Cumberland Partners Ltd — 13F Holdings & Portfolio
CIK 1578985 · latest 13F-HR filed 2026-08-06
Cumberland Partners Ltd manages $1.54B in 13F-reported U.S. long-equity assets across 240 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (3.57%), RY (3.53%), AMZN (3.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 20, added to 86, and trimmed 32.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 300
TORONTO, A6 M5R 3K5
$1.54B
Long-equity book
240
Distinct positions
2026-06-30
Filed 2026-08-06
+16 / −20 / ↑86 / ↓32
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MCKESSON CORP$29.4M +777.2%
- ROYAL BK CDA$21.7M +37.2%
- UNION PAC CORP$17.2M +96.2%
- ANALOG DEVICES INC$16.3M +3722.8%
- ELI LILLY & CO$13.9M +41.8%
Top Trims
- MASTERCARD INCORPORATED-$23.3M -98.4%
- AMPHENOL CORP-$11.3M -36.7%
- PULTE GROUP INC-$10.3M -41.0%
- NETFLIX INC.-$7.0M -24.6%
- ASTRAZENECA PLC-$5.6M -19.6%
New Positions
- PRICESMART INC$2.4M
- CASEYS GEN STORES INC$2.4M
- INTERACTIVE BROKERS GROUP IN$2.3M
- WEATHERFORD INTL PLC$2.1M
- CURTISS WRIGHT CORP$2.0M
Exited Positions
- HOME DEPOT INC$4.7M
- UBER TECHNOLOGIES INC$4.0M
- BOOKING HOLDINGS INC$2.7M
- NU HLDGS LTD$2.7M
- VIKING HOLDINGS LTD$2.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $55.1M | 3.57% | 275,295 | SH |
| 2 | ROYAL BK CDA | RY | 780087102 | $54.5M | 3.53% | 263,549 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $50.0M | 3.23% | 209,629 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $49.6M | 3.21% | 140,243 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $45.0M | 2.92% | 120,724 | SH |
| 6 | BANK NOVA SCOTIA B C | BNS | 064149107 | $44.5M | 2.88% | 512,905 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $40.3M | 2.61% | 139,352 | SH |
| 8 | WALMART INC | WMT | 931142103 | $37.5M | 2.43% | 331,204 | SH |
| 9 | LINDE PLC | LIN | G54950103 | $36.1M | 2.34% | 69,546 | SH |
| 10 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $34.7M | 2.25% | 37,077 | SH |
| 11 | UNION PAC CORP | UNP | 907818108 | $30.5M | 1.97% | 112,086 | SH |
| 12 | AMETEK INC | AME | 031100100 | $29.4M | 1.90% | 121,571 | SH |
| 13 | ELI LILLY & CO | LLY | 532457108 | $29.1M | 1.89% | 24,299 | SH |
| 14 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $23.8M | 1.54% | 57,207 | SH |
| 15 | GILDAN ACTIVEWEAR INC | GIL | 375916103 | $22.6M | 1.46% | 438,625 | SH |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $22.4M | 1.45% | 46,940 | SH |
| 17 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $21.4M | 1.38% | 49,530 | SH |
| 18 | MCKESSON CORP | MCK | 58155Q103 | $21.0M | 1.36% | 27,791 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $20.4M | 1.32% | 36,247 | SH |
| 20 | EATON CORP PLC | ETN | G29183103 | $19.8M | 1.28% | 46,414 | SH |
| 21 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $19.5M | 1.26% | 492,812 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $18.8M | 1.22% | 50,513 | SH |
| 23 | ROYAL BK CDA | RY | 780087102 | $18.5M | 1.20% | 89,287 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $18.1M | 1.17% | 15,108 | SH |
| 25 | SPROTT FDS TR | URNM | 85208P303 | $17.5M | 1.13% | 332,648 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $17.4M | 1.13% | 46,144 | SH |
| 27 | NETFLIX INC. | NFLX | 64110L106 | $17.3M | 1.12% | 242,586 | SH |
| 28 | ALPHABET INC | GOOGL | 02079K305 | $17.3M | 1.12% | 48,374 | SH |
| 29 | AMPHENOL CORP | APH | 032095101 | $16.6M | 1.07% | 94,121 | SH |
| 30 | ASTRAZENECA PLC | AZN | G0593M107 | $16.5M | 1.07% | 87,002 | SH |
| 31 | EATON CORP PLC | ETN | G29183103 | $15.8M | 1.02% | 37,114 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.7M | 1.02% | 78,398 | SH |
| 33 | CISCO SYS INC | CSCO | 17275R102 | $15.2M | 0.98% | 129,475 | SH |
| 34 | TJX COS INC NEW | TJX | 872540109 | $14.4M | 0.93% | 94,918 | SH |
| 35 | BROADCOM INC | AVGO | 11135F101 | $14.2M | 0.92% | 37,500 | SH |
| 36 | ANALOG DEVICES INC | ADI | 032654105 | $13.9M | 0.90% | 34,975 | SH |
| 37 | VISA INC | V | 92826C839 | $13.6M | 0.88% | 39,599 | SH |
| 38 | WALMART INC | WMT | 931142103 | $13.0M | 0.84% | 115,175 | SH |
| 39 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $12.8M | 0.83% | 139,247 | SH |
| 40 | PULTE GROUP INC | PHM | 745867101 | $12.6M | 0.82% | 91,918 | SH |
| 41 | HOWMET AEROSPACE INC | HWM | 443201108 | $12.5M | 0.81% | 46,440 | SH |
| 42 | AMAZON COM INC | AMZN | 023135106 | $12.1M | 0.78% | 50,836 | SH |
| 43 | ABBVIE INC | ABBV | 00287Y109 | $11.7M | 0.76% | 46,420 | SH |
| 44 | LINDE PLC | LIN | G54950103 | $11.7M | 0.75% | 22,462 | SH |
| 45 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $11.6M | 0.75% | 294,230 | SH |
| 46 | GE AEROSPACE | GE | 369604301 | $11.1M | 0.72% | 29,665 | SH |
| 47 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $10.5M | 0.68% | 44,104 | SH |
| 48 | MCKESSON CORP | MCK | 58155Q103 | $10.1M | 0.66% | 13,409 | SH |
| 49 | CAMECO CORP | CCJ | 13321L108 | $10.1M | 0.65% | 99,235 | SH |
| 50 | ALPHABET INC | GOOG | 02079K107 | $9.7M | 0.63% | 27,397 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $1.54B | 240 | 0001104659-26-091472 |
| 2026-03-31 | 2026-05-14 | $1.32B | 242 | 0001104659-26-061281 |
| 2025-12-31 | 2026-02-06 | $1.63B | 273 | 0001104659-26-011555 |
| 2025-09-30 | 2025-11-07 | $1.53B | 259 | 0001104659-25-108486 |