Cumberland Partners Ltd

CIK

1578985

Location

TORONTO, A6

Portfolio Value

Mid $1,480,661,007

Diversification

Diversified

Reports for

Cumberland Private Wealth Management Inc. Cumberland Investment Counsel Inc.

Filing Date

Global Rank

#1,554 / 8,633 ▲ 40

Top Industry

Banks - Diversified 10.9%

3Y Alpha vs SPY

+13.5%

Period ended 51 days ago

Filed Aug 6, 2026 · 14d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+141.2%

SPY

+76.2%

Annualised alpha

+13.3%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.0%

+0.4 pts

Top 5

24.8%

+0.8 pts

Top 10

40.8%

−0.3 pts

HHI

255

Diversified−4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.0%	$325,962,650	22
Financial Services	15.0%	$221,617,501	24
Industrials	12.8%	$188,931,616	22
Healthcare	11.3%	$166,791,093	12
Consumer Cyclical	11.1%	$165,070,786	15
Communication Services	9.9%	$147,184,875	6
Consumer Defensive	7.8%	$115,300,168	8
Energy	4.6%	$68,749,228	11
Basic Materials	4.6%	$67,853,075	7
Unclassified	0.4%	$6,006,067	1
Utilities	0.3%	$3,740,675	2
Real Estate	0.2%	$3,453,273	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CNQ	CANADIAN NATURAL RESOURCES Ltd	+208,688	832,392	$32,879,484
GIL	Gildan Activewear Inc.	+136,567	461,735	$23,825,526
CSCO	Cisco Systems, Inc.	+60,080	129,475	$15,208,133
UNP	Union Pacific Corp	+55,288	129,041	$35,099,152
ARIS	Aris Mining Corp	+54,900	109,500	$1,632,645
ADI	Analog Devices Inc	+40,848	42,227	$16,771,296
CCJ	Cameco Corp	+39,892	164,268	$16,732,338
MCK	Mckesson Corp	+39,575	43,950	$33,208,619
FERG	Ferguson Enterprises Inc. /DE/	+36,930	53,349	$12,661,317
NTR	Nutrien Ltd.	+31,810	84,810	$5,338,789
WMT	Walmart Inc.	+27,279	446,379	$50,556,885
MSFT	Microsoft Corp	+27,230	176,987	$66,019,690
NDAQ	Nasdaq, Inc.	+25,600	122,725	$9,673,184
BAM	Brookfield Asset Management Ltd.	+25,515	52,825	$2,369,201
RY	Royal Bank Of Canada	+25,423	386,426	$79,978,588
HWM	Howmet Aerospace Inc.	+24,435	46,440	$12,485,858
ABBV	AbbVie Inc.	+21,140	46,647	$11,738,250
DIS	Walt Disney Co	+20,935	39,413	$3,793,500
WSM	Williams Sonoma Inc	+18,400	35,380	$8,247,078
LIN	Linde PLC	+17,375	92,008	$47,746,631
TJX	Tjx Companies Inc /De/	+16,239	130,887	$19,829,380
KGC	Kinross Gold Corp	+14,800	30,700	$725,134
OTEX	Open Text Corp	+12,700	31,700	$702,155
GE	General Electric Co	+12,498	29,748	$11,117,719
PM	Philip Morris International Inc.	+10,380	41,960	$7,590,983
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	−133,297	110,784	$0
PHM	Pultegroup Inc/Mi/	−105,648	107,923	$14,808,114
MA	Mastercard Inc	−46,698	735	$377,496
AZN	Astrazeneca PLC	−23,912	121,834	$23,102,162
ETN	Eaton Corp plc	−21,347	83,528	$35,592,950
AVGO	Broadcom Inc.	−20,426	83,644	$31,596,521
V	Visa Inc.	−16,314	68,418	$23,473,530
OKE	Oneok Inc /New/	−12,630	4,160	$361,670
RJF	Raymond James Financial Inc	−11,000	14,800	$2,250,044
DELL	Dell Technologies Inc.	−6,600	49,530	$21,370,213
PFE	Pfizer Inc	−4,800	187,055	$4,504,284
BNS	Bank Of Nova Scotia	−3,963	522,360	$45,361,742
TFII	TFI International Inc.	−3,885	5,825	$836,295
SII	Sprott Inc.	−3,800	32,400	$3,640,140
BAC	Bank Of America Corp /De/	−2,850	52,675	$3,001,421
KVUE	Kenvue Inc.	−2,090	159,280	$3,043,840
ORLY	O Reilly Automotive Inc	−2,068	173,884	$16,012,977
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	−2,000	45,090	$4,512,155
ENB	Enbridge Inc	−1,785	22,115	$1,198,854
NVDA	Nvidia Corp	−1,772	353,693	$70,770,431
AMZN	Amazon Com Inc	−1,646	260,465	$62,079,227
CM	Canadian Imperial Bank Of Commerce /Can/	−1,600	11,940	$1,373,100
AAPL	Apple Inc.	−1,114	161,477	$46,724,984
MU	Micron Technology Inc	−1,074	5,826	$6,724,892
VRTX	Vertex Pharmaceuticals Inc / Ma	−1,008	8,368	$4,156,635
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
PSMT	Pricesmart Inc	12,310	$2,404,635
CASY	Caseys General Stores Inc	3,000	$2,384,370
IBKR	Interactive Brokers Group, Inc.	26,880	$2,339,635
WFRD	Weatherford International plc	26,100	$2,127,150
CW	Curtiss Wright Corp	2,600	$1,970,176
WWD	Woodward, Inc.	4,600	$1,957,024
FN	Fabrinet	3,470	$1,950,417
ROST	Ross Stores, Inc.	8,700	$1,851,795
AS	Amer Sports, Inc.	54,335	$1,838,696
IBM	International Business Machines Corp	5,180	$1,456,667
SN	SharkNinja, Inc.	8,640	$1,315,612
UI	Ubiquiti Inc.	2,420	$1,292,352
CVE	Cenovus Energy Inc.	42,716	$1,059,783
CLX	Clorox Co /De/	10,750	$1,025,980
IMO	Imperial Oil Ltd	1,970	$220,679
NSC	Norfolk Southern Corp	648	$203,853
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	14,212	$4,674,183
UBER	Uber Technologies, Inc	55,000	$3,956,150
BKNG	Booking Holdings Inc.	650	$2,736,708
NU	Nu Holdings Ltd.	190,000	$2,730,300
VIK	Viking Holdings Ltd	35,000	$2,571,800
HLT	Hilton Worldwide Holdings Inc.	8,000	$2,432,640
FTI	TechnipFMC plc	30,000	$2,073,900
WTS	Watts Water Technologies Inc	6,500	$1,886,885
IQV	Iqvia Holdings Inc.	10,005	$1,706,252
ADSK	Autodesk, Inc.	7,000	$1,675,800
INTU	Intuit Inc.	3,000	$1,297,140
RIO	Rio Tinto PLC	12,700	$1,184,783
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
ZTS	Zoetis Inc.	8,900	$1,052,069
AESI	Atlas Energy Solutions Inc.	72,700	$953,824
DG	Dollar General Corp	6,000	$712,380
RBA	Rb Global Inc.	5,300	$508,005
RCI	Rogers Communications Inc	5,920	$227,624
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $1,480,661,007 total · filing declares 240 positions · $1,544,646,505 · as of Jun 30, 2026

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

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	248,561	+8,655	$88,150,977	+28.0%	5.95%
RY	Royal Bank Of Canada Financial Services	Added	386,426	+25,423	$79,978,588	+36.9%	5.40%
NVDA	Nvidia Corp Technology	Reduced	353,693	-1,772	$70,770,431	+14.2%	4.78%
MSFT	Microsoft Corp Technology	Added	176,987	+27,230	$66,019,690	+19.1%	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	260,465	-1,646	$62,079,227	+13.7%	4.19%
WMT	Walmart Inc. Consumer Defensive	Added	446,379	+27,279	$50,556,885	−2.9%	3.41%
LIN	Linde PLC Basic Materials	Added	92,008	+17,375	$47,746,631	+29.0%	3.22%
LLY	ELI LILLY & Co Healthcare	Added	39,407	+3,172	$47,265,940	+41.8%	3.19%
AAPL	Apple Inc. Technology	Reduced	161,477	-1,114	$46,724,984	+13.2%	3.16%
BNS	Bank Of Nova Scotia Financial Services	Reduced	522,360	-3,963	$45,361,742	+24.3%	3.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	46,434	+902	$43,437,613	−4.3%	2.93%
ETN	Eaton Corp plc Industrials	Reduced	83,528	-21,347	$35,592,950	−5.1%	2.40%
UNP	Union Pacific Corp Industrials	Added	129,041	+55,288	$35,099,152	+96.2%	2.37%
AME	Ametek Inc/ Industrials	Reduced	142,839	-697	$34,558,466	+12.3%	2.33%
MCK	Mckesson Corp Healthcare	Added	43,950	+39,575	$33,208,619	+777.2%	2.24%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	832,392	+208,688	$32,879,484	+8.2%	2.22%
AVGO	Broadcom Inc. Technology	Reduced	83,644	-20,426	$31,596,521	−1.9%	2.13%
META	Meta Platforms, Inc. Communication Services	Added	52,806	+1,764	$29,745,091	+1.9%	2.01%
UNH	Unitedhealth Group Inc Healthcare	Reduced	64,734	-503	$26,905,392	+52.4%	1.82%
GIL	Gildan Activewear Inc. Consumer Cyclical	Added	461,735	+136,567	$23,825,526	+31.7%	1.61%
V	Visa Inc. Financial Services	Reduced	68,418	-16,314	$23,473,530	−8.3%	1.59%
AZN	Astrazeneca PLC Healthcare	Reduced	121,834	-23,912	$23,102,162	−19.6%	1.56%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	47,543	+10,120	$22,705,109	+79.5%	1.53%
NFLX	Netflix Inc Communication Services	Added	302,802	+4,728	$21,620,062	−24.6%	1.46%
DELL	Dell Technologies Inc. Technology	Reduced	49,530	-6,600	$21,370,213	+132.0%	1.44%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	130,887	+16,239	$19,829,380	+8.3%	1.34%
ADI	Analog Devices Inc Technology	Added	42,227	+40,848	$16,771,296	+3722.8%	1.13%
CCJ	Cameco Corp Energy	Added	164,268	+39,892	$16,732,338	+23.9%	1.13%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	173,884	-2,068	$16,012,977	−1.4%	1.08%
CSCO	Cisco Systems, Inc. Technology	Added	129,475	+60,080	$15,208,133	+182.5%	1.03%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	107,923	-105,648	$14,808,114	−41.0%	1.00%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	53,349	+36,930	$12,661,317	+230.6%	0.86%
HWM	Howmet Aerospace Inc. Industrials	Added	46,440	+24,435	$12,485,858	+146.2%	0.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	37,954	-4	$12,423,482	+11.3%	0.84%
TD	Toronto Dominion Bank Financial Services	Added	97,731	+2,802	$11,867,474	+34.0%	0.80%
ABBV	AbbVie Inc. Healthcare	Added	46,647	+21,140	$11,738,250	+111.6%	0.79%
GE	General Electric Co Industrials	Added	29,748	+12,498	$11,117,719	+127.1%	0.75%
NDAQ	Nasdaq, Inc. Financial Services	Added	122,725	+25,600	$9,673,184	+17.3%	0.65%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	35,380	+18,400	$8,247,078	+166.4%	0.56%
MDA	MDA Space Ltd. Industrials	Added	195,695	+9,995	$8,078,289	+71.8%	0.55%
JNJ	Johnson & Johnson Healthcare	Reduced	31,490	-570	$7,997,515	+2.1%	0.54%
PM	Philip Morris International Inc. Consumer Defensive	Added	41,960	+10,380	$7,590,983	+45.4%	0.51%
ET	Energy Transfer LP Energy	Held	380,005	0	$7,265,695	−0.9%	0.49%
AMAT	Applied Materials Inc /De Technology	Reduced	9,641	-62	$6,970,443	+110.2%	0.47%
BMO	Bank Of Montreal /Can/ Financial Services	Added	38,479	+3,584	$6,799,239	+44.0%	0.46%
MU	Micron Technology Inc Technology	Reduced	5,826	-1,074	$6,724,892	+188.5%	0.45%
PH	Parker-Hannifin Corp Industrials	Reduced	6,804	-467	$6,655,128	+2.2%	0.45%
AGI	Alamos Gold Inc Basic Materials	Added	206,200	+1,900	$6,256,108	−31.1%	0.42%
GLD	Spdr Gold Trust	Reduced	16,304	-101	$6,006,067	−14.9%	0.41%
BLK	BlackRock, Inc. Financial Services	Added	6,015	+2,620	$5,783,783	+77.1%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.