Cumberland Partners Ltd
CIK: 0001578985SEC EDGAR →
Portfolio Value
$1.6T
Holdings
172
As of
Q4 2025
New Positions
24
Closed Positions
31
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 191,636 | $92.7B | 5.68% |
| 2 | NVIDIA CORPORATION | 405,267 | $75.6B | 4.63% |
| 3 | WALMART INC | 599,541 | $66.8B | 4.09% |
| 4 | ROYAL BK CDA | 391,226 | $66.7B | 4.09% |
| 5 | META PLATFORMS INC | 96,456 | $63.7B | 3.90% |
| 6 | AMAZON COM INC | 275,020 | $63.5B | 3.89% |
| 7 | APPLE INC | 199,971 | $54.4B | 3.33% |
| 8 | ALPHABET INC | 170,208 | $53.4B | 3.27% |
| 9 | VISA INC | 141,961 | $49.8B | 3.05% |
| 10 | S&P GLOBAL INC | 93,240 | $48.7B | 2.98% |
Quarterly Changes
New Positions (24)
$14.5B · 124K shares
$12.3B · 225K shares
$4.7B · 23K shares
$4.4B · 19K shares
$2.8B · 161K shares
$2.3B · 6K shares
$2.3B · 50K shares
$2.1B · 13K shares
$1.7B · 24K shares
$1.4B · 14K shares
$1.4B · 35K shares
$1.1B · 15K shares
$966.0M · 6K shares
$852.0M · 10K shares
$794.0M · 7K shares
$560.0M · 67K shares
$452.0M · 27K shares
$443.0M · 13K shares
$383.0M · 11K shares
$381.0M · 4K shares
$293.0M · 7K shares
$226.0M · 450 shares
$214.0M · 100 shares
$199.0M · 831 shares
Closed Positions (14)
$27.0B · 134K shares
$3.8B · 16K shares
$2.8B · 28K shares
$2.6B · 28K shares
$2.2B · 8K shares
$1.9B · 20K shares
$1.8B · 20K shares
$1.6B · 15K shares
$1.5B · 23K shares
$1.2B · 60K shares
$1.2B · 18K shares
$935.0M · 25K shares
$318.0M · 10K shares
$314.2M · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 28 | $431.0B | 26.4% |
| Financial Services | 52 | $376.2B | 23.0% |
| Communication Services | 8 | $184.6B | 11.3% |
| Consumer Cyclical | 13 | $151.1B | 9.3% |
| Healthcare | 15 | $123.0B | 7.5% |
| Industrials | 18 | $121.0B | 7.4% |
| Consumer Defensive | 7 | $118.6B | 7.3% |
| Basic Materials | 7 | $51.1B | 3.1% |
| Unknown | 10 | $36.0B | 2.2% |
| Energy | 10 | $25.0B | 1.5% |
| Utilities | 3 | $11.1B | 0.7% |
| Real Estate | 1 | $3.8B | 0.2% |