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%

Performance for 2026 Q1 is -2.67%, and YTD is -2.67%, and 2025 is 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.

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.

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

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 plc	28,744,000
union pac corp	17,894,000
mda space ltd	4,690,860
first tr exchange-traded fd	3,695,440
comfort sys usa inc	2,757,980
lam research corp	2,670,750
tapestry inc	2,398,870
micron technology inc	2,331,100

New stocks bought by Cumberland Partners Ltd

Additions

Ticker	% Inc.
gildan activewear inc	1,307
ferguson enterprises inc	631
ametek inc	522
netflix inc.	142
canadian nat res ltd med ter	139
boyd group services inc	135
canadian natl ry co	132
tjx cos inc new	117

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	%
Others	25.8
Technology	19.8
Consumer Cyclical	10.2
Communication Services	9.8
Industrials	9.4
Consumer Defensive	8
Healthcare	6.7
Financial Services	6.3
Basic Materials	2.8
Energy	1.1

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-CAP	50.3
UNALLOCATED	25.8
LARGE-CAP	23.9

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 500	70.4
Others	29.2

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.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.13	162,591	41,264,000	reduced	-18.69

AAXJ	ishares tr	0.14	34,953	1,860,200	added	11.11

AAXJ	ishares tr	0.11	26,977	1,417,910	added	6.92

AAXJ	ishares tr	0.10	14,613	1,261,690	new

AAXJ	ishares tr	0.09	11,945	1,203,100	added	10.24

AAXJ	ishares tr	0.09	22,407	1,147,910	added	15.67

AAXJ	ishares tr	0.02	8,875	269,090	added	16.47

ABBV	abbvie inc	0.42	25,507	5,547,520	reduced	-36.28

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.03	1,379	438,715	added	31.08

ADSK	autodesk inc	0.13	7,000	1,675,800	reduced	-72.71

AEM	agnico eagle mines ltd	0.08	5,450	1,102,730	new

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AGGH	simplify exchange traded fun	0.29	125,469	3,791,670	added	13.73

AGGH	simplify exchange traded fun	0.03	19,168	404,445	reduced	-92.79

AGI	alamos gold inc	0.69	204,300	9,060,320	reduced	-15.67

AGNG	global x fds	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	0.00	0.00	0.00	sold off	-100

AJG	gallagher arthur j & co	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	0.25	9,703	3,316,390	reduced	-58.27