Latest Cumberland Partners Ltd Stock Portfolio
Cumberland Partners Ltd Performance:
2025 Q3: 3.13%YTD: 8.24%2024: 21.53%
Performance for 2025 Q3 is 3.13%, and YTD is 8.24%, and 2024 is 21.53%.
About Cumberland Partners Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cumberland Partners Ltd reported an equity portfolio of $1.5 Billions as of 30 Sep, 2025.
The top stock holdings of Cumberland Partners Ltd are MSFT, NVDA, META. The fund has invested 6.1% of it's portfolio in MICROSOFT CORP and 4.7% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off CANADIAN NATL RY CO, ACCENTURE PLC IRELAND (ACN) and MOTOROLA SOLUTIONS INC (MSI) stocks. They significantly reduced their stock positions in THOMSON REUTERS CORP, WASTE CONNECTIONS INC (WCN) and VERTEX PHARMACEUTICALS INC (VRTX). Cumberland Partners Ltd opened new stock positions in UNITEDHEALTH GROUP INC (UNH), CISCO SYS INC (CSCO) and WILLIAMS SONOMA INC (WSM). The fund showed a lot of confidence in some stocks as they added substantially to KKR & CO INC (KKR), CME GROUP INC (CME) and BANK NOVA SCOTIA HALIFAX.
The top stock holdings of Cumberland Partners Ltd are MSFT, NVDA, META. The fund has invested 6.1% of it's portfolio in MICROSOFT CORP and 4.7% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off CANADIAN NATL RY CO, ACCENTURE PLC IRELAND (ACN) and MOTOROLA SOLUTIONS INC (MSI) stocks. They significantly reduced their stock positions in THOMSON REUTERS CORP, WASTE CONNECTIONS INC (WCN) and VERTEX PHARMACEUTICALS INC (VRTX). Cumberland Partners Ltd opened new stock positions in UNITEDHEALTH GROUP INC (UNH), CISCO SYS INC (CSCO) and WILLIAMS SONOMA INC (WSM). The fund showed a lot of confidence in some stocks as they added substantially to KKR & CO INC (KKR), CME GROUP INC (CME) and BANK NOVA SCOTIA HALIFAX.
Cumberland Partners Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Cumberland Partners Ltd made a return of 3.13% in the last quarter. In trailing 12 months, it's portfolio return was 9.49%.
New Buys
| Ticker | $ Bought |
|---|---|
| unitedhealth group inc | 18,377,600 |
| cisco sys inc | 9,394,410 |
| williams sonoma inc | 5,484,330 |
| intuit | 5,439,380 |
| nutrien ltd | 4,581,650 |
| jpmorgan chase & co. | 3,947,290 |
| insulet corp | 2,778,570 |
| sprott inc | 2,673,460 |
New stocks bought by Cumberland Partners Ltd
Additions
| Ticker | % Inc. |
|---|---|
| kkr & co inc | 816 |
| cme group inc | 720 |
| bank nova scotia halifax | 560 |
| johnson & johnson | 474 |
| crown hldgs inc | 300 |
| monster beverage corp new | 289 |
| tradeweb mkts inc | 283 |
| apple inc | 205 |
Additions to existing portfolio by Cumberland Partners Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| thomson reuters corp | -87.87 |
| waste connections inc | -82.9 |
| sun life financial inc. | -80.75 |
| vertex pharmaceuticals inc | -79.08 |
| applied matls inc | -70.59 |
| expedia group inc | -54.2 |
| oracle corp | -52.49 |
| msci inc | -50.00 |
Cumberland Partners Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| north amern constr group ltd | -1,758,210 |
| canadian natl ry co | -10,877,700 |
| orla mng ltd new | -469,200 |
| digital rlty tr inc | -5,405,970 |
| arch cap group ltd | -2,520,260 |
| accenture plc ireland | -8,073,020 |
| altria group inc | -1,093,450 |
| zoetis inc | -2,807,100 |
Cumberland Partners Ltd got rid off the above stocks
Sector Distribution
Cumberland Partners Ltd has about 23.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 23.1 |
| Others | 17.6 |
| Financial Services | 15.7 |
| Communication Services | 9.9 |
| Consumer Cyclical | 8.7 |
| Consumer Defensive | 7.9 |
| Industrials | 7.7 |
| Healthcare | 6.2 |
| Basic Materials | 2.3 |
Market Cap. Distribution
Cumberland Partners Ltd has about 81.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 52.2 |
| LARGE-CAP | 29.6 |
| UNALLOCATED | 17.6 |
Stocks belong to which Index?
About 75.5% of the stocks held by Cumberland Partners Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 75.5 |
| Others | 24.3 |
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 161 stocks in it's portfolio. About 39.4% of the portfolio is in top 10 stocks. SPGI 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: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.33 | 200,179 | 50,971,600 | added | 205 | ||
| AAXJ | ishares tr | 0.11 | 30,810 | 1,666,510 | added | 13.04 | ||
| AAXJ | ishares tr | 0.10 | 27,689 | 1,468,350 | added | 7.09 | ||
| AAXJ | ishares tr | 0.06 | 18,107 | 945,547 | added | 8.36 | ||
| AAXJ | ishares tr | 0.04 | 5,230 | 538,637 | added | 10.92 | ||
| AAXJ | ishares tr | 0.01 | 7,490 | 236,834 | added | 6.54 | ||
| ABBV | abbvie inc | 0.67 | 44,232 | 10,241,500 | added | 76.21 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACGL | arch cap group ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.13 | 5,750 | 2,028,310 | reduced | -20.32 | ||
| ADI | analog devices inc | 0.02 | 972 | 238,820 | new | |||
| ADSK | autodesk inc | 0.32 | 15,482 | 4,918,170 | added | 5.18 | ||
| AFK | vaneck etf trust | 0.05 | 10,440 | 797,616 | new | |||
| AGGH | simplify exchange traded fun | 0.31 | 217,780 | 4,769,380 | added | 5.31 | ||
| AGGH | simplify exchange traded fun | 0.21 | 116,423 | 3,256,350 | added | 3.75 | ||
| AGT | ishares tr | 0.07 | 37,100 | 1,030,640 | reduced | -14.32 | ||
| AJG | gallagher arthur j & co | 1.67 | 82,593 | 25,582,400 | reduced | -1.08 | ||
| AMAT | applied matls inc | 0.32 | 23,515 | 4,814,460 | reduced | -70.59 | ||