Cumberland Partners Ltd Portfolio Stock Holdings

Cumberland Partners Ltd disclosed 157 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, ROYAL BK CDA, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
157
Portfolio Value
$1.3B
Holdings by Sector
Cumberland Partners Ltd Portfolio Holdings in Q1 2026

152 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology4.70%355,465-49,802-12.29%$61,993,096
ROYAL BK CDARYFinancial Services4.42%361,003-30,223-7.73%$58,235,185
MICROSOFT CORPMSFTTechnology4.21%149,757-41,879-21.85%$55,435,550
AMAZON COM INCAMZNConsumer Cyclical4.14%262,111-12,909-4.69%$54,589,858
WALMART INCWMTConsumer Defensive3.95%419,100-180,441-30.10%$52,085,747
ALPHABET INCGOOGCommunication Services3.67%168,559-1,649-0.97%$48,352,835
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive3.44%45,532+3,134+7.39%$45,369,451
APPLE INCAAPLTechnology3.13%162,591-37,380-18.69%$41,263,970
EATON CORP PLCETNOther2.85%104,875-10,273-8.92%$37,510,641
LINDE PLCLINOther2.81%74,633+2,290+3.17%$37,000,056
BANK NOVA SCOTIA B CBNSFinancial Services2.76%526,323-26,496-4.79%$36,430,618
ELI LILLY & COLLYHealthcare2.53%36,235+2,110+6.18%$33,327,865
BROADCOM INCAVGOTechnology2.44%104,070-15,824-13.20%$32,210,706
AMPHENOL CORPAPHTechnology2.34%244,081+91,976+60.47%$30,839,635
AMETEK INCAMEIndustrials2.34%143,536+120,473+522.36%$30,768,377
CANADIAN NAT RES LTD MED TERCNQEnergy2.30%623,704+363,352+139.56%$30,358,741
META PLATFORMS INCMETACommunication Services2.22%51,042-45,414-47.08%$29,202,660
NETFLIX INC.NFLXCommunication Services2.18%298,074+174,915+142.02%$28,659,816
VISA INCVFinancial Services1.94%84,732-57,229-40.31%$25,609,400
PULTE GROUP INCPHMConsumer Cyclical1.91%213,571+89,968+72.79%$25,118,085
MASTERCARD INCORPORATEDMAFinancial Services1.80%47,433-8,967-15.90%$23,700,372
ALPHABET INCGOOGLCommunication Services1.56%71,347-42,558-37.36%$20,516,581
TJX COS INC NEWTJXConsumer Cyclical1.39%114,648+61,846+117.13%$18,309,286
GILDAN ACTIVEWEAR INCGILConsumer Cyclical1.37%325,168+302,068+1307.65%$18,073,735
UNION PAC CORPUNPIndustrials1.36%73,753+73,753+100.00%$17,893,953
UNITEDHEALTH GROUP INCUNHHealthcare1.34%65,237-19-0.03%$17,652,480
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical1.23%175,952-1,855-1.04%$16,242,129
SPROTT FDS TRURNMOther1.06%222,133-2,553-1.14%$14,027,699
CAMECO CORPCCJEnergy1.02%124,376-32,870-20.90%$13,492,975
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.96%37,423-33,729-47.40%$12,647,103
JPMORGAN CHASE & COJPMFinancial Services0.85%37,958+8,531+28.99%$11,165,725
DELL TECHNOLOGIES INCDELLTechnology0.70%56,130-1,850-3.19%$9,212,617
ALAMOS GOLD INCAGIBasic Materials0.69%204,300-37,960-15.67%$9,060,318
TORONTO DOMINION BK ONTTDFinancial Services0.67%94,929-14,330-13.12%$8,846,729
NASDAQ INCNDAQFinancial Services0.63%97,125-163-0.17%$8,244,941
JOHNSON & JOHNSONJNJHealthcare0.59%32,060-27,315-46.00%$7,836,746
ENERGY TRANSFER L PETEnergy0.56%380,005--$7,334,097
SPDR GOLD TRGLDOther0.54%16,405-2,203-11.84%$7,058,907
PARKER-HANNIFIN CORPPHIndustrials0.49%7,271-3,279-31.08%$6,509,289
ABBVIE INCABBVHealthcare0.42%25,507-14,525-36.28%$5,547,517
PFIZER INCPFEHealthcare0.41%191,855+61,285+46.94%$5,387,288
CISCO SYS INCCSCOTechnology0.41%69,395-52,640-43.14%$5,384,358
PHILIP MORRIS INTL INCPMConsumer Defensive0.40%31,580-9,050-22.27%$5,221,437
SPROTT INCSIIFinancial Services0.39%36,200+3,900+12.07%$5,149,528
HOWMET AEROSPACE INCHWMIndustrials0.38%22,005-20,665-48.43%$5,071,272
PEMBINA PIPELINE CORPPBAEnergy0.38%111,322-31,534-22.07%$4,968,006
GE AEROSPACEGEIndustrials0.37%17,250-9,815-36.26%$4,895,033
HUDBAY MINERALS INCHBMBasic Materials0.37%232,800--$4,859,349
BANK MONTREAL MEDIUMBMOFinancial Services0.36%34,895-6,113-14.91%$4,716,588
HOME DEPOT INCHDConsumer Cyclical0.35%14,212-46,075-76.43%$4,674,185
CANADIAN PACIFIC KANSAS CITYCPIndustrials0.34%56,572-181,746-76.26%$4,443,171
COCA-COLA EUROPACIFIC PARTNEG25839104Other0.32%47,090-600-1.26%$4,269,651
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.32%9,376-231-2.40%$4,186,759
NUTRIEN LTDNTRBasic Materials0.30%53,000-22,650-29.94%$3,988,055
UBER TECHNOLOGIES INCUBERTechnology0.30%55,000-50,000-47.62%$3,956,150
FERGUSON ENTERPRISES INCFERGIndustrials0.29%16,419+14,174+631.36%$3,829,896
SIMPLIFY EXCHANGE TRADED FUNCTAOther0.29%125,469+15,147+13.73%$3,791,673
MCKESSON CORPMCKHealthcare0.29%4,375-3,650-45.48%$3,785,950
RAYMOND JAMES FINL INCRJFFinancial Services0.28%25,800-3,300-11.34%$3,735,582
EXPEDIA GROUP INCEXPEConsumer Cyclical0.28%16,175-4,375-21.29%$3,734,646
FIRST TR EXCHANGE-TRADED FDGRIDOther0.28%22,591+22,591+100.00%$3,695,436
FIRSTSERVICE CORP NEWFSVReal Estate0.26%24,480-70-0.29%$3,394,625
CANADIAN NATL RY COCNIIndustrials0.26%32,950+18,800+132.86%$3,380,630
APPLIED MATLS INCAMATTechnology0.25%9,703-13,550-58.27%$3,316,388
BLACKROCK INCBLKOther0.25%3,395-2,070-37.88%$3,265,005
DEERE & CODEIndustrials0.24%5,551-872-13.58%$3,126,878
WILLIAMS SONOMA INCWSMConsumer Cyclical0.23%16,980-7,480-30.58%$3,095,963
REPUBLIC SVCS INCRSGIndustrials0.23%13,650+2,000+17.17%$2,989,623
KENVUE INCKVUEConsumer Defensive0.21%161,370--$2,782,019
ISHARES TREFAOther0.21%28,467+3,567+14.33%$2,765,000
COMFORT SYS USA INCFIXIndustrials0.21%2,000+2,000+100.00%$2,757,980
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.21%650-250-27.78%$2,736,708
NU HLDGS LTDG6683N103Other0.21%190,000-95,000-33.33%$2,730,300
BANK AMERICA CORPBACFinancial Services0.21%55,525-35-0.06%$2,706,844
LAM RESEARCH CORPLRCXOther0.20%12,500+12,500+100.00%$2,670,750
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.18%8,000-7,000-46.67%$2,432,640
EMCOR GROUP INCEMEIndustrials0.18%3,250-3,050-48.41%$2,399,508
TAPESTRY INCTPRConsumer Cyclical0.18%17,000+17,000+100.00%$2,398,870
ROYALTY PHARMA PLCRPRXOther0.18%50,000+15,000+42.86%$2,398,500
LEIDOS HOLDINGS INCLDOSTechnology0.18%15,000-10,000-40.00%$2,332,800
MICRON TECHNOLOGY INCMUTechnology0.18%6,900+6,900+100.00%$2,331,096
DESCARTES SYS GROUP INCDSGXTechnology0.17%31,450--$2,245,484
APPLOVIN CORPAPPTechnology0.17%5,500-500-8.33%$2,189,000
TE CONNECTIVITY PLCTELOther0.16%10,375-8,950-46.31%$2,168,583
RESMED INCRMDHealthcare0.16%9,500-11,500-54.76%$2,132,560
S&P GLOBAL INCSPGIFinancial Services0.16%4,941-88,299-94.70%$2,101,605
TECHNIPFMC PLCG87110105Other0.16%30,000-35,000-53.85%$2,073,900
VANGUARD SCOTTSDALE FDSVCSHOther0.14%24,000--$1,902,480
WATTS WATER TECHNOLOGIES INCWTSIndustrials0.14%6,500-6,500-50.00%$1,886,885
SALESFORCE INCCRMTechnology0.14%10,000-12,600-55.75%$1,866,700
ISHARES TRIGIBOther0.14%34,953+3,495+11.11%$1,860,199
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.14%24,782-45,000-64.49%$1,795,704
DISNEY WALT CODISCommunication Services0.14%18,478-16,445-47.09%$1,780,910
IQVIA HLDGS INCIQVHealthcare0.13%10,005-2,713-21.33%$1,706,253
AUTODESK INCADSKTechnology0.13%7,000-18,646-72.71%$1,675,800
CHUBB LTD SWITZCBFinancial Services0.12%5,000+5,000+100.00%$1,629,650
KLA CORPKLACTechnology0.12%1,100-1,700-60.71%$1,619,651
MSCI INCMSCIFinancial Services0.12%3,000-3,750-55.56%$1,617,030
ONEOK INC NEWOKEEnergy0.12%16,790-6,780-28.77%$1,517,648
VISTRA CORPVSTUtilities0.11%10,000-19,025-65.55%$1,503,300
Cumberland Partners Ltd Portfolio Stock Holdings | InsiderSet