Cumberland Partners Ltd — 13F Holdings & Portfolio
CIK 1578985 · latest 13F-HR filed 2026-05-14
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.
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AUM
$1.32B
Long-equity book
Holdings
242
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+23 / −38 / ↑39 / ↓76
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMETEK INC$26.0M +549.8%
- CANADIAN NAT RES LTD MED TER$21.5M +243.9%
- NETFLIX INC.$17.1M +148.2%
- GILDAN ACTIVEWEAR INC$16.6M +1150.8%
- PULTE GROUP INC$10.6M +73.3%
Top Trims
- S&P GLOBAL INC-$46.6M -95.7%
- MICROSOFT CORP-$37.2M -40.2%
- META PLATFORMS INC-$34.5M -54.1%
- VISA INC-$24.2M -48.6%
- HOME DEPOT INC-$16.1M -77.5%
New Positions
- ASTRAZENECA PLC$28.7M
- UNION PAC CORP$17.9M
- MDA SPACE LTD$4.7M
- FIRST TR EXCHANGE-TRADED FD$3.7M
- COMFORT SYS USA INC$2.8M
Exited Positions
- SHOPIFY INC$43.9M
- ASTRAZENECA PLC$11.5M
- GRANITE REAL ESTATE INVT TR$7.6M
- MERCADOLIBRE INC$5.1M
- GALLAGHER ARTHUR J & CO$4.9M
All Holdings
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 | $48.3M | 3.67% | 277,067 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $44.0M | 3.34% | 211,220 | SH |
| 3 | ROYAL BK CDA | RY | 780087102 | $42.9M | 3.26% | 266,021 | SH |
| 4 | WALMART INC | WMT | 931142103 | $41.5M | 3.15% | 333,915 | SH |
| 5 | ALPHABET INC | GOOG | 02079K107 | $40.5M | 3.07% | 141,217 | SH |
| 6 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $37.3M | 2.83% | 37,478 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $36.6M | 2.77% | 98,781 | SH |
| 8 | BANK NOVA SCOTIA B C | BNS | 064149107 | $35.8M | 2.71% | 516,768 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $35.6M | 2.71% | 140,456 | SH |
| 10 | AMETEK INC | AME | 031100100 | $26.2M | 1.99% | 122,333 | SH |
| 11 | AMPHENOL CORP | APH | 032095101 | $26.2M | 1.99% | 207,183 | SH |
| 12 | LINDE PLC | LIN | G54950103 | $25.7M | 1.95% | 51,744 | SH |
| 13 | EATON CORP PLC | ETN | G29183103 | $25.5M | 1.94% | 71,305 | SH |
| 14 | NETFLIX INC. | NFLX | 64110L106 | $24.9M | 1.89% | 259,218 | SH |
| 15 | PULTE GROUP INC | PHM | 745867101 | $23.0M | 1.74% | 195,156 | SH |
| 16 | ELI LILLY & CO | LLY | 532457108 | $22.6M | 1.72% | 24,577 | SH |
| 17 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $22.0M | 1.67% | 451,809 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $20.9M | 1.58% | 36,458 | SH |
| 19 | BROADCOM INC | AVGO | 11135F101 | $19.2M | 1.45% | 61,896 | SH |
| 20 | ASTRAZENECA PLC | AZN | G0593M107 | $17.4M | 1.32% | 88,139 | SH |
| 21 | GILDAN ACTIVEWEAR INC | GIL | 375916103 | $17.3M | 1.31% | 310,408 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $15.9M | 1.21% | 43,026 | SH |
| 23 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $15.6M | 1.19% | 57,735 | SH |
| 24 | UNION PAC CORP | UNP | 907818108 | $15.5M | 1.18% | 63,863 | SH |
| 25 | VISA INC | V | 92826C839 | $14.6M | 1.11% | 48,403 | SH |
| 26 | TJX COS INC NEW | TJX | 872540109 | $13.9M | 1.06% | 87,274 | SH |
| 27 | NVIDIA CORPORATION | NVDA | 67066G104 | $13.7M | 1.04% | 78,398 | SH |
| 28 | BROADCOM INC | AVGO | 11135F101 | $13.1M | 0.99% | 42,174 | SH |
| 29 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $13.0M | 0.99% | 141,365 | SH |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $12.4M | 0.94% | 36,755 | SH |
| 31 | MASTERCARD INCORPORATED | MA | 57636Q104 | $12.4M | 0.94% | 24,849 | SH |
| 32 | SPROTT FDS TR | URNM | 85208P303 | $12.1M | 0.92% | 191,408 | SH |
| 33 | EATON CORP PLC | ETN | G29183103 | $12.0M | 0.91% | 33,570 | SH |
| 34 | ASTRAZENECA PLC | AZN | G0593M107 | $11.4M | 0.86% | 57,607 | SH |
| 35 | MASTERCARD INCORPORATED | MA | 57636Q104 | $11.3M | 0.86% | 22,584 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $10.7M | 0.81% | 11,658 | SH |
| 37 | AMAZON COM INC | AMZN | 023135106 | $10.6M | 0.80% | 50,891 | SH |
| 38 | WALMART INC | WMT | 931142103 | $10.6M | 0.80% | 85,185 | SH |
| 39 | ALPHABET INC | GOOGL | 02079K305 | $10.5M | 0.80% | 36,594 | SH |
| 40 | LINDE PLC | LIN | G54950103 | $10.0M | 0.76% | 20,189 | SH |
| 41 | ROYAL BK CDA | RY | 780087102 | $10.0M | 0.76% | 62,042 | SH |
| 42 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $9.2M | 0.70% | 56,130 | SH |
| 43 | ALAMOS GOLD INC | AGI | 011532108 | $9.1M | 0.69% | 204,300 | SH |
| 44 | META PLATFORMS INC | META | 30303M102 | $8.3M | 0.63% | 14,584 | SH |
| 45 | VISA INC | V | 92826C839 | $8.3M | 0.63% | 27,544 | SH |
| 46 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $8.0M | 0.61% | 8,054 | SH |
| 47 | ALPHABET INC | GOOG | 02079K107 | $7.8M | 0.60% | 27,342 | SH |
| 48 | ALPHABET INC | GOOGL | 02079K305 | $7.8M | 0.59% | 26,983 | SH |
| 49 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.3M | 0.56% | 24,963 | SH |
| 50 | ENERGY TRANSFER L P | ET | 29273V100 | $7.3M | 0.56% | 380,005 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |