Cumberland Partners Ltd

13F filer · CIK 0001578985

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$1.54BU.S. long equity reported on 13F

Positions13216 new · 20 closed

Net flow last quarter+$70.2MBuys minus sells

Top 10 positions weight37.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026132 positions
RYRoyal Bank of Canada	$79.9M	5.17%	0.03%	+7.0%	Q4 2012
NVDANvidia Corp	$70.8M	4.58%	0.00%	-0.5%	Q4 2012
MSFTMicrosoft Corp	$66M	4.27%	0.00%	+18.2%	Q2 2016
AMZNAmazon Com Inc	$62.1M	4.02%	0.00%	-0.6%	Q2 2018
GOOGAlphabet Inc.	$59.2M	3.83%	Not reported	-0.6%	Q1 2017
WMTWalmart Inc.	$50.6M	3.27%	0.01%	+6.5%	Q4 2012
LINLinde PLC	$47.7M	3.09%	0.02%	+23.3%	Q4 2021
LLYELI LILLY & Co	$47.3M	3.06%	0.00%	+8.8%	Q2 2018
AAPLApple Inc.	$46.7M	3.02%	0.00%	-0.7%	Q2 2013
BNSBank of Nova Scotia	$45.3M	2.93%	0.04%	-0.8%	Q4 2012
COSTCostco Wholesale Corp	$43.4M	2.81%	0.01%	+2.0%	Q2 2018
ETNEaton Corp plc	$35.6M	2.30%	0.02%	-20.4%	Q2 2018
UNPUnion Pacific Corp	$35.1M	2.27%	0.02%	+75.0%	Q2 2015
AMEAmetek Inc/	$34.6M	2.24%	0.06%	-0.5%	Q4 2024
MCKMckesson Corp	$33.2M	2.15%	0.04%	+904.6%	Q4 2014
CNQCANADIAN NATURAL RESOURCES Ltd	$32.9M	2.13%	0.04%	+33.5%	Q4 2014
AVGOBroadcom Inc.	$31.6M	2.05%	0.00%	-19.6%	Q3 2018
METAMeta Platforms, Inc.	$29.7M	1.93%	Not reported	+3.5%	Q2 2018
GOOGLAlphabet Inc.	$28.9M	1.87%	0.00%	+13.4%	Q2 2018
UNHUnitedhealth Group Inc	$26.9M	1.74%	0.01%	-0.8%	Q4 2012
GILGildan Activewear Inc.	$23.8M	1.54%	0.25%	+42.0%	Q2 2018
VVisa Inc.	$23.5M	1.52%	0.00%	-19.3%	Q4 2012
AZNAstrazeneca PLC	$23.1M	1.50%	Not reported	-16.4%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22.7M	1.47%	0.00%	+27.0%	Q1 2017
NFLXNetflix Inc	$21.6M	1.40%	0.01%	+1.6%	Q1 2024
DELLDell Technologies Inc.	$21.4M	1.38%	0.01%	-11.8%	Q3 2025
TJXTJX Companies Inc	$19.8M	1.28%	0.01%	+14.2%	Q1 2013
APHAmphenol Corp	$19.5M	1.26%	0.01%	-54.6%	Q4 2022
ADIAnalog Devices Inc	$16.8M	1.09%	0.01%	+2962.2%	Q4 2020
CCJCameco Corp	$16.7M	1.08%	0.04%	+32.1%	Q2 2018
ORLYO Reilly Automotive Inc	$16M	1.04%	0.02%	-1.2%	Q4 2020
CSCOCisco Systems, Inc.	$15.2M	0.98%	0.00%	+86.6%	Q4 2020
PHMPultegroup Inc	$14.8M	0.96%	0.06%	-49.5%	Q4 2014
FERGFerguson Enterprises Inc.	$12.7M	0.82%	0.03%	+224.9%	Q1 2022
HWMHowmet Aerospace Inc.	$12.5M	0.81%	0.01%	+111.0%	Q3 2023
JPMJPMorgan Chase & Co	$12.4M	0.80%	0.00%	0.0%	Q4 2012
TDToronto Dominion Bank	$11.9M	0.77%	0.01%	+3.0%	Q4 2012
ABBVAbbVie Inc.	$11.7M	0.76%	0.00%	+82.9%	Q1 2013
GEGeneral Electric Co	$11.1M	0.72%	0.00%	+72.5%	Q2 2025
NDAQNasdaq, Inc.	$9.67M	0.63%	0.02%	+26.4%	Q3 2024
WSMWilliams Sonoma Inc	$8.25M	0.53%	0.03%	+108.4%	Q4 2020
MDAMDA Space Ltd.	$8.08M	0.52%	Not reported	+5.4%	Q1 2026
JNJJohnson & Johnson	$8M	0.52%	0.00%	-1.8%	Q2 2018
PMPhilip Morris International Inc.	$7.59M	0.49%	0.00%	+32.9%	Q4 2012
ETEnergy Transfer LP	$7.27M	0.47%	0.01%	Not reported	Q2 2019
AMATApplied Materials Inc	$6.97M	0.45%	0.00%	-0.6%	Q3 2021
BMOBank of Montreal	$6.79M	0.44%	0.01%	+10.3%	Q4 2012
MUMicron Technology Inc	$6.72M	0.44%	0.00%	-15.6%	Q2 2014
PHParker-Hannifin Corp	$6.66M	0.43%	0.01%	-6.4%	Q3 2018
AGIAlamos Gold Inc	$6.25M	0.40%	0.05%	+0.9%	Q1 2014

Q1 2026Reported May 14, 2026136 positions
NVDANvidia Corp	$62M	4.70%	0.00%	-12.3%	Q4 2012
RYRoyal Bank of Canada	$58.2M	4.42%	0.03%	-7.7%	Q4 2012
MSFTMicrosoft Corp	$55.4M	4.21%	0.00%	-21.9%	Q2 2016
AMZNAmazon Com Inc	$54.6M	4.14%	0.00%	-4.7%	Q2 2018
WMTWalmart Inc.	$52.1M	3.95%	0.01%	-30.1%	Q4 2012
GOOGAlphabet Inc.	$48.4M	3.67%	Not reported	-1.0%	Q1 2017
COSTCostco Wholesale Corp	$45.4M	3.44%	0.01%	+7.4%	Q2 2018
AAPLApple Inc.	$41.3M	3.13%	0.00%	-18.7%	Q2 2013
ETNEaton Corp plc	$37.5M	2.85%	0.03%	-8.9%	Q2 2018
LINLinde PLC	$37M	2.81%	0.02%	+3.2%	Q4 2021
BNSBank of Nova Scotia	$36.4M	2.76%	0.04%	-4.8%	Q4 2012
LLYELI LILLY & Co	$33.3M	2.53%	0.00%	+6.2%	Q2 2018
AVGOBroadcom Inc.	$32.2M	2.44%	0.00%	-13.2%	Q3 2018
APHAmphenol Corp	$30.8M	2.34%	0.02%	+60.5%	Q4 2022
AMEAmetek Inc/	$30.8M	2.34%	0.06%	+522.4%	Q4 2024
CNQCANADIAN NATURAL RESOURCES Ltd	$30.4M	2.30%	0.03%	+139.6%	Q4 2014
METAMeta Platforms, Inc.	$29.2M	2.22%	Not reported	-47.1%	Q2 2018
AZNAstrazeneca PLC	$28.7M	2.18%	Not reported	+132.4%	Q2 2022
NFLXNetflix Inc	$28.7M	2.18%	0.01%	+142.0%	Q1 2024
VVisa Inc.	$25.6M	1.94%	0.00%	-40.3%	Q4 2012
PHMPultegroup Inc	$25.1M	1.91%	0.11%	+72.8%	Q4 2014
MAMastercard Inc	$23.7M	1.80%	0.00%	-15.9%	Q2 2018
GOOGLAlphabet Inc.	$20.5M	1.56%	0.00%	-37.4%	Q2 2018
TJXTJX Companies Inc	$18.3M	1.39%	0.01%	+117.1%	Q1 2013
GILGildan Activewear Inc.	$18.1M	1.37%	0.18%	+1307.7%	Q2 2018
UNPUnion Pacific Corp	$17.9M	1.36%	0.01%	Not reported	Q2 2015
UNHUnitedhealth Group Inc	$17.7M	1.34%	0.01%	0.0%	Q4 2012
ORLYO Reilly Automotive Inc	$16.2M	1.23%	0.02%	-1.0%	Q4 2020
CCJCameco Corp	$13.5M	1.02%	0.03%	-20.9%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.6M	0.96%	0.00%	-47.4%	Q1 2017
JPMJPMorgan Chase & Co	$11.2M	0.85%	0.00%	+29.0%	Q4 2012
DELLDell Technologies Inc.	$9.21M	0.70%	0.01%	-3.2%	Q3 2025
AGIAlamos Gold Inc	$9.06M	0.69%	0.05%	-15.7%	Q1 2014
TDToronto Dominion Bank	$8.85M	0.67%	0.01%	-13.1%	Q4 2012
NDAQNasdaq, Inc.	$8.24M	0.63%	0.02%	-0.2%	Q3 2024
JNJJohnson & Johnson	$7.84M	0.59%	0.00%	-46.0%	Q2 2018
ETEnergy Transfer LP	$7.33M	0.56%	0.01%	Not reported	Q2 2019
GLDSPDR Gold Trust	$7.06M	0.54%	0.00%	-11.8%	Q2 2018
PHParker-Hannifin Corp	$6.51M	0.49%	0.01%	-31.1%	Q3 2018
ABBVAbbVie Inc.	$5.55M	0.42%	0.00%	-36.3%	Q1 2013
PFEPfizer Inc	$5.39M	0.41%	0.00%	+46.9%	Q4 2012
CSCOCisco Systems, Inc.	$5.38M	0.41%	0.00%	-43.1%	Q4 2020
PMPhilip Morris International Inc.	$5.22M	0.40%	0.00%	-22.3%	Q4 2012
SIISprott Inc.	$5.15M	0.39%	0.14%	+12.1%	Q3 2025
HWMHowmet Aerospace Inc.	$5.07M	0.38%	0.01%	-48.4%	Q3 2023
PBAPembina Pipeline Corp	$4.97M	0.38%	0.02%	-22.1%	Q4 2014
GEGeneral Electric Co	$4.9M	0.37%	0.00%	-36.3%	Q2 2025
HBMHudbay Minerals Inc.	$4.86M	0.37%	0.06%	Not reported	Q2 2018
BMOBank of Montreal	$4.72M	0.36%	0.00%	-14.9%	Q4 2012
MDAMDA Space Ltd.	$4.69M	0.36%	Not reported	New	Q1 2026

Q4 2025Reported Feb 6, 2026148 positions
MSFTMicrosoft Corp	$92.7M	5.68%	0.00%	+5.9%	Q2 2016
NVDANvidia Corp	$75.6M	4.63%	0.00%	+4.5%	Q4 2012
WMTWalmart Inc.	$66.8M	4.09%	0.01%	-3.6%	Q4 2012
RYRoyal Bank of Canada	$66.7M	4.09%	0.03%	-1.6%	Q4 2012
METAMeta Platforms, Inc.	$63.7M	3.90%	Not reported	+5.0%	Q2 2018
AMZNAmazon Com Inc	$63.5M	3.89%	0.00%	+4.4%	Q2 2018
AAPLApple Inc.	$54.4M	3.33%	0.00%	-0.1%	Q2 2013
GOOGAlphabet Inc.	$53.4M	3.27%	Not reported	-0.4%	Q1 2017
VVisa Inc.	$49.8M	3.05%	0.01%	+4.0%	Q4 2012
SPGIS&P Global Inc.	$48.7M	2.98%	0.03%	-3.1%	Q4 2017
SHOPShopify Inc.	$43.9M	2.69%	0.07%	+1781.0%	Q4 2020
AVGOBroadcom Inc.	$41.5M	2.54%	0.00%	+3.4%	Q3 2018
BNSBank of Nova Scotia	$40.8M	2.50%	0.04%	+89.3%	Q4 2012
ETNEaton Corp plc	$36.7M	2.25%	0.03%	-2.4%	Q2 2018
LLYELI LILLY & Co	$36.7M	2.25%	0.00%	+7.1%	Q2 2018
COSTCostco Wholesale Corp	$36.6M	2.24%	0.01%	-2.1%	Q2 2018
GOOGLAlphabet Inc.	$35.7M	2.18%	0.00%	+6.8%	Q2 2018
MAMastercard Inc	$32.2M	1.97%	0.00%	-6.2%	Q2 2018
LINLinde PLC	$30.8M	1.89%	0.02%	-0.9%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$21.6M	1.32%	0.00%	+79.2%	Q1 2017
UNHUnitedhealth Group Inc	$21.5M	1.32%	0.01%	+22.6%	Q4 2012
HDHome Depot, Inc.	$20.7M	1.27%	0.01%	-0.9%	Q2 2018
APHAmphenol Corp	$20.6M	1.26%	0.01%	-0.2%	Q4 2022
CPCanadian Pacific Kansas City Ltd	$17.6M	1.08%	0.03%	-38.1%	Q3 2017
ORLYO Reilly Automotive Inc	$16.2M	0.99%	0.02%	-0.9%	Q4 2020
STNStantec Inc	$15.1M	0.92%	0.14%	-1.4%	Q4 2019
PHMPultegroup Inc	$14.5M	0.89%	0.06%	Not reported	Q4 2014
CCJCameco Corp	$14.4M	0.88%	0.04%	-14.3%	Q2 2018
JNJJohnson & Johnson	$12.3M	0.75%	0.00%	-12.5%	Q2 2018
NFLXNetflix Inc	$11.5M	0.71%	0.00%	+326.2%	Q1 2024
AZNAstrazeneca PLC	$11.5M	0.71%	Not reported	+0.2%	Q2 2022
TDToronto Dominion Bank	$10.3M	0.63%	0.01%	+0.1%	Q4 2012
JPMJPMorgan Chase & Co	$9.48M	0.58%	0.00%	+135.2%	Q4 2012
NDAQNasdaq, Inc.	$9.45M	0.58%	0.02%	-20.9%	Q3 2024
CSCOCisco Systems, Inc.	$9.4M	0.58%	0.00%	-11.1%	Q4 2020
AGIAlamos Gold Inc	$9.36M	0.57%	0.06%	-0.1%	Q1 2014
PHParker-Hannifin Corp	$9.27M	0.57%	0.01%	-1.0%	Q3 2018
ABBVAbbVie Inc.	$9.15M	0.56%	0.00%	-9.5%	Q1 2013
CNQCANADIAN NATURAL RESOURCES Ltd	$8.83M	0.54%	0.01%	+48.2%	Q4 2014
HWMHowmet Aerospace Inc.	$8.75M	0.54%	0.01%	-4.5%	Q3 2023
UBERUber Technologies, Inc	$8.58M	0.53%	0.01%	+75.0%	Q4 2024
GEGeneral Electric Co	$8.34M	0.51%	0.00%	-8.5%	Q2 2025
TJXTJX Companies Inc	$8.11M	0.50%	0.00%	+73.0%	Q1 2013
ADSKAutodesk, Inc.	$7.59M	0.46%	0.01%	+65.7%	Q1 2020
GRTUFGranite Real Estate Investment Trust	$7.56M	0.46%	0.20%	+2.0%	Q4 2024
GLDSPDR Gold Trust	$7.37M	0.45%	0.01%	-8.1%	Q2 2018
DELLDell Technologies Inc.	$7.3M	0.45%	0.01%	+314.1%	Q3 2025
MCKMckesson Corp	$6.58M	0.40%	0.01%	-23.1%	Q4 2014
PMPhilip Morris International Inc.	$6.52M	0.40%	0.00%	-34.4%	Q4 2012
ETEnergy Transfer LP	$6.27M	0.38%	0.01%	+0.9%	Q2 2019

Q3 2025Reported Nov 7, 2025140 positions
MSFTMicrosoft Corp	$93.8M	6.13%	0.00%	+4.5%	Q2 2016
NVDANvidia Corp	$72.4M	4.73%	0.00%	-0.4%	Q4 2012
METAMeta Platforms, Inc.	$67.4M	4.41%	Not reported	+7.4%	Q2 2018
WMTWalmart Inc.	$64.1M	4.19%	0.01%	-14.7%	Q4 2012
RYRoyal Bank of Canada	$58.6M	3.83%	0.03%	+7.1%	Q4 2012
AMZNAmazon Com Inc	$57.9M	3.78%	0.00%	+16.8%	Q2 2018
AAPLApple Inc.	$51M	3.33%	0.00%	+205.1%	Q2 2013
SPGIS&P Global Inc.	$46.8M	3.06%	0.03%	-1.9%	Q4 2017
VVisa Inc.	$46.6M	3.04%	0.01%	+0.4%	Q4 2012
ETNEaton Corp plc	$44.1M	2.88%	0.03%	+10.1%	Q2 2018
GOOGAlphabet Inc.	$41.6M	2.72%	Not reported	-0.2%	Q1 2017
COSTCostco Wholesale Corp	$40.1M	2.62%	0.01%	-11.7%	Q2 2018
AVGOBroadcom Inc.	$38.2M	2.50%	0.00%	-35.1%	Q3 2018
LINLinde PLC	$34.7M	2.27%	0.02%	-0.9%	Q4 2021
MAMastercard Inc	$34.2M	2.24%	0.00%	-1.2%	Q2 2018
CPCanadian Pacific Kansas City Ltd	$28.7M	1.87%	0.04%	-1.8%	Q3 2017
MRSHMarsh & Mclennan Companies, Inc.	$27M	1.76%	0.03%	-1.0%	Q2 2020
GOOGLAlphabet Inc.	$25.9M	1.69%	0.00%	+9.4%	Q2 2018
AJGArthur J. Gallagher & Co.	$25.6M	1.67%	0.03%	-1.1%	Q2 2022
HDHome Depot, Inc.	$24.6M	1.61%	0.01%	-1.4%	Q2 2018
LLYELI LILLY & Co	$24.3M	1.59%	0.00%	-12.9%	Q2 2018
CRMSalesforce, Inc.	$19.5M	1.27%	0.01%	-4.6%	Q1 2022
ORLYO Reilly Automotive Inc	$19.3M	1.26%	0.02%	-0.3%	Q4 2020
BNSBank of Nova Scotia	$18.9M	1.23%	0.02%	+560.3%	Q4 2012
APHAmphenol Corp	$18.9M	1.23%	0.01%	+123.4%	Q4 2022
UNHUnitedhealth Group Inc	$18.4M	1.20%	0.01%	Not reported	Q4 2012
STNStantec Inc	$17.4M	1.14%	0.14%	-6.1%	Q4 2019
CCJCameco Corp	$15.4M	1.01%	0.04%	-6.1%	Q2 2018
JNJJohnson & Johnson	$12.6M	0.82%	0.00%	+474.7%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.1M	0.72%	0.00%	-3.4%	Q1 2017
NDAQNasdaq, Inc.	$10.9M	0.71%	0.02%	-23.4%	Q3 2024
ABBVAbbVie Inc.	$10.2M	0.67%	0.00%	+76.2%	Q1 2013
TWTradeweb Markets Inc.	$10.1M	0.66%	91271.00%	+283.8%	Q2 2023
PMPhilip Morris International Inc.	$10M	0.66%	0.00%	-2.5%	Q4 2012
AZNAstrazeneca PLC	$9.6M	0.63%	Not reported	-0.1%	Q2 2022
CSCOCisco Systems, Inc.	$9.39M	0.61%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$8.89M	0.58%	0.00%	+10.5%	Q2 2025
HWMHowmet Aerospace Inc.	$8.77M	0.57%	0.01%	-6.1%	Q3 2023
TDToronto Dominion Bank	$8.73M	0.57%	0.01%	+8.6%	Q4 2012
AGIAlamos Gold Inc	$8.45M	0.55%	0.06%	-0.4%	Q1 2014
PHParker-Hannifin Corp	$8.08M	0.53%	0.01%	+0.5%	Q3 2018
MCKMckesson Corp	$8.07M	0.53%	0.01%	-34.0%	Q4 2014
DEDeere & Co	$7.76M	0.51%	0.01%	+68.1%	Q3 2018
DISWalt Disney Co	$7.45M	0.49%	0.00%	+189.1%	Q2 2018
BLKBlackRock, Inc.	$7.4M	0.48%	0.00%	+25.7%	Q2 2018
GLDSPDR Gold Trust	$7.2M	0.47%	0.01%	+6.7%	Q2 2018
BAMBrookfield Asset Management Ltd.	$7.17M	0.47%	Not reported	+78.0%	Q4 2012
PGRProgressive Corp	$6.98M	0.46%	0.00%	-25.3%	Q4 2018
GRTUFGranite Real Estate Investment Trust	$6.91M	0.45%	0.20%	+1.0%	Q4 2024
ETEnergy Transfer LP	$6.46M	0.42%	0.01%	Not reported	Q2 2019

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