957$1.2 million0.08%+1,550
EOG Resources Inc. EOG9,438$1.2 million0.08%-95
Enbridge Inc ENB22,115$1.2 million0.08%-1,785
HCA Healthcare, Inc. HCA3,000$1.2 million0.08%no change
Charles Schwab Corp. SCHW12,332$1.1 million0.07%no change
Tradeweb Mkts Inc. TW11,000$1.1 million0.07%no change
Schwab Strategic Trust SCHO44,523$1.1 million0.07%-1,525
Cenovus Energy Inc. CVE42,716$1.1 million0.07%new
Fortis Inc. FTS18,200$1.0 million0.07%+50
Reddit, Inc. RDDT6,000$1.0 million0.07%no change
Clorox Co. CLX10,750$1.0 million0.07%new
Vanguard S&P 500 VOO1,463$1.0 million0.07%no change
Restaurant Brands Intl Inc. QSR13,700$993,3530.06%+8,300
Manulife Financial Corporation MFC23,062$934,6630.06%+3,100
SPDR Ser Trust SPHY37,291$874,1010.06%+2,695
Tfi Intl Inc. TFII5,825$836,8220.05%-3,885
Stantec Inc. STN11,950$822,5890.05%-70
Franklin Templeton ETF Trust FLSP26,588$736,2220.05%-626
Celestica Inc. CLS2,000$729,1490.05%-960
Kinross Gold Corp. KGC30,700$726,6300.05%+14,800
Open Text Corp. OTEX31,700$701,3620.05%+12,700
Las Vegas Sands Corp. LVS15,000$692,8500.04%no change
Iamgold Corp. IAG41,500$658,4420.04%+8,000
Sun Life Financial Inc. SLF6,658$521,7010.03%-20
Ssga Active ETF Trust SRLN9,934$400,2410.03%+1,065
Simplify Short Term Treasury Futures Strategy ETF TUA19,232$392,8140.03%+64
Tidal Trust II BTGD19,919$384,6360.02%+581
Mastercard Inc. MA735$377,4960.02%-46,698
ONEOK Inc. OKE4,160$361,6700.02%-12,630
Etfis Ser Trust I PFFA17,547$360,9420.02%+1,370
Rockwell Automation, Inc. ROK721$356,9530.02%+20
Vanguard Total Bond Market ETF BND4,775$350,5330.02%-11,900
iShares Trust PFF9,800$298,8020.02%+925
SPDR Ser Trust SJNK11,368$284,5410.02%+1,495
Progressive Corp. PGR1,104$241,1690.02%+27
Suncor Energy Inc. SU4,427$237,6960.02%-180
Imperial Oil Ltd IMO1,970$220,7800.01%new
Norfolk Southern Corp. NSC648$203,8550.01%new
Berkshire Hathaway Inc. Class B BRKB400$200,1560.01%-50
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 20 it sold out of are in the box above.