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Cumberland Partners Ltd
Period ended Jun 30, 2026 · Latest filing Aug 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,544,646,505
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ROYAL BK CDA · COM · 780087102 · shares: $79,890,188
- NVIDIA CORPORATION · COM · 67066G104 · shares: $70,770,433
- MICROSOFT CORP · COM · 594918104 · shares: $66,019,690
- AMAZON COM INC · COM · 023135106 · shares: $62,079,228
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $59,232,241
- WALMART INC · COM · 931142103 · shares: $50,556,885
- LINDE PLC · SHS · G54950103 · shares: $47,746,632
- ELI LILLY & CO · COM · 532457108 · shares: $47,265,939
- APPLE INC · COM · 037833100 · shares: $46,724,985
- BANK NOVA SCOTIA B C · COM · 064149107 · shares: $45,312,173
Reported holdings
240 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 7,527 shares | $3,128,447 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 35,378 shares | $3,061,151 |
| KENVUE INC | COM | 49177J102 | — | 159,280 shares | $3,043,841 |
| BANK OF AMER CORP | COM | 060505104 | — | 52,675 shares | $3,001,422 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 28,476 shares | $2,958,087 |
| AMPHENOL CORP | CL A | 032095101 | — | 16,663 shares | $2,938,020 |
| BOYD GROUP SERVICES INC | COM | 103310108 | — | 31,000 shares | $2,934,266 |
| ANALOG DEVICES INC | COM | 032654105 | — | 7,252 shares | $2,880,277 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 5,500 shares | $2,833,765 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 28,100 shares | $2,700,972 |
| VISTRA CORP | COM | 92840M102 | — | 17,015 shares | $2,699,089 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 3,250 shares | $2,697,110 |
| NASDAQ INC | COM | 631103108 | — | 34,115 shares | $2,688,944 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | — | 21,650 shares | $2,631,419 |
| TAPESTRY INC | COM | 876030107 | — | 17,000 shares | $2,488,460 |
| PRICESMART INC | COM | 741511109 | — | 12,310 shares | $2,404,635 |
| CHUBB LIMITED | COM | H1467J104 | — | 7,000 shares | $2,385,180 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 3,000 shares | $2,384,370 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 52,825 shares | $2,368,794 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 6,620 shares | $2,365,789 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 26,880 shares | $2,339,635 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 26,498 shares | $2,293,151 |
| KLA CORP | COM NEW | 482480100 | — | 7,500 shares | $2,262,825 |
| S&P GLOBAL INC | COM | 78409V104 | — | 5,550 shares | $2,260,293 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 14,800 shares | $2,250,044 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 4,512 shares | $2,241,245 |
| PULTE GROUP INC | COM | 745867101 | — | 16,005 shares | $2,196,046 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 9,245 shares | $2,194,116 |
| DESCARTES SYS GROUP INC | COM | 249906108 | — | 31,400 shares | $2,174,042 |
| MICROSOFT CORP | COM | 594918104 | — | 5,750 shares | $2,144,865 |
| MSCI INC | COM | 55354G100 | — | 3,800 shares | $2,128,152 |
| WEATHERFORD INTL PLC | ORD SHS | G48833118 | — | 26,100 shares | $2,127,150 |
| MCKESSON CORP | COM | 58155Q103 | — | 2,750 shares | $2,077,900 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 2,600 shares | $1,970,176 |
| WOODWARD INC | COM | 980745103 | — | 4,600 shares | $1,957,024 |
| FABRINET | SHS | G3323L100 | — | 3,470 shares | $1,950,418 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 3,856 shares | $1,915,391 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 9,405 shares | $1,896,142 |
| ROSS STORES INC | COM | 778296103 | — | 8,700 shares | $1,851,795 |
| RESMED INC | COM | 761152107 | — | 9,500 shares | $1,851,360 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | — | 45,350 shares | $1,793,862 |
| SPROTT FDS TR | URANI MINER ETF | 85208P303 | — | 33,440 shares | $1,758,610 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 9,900 shares | $1,756,953 |
| AMER SPORTS INC | COM SHS | G0260P102 | — | 51,680 shares | $1,748,851 |
| EMERSON ELEC CO | COM | 291011104 | — | 11,850 shares | $1,696,328 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 6,500 shares | $1,650,805 |
| ARIS MINING CORPORATION | COM | 04040Y109 | — | 109,500 shares | $1,632,370 |
| SALESFORCE INC | COM | 79466L302 | — | 10,000 shares | $1,566,600 |
| BANK MONTREAL MEDIUM | COM | 063671101 | — | 8,800 shares | $1,554,817 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 15,000 shares | $1,544,550 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 5,700 shares | $1,513,407 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 5,150 shares | $1,448,232 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 17,600 shares | $1,390,928 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 8,640 shares | $1,315,613 |
| UBIQUITI INC | COM | 90353W103 | — | 2,420 shares | $1,292,353 |
| ISHARES TR | GLOB UTILITS ETF | 464288711 | — | 14,838 shares | $1,260,785 |
| EOG RES INC | COM | 26875P101 | — | 9,296 shares | $1,205,970 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 3,000 shares | $1,169,670 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 12,000 shares | $1,107,240 |
| TRADEWEB MKTS INC | CL A | 892672106 | — | 11,000 shares | $1,096,260 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 20,580 shares | $1,094,239 |
| FORTIS INC | COM | 349553107 | — | 18,200 shares | $1,042,291 |
| REDDIT INC | CL A | 75734B100 | — | 6,000 shares | $1,041,480 |
| CLOROX CO DEL | COM | 189054109 | — | 10,750 shares | $1,025,980 |
| CENOVUS ENERGY INC | COM | 15135U109 | — | 40,900 shares | $1,014,464 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,463 shares | $1,004,145 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 13,700 shares | $993,353 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 | — | 8,100 shares | $932,435 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 17,093 shares | $908,835 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 16,407 shares | $859,891 |
| TFI INTERNATIONAL INC | COM | 87241L109 | — | 5,825 shares | $836,822 |
| STANTEC INC | COM | 85472N109 | — | 11,950 shares | $822,589 |
| BANK NOVA SCOTIA B C | COM | 064149107 | — | 9,455 shares | $820,175 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 31,453 shares | $759,275 |
| FRANKLIN TEMPLETON ETF TR | SYSTMTC STYL PRE | 35473P546 | — | 26,588 shares | $736,222 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 14,200 shares | $731,844 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 18,000 shares | $729,769 |
| CELESTICA INC | COM | 15101Q207 | — | 2,000 shares | $729,149 |
| KINROSS GOLD CORP | COM | 496902404 | — | 30,700 shares | $726,630 |
| OPEN TEXT CORP | COM | 683715106 | — | 31,600 shares | $699,153 |
| LAS VEGAS SANDS CORP | COM | 517834107 | — | 15,000 shares | $692,850 |
| ISHARES TR | USD INV GRDE ETF | 464288620 | — | 13,445 shares | $689,594 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 6,770 shares | $679,370 |
| IAMGOLD CORP | COM | 450913108 | — | 41,500 shares | $658,442 |
| ENBRIDGE INC | COM | 29250N105 | — | 12,015 shares | $650,271 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 6,410 shares | $643,244 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 12,220 shares | $640,450 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 503 shares | $580,608 |
| ENBRIDGE INC | COM | 29250N105 | — | 10,100 shares | $547,518 |
| ISHARES TR | USD INV GRDE ETF | 464288620 | — | 10,512 shares | $539,160 |
| SPDR SERIES TRUST | ST PORT HIGH ETF | 78468R606 | — | 22,896 shares | $536,682 |
| NUTRIEN LTD | COM | 67077M108 | — | 8,400 shares | $529,015 |
| PEMBINA PIPELINE CORP | COM | 706327103 | — | 11,305 shares | $522,029 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 | — | 6,658 shares | $521,701 |
| MDA SPACE LTD | COM | 55293N109 | — | 11,625 shares | $479,880 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 8,910 shares | $458,549 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 | — | 3,840 shares | $441,325 |
| SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | 82889N657 | — | 19,232 shares | $392,814 |
| TIDAL TRUST II | STKD 100 100 ETF | 88636R834 | — | 19,919 shares | $384,636 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 735 shares | $377,496 |