Cumberland Partners LTD Portfolio Holdings

Cumberland Partners LTD

  • $1.19 Billion
  • Q1 2025

Cumberland Partners LTD has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $65.8M, Walmart Inc. with a value of $64.5M, Visa Inc. with a value of $52.5M, Meta Platforms, Inc. with a value of $50.8M, and S&P Global Inc. with a value of $49.3M.

Examining the 13F form we can see an decrease of $143M in the current position value, from $1.33B to 1.19B.

Cumberland Partners LTD is based out at Toronto, A6

Below you can find more details about Cumberland Partners LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.19 Billion
Financial Services: $308 Million
Technology: $234 Million
Consumer Defensive: $124 Million
Communication Services: $119 Million
Healthcare: $112 Million
Consumer Cyclical: $109 Million
Industrials: $85.4 Million
ETFs: $33.1 Million
Other: $61.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$65.8 Million 5.55% of portfolio
175,267
Q1 2025 Reduced 2.83%
$260B
$64.5 Million 5.44% of portfolio
734,801
Q1 2025 Reduced 3.0%
$574B
$52.5 Million 4.43% of portfolio
149,889
Q1 2025 Reduced 1.81%
$1.62T
$50.8 Million 4.29% of portfolio
88,205
Q1 2025 Reduced 20.56%
$170B
$49.3 Million 4.15% of portfolio
97,000
Q1 2025 Reduced 1.45%
$419B
$45.7 Million 3.85% of portfolio
48,338
Q1 2025 Added 1.57%
$186B
$44.6 Million 3.76% of portfolio
395,548
Q1 2025 Reduced 3.33%
$1.16T
$42.4 Million 3.58% of portfolio
271,583
Q1 2025 Reduced 1.22%
$2.34T
$39.5 Million 3.33% of portfolio
207,491
Q1 2025 Added 4.39%
$427B
$34.7 Million 2.93% of portfolio
320,624
Q1 2025 Added 130.19%
$104B
$33.2 Million 2.8% of portfolio
136,164
Q1 2025 Reduced 1.83%
$529B
$33.2 Million 2.8% of portfolio
60,538
Q1 2025 Reduced 3.03%
$64.8B
$31.8 Million 2.68% of portfolio
92,156
Q1 2025 Reduced 0.88%
$117B
$30.3 Million 2.56% of portfolio
181,098
Q1 2025 Added 8.81%
$149B
$29.7 Million 2.5% of portfolio
109,090
Q1 2025 Reduced 39.06%
$724B
$29.1 Million 2.45% of portfolio
35,229
Q1 2025 Added 51.37%
$118B
$22.7 Million 1.91% of portfolio
46,747
Q1 2025 Reduced 1.22%
$1.07T
$18.4 Million 1.55% of portfolio
118,807
Q1 2025 Added 4.64%
$5.91B
$17.3 Million 1.46% of portfolio
12,078
Q1 2025 Reduced 0.82%
$159B
$17.1 Million 1.44% of portfolio
34,423
Q1 2025 Reduced 0.78%
$166B
$15.2 Million 1.28% of portfolio
104,400
Q1 2025 Reduced 1.06%
$3.41T
$14.7 Million 1.24% of portfolio
66,394
Q1 2025 Reduced 56.4%
$12.4B
$14.4 Million 1.21% of portfolio
173,355
Q1 2025 Added 38.36%
$43.8B
$12.2 Million 1.03% of portfolio
160,972
Q1 2025 Reduced 5.31%
$67.5B
$10.1 Million 0.85% of portfolio
103,754
Q1 2025 Reduced 62.83%
$280B
$10.1 Million 0.85% of portfolio
63,545
Q1 2025 Added 1.15%
$102B
$9.47 Million 0.8% of portfolio
14,070
Q1 2025 Added 77.65%
$213B
$9.21 Million 0.78% of portfolio
125,344
Q1 2025 Added 2,618.37%
$33.3B
$9.06 Million 0.76% of portfolio
220,159
Q1 2025 Reduced 12.47%
$70.2B
$7.72 Million 0.65% of portfolio
17,630
Q1 2025 Reduced 8.34%
$78B
$7.6 Million 0.64% of portfolio
58,570
Q1 2025 Reduced 33.8%
$1.24T
$7.57 Million 0.64% of portfolio
45,602
Q1 2025 Reduced 6.73%
$10.1B
$7.32 Million 0.62% of portfolio
273,700
Q1 2025 Reduced 1.19%
$8.83B
$7.11 Million 0.6% of portfolio
70,485
Q1 2025 Reduced 0.26%
$53.2B
$7 Million 0.59% of portfolio
376,705
Q1 2025 Added 2.73%
$50.9B
$6.67 Million 0.56% of portfolio
46,540
Q1 2025 Reduced 0.12%
$178B
$6.51 Million 0.55% of portfolio
20,850
Q1 2025 Added 58.86%
$91.4B
$6.52 Million 0.55% of portfolio
10,722
Q1 2025 Reduced 0.13%
$657B
$6.12 Million 0.52% of portfolio
43,785
Q1 2025 Added 1.83%
$7.95B
$6.09 Million 0.51% of portfolio
36,710
Q1 2025 Reduced 0.41%
$108B
$5.91 Million 0.5% of portfolio
20,515
Q1 2025 Added 74.08%
$143B
$5.68 Million 0.48% of portfolio
20,065
Q1 2025 Added 161.26%
$53.1B
$5.02 Million 0.42% of portfolio
20,433
Q1 2025 New
$327B
$4.94 Million 0.42% of portfolio
23,557
Q1 2025 Added 21.54%
$35.3B
$4.93 Million 0.42% of portfolio
160,150
Q1 2025 Added 2.23%
$30.8B
$4.99 Million 0.42% of portfolio
34,030
Q1 2025 Reduced 33.94%
$46.8B
$4.71 Million 0.4% of portfolio
24,140
Q1 2025 Reduced 7.3%
$135B
$4.6 Million 0.39% of portfolio
76,698
Q1 2025 Added 4.85%
$61.7B
$4.55 Million 0.38% of portfolio
69,400
Q1 2025 Reduced 0.07%

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $1.19 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 32 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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