Cumberland Partners Ltd

CIK

1578985

Location

TORONTO, A6

Portfolio Value

Mid $1,560,755,577

Diversification

Diversified

Reports for

Cumberland Private Wealth Management Inc. Cumberland Investment Counsel Inc.

Filing Date

Global Rank

#1,899 / 8,798 ▼ 128 · as of Jun 2026

Top Industry

Banks - Diversified 10.6%

Period ended 3 months ago

Filed Aug 6, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

5.6%

+0.5 pts

Top 5

23.5%

+0.6 pts

Top 10

38.7%

−1.5 pts

HHI

238

Diversified−11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	23.4%	$365,029,519	22
Financial Services	14.2%	$221,617,501	24
Industrials	12.1%	$188,931,616	22
Healthcare	10.7%	$166,791,093	12
Consumer Cyclical	10.6%	$165,070,786	15
Communication Services	9.4%	$147,184,875	6
Consumer Defensive	7.4%	$115,300,168	8
Energy	4.4%	$68,749,228	11
Basic Materials	4.3%	$67,853,075	8
Unclassified	3.0%	$47,033,768	15
Utilities	0.2%	$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
BDBT	Bluemonte Core Bond ETF	+143,955	366,088	$19,252,567
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
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	$39,066,869
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
BIV	Vanguard Intermediate-Term Bond ETF	−11,900	4,775	$350,532
RJF	Raymond James Financial Inc	−11,000	14,800	$2,250,044
DELL	Dell Technologies Inc.	−6,600	49,530	$21,370,213
BNDW	Vanguard Total World Bond ETF	−6,400	17,600	$1,390,928
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
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,525	44,523	$1,074,784
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

146 tracked positions · $1,560,755,577 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 146 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%	5.65%
RY	Royal Bank Of Canada Financial Services	Added	386,426	+25,423	$79,978,588	+36.9%	5.12%
NVDA	Nvidia Corp Technology	Reduced	353,693	-1,772	$70,770,431	+14.2%	4.53%
MSFT	Microsoft Corp Technology	Added	176,987	+27,230	$66,019,690	+19.1%	4.23%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	260,465	-1,646	$62,079,227	+13.7%	3.98%
WMT	Walmart Inc. Consumer Defensive	Added	446,379	+27,279	$50,556,885	−2.9%	3.24%
LIN	Linde PLC Basic Materials	Added	92,008	+17,375	$47,746,631	+29.0%	3.06%
LLY	ELI LILLY & Co Healthcare	Added	39,407	+3,172	$47,265,940	+41.8%	3.03%
AAPL	Apple Inc. Technology	Reduced	161,477	-1,114	$46,724,984	+13.2%	2.99%
BNS	Bank Of Nova Scotia Financial Services	Reduced	522,360	-3,963	$45,361,742	+24.3%	2.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	46,434	+902	$43,437,613	−4.3%	2.78%
APH	Amphenol Corp /De/ Technology	Reduced	110,784	-133,297	$39,066,869	−36.7%	2.50%
ETN	Eaton Corp plc Industrials	Reduced	83,528	-21,347	$35,592,950	−5.1%	2.28%
UNP	Union Pacific Corp Industrials	Added	129,041	+55,288	$35,099,152	+96.2%	2.25%
AME	Ametek Inc/ Industrials	Reduced	142,839	-697	$34,558,466	+12.3%	2.21%
MCK	Mckesson Corp Healthcare	Added	43,950	+39,575	$33,208,619	+777.2%	2.13%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	832,392	+208,688	$32,879,484	+8.2%	2.11%
AVGO	Broadcom Inc. Technology	Reduced	83,644	-20,426	$31,596,521	−1.9%	2.02%
META	Meta Platforms, Inc. Communication Services	Added	52,806	+1,764	$29,745,091	+1.9%	1.91%
UNH	Unitedhealth Group Inc Healthcare	Reduced	64,734	-503	$26,905,392	+52.4%	1.72%
GIL	Gildan Activewear Inc. Consumer Cyclical	Added	461,735	+136,567	$23,825,526	+31.7%	1.53%
V	Visa Inc. Financial Services	Reduced	68,418	-16,314	$23,473,530	−8.3%	1.50%
AZN	Astrazeneca PLC Healthcare	Reduced	121,834	-23,912	$23,102,162	−19.6%	1.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	47,543	+10,120	$22,705,109	+79.5%	1.45%
NFLX	Netflix Inc Communication Services	Added	302,802	+4,728	$21,620,062	−24.6%	1.39%
DELL	Dell Technologies Inc. Technology	Reduced	49,530	-6,600	$21,370,213	+132.0%	1.37%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	130,887	+16,239	$19,829,380	+8.3%	1.27%
BDBT	Bluemonte Core Bond ETF	Added	366,088	+143,955	$19,252,567	+37.2%	1.23%
ADI	Analog Devices Inc Technology	Added	42,227	+40,848	$16,771,296	+3722.8%	1.07%
CCJ	Cameco Corp Energy	Added	164,268	+39,892	$16,732,338	+23.9%	1.07%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	173,884	-2,068	$16,012,977	−1.4%	1.03%
CSCO	Cisco Systems, Inc. Technology	Added	129,475	+60,080	$15,208,133	+182.5%	0.97%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	107,923	-105,648	$14,808,114	−41.0%	0.95%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	53,349	+36,930	$12,661,317	+230.6%	0.81%
HWM	Howmet Aerospace Inc. Industrials	Added	46,440	+24,435	$12,485,858	+146.2%	0.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	37,954	-4	$12,423,482	+11.3%	0.80%
TD	Toronto Dominion Bank Financial Services	Added	97,731	+2,802	$11,867,474	+34.0%	0.76%
ABBV	AbbVie Inc. Healthcare	Added	46,647	+21,140	$11,738,250	+111.6%	0.75%
GE	General Electric Co Industrials	Added	29,748	+12,498	$11,117,719	+127.1%	0.71%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	156,551	+8,314	$10,572,449	—	0.68%
NDAQ	Nasdaq, Inc. Financial Services	Added	122,725	+25,600	$9,673,184	+17.3%	0.62%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	35,380	+18,400	$8,247,078	+166.4%	0.53%
MDA	MDA Space Ltd. Industrials	Added	195,695	+9,995	$8,078,289	+71.8%	0.52%
JNJ	Johnson & Johnson Healthcare	Reduced	31,490	-570	$7,997,515	+2.1%	0.51%
PM	Philip Morris International Inc. Consumer Defensive	Added	41,960	+10,380	$7,590,983	+45.4%	0.49%
ET	Energy Transfer LP Energy	Held	380,005	0	$7,265,695	−0.9%	0.47%
AMAT	Applied Materials Inc /De Technology	Reduced	9,641	-62	$6,970,443	+110.2%	0.45%
BMO	Bank Of Montreal /Can/ Financial Services	Added	38,479	+3,584	$6,799,239	+44.0%	0.44%
MU	Micron Technology Inc Technology	Reduced	5,826	-1,074	$6,724,892	+188.5%	0.43%
PH	Parker-Hannifin Corp Industrials	Reduced	6,804	-467	$6,655,128	+2.2%	0.43%

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.