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

About Cumberland Partners Ltd

Investment Activity

Cumberland Partners Ltd has $1.32 billion in total holdings as of March 31, 2026.
Cumberland Partners Ltd owns shares of 157 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 16.14% of the portfolio was purchased this quarter.
About 35.53% of the portfolio was sold this quarter.
This quarter, Cumberland Partners Ltd has purchased 172 new stocks and bought additional shares in 40 stocks.
Cumberland Partners Ltd sold shares of 85 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

NVIDIA: $61,993,096
Royal Bank Of Canada: $58,235,185
Microsoft: $55,435,550
Amazon.com: $54,589,858
WALMART INC: $52,085,747

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $28,744,027 Holding
907818108 - Union Pacific: $17,893,953 Holding
55293N109 - MDA SPACE LTD: $4,690,855 Holding
33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: $3,695,436 Holding
199908104 - Comfort Systems USA: $2,757,980 Holding

Largest Purchases this Quarter

AstraZeneca: 145,746 shares (about $28.74M)
AMETEK: 120,473 shares (about $25.82M)
Union Pacific: 73,753 shares (about $17.89M)
Canadian Natural Resources: 363,352 shares (about $17.69M)
Netflix: 174,915 shares (about $16.82M)

Largest Sales this Quarter

S&P Global: 88,299 shares (about $37.56M)
Meta Platforms: 45,414 shares (about $25.98M)
WALMART INC: 180,441 shares (about $22.43M)
Visa: 57,229 shares (about $17.30M)
Microsoft: 41,879 shares (about $15.50M)

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
NVDA NVIDIA	$61,993,096	$8,685,469 â–¼	-12.3%	355,465	4.7%	Computer and Technology
RY Royal Bank Of Canada	$58,235,185	$4,875,422 â–¼	-7.7%	361,003	4.4%	Finance
MSFT Microsoft	$55,435,550	$15,502,350 â–¼	-21.9%	149,757	4.2%	Computer and Technology
AMZN Amazon.com	$54,589,858	$2,688,557 â–¼	-4.7%	262,111	4.1%	Retail/Wholesale
WALMART INC	$52,085,747	$22,425,207 â–¼	-30.1%	419,100	4.0%	COM
GOOG Alphabet	$48,352,835	$473,032 â–¼	-1.0%	168,559	3.7%	Computer and Technology
COST Costco Wholesale	$45,369,451	$3,122,812 â–²	7.4%	45,532	3.4%	Retail/Wholesale
AAPL Apple	$41,263,970	$9,486,670 â–¼	-18.7%	162,591	3.1%	Computer and Technology
ETN Eaton	$37,510,641	$3,674,344 â–¼	-8.9%	104,875	2.8%	Industrials
LINDE PLC	$37,000,056	$1,135,290 â–²	3.2%	74,633	2.8%	SHS
BNS Bank of Nova Scotia	$36,430,618	$1,833,980 â–¼	-4.8%	526,323	2.8%	Finance
LLY Eli Lilly and Company	$33,327,865	$1,940,715 â–²	6.2%	36,235	2.5%	Medical
AVGO Broadcom	$32,210,706	$4,897,686 â–¼	-13.2%	104,070	2.4%	Computer and Technology
APH Amphenol	$30,839,635	$11,621,168 â–²	60.5%	244,081	2.3%	Computer and Technology
AME AMETEK	$30,768,377	$25,824,592 â–²	522.4%	143,536	2.3%	Computer and Technology
CNQ Canadian Natural Resources	$30,358,741	$17,686,129 â–²	139.6%	623,704	2.3%	Energy
META Meta Platforms	$29,202,660	$25,982,712 â–¼	-47.1%	51,042	2.2%	Computer and Technology
AZNCF AstraZeneca	$28,744,027	$28,744,027 â–²	New Holding	145,746	2.2%	Medical
NFLX Netflix	$28,659,816	$16,818,078 â–²	142.0%	298,074	2.2%	Consumer Discretionary
V Visa	$25,609,400	$17,296,893 â–¼	-40.3%	84,732	1.9%	Business Services
PHM PulteGroup	$25,118,085	$10,581,136 â–²	72.8%	213,571	1.9%	Construction
MA Mastercard	$23,700,372	$4,480,451 â–¼	-15.9%	47,433	1.8%	Business Services
GOOGL Alphabet	$20,516,581	$12,238,001 â–¼	-37.4%	71,347	1.6%	Computer and Technology
TJX TJX Companies	$18,309,286	$9,876,806 â–²	117.1%	114,648	1.4%	Retail/Wholesale
GIL Gildan Activewear	$18,073,735	$16,789,773 â–²	1,307.7%	325,168	1.4%	Consumer Discretionary
UNP Union Pacific	$17,893,953	$17,893,953 â–²	New Holding	73,753	1.4%	Transportation
UNH UnitedHealth Group	$17,652,480	$5,141 â–¼	0.0%	65,237	1.3%	Medical
ORLY O'Reilly Automotive	$16,242,129	$171,235 â–¼	-1.0%	175,952	1.2%	Retail/Wholesale
URNM Sprott Uranium Miners ETF	$14,027,699	$161,222 â–¼	-1.1%	222,133	1.1%	ETF
CCJ Cameco	$13,492,975	$3,565,914 â–¼	-20.9%	124,376	1.0%	Basic Materials
TSM Taiwan Semiconductor Manufacturing	$12,647,103	$11,398,716 â–¼	-47.4%	37,423	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,165,725	$2,509,479 â–²	29.0%	37,958	0.8%	Finance
DELL Dell Technologies	$9,212,617	$303,641 â–¼	-3.2%	56,130	0.7%	Computer and Technology
AGI Alamos Gold	$9,060,318	$1,683,454 â–¼	-15.7%	204,300	0.7%	Basic Materials
TD Toronto Dominion Bank	$8,846,729	$1,335,457 â–¼	-13.1%	94,929	0.7%	Finance
NDAQ Nasdaq	$8,244,941	$13,837 â–¼	-0.2%	97,125	0.6%	Finance
JNJ Johnson & Johnson	$7,836,746	$6,676,878 â–¼	-46.0%	32,060	0.6%	Medical
ET Energy Transfer	$7,334,097		0.0%	380,005	0.6%	Energy
GLD SPDR Gold Shares	$7,058,907	$947,929 â–¼	-11.8%	16,405	0.5%	Finance
PH Parker-Hannifin	$6,509,289	$2,935,491 â–¼	-31.1%	7,271	0.5%	Industrials
ABBV AbbVie	$5,547,517	$3,159,042 â–¼	-36.3%	25,507	0.4%	Medical
PFE Pfizer	$5,387,288	$1,720,883 â–²	46.9%	191,855	0.4%	Medical
CSCO Cisco Systems	$5,384,358	$4,084,338 â–¼	-43.1%	69,395	0.4%	Computer and Technology
PM Philip Morris International	$5,221,437	$1,496,327 â–¼	-22.3%	31,580	0.4%	Consumer Staples
SII Sprott	$5,149,528	$554,783 â–²	12.1%	36,200	0.4%	Finance
HWM Howmet Aerospace	$5,071,272	$4,762,456 â–¼	-48.4%	22,005	0.4%	Aerospace
PBA Pembina Pipeline	$4,968,006	$1,407,279 â–¼	-22.1%	111,322	0.4%	Energy
GE GE Aerospace	$4,895,033	$2,785,203 â–¼	-36.3%	17,250	0.4%	Aerospace
HBM HudBay Minerals	$4,859,349		0.0%	232,800	0.4%	Basic Materials
BMO Bank Of Montreal	$4,716,588	$826,265 â–¼	-14.9%	34,895	0.4%	Finance
MDA SPACE LTD	$4,690,855	$4,690,855 â–²	New Holding	185,700	0.4%	COM
HD Home Depot	$4,674,185	$15,153,608 â–¼	-76.4%	14,212	0.4%	Retail/Wholesale
CP Canadian Pacific Kansas City	$4,443,171	$14,274,351 â–¼	-76.3%	56,572	0.3%	Transportation
COCA-COLA EUROPACIFIC PARTNE	$4,269,651	$54,402 â–¼	-1.3%	47,090	0.3%	SHS
VRTX Vertex Pharmaceuticals	$4,186,759	$103,151 â–¼	-2.4%	9,376	0.3%	Medical
NTR Nutrien	$3,988,055	$1,704,329 â–¼	-29.9%	53,000	0.3%	Basic Materials
UBER Uber Technologies	$3,956,150	$3,596,500 â–¼	-47.6%	55,000	0.3%	Computer and Technology
BYDGF Boyd Group Services	$3,932,164	$2,265,130 â–²	135.9%	30,900	0.3%	Consumer Staples
FERGUSON ENTERPRISES INC	$3,829,896	$3,306,227 â–²	631.4%	16,419	0.3%	COMMON STOCK NEW
CTA Simplify Managed Futures Strategy ETF	$3,791,673	$457,742 â–²	13.7%	125,469	0.3%	ETF
MCK McKesson	$3,785,950	$3,158,564 â–¼	-45.5%	4,375	0.3%	Medical
RJF Raymond James Financial	$3,735,582	$477,807 â–¼	-11.3%	25,800	0.3%	Finance
EXPE Expedia Group	$3,734,646	$1,010,144 â–¼	-21.3%	16,175	0.3%	Retail/Wholesale
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$3,695,436	$3,695,436 â–²	New Holding	22,591	0.3%	ETF
FSV FirstService	$3,394,625	$9,707 â–¼	-0.3%	24,480	0.3%	Finance
CNI Canadian National Railway	$3,380,630	$1,928,857 â–²	132.9%	32,950	0.3%	Transportation
AMAT Applied Materials	$3,316,388	$4,631,254 â–¼	-58.3%	9,703	0.3%	Computer and Technology
BLACKROCK INC	$3,265,005	$1,990,739 â–¼	-37.9%	3,395	0.2%	COM
DE Deere & Company	$3,126,878	$491,198 â–¼	-13.6%	5,551	0.2%	Industrials
WSM Williams-Sonoma	$3,095,963	$1,363,828 â–¼	-30.6%	16,980	0.2%	Retail/Wholesale
RSG Republic Services	$2,989,623	$438,040 â–²	17.2%	13,650	0.2%	Business Services
KVUE Kenvue	$2,782,019		0.0%	161,370	0.2%	Consumer Staples
EFA iShares MSCI EAFE ETF	$2,765,000	$346,463 â–²	14.3%	28,467	0.2%	Finance
FIX Comfort Systems USA	$2,757,980	$2,757,980 â–²	New Holding	2,000	0.2%	Construction
BKNG Booking	$2,736,708	$1,052,580 â–¼	-27.8%	650	0.2%	Retail/Wholesale
NU NU	$2,730,300	$1,365,150 â–¼	-33.3%	190,000	0.2%	Finance
BAC Bank of America	$2,706,844	$1,706 â–¼	-0.1%	55,525	0.2%	Finance
LAM RESEARCH CORP	$2,670,750	$2,670,750 â–²	New Holding	12,500	0.2%	COM NEW
VIKING HOLDINGS LTD	$2,571,800	$2,571,800 â–¼	-50.0%	35,000	0.2%	ORD SHS
HLT Hilton Worldwide	$2,432,640	$2,128,560 â–¼	-46.7%	8,000	0.2%	Consumer Discretionary
EME EMCOR Group	$2,399,508	$2,251,846 â–¼	-48.4%	3,250	0.2%	Construction
TPR Tapestry	$2,398,870	$2,398,870 â–²	New Holding	17,000	0.2%	Retail/Wholesale
RPRX Royalty Pharma	$2,398,500	$719,550 â–²	42.9%	50,000	0.2%	Medical
LDOS Leidos	$2,332,800	$1,555,200 â–¼	-40.0%	15,000	0.2%	Computer and Technology
MU Micron Technology	$2,331,096	$2,331,096 â–²	New Holding	6,900	0.2%	Computer and Technology
DSGX The Descartes Systems Group	$2,245,484		0.0%	31,450	0.2%	Computer and Technology
APPLOVIN CORP	$2,189,000	$199,000 â–¼	-8.3%	5,500	0.2%	COM CL A
TE CONNECTIVITY PLC	$2,168,583	$1,870,729 â–¼	-46.3%	10,375	0.2%	ORD SHS
RMD ResMed	$2,132,560	$2,581,520 â–¼	-54.8%	9,500	0.2%	Medical
SPGI S&P Global	$2,101,605	$37,557,098 â–¼	-94.7%	4,941	0.2%	Finance
FTI TechnipFMC	$2,073,900	$2,419,550 â–¼	-53.8%	30,000	0.2%	Energy
VCSH Vanguard Short-Term Corporate Bond ETF	$1,902,480		0.0%	24,000	0.1%	ETF
WTS Watts Water Technologies	$1,886,885	$1,886,885 â–¼	-50.0%	6,500	0.1%	Computer and Technology
CRM Salesforce	$1,866,700	$2,352,042 â–¼	-55.8%	10,000	0.1%	Computer and Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,860,199	$186,004 â–²	11.1%	34,953	0.1%	Manufacturing
MNST Monster Beverage	$1,795,704	$3,260,701 â–¼	-64.5%	24,782	0.1%	Consumer Staples
DIS Walt Disney	$1,780,910	$1,584,969 â–¼	-47.1%	18,478	0.1%	Consumer Discretionary
IQV IQVIA	$1,706,253	$462,675 â–¼	-21.3%	10,005	0.1%	Medical
ADSK Autodesk	$1,675,800	$4,463,852 â–¼	-72.7%	7,000	0.1%	Computer and Technology
CB Chubb	$1,629,650	$1,629,650 â–²	New Holding	5,000	0.1%	Finance

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

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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