Latest Cumberland Partners Ltd Stock Portfolio

Cumberland Partners Ltd Performance:

2025 Q4: -1.83%YTD: 1.16%2024: 25.01%

Performance for 2025 Q4 is -1.83%, and YTD is 1.16%, and 2024 is 25.01%.

About Cumberland Partners Ltd and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cumberland Partners Ltd reported an equity portfolio of $1.6 Billions as of 31 Dec, 2025.

The top stock holdings of Cumberland Partners Ltd are MSFT, NVDA, WMT. The fund has invested 5.7% of it's portfolio in MICROSOFT CORP and 4.6% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off MARSH & MCLENNAN COS INC (MMC), T-MOBILE US INC (TMUS) and DECKERS OUTDOOR CORP (DECK) stocks. They significantly reduced their stock positions in GALLAGHER ARTHUR J & CO (AJG), FERGUSON ENTERPRISES INC and SALESFORCE INC (CRM). Cumberland Partners Ltd opened new stock positions in PULTE GROUP INC (PHM), SPROTT FDS TR and AMETEK INC (AME). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SHOPIFY INC and IQVIA HLDGS INC (IQV).

Cumberland Partners Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Cumberland Partners Ltd made a return of -1.83% in the last quarter. In trailing 12 months, it's portfolio return was 1.16%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pulte group inc	14,493,700
sprott fds tr	12,333,600
ametek inc	4,735,060
te connectivity plc	4,396,630
kenvue inc	2,783,630
kinsale cap group inc	2,346,720
celsius hldgs inc	2,287,000
boyd group services inc	2,088,950

New stocks bought by Cumberland Partners Ltd

Additions

Ticker	% Inc.
netflix inc	4,161
shopify inc	1,781
iqvia hldgs inc	676
eog res inc	431
dell technologies inc	314
gildan activewear inc	230
spdr series trust	202
open text corp	176

Additions to existing portfolio by Cumberland Partners Ltd

Reductions

Ticker	% Reduced
gallagher arthur j & co	-76.97
ferguson enterprises inc	-74.33
salesforce inc	-72.51
oracle corp	-72.35
ares management corporation	-69.34
progressive corp	-67.15
tradeweb mkts inc	-62.75
deere & co	-62.18

Cumberland Partners Ltd reduced stake in above stock

Sold off

Ticker	$ Sold
marsh & mclennan cos inc	-26,988,500
warner bros discovery inc	-1,177,660
deckers outdoor corp	-2,815,860
dollar tree inc	-2,595,180
draftkings inc new	-935,000
interactive brokers group in	-1,548,220
crown hldgs inc	-1,931,800
ss&c technologies hldgs inc	-1,775,200

Cumberland Partners Ltd got rid off the above stocks

Sector Distribution

Cumberland Partners Ltd has about 23.5% of it's holdings in Others sector.

Sector	%
Others	23.5
Technology	22.1
Financial Services	11.4
Communication Services	10.3
Consumer Cyclical	9
Consumer Defensive	7.2
Healthcare	7.1
Industrials	6.3
Basic Materials	1.9

Market Cap. Distribution

Cumberland Partners Ltd has about 75.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	51
LARGE-CAP	24.8
UNALLOCATED	23.5

Stocks belong to which Index?

About 70.8% of the stocks held by Cumberland Partners Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	70.8
Others	29

Top 5 Winners (%)		%
LLY	eli lilly & co	39.0 %
	pan amern silver corp	32.7 %
EXPE	expedia group inc	30.8 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	27.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	12.0 M
LLY	eli lilly & co	10.3 M
	royal bk cda	9.2 M
GOOG	alphabet inc	7.7 M
WMT	walmart inc	5.1 M

Top 5 Losers (%)		%
NFLX	netflix inc	-85.8 %
VEEV	veeva sys inc	-21.1 %
PAYC	paycom software inc	-20.4 %
ORCL	oracle corp	-19.6 %
	tidal trust ii	-19.4 %

Top 5 Losers ($)		$
NFLX	netflix inc	-69.7 M
META	meta platforms inc	-7.0 M
ETN	eaton corp plc	-6.5 M
MSFT	microsoft corp	-6.4 M
HD	home depot inc	-3.7 M

Cumberland Partners Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cumberland Partners Ltd

Cumberland Partners Ltd has 171 stocks in it's portfolio. About 38.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Cumberland Partners Ltd last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.33	199,971	54,364,100	reduced	-0.1

AAXJ	ishares tr	0.10	31,458	1,694,960	added	2.1

AAXJ	ishares tr	0.08	25,232	1,334,270	reduced	-8.87

AAXJ	ishares tr	0.07	10,835	1,101,590	added	107

AAXJ	ishares tr	0.06	19,372	1,002,890	added	6.99

AAXJ	ishares tr	0.01	7,620	235,915	added	1.74

ABBV	abbvie inc	0.56	40,032	9,146,910	reduced	-9.5

ADBE	adobe inc	0.26	12,000	4,199,880	added	108

ADI	analog devices inc	0.02	1,052	285,302	added	8.23

ADSK	autodesk inc	0.47	25,646	7,591,470	added	65.65

AFK	vaneck etf trust	0.06	10,440	895,439	unchanged	0.00

AGGH	simplify exchange traded fun	0.36	265,795	5,822,200	added	22.05

AGGH	simplify exchange traded fun	0.18	110,322	3,007,380	reduced	-5.24

AGNG	global x fds	0.07	15,000	1,076,850	new

AGT	ishares tr	0.06	38,800	1,059,240	added	4.58

AJG	gallagher arthur j & co	0.30	19,022	4,922,700	reduced	-76.97

AMAT	applied matls inc	0.37	23,253	5,975,790	reduced	-1.11

AME	ametek inc	0.29	23,063	4,735,060	new

AMZA	etfis ser tr i	0.02	14,827	319,522	added	3.82

AMZN	amazon com inc	3.89	275,020	63,480,100	added	4.37