Cumberland Partners Ltd Top Holdings and 13F Report (2025) About Cumberland Partners LtdInvestment ActivityCumberland Partners Ltd has $1.30 billion in total holdings as of March 31, 2025.Cumberland Partners Ltd owns shares of 168 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 9.95% of the portfolio was purchased this quarter.About 16.72% of the portfolio was sold this quarter.This quarter, Cumberland Partners Ltd has purchased 164 new stocks and bought additional shares in 51 stocks.Cumberland Partners Ltd sold shares of 71 stocks and completely divested from 28 stocks this quarter.Largest Holdings Microsoft $65,793,479Walmart $64,508,180Visa $52,530,099Meta Platforms $50,837,834S&P Global $49,285,700 Largest New Holdings this Quarter 113004105 - Brookfield Asset Management $5,558,522 Holding052769106 - Autodesk $5,349,359 HoldingG0403H108 - AON $3,883,146 Holding464289180 - iShares MSCI Europe Financials ETF $3,502,418 Holding82889N699 - Simplify Managed Futures Strategy ETF $3,314,579 Holding Largest Purchases this Quarter NVIDIA 181,340 shares (about $19.65M)Eli Lilly and Company 11,956 shares (about $9.87M)AstraZeneca 120,733 shares (about $8.87M)Brookfield Asset Management 114,845 shares (about $5.56M)Autodesk 20,433 shares (about $5.35M) Largest Sales this Quarter Apple 85,870 shares (about $19.07M)Eaton 69,922 shares (about $19.01M)UnitedHealth Group 33,110 shares (about $17.34M)Canadian National Railway 175,361 shares (about $17.07M)Meta Platforms 22,829 shares (about $13.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCumberland Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$65,793,479$1,914,489 ▼-2.8%175,2675.1%Computer and TechnologyWMTWalmart$64,508,180$1,997,135 ▼-3.0%734,8015.0%Retail/WholesaleVVisa$52,530,099$968,321 ▼-1.8%149,8894.1%Business ServicesMETAMeta Platforms$50,837,834$13,157,722 ▼-20.6%88,2053.9%Computer and TechnologySPGIS&P Global$49,285,700$723,026 ▼-1.4%97,0003.8%Business ServicesCOSTCostco Wholesale$45,717,114$707,443 ▲1.6%48,3383.5%Retail/WholesaleRYRoyal Bank of Canada$44,568,436$1,533,734 ▼-3.3%395,5483.4%FinanceGOOGAlphabet$42,429,412$522,121 ▼-1.2%271,5833.3%Computer and TechnologyAMZNAmazon.com$39,477,238$1,659,828 ▲4.4%207,4913.0%Retail/WholesaleNVDANVIDIA$34,749,229$19,653,629 ▲130.2%320,6242.7%Computer and TechnologyLINDE PLC$34,407,536$255,171 ▼-0.7%73,8932.7%SHSMMCMarsh & McLennan Companies$33,228,101$620,568 ▼-1.8%136,1642.6%FinanceMAMastercard$33,182,089$1,035,947 ▼-3.0%60,5382.6%Business ServicesAJGArthur J. Gallagher & Co.$31,815,937$283,442 ▼-0.9%92,1562.5%FinanceAVGOBroadcom$30,321,238$2,455,863 ▲8.8%181,0982.3%Computer and TechnologyETNEaton$29,653,935$19,006,897 ▼-39.1%109,0902.3%IndustrialsLLYEli Lilly and Company$29,095,983$9,874,580 ▲51.4%35,2292.2%MedicalHDHome Depot$27,351,515$1,824,021 ▼-6.3%74,6312.1%Retail/WholesaleCPCanadian Pacific Kansas City$26,604,604$989,303 ▼-3.6%378,9392.1%TransportationVRTXVertex Pharmaceuticals$22,663,880$280,711 ▼-1.2%46,7471.7%MedicalTRIThomson Reuters$19,625,844$295,559 ▼-1.5%113,6811.5%Business ServicesGOOGLAlphabet$18,372,314$814,798 ▲4.6%118,8071.4%Computer and TechnologyORLYO'Reilly Automotive$17,302,701$143,258 ▼-0.8%12,0781.3%Retail/WholesaleTMOThermo Fisher Scientific$17,128,885$135,347 ▼-0.8%34,4231.3%MedicalAMATApplied Materials$15,150,528$162,970 ▼-1.1%104,4001.2%Computer and TechnologyAAPLApple$14,748,100$19,074,304 ▼-56.4%66,3941.1%Computer and TechnologySTNStantec$14,374,395$3,985,494 ▲38.4%173,3551.1%Business ServicesNDAQNasdaq$12,211,336$684,485 ▼-5.3%160,9720.9%FinanceCNICanadian National Railway$10,100,951$17,072,237 ▼-62.8%103,7540.8%TransportationPMPhilip Morris International$10,086,498$114,286 ▲1.1%63,5450.8%Consumer StaplesMCKMcKesson$9,468,969$4,138,888 ▲77.7%14,0700.7%MedicalAZNAstraZeneca$9,212,784$8,873,876 ▲2,618.4%125,3440.7%MedicalCCJCameco$9,063,644$1,291,295 ▼-12.5%220,1590.7%Basic MaterialsMSIMotorola Solutions$7,718,591$702,685 ▼-8.3%17,6300.6%Computer and TechnologyHWMHowmet Aerospace$7,598,286$3,879,576 ▼-33.8%58,5700.6%AerospaceTSMTaiwan Semiconductor Manufacturing$7,569,932$546,140 ▼-6.7%45,6020.6%Computer and TechnologyAGIAlamos Gold$7,311,978$88,160 ▼-1.2%273,7000.6%Basic MaterialsDSGXThe Descartes Systems Group$7,095,872$18,624 ▼-0.3%70,4850.5%Computer and TechnologyETEnergy Transfer$7,002,946$185,900 ▲2.7%376,7050.5%EnergyDLRDigital Realty Trust$6,668,717$7,881 ▼-0.1%46,5400.5%FinancePHParker-Hannifin$6,517,368$8,510 ▼-0.1%10,7220.5%IndustrialsACNAccenture$6,506,034$2,410,509 ▲58.9%20,8500.5%Computer and TechnologyORCLOracle$6,121,581$109,751 ▲1.8%43,7850.5%Computer and TechnologyFSVFirstService$6,086,323$24,869 ▼-0.4%36,7100.5%FinanceGLDSPDR Gold Shares$5,911,192$2,515,462 ▲74.1%20,5150.5%FinanceGRANITE REAL ESTATE INVT TR$5,695,232$454,221 ▲8.7%122,2500.4%TR UNIT NEWPGRProgressive$5,678,595$3,505,078 ▲161.3%20,0650.4%FinanceBAMBrookfield Asset Management$5,558,522$5,558,522 ▲New Holding114,8450.4%FinanceADSKAutodesk$5,349,359$5,349,359 ▲New Holding20,4330.4%Computer and TechnologyBLACKROCK INC$5,153,584$4,315,949 ▼-45.6%5,4450.4%COMARESAres Management$4,989,138$2,563,476 ▼-33.9%34,0300.4%FinanceABBVAbbVie$4,935,663$874,746 ▲21.5%23,5570.4%MedicalCNQCanadian Natural Resources$4,928,839$107,625 ▲2.2%160,1500.4%EnergyWCNWaste Connections$4,704,553$370,284 ▼-7.3%24,1400.4%Business ServicesTDToronto-Dominion Bank$4,597,838$212,633 ▲4.8%76,6980.4%FinanceAPHAmphenol$4,551,946$3,083 ▼-0.1%69,4000.4%Computer and TechnologyBRK.BBerkshire Hathaway$4,535,984$137,406 ▼-2.9%8,5170.3%FinanceTUASimplify Short Term Treasury Futures Strategy ETF$4,524,597$170,112 ▲3.9%206,1320.3%ETFEMNEastman Chemical$4,170,247$1,391,698 ▼-25.0%47,3300.3%Basic MaterialsHLTHilton Worldwide$4,098,176$2,164,001 ▲111.9%18,0100.3%Consumer DiscretionaryMELIMercadoLibre$4,096,827$390,174 ▼-8.7%2,1000.3%Retail/WholesaleAONAON$3,883,146$3,883,146 ▲New Holding9,7300.3%FinanceEUFNiShares MSCI Europe Financials ETF$3,502,418$3,502,418 ▲New Holding122,9350.3%ETFCRMSalesforce$3,381,336$402,540 ▲13.5%12,6000.3%Computer and TechnologyCTASimplify Managed Futures Strategy ETF$3,314,579$3,314,579 ▲New Holding111,9790.3%ETFTPLTexas Pacific Land$3,312,475$1,788,737 ▲117.4%2,5000.3%EnergyMSCIMSCI$3,251,625$141,375 ▲4.5%5,7500.3%FinanceCDNSCadence Design Systems$3,161,322$9,027,952 ▼-74.1%12,4300.2%Computer and TechnologyAPOApollo Global Management$3,149,620$3,149,620 ▲New Holding23,0000.2%FinanceRMDResMed$3,133,900$223,850 ▲7.7%14,0000.2%MedicalDECKDeckers Outdoor$3,129,674$10,957 ▲0.4%27,9910.2%Retail/WholesaleABNBAirbnb$3,110,738$358,380 ▲13.0%26,0400.2%Consumer DiscretionaryWIXWix.com$3,104,220$408,450 ▲15.2%19,0000.2%Computer and TechnologyPAYCPaycom Software$3,064,182$1,201,640 ▲64.5%14,0250.2%Computer and TechnologyPBAPembina Pipeline$3,061,480$1,141,391 ▼-27.2%76,5430.2%EnergyDHRDanaher$2,998,330$78,105 ▼-2.5%14,6260.2%MedicalFTNTFortinet$2,887,8000.0%30,0000.2%Computer and TechnologyADBEAdobe$2,805,522$1,918 ▼-0.1%7,3150.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,783,034$2,783,034 ▲New Holding29,7810.2%ETFHBMHudbay Minerals$2,764,5490.0%364,7000.2%Basic MaterialsNFLXNetflix$2,741,639$855,130 ▼-23.8%2,9400.2%Consumer DiscretionaryVEEVVeeva Systems$2,663,745$347,445 ▼-11.5%11,5000.2%MedicalACGLArch Capital Group$2,662,2620.0%27,6800.2%FinanceRSGRepublic Services$2,639,544$193,728 ▼-6.8%10,9000.2%Business ServicesUBERUber Technologies$2,550,100$1,092,900 ▼-30.0%35,0000.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$2,549,762$67,099 ▲2.7%32,3000.2%ETFBKNGBooking$2,533,801$806,209 ▲46.7%5500.2%Retail/WholesaleATLAS ENERGY SOLUTIONS INC$2,495,8160.0%139,9000.2%COM NEWTWTradeweb Markets$2,449,590$519,610 ▼-17.5%16,5000.2%FinanceJNJJohnson & Johnson$2,409,655$625,217 ▼-20.6%14,5300.2%MedicalSPLVInvesco S&P 500 Low Volatility ETF$2,404,116$2,404,116 ▲New Holding32,1750.2%ETFBACBank of America$2,357,1190.0%56,4850.2%FinanceSVOLSimplify Volatility Premium ETF$2,283,646$3,758,744 ▼-62.2%126,6650.2%ETFLULULululemon Athletica$2,264,480$2,264,480 ▲New Holding8,0000.2%Consumer DiscretionaryPEPPepsiCo$2,205,618$501,549 ▼-18.5%14,7100.2%Consumer StaplesSPOTSpotify Technology$2,145,117$82,505 ▲4.0%3,9000.2%Business ServicesBNSBank of Nova Scotia$2,103,730$63,182 ▼-2.9%44,3510.2%FinanceTTTrane Technologies$2,080,4810.0%6,1750.2%ConstructionGDDYGoDaddy$2,071,6100.0%11,5000.2%Computer and TechnologyEXPEExpedia Group$2,025,605$2,025,605 ▲New Holding12,0500.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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