Cumberland Partners Ltd Top Holdings and 13F Report (2026)

About Cumberland Partners Ltd

Investment Activity

Cumberland Partners Ltd has $1.54 billion in total holdings as of June 30, 2026.
Cumberland Partners Ltd owns shares of 153 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 14.23% of the portfolio was purchased this quarter.
About 8.99% of the portfolio was sold this quarter.
This quarter, Cumberland Partners Ltd has purchased 157 new stocks and bought additional shares in 75 stocks.
Cumberland Partners Ltd sold shares of 47 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Royal Bank Of Canada: $79,890,188
NVIDIA: $70,770,433
Microsoft: $66,019,690
Amazon.com: $62,079,228
Alphabet: $59,232,241

Largest New Holdings this Quarter

741511109 - PriceSmart: $2,404,635 Holding
147528103 - Casey's General Stores: $2,384,370 Holding
45841N107 - Interactive Brokers Group: $2,339,635 Holding
G48833118 - Weatherford International: $2,127,150 Holding
231561101 - Curtiss-Wright: $1,970,176 Holding

Largest Purchases this Quarter

McKesson: 39,575 shares (about $29.90M)
Analog Devices: 40,848 shares (about $16.22M)
Union Pacific: 55,288 shares (about $15.04M)
Microsoft: 27,230 shares (about $10.16M)
LINDE PLC: 17,375 shares (about $9.02M)

Largest Sales this Quarter

Mastercard: 46,698 shares (about $23.98M)
Amphenol: 133,297 shares (about $23.50M)
PulteGroup: 105,648 shares (about $14.50M)
Eaton: 21,347 shares (about $9.10M)
Broadcom: 20,426 shares (about $7.72M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RY Royal Bank Of Canada	$79,890,188	$5,255,982 â–²	7.0%	386,426	5.2%	Finance
NVDA NVIDIA	$70,770,433	$354,559 â–¼	-0.5%	353,693	4.6%	Technology
MSFT Microsoft	$66,019,690	$10,157,334 â–²	18.2%	176,987	4.3%	Technology
AMZN Amazon.com	$62,079,228	$392,308 â–¼	-0.6%	260,465	4.0%	Consumer Discretionary
GOOG Alphabet	$59,232,241	$324,710 â–¼	-0.5%	167,640	3.8%	Communication Services
WALMART INC	$50,556,885	$3,089,620 â–²	6.5%	446,379	3.3%	COM
LINDE PLC	$47,746,632	$9,016,583 â–²	23.3%	92,008	3.1%	SHS
LLY Eli Lilly and Company	$47,265,939	$3,804,592 â–²	8.8%	39,407	3.1%	Healthcare
AAPL Apple	$46,724,985	$322,347 â–¼	-0.7%	161,477	3.0%	Technology
BNS Bank of Nova Scotia	$45,312,173	$343,771 â–¼	-0.8%	522,360	2.9%	Finance
COST Costco Wholesale	$43,437,614	$843,794 â–²	2.0%	46,434	2.8%	Consumer Staples
ETN Eaton	$35,592,952	$9,096,384 â–¼	-20.4%	83,528	2.3%	Industrials
UNP Union Pacific	$35,099,152	$15,038,336 â–²	75.0%	129,041	2.3%	Industrials
AME AMETEK	$34,558,468	$168,632 â–¼	-0.5%	142,839	2.2%	Technology
MCK McKesson	$33,208,620	$29,902,870 â–²	904.6%	43,950	2.1%	Healthcare
CNQ Canadian Natural Resources	$32,889,888	$8,245,784 â–²	33.5%	832,392	2.1%	Energy
AVGO Broadcom	$31,596,521	$7,715,922 â–¼	-19.6%	83,644	2.0%	Technology
META Meta Platforms	$29,745,093	$993,644 â–²	3.5%	52,806	1.9%	Communication Services
GOOGL Alphabet	$28,918,785	$3,421,466 â–²	13.4%	80,921	1.9%	Communication Services
UNH UnitedHealth Group	$26,905,392	$209,062 â–¼	-0.8%	64,734	1.7%	Healthcare
GIL Gildan Activewear	$23,760,819	$7,027,719 â–²	42.0%	461,735	1.5%	Consumer Discretionary
V Visa	$23,473,533	$5,597,171 â–¼	-19.3%	68,418	1.5%	Finance
AZNCF AstraZeneca	$23,102,163	$4,534,193 â–¼	-16.4%	121,834	1.5%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$22,705,111	$4,833,009 â–²	27.0%	47,543	1.5%	Technology
NFLX Netflix	$21,620,062	$337,579 â–²	1.6%	302,802	1.4%	Communication Services
DELL Dell Technologies	$21,370,214	$2,847,636 â–¼	-11.8%	49,530	1.4%	Technology
TJX TJX Companies	$19,829,381	$2,460,209 â–²	14.2%	130,887	1.3%	Consumer Discretionary
APH Amphenol	$19,533,435	$23,502,927 â–¼	-54.6%	110,784	1.3%	Technology
URNM Sprott Uranium Miners ETF	$19,252,568	$7,570,593 â–²	64.8%	366,088	1.2%	ETF
ADI Analog Devices	$16,771,298	$16,223,601 â–²	2,962.1%	42,227	1.1%	Technology
CCJ Cameco	$16,725,843	$4,061,822 â–²	32.1%	164,268	1.1%	Energy
ORLY O'Reilly Automotive	$16,012,977	$190,442 â–¼	-1.2%	173,884	1.0%	Consumer Discretionary
CSCO Cisco Systems	$15,208,134	$7,056,997 â–²	86.6%	129,475	1.0%	Technology
PHM PulteGroup	$14,808,115	$14,495,962 â–¼	-49.5%	107,923	1.0%	Consumer Discretionary
FERGUSON ENTERPRISES INC	$12,661,318	$8,764,597 â–²	224.9%	53,349	0.8%	COMMON STOCK NEW
HWM Howmet Aerospace	$12,485,858	$6,569,594 â–²	111.0%	46,440	0.8%	Industrials
JPM JPMorgan Chase & Co.	$12,423,483	$1,309 â–¼	0.0%	37,954	0.8%	Finance
TD Toronto Dominion Bank	$11,863,547	$340,134 â–²	3.0%	97,731	0.8%	Finance
ABBV AbbVie	$11,738,251	$5,319,670 â–²	82.9%	46,647	0.8%	Healthcare
GE GE Aerospace	$11,117,721	$4,670,878 â–²	72.5%	29,748	0.7%	Industrials
NDAQ Nasdaq	$9,673,184	$2,017,792 â–²	26.4%	122,725	0.6%	Finance
WSM Williams-Sonoma	$8,247,078	$4,289,040 â–²	108.4%	35,380	0.5%	Consumer Discretionary
MDA SPACE LTD	$8,082,397	$412,803 â–²	5.4%	195,695	0.5%	COM
JNJ Johnson & Johnson	$7,997,515	$144,763 â–¼	-1.8%	31,490	0.5%	Healthcare
PM Philip Morris International	$7,590,983	$1,877,846 â–²	32.9%	41,960	0.5%	Consumer Staples
ET Energy Transfer	$7,265,696		0.0%	380,005	0.5%	Energy
AMAT Applied Materials	$6,970,443	$44,826 â–¼	-0.6%	9,641	0.5%	Technology
BMO Bank Of Montreal	$6,790,088	$632,440 â–²	10.3%	38,479	0.4%	Finance
MU Micron Technology	$6,724,894	$1,239,708 â–¼	-15.6%	5,826	0.4%	Technology
PH Parker-Hannifin	$6,655,128	$456,782 â–¼	-6.4%	6,804	0.4%	Industrials
AGI Alamos Gold	$6,249,586	$57,586 â–²	0.9%	206,200	0.4%	Materials
GLD SPDR Gold Shares	$6,006,068	$37,206 â–¼	-0.6%	16,304	0.4%	ETF
BLACKROCK INC	$5,783,783	$2,519,287 â–²	77.2%	6,015	0.4%	COM
EXPE Expedia Group	$5,770,094	$1,631,235 â–²	39.4%	22,550	0.4%	Consumer Discretionary
HBM HudBay Minerals	$5,495,311		0.0%	232,800	0.4%	Materials
PBA Pembina Pipeline	$5,440,927	$292,868 â–²	5.7%	117,655	0.4%	Energy
LAM RESEARCH CORP	$5,416,625		0.0%	12,500	0.4%	COM NEW
CP Canadian Pacific Kansas City	$5,354,302	$458,970 â–²	9.4%	61,876	0.3%	Industrials
NTR Nutrien	$5,341,162	$2,003,329 â–²	60.0%	84,810	0.3%	Materials
CNI Canadian National Railway	$4,586,840	$656,115 â–²	16.7%	38,450	0.3%	Industrials
COCA-COLA EUROPACIFIC PARTNE	$4,512,157	$200,140 â–¼	-4.2%	45,090	0.3%	SHS
PFE Pfizer	$4,504,284	$115,584 â–¼	-2.5%	187,055	0.3%	Healthcare
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$4,332,783	$959 â–²	0.0%	22,596	0.3%	ETF
VRTX Vertex Pharmaceuticals	$4,156,636	$500,704 â–¼	-10.8%	8,368	0.3%	Healthcare
FIX Comfort Systems USA	$3,963,900		0.0%	2,000	0.3%	Industrials
DIS Walt Disney	$3,793,502	$2,014,994 â–²	113.3%	39,413	0.2%	Communication Services
SII Sprott	$3,649,353	$428,011 â–¼	-10.5%	32,400	0.2%	Finance
DE Deere & Company	$3,553,517	$32,351 â–²	0.9%	5,602	0.2%	Industrials
FSV FirstService	$3,454,154	$25,586 â–¼	-0.7%	24,300	0.2%	Real Estate
CTA Simplify Managed Futures Strategy ETF	$3,247,636	$7,030 â–¼	-0.2%	125,198	0.2%	ETF
RSG Republic Services	$3,153,584	$245,042 â–²	8.4%	14,800	0.2%	Industrials
RPRX Royalty Pharma	$3,134,313	$330,813 â–²	11.8%	55,900	0.2%	Healthcare
KVUE Kenvue	$3,043,841	$39,940 â–¼	-1.3%	159,280	0.2%	Consumer Staples
BAC Bank of America	$3,001,422	$162,393 â–¼	-5.1%	52,675	0.2%	Finance
EFA iShares MSCI EAFE ETF	$2,958,087	$935 â–²	0.0%	28,476	0.2%	ETF
BYDGF Boyd Group Services	$2,934,266	$9,465 â–²	0.3%	31,000	0.2%	Industrials
APPLOVIN CORP	$2,833,765		0.0%	5,500	0.2%	COM CL A
MNST Monster Beverage	$2,728,078	$346,032 â–²	14.5%	28,382	0.2%	Consumer Staples
EME EMCOR Group	$2,707,898	$10,788 â–²	0.4%	3,263	0.2%	Industrials
VST Vistra	$2,699,089	$1,112,789 â–²	70.2%	17,015	0.2%	Utilities
TPR Tapestry	$2,488,460		0.0%	17,000	0.2%	Consumer Discretionary
PSMT PriceSmart	$2,404,635	$2,404,635 â–²	New Holding	12,310	0.2%	Consumer Staples
CB Chubb	$2,385,180	$681,480 â–²	40.0%	7,000	0.2%	Finance
CASY Casey's General Stores	$2,384,370	$2,384,370 â–²	New Holding	3,000	0.2%	Consumer Staples
BAM Brookfield Asset Management	$2,368,794	$1,144,151 â–²	93.4%	52,825	0.2%	Finance
IBKR Interactive Brokers Group	$2,339,635	$2,339,635 â–²	New Holding	26,880	0.2%	Finance
KLAC KLA	$2,262,825	$1,930,944 â–²	581.8%	7,500	0.1%	Technology
SPGI S&P Global	$2,260,293	$248,021 â–²	12.3%	5,550	0.1%	Finance
RJF Raymond James Financial	$2,250,044	$1,672,330 â–¼	-42.6%	14,800	0.1%	Finance
DSGX The Descartes Systems Group	$2,174,042	$3,462 â–¼	-0.2%	31,400	0.1%	Technology
MSCI MSCI	$2,128,152	$448,032 â–²	26.7%	3,800	0.1%	Finance
WFRD Weatherford International	$2,127,150	$2,127,150 â–²	New Holding	26,100	0.1%	Energy
TE CONNECTIVITY PLC	$2,005,011	$86,692 â–¼	-4.1%	9,945	0.1%	ORD SHS
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$2,003,074	$144,622 â–²	7.8%	37,673	0.1%	ETF
CW Curtiss-Wright	$1,970,176	$1,970,176 â–²	New Holding	2,600	0.1%	Industrials
WWD Woodward	$1,957,024	$1,957,024 â–²	New Holding	4,600	0.1%	Industrials
FN Fabrinet	$1,950,418	$1,950,418 â–²	New Holding	3,470	0.1%	Technology
ROST Ross Stores	$1,851,795	$1,851,795 â–²	New Holding	8,700	0.1%	Consumer Discretionary
RMD ResMed	$1,851,360		0.0%	9,500	0.1%	Healthcare
AMER SPORTS INC	$1,838,696	$1,838,696 â–²	New Holding	54,335	0.1%	COM SHS

Showing largest 100 holdings. View all holdings.

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Cumberland Partners Ltd Top Holdings and 13F Report (2026)

About Cumberland Partners Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Cumberland Partners Ltd Top Holdings and 13F Report (2026)

About Cumberland Partners Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCumberland Partners Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools