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Latest Cumberland Partners Ltd Stock Portfolio

$1.32Billion | No. of Holdings #156

Cumberland Partners Ltd Performance

2026 Q1-2.67%
YTD-2.67%
2025+14.97%

About Cumberland Partners Ltd and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cumberland Partners Ltd reported an equity portfolio of $1.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Cumberland Partners Ltd are NVDA, RY, MSFT. The fund has invested 4.7% of it's portfolio in NVIDIA CORPORATION and 4.4% of portfolio in ROYAL BK CDA. <br><br> The fund managers got completely rid off SHOPIFY INC (SHOP), ASTRAZENECA PLC (AZN) and GRANITE REAL ESTATE INVT TR stocks. They significantly reduced their stock positions in S&P GLOBAL INC (SPGI), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and STANTEC INC (STN). Cumberland Partners Ltd opened new stock positions in ASTRAZENECA PLC, UNION PAC CORP (UNP) and FIRST TR EXCHANGE-TRADED FD (GRID). The fund showed a lot of confidence in some stocks as they added substantially to GILDAN ACTIVEWEAR INC (GIL), FERGUSON ENTERPRISES INC and AMETEK INC (AME).
Cumberland Partners Ltd Equity Portfolio Value
Last Reported on: 14 May, 2026
$1.32Billion
  as of May 14, 2026

Cumberland Partners Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Cumberland Partners Ltd made a return of -2.67% in the last quarter. In trailing 12 months, it's portfolio return was 15.37%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc28,744,000
union pac corp17,894,000
mda space ltd4,690,860
first tr exchange-traded fd3,695,440
comfort sys usa inc2,757,980
lam research corp2,670,750
tapestry inc2,398,870
micron technology inc2,331,100
New stocks bought by Cumberland Partners Ltd

Additions

Ticker% Inc.
gildan activewear inc1,307
ferguson enterprises inc631
ametek inc522
netflix inc.142
canadian nat res ltd med ter139
boyd group services inc135
canadian natl ry co132
tjx cos inc new117
Additions to existing portfolio by Cumberland Partners Ltd

Reductions

Ticker% Reduced
s&p global inc-94.7
simplify exchange traded fun-92.79
stantec inc-92.47
progressive corp-88.4
veeva sys inc-76.92
home depot inc-76.43
canadian pacific kansas city-76.26
autodesk inc-72.71
Cumberland Partners Ltd reduced stake in above stock

Sold off

Ticker$ Sold
shopify inc-43,850,400
granite real estate invt tr-7,563,410
ishares tr-4,678,350
astrazeneca plc-11,529,100
vermilion energy inc-560,674
invesco exch traded fd tr ii-1,050,000
celsius hldgs inc-2,287,000
ishares tr-1,059,240
Cumberland Partners Ltd got rid off the above stocks

Sector Distribution

Cumberland Partners Ltd has about 25.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Healthcare
  • Financial Services
  • Basic Materials
  • Energy
Sector%
Others25.8
Technology19.8
Consumer Cyclical10.2
Communication Services9.8
Industrials9.4
Consumer Defensive8
Healthcare6.7
Financial Services6.3
Basic Materials2.8
Energy1.1

Market Cap. Distribution

Cumberland Partners Ltd has about 74.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP50.3
UNALLOCATED25.8
LARGE-CAP23.9

Stocks belong to which Index?

About 70.4% of the stocks held by Cumberland Partners Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50070.4
Others29.2
Top 5 Winners (%)%
SII
sprott inc
41.6 %
SU
suncor energy inc new
41.3 %
FTI
technipfmc plc
40.3 %
atlas energy solutions inc
37.5 %
EOG
eog res inc
30.4 %
Top 5 Winners ($)$
WMT
walmart inc
6.6 M
CNQ
canadian nat res ltd med ter
6.5 M
COST
costco wholesale corporation
5.9 M
LIN
linde plc
5.1 M
ETN
eaton corp plc
4.3 M
Top 5 Losers (%)%
APP
applovin corp
-39.2 %
OTEX
open text corp
-28.8 %
INTU
intuit
-26.8 %
IQV
iqvia hldgs inc
-21.8 %
CRM
salesforce inc
-21.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-19.4 M
META
meta platforms inc
-6.5 M
AMZN
amazon com inc
-6.1 M
V
visa inc
-5.5 M
LLY
eli lilly & co
-5.4 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 156 stocks in it's portfolio. About 37.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. WMT was the most profitable stock for Cumberland Partners Ltd last quarter.

$1.32BTotal Value
195Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Cumberland Partners Ltd, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cumberland Partners Ltd's holding in Ishares Tr over time
0.14%34,953
$1.86M
0.14%
increased 11.11 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cumberland Partners Ltd's holding in Ishares Tr over time
0.11%26,977
$1.42M
0.11%
increased 6.92 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cumberland Partners Ltd's holding in Ishares Tr over time
0.1%14,613
$1.26M
0.1%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cumberland Partners Ltd's holding in Ishares Tr over time
0.09%11,945
$1.20M
0.09%
increased 10.24 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cumberland Partners Ltd's holding in Ishares Tr over time
0.09%22,407
$1.15M
0.09%
increased 15.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cumberland Partners Ltd's holding in Ishares Tr over time
0.02%8,875
$269.1K
0.02%
increased 16.47 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Cumberland Partners Ltd's holding in Agnico Eagle Mines Ltd over time
0.08%5,450
$1.10M
0.08%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Cumberland Partners Ltd's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cumberland Partners Ltd's holding in Simplify Exchange Traded Fun over time
0.29%125,469
$3.79M
0.29%
increased 13.73 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Cumberland Partners Ltd's holding in Simplify Exchange Traded Fun over time
0.03%19,168
$404.4K
0.03%
decreased 92.79 percentreduced
AGI
Alamos Gold Inc

Alamos Gold Inc

AGI
Cumberland Partners Ltd's holding in Alamos Gold Inc over time
0.69%204,300
$9.06M
0.69%
decreased 15.67 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Cumberland Partners Ltd's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr

Ishares Tr

AGT
Cumberland Partners Ltd's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off