Cumberland Partners Ltd

CIK

1578985

Location

TORONTO, A6

Portfolio Value

Mid $1,229,825,386

Diversification

Diversified

Filing Date

Global Rank

#1,330 / 8,232 ▼ 73

Top Industry

Banks - Diversified 10.1%

3Y Alpha vs SPY

-4.4%

Period ended 2 months ago

Filed May 14, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.9%

SPY

+76.3%

Annualised alpha

-4.4%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

135 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.0%

−1.0 pts

Top 5

23.0%

−1.0 pts

Top 10

39.0%

−2.1 pts

HHI

244

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.5%	$276,167,688	22
Financial Services	16.8%	$206,626,929	24
Consumer Cyclical	12.9%	$159,157,895	15
Industrials	11.2%	$137,645,586	21
Healthcare	9.5%	$117,390,649	15
Consumer Defensive	9.1%	$112,236,384	7
Communication Services	6.8%	$83,384,446	7
Energy	5.3%	$64,877,075	11
Basic Materials	4.8%	$59,362,688	9
Unclassified	0.6%	$7,058,907	1
Real Estate	0.3%	$3,401,251	1
Utilities	0.2%	$2,515,888	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CNQ	Canadian Natural Resources Ltd	+363,352	623,704	$30,393,094
GIL	Gildan Activewear Inc.	+302,068	325,168	$18,095,599
NFLX	Netflix Inc	+174,915	298,074	$28,659,814
AME	Ametek Inc/	+120,473	143,536	$30,768,376
APH	Amphenol Corp /De/	+91,976	244,081	$30,839,634
PHM	Pultegroup Inc/Mi/	+89,968	213,571	$25,118,085
TJX	Tjx Companies Inc /De/	+61,846	114,648	$18,309,284
PFE	Pfizer Inc	+61,285	191,855	$5,387,288
CNI	Canadian National Railway Co	+18,800	32,950	$3,386,271
BGSI	Boyd Group Services Inc.	+17,800	30,900	$3,950,874
RPRX	Royalty Pharma plc	+15,000	50,000	$2,398,500
FERG	Ferguson Enterprises Inc. /DE/	+14,174	16,419	$3,829,895
ENB	Enbridge Inc	+9,558	23,900	$1,293,946
MFC	Manulife Financial Corp	+9,400	19,962	$687,491
JPM	Jpmorgan Chase & Co	+8,531	37,958	$11,165,725
IAG	Iamgold Corp	+6,100	33,500	$630,470
SII	Sprott Inc.	+3,900	36,200	$5,172,980
COST	Costco Wholesale Corp /New	+3,134	45,532	$45,369,450
LIN	Linde PLC	+2,290	74,633	$37,000,055
LLY	ELI LILLY & Co	+2,110	36,235	$33,327,865
RSG	Republic Services, Inc.	+2,000	13,650	$2,989,623
KGC	Kinross Gold Corp	+1,900	15,900	$485,268
RBA	Rb Global Inc.	+1,600	5,300	$508,005
EMR	Emerson Electric Co	+1,150	10,550	$1,382,261
CLS	Celestica Inc	+670	2,960	$833,772
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CP	Canadian Pacific Kansas City Ltd/Cn	−181,746	56,572	$4,449,952
WMT	Walmart Inc.	−180,441	419,100	$52,085,747
STN	Stantec Inc	−147,509	12,020	$1,038,528
NU	Nu Holdings Ltd.	−95,000	190,000	$2,730,300
SPGI	S&P Global Inc.	−88,299	4,941	$2,101,604
BAM	Brookfield Asset Management Ltd.	−71,205	27,310	$1,213,929
V	Visa Inc.	−57,229	84,732	$25,609,398
CSCO	Cisco Systems, Inc.	−52,640	69,395	$5,384,358
UBER	Uber Technologies, Inc	−50,000	55,000	$3,956,150
NVDA	Nvidia Corp	−49,802	355,465	$61,993,095
HD	Home Depot, Inc.	−46,075	14,212	$4,674,183
META	Meta Platforms, Inc.	−45,414	51,042	$29,202,658
MNST	Monster Beverage Corp	−45,000	24,782	$1,795,703
GOOGL	Alphabet Inc.	−42,558	71,347	$20,516,542
MSFT	Microsoft Corp	−41,879	149,757	$55,435,547
AGI	Alamos Gold Inc	−37,960	204,300	$9,077,049
AAPL	Apple Inc.	−37,380	162,591	$41,263,969
VIK	Viking Holdings Ltd	−35,000	35,000	$2,571,800
FTI	TechnipFMC plc	−35,000	30,000	$2,073,900
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−33,729	37,423	$12,647,102
CCJ	Cameco Corp	−32,870	124,376	$13,508,476
PBA	Pembina Pipeline Corp	−31,534	111,322	$4,982,772
RY	Royal Bank Of Canada	−30,223	361,003	$58,403,064
JNJ	Johnson & Johnson	−27,315	32,060	$7,836,746
BNS	Bank Of Nova Scotia	−26,496	526,323	$36,479,447
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	145,746	$28,744,025
UNP	Union Pacific Corp	73,753	$17,893,952
MDA	MDA Space Ltd.	185,700	$4,701,923
FIX	Comfort Systems USA Inc	2,000	$2,757,980
LRCX	Lam Research Corp	12,500	$2,670,750
TPR	Tapestry, Inc.	17,000	$2,398,870
MU	Micron Technology Inc	6,900	$2,331,096
CB	Chubb Ltd	5,000	$1,629,650
RIO	Rio Tinto PLC	12,700	$1,184,783
SCHW	Schwab Charles Corp	12,332	$1,158,961
REGN	Regeneron Pharmaceuticals, Inc.	1,500	$1,158,960
VLO	Valero Energy Corp/Tx	4,600	$1,136,568
AEM	Agnico Eagle Mines Ltd	5,450	$1,106,241
TFII	TFI International Inc.	9,710	$1,054,797
ZTS	Zoetis Inc.	8,900	$1,052,069
ARIS	Aris Mining Corp	54,600	$1,013,922
LVS	Las Vegas Sands Corp	15,000	$808,200
RDDT	Reddit, Inc.	6,000	$807,900
DG	Dollar General Corp	6,000	$712,380
QSR	Restaurant Brands International Inc.	5,400	$399,060
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	272,184	$43,813,458
GRTUF	Granite Real Estate Investment Trust	126,910	$7,511,802
MELI	Mercadolibre Inc	2,550	$5,136,363
AJG	Arthur J. Gallagher & Co.	19,022	$4,922,702
ADBE	Adobe Inc.	12,000	$4,199,880
CDNS	Cadence Design Systems Inc	12,132	$3,792,219
AON	Aon plc	9,730	$3,433,522
KKR	KKR & Co. Inc.	25,998	$3,314,224
COF	Capital One Financial Corp	12,000	$2,908,320
TRI	Thomson Reuters Corp /Can/	19,022	$2,508,811
KNSL	Kinsale Capital Group, Inc.	6,000	$2,346,720
CELH	Celsius Holdings, Inc.	50,000	$2,287,000
FTNT	Fortinet, Inc.	27,000	$2,144,070
PODD	Insulet Corp	7,500	$2,131,800
ARES	Ares Management Corp	11,090	$1,792,476
SPOT	Spotify Technology S.A.	3,000	$1,742,130
PAYC	Paycom Software, Inc.	8,525	$1,358,544
WCN	Waste Connections, Inc.	7,550	$1,323,968
IBM	International Business Machines Corp	4,000	$1,184,840
QCOM	Qualcomm Inc/De	5,650	$966,432
ORCL	Oracle Corp	4,690	$914,127
EW	Edwards Lifesciences Corp	10,000	$852,500
WRB	Berkley W R Corp	11,765	$824,961
CAH	Cardinal Health Inc	4,000	$822,000
WPM	Wheaton Precious Metals Corp.	6,750	$793,260
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

135 positions · $1,229,825,386 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 135 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	355,465	-49,802	$61,993,095	−18.0%	5.04%
RY	Royal Bank Of Canada Financial Services	Reduced	361,003	-30,223	$58,403,064	−12.4%	4.75%
MSFT	Microsoft Corp Technology	Reduced	149,757	-41,879	$55,435,547	−40.2%	4.51%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	262,111	-12,909	$54,589,857	−14.0%	4.44%
WMT	Walmart Inc. Consumer Defensive	Reduced	419,100	-180,441	$52,085,747	−22.0%	4.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	45,532	+3,134	$45,369,450	+24.1%	3.69%
AAPL	Apple Inc. Technology	Reduced	162,591	-37,380	$41,263,969	−24.1%	3.36%
ETN	Eaton Corp plc Industrials	Reduced	104,875	-10,273	$37,510,640	+2.3%	3.05%
LIN	Linde PLC Basic Materials	Added	74,633	+2,290	$37,000,055	+19.9%	3.01%
BNS	Bank Of Nova Scotia Financial Services	Reduced	526,323	-26,496	$36,479,447	−10.5%	2.97%
LLY	ELI LILLY & Co Healthcare	Added	36,235	+2,110	$33,327,865	−9.1%	2.71%
AVGO	Broadcom Inc. Technology	Reduced	104,070	-15,824	$32,210,704	−22.4%	2.62%
APH	Amphenol Corp /De/ Technology	Added	244,081	+91,976	$30,839,634	+50.0%	2.51%
AME	Ametek Inc/ Industrials	Added	143,536	+120,473	$30,768,376	+549.8%	2.50%
CNQ	Canadian Natural Resources Ltd Energy	Added	623,704	+363,352	$30,393,094	+244.9%	2.47%
META	Meta Platforms, Inc. Communication Services	Reduced	51,042	-45,414	$29,202,658	−54.1%	2.37%
AZN	Astrazeneca PLC Healthcare	NEW	145,746	NEW	$28,744,025	NEW	2.34%
NFLX	Netflix Inc Communication Services	Added	298,074	+174,915	$28,659,814	+148.2%	2.33%
V	Visa Inc. Financial Services	Reduced	84,732	-57,229	$25,609,398	−48.6%	2.08%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	213,571	+89,968	$25,118,085	+73.3%	2.04%
MA	Mastercard Inc Financial Services	Reduced	47,433	-8,967	$23,700,372	−26.4%	1.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	71,347	-42,558	$20,516,542	−42.5%	1.67%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	114,648	+61,846	$18,309,284	+125.7%	1.49%
GIL	Gildan Activewear Inc. Consumer Cyclical	Added	325,168	+302,068	$18,095,599	+1154.2%	1.47%
UNP	Union Pacific Corp Industrials	NEW	73,753	NEW	$17,893,952	NEW	1.45%
UNH	Unitedhealth Group Inc Healthcare	Reduced	65,237	-19	$17,652,479	−18.1%	1.44%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	175,952	-1,855	$16,242,128	+0.2%	1.32%
CCJ	Cameco Corp Energy	Reduced	124,376	-32,870	$13,508,476	−6.1%	1.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	37,423	-33,729	$12,647,102	−41.5%	1.03%
JPM	Jpmorgan Chase & Co Financial Services	Added	37,958	+8,531	$11,165,725	+17.8%	0.91%
DELL	Dell Technologies Inc. Technology	Reduced	56,130	-1,850	$9,212,616	+26.2%	0.75%
AGI	Alamos Gold Inc Basic Materials	Reduced	204,300	-37,960	$9,077,049	−2.9%	0.74%
TD	Toronto Dominion Bank Financial Services	Reduced	94,929	-14,330	$8,857,824	−13.9%	0.72%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	97,125	-163	$8,244,941	−12.7%	0.67%
JNJ	Johnson & Johnson Healthcare	Reduced	32,060	-27,315	$7,836,746	−36.2%	0.64%
ET	Energy Transfer LP Energy	Held	380,005	0	$7,334,096	+17.0%	0.60%
GLD	Spdr Gold Trust	Reduced	16,405	-2,203	$7,058,907	−4.3%	0.57%
PH	Parker-Hannifin Corp Industrials	Reduced	7,271	-3,279	$6,509,289	−29.8%	0.53%
ABBV	AbbVie Inc. Healthcare	Reduced	25,507	-14,525	$5,547,517	−39.4%	0.45%
PFE	Pfizer Inc Healthcare	Added	191,855	+61,285	$5,387,288	+65.7%	0.44%
CSCO	Cisco Systems, Inc. Technology	Reduced	69,395	-52,640	$5,384,358	−42.7%	0.44%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	31,580	-9,050	$5,221,437	−19.9%	0.42%
SII	Sprott Inc. Financial Services	Added	36,200	+3,900	$5,172,980	+63.6%	0.42%
HWM	Howmet Aerospace Inc. Industrials	Reduced	22,005	-20,665	$5,071,272	−42.0%	0.41%
PBA	Pembina Pipeline Corp Energy	Reduced	111,322	-31,534	$4,982,772	−8.4%	0.41%
GE	General Electric Co Industrials	Reduced	17,250	-9,815	$4,895,032	−41.3%	0.40%
HBM	Hudbay Minerals Inc. Basic Materials	Held	232,800	0	$4,865,520	+5.3%	0.40%
BMO	Bank Of Montreal /Can/ Financial Services	Reduced	34,895	-6,113	$4,722,689	−11.3%	0.38%
MDA	MDA Space Ltd. Industrials	NEW	185,700	NEW	$4,701,923	NEW	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	14,212	-46,075	$4,674,183	−77.5%	0.38%