Cumberland Partners LTD Portfolio Holdings

Cumberland Partners LTD

  • $1.33 Billion
  • Q4 2024

Cumberland Partners LTD has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Billion distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $76M, Walmart Inc. with a value of $68.4M, Meta Platforms, Inc. with a value of $65.5M, Eaton Corp PLC with a value of $59.4M, and Alphabet Inc. with a value of $52.4M.

Examining the 13F form we can see an decrease of $1.83M in the current position value, from $1.33B to 1.33B.

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 $1.33 Billion
Financial Services: $301 Million
Technology: $276 Million
Industrials: $172 Million
Communication Services: $150 Million
Consumer Defensive: $126 Million
Consumer Cyclical: $114 Million
Healthcare: $102 Million
Energy: $34.1 Million
Other: $53.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.96T
$76 Million 5.72% of portfolio
180,367
Q4 2024 Added 1.14%
$268B
$68.4 Million 5.15% of portfolio
757,550
Q4 2024 Reduced 1.34%
$1.5T
$65.5 Million 4.93% of portfolio
111,034
Q4 2024 Reduced 1.76%
$117B
$59.4 Million 4.47% of portfolio
179,012
Q4 2024 Added 7.61%
$1.05T
$52.4 Million 3.94% of portfolio
274,925
Q4 2024 Reduced 0.4%
$164B
$49.3 Million 3.71% of portfolio
409,160
Q4 2024 Added 0.15%
$174B
$49 Million 3.69% of portfolio
98,423
Q4 2024 Added 0.27%
$593B
$48.2 Million 3.63% of portfolio
152,652
Q4 2024 Added 0.49%
$2.16T
$43.6 Million 3.28% of portfolio
198,767
Q4 2024 Added 8.68%
$464B
$43.6 Million 3.28% of portfolio
47,590
Q4 2024 Reduced 0.3%
$80.8B
$38.6 Million 2.9% of portfolio
166,430
Q4 2024 Added 67.17%
$3.89T
$38.1 Million 2.87% of portfolio
152,264
Q4 2024 Reduced 0.19%
$550B
$32.9 Million 2.47% of portfolio
62,428
Q4 2024 Added 1.43%
$406B
$31 Million 2.33% of portfolio
79,608
Q4 2024 Added 2.89%
$118B
$29.5 Million 2.22% of portfolio
138,707
Q4 2024 Reduced 0.56%
$68.7B
$28.3 Million 2.13% of portfolio
279,115
Q4 2024 Added 0.25%
$7.9B
$24.9 Million 1.87% of portfolio
184,312
Q4 2024 Added 0.51%
$1.02T
$21.5 Million 1.62% of portfolio
113,538
Q4 2024 Reduced 1.27%
$123B
$19.1 Million 1.43% of portfolio
47,326
Q4 2024 Added 9.55%
$311B
$18.7 Million 1.41% of portfolio
139,284
Q4 2024 Added 6.52%
$207B
$18 Million 1.36% of portfolio
34,695
Q4 2024 Reduced 0.21%
$875B
$18 Million 1.35% of portfolio
23,273
Q4 2024 Added 5.86%
$444B
$17.7 Million 1.33% of portfolio
35,030
Q4 2024 Reduced 42.55%
$136B
$17.2 Million 1.29% of portfolio
105,523
Q4 2024 Reduced 5.53%
$86.3B
$14.4 Million 1.09% of portfolio
12,178
Q4 2024 Added 0.12%
$68.7B
$14.4 Million 1.08% of portfolio
47,927
Q4 2024 Added 64.96%
$40.7B
$13.1 Million 0.99% of portfolio
169,995
Q4 2024 Added 19.34%
$19B
$12.9 Million 0.97% of portfolio
251,525
Q4 2024 Reduced 8.48%
$14B
$12.8 Million 0.96% of portfolio
99,330
Q4 2024 Added 92.22%
$9.44B
$9.83 Million 0.74% of portfolio
125,290
Q4 2024 Added 11.67%
$936B
$9.66 Million 0.73% of portfolio
48,892
Q3 2024 Added 3.69%
$56.7B
$9.68 Million 0.73% of portfolio
88,475
Q4 2024 Added 17.94%
$29.4B
$9.12 Million 0.69% of portfolio
51,515
Q3 2024 Reduced 21.89%
$73.5B
$8.89 Million 0.67% of portfolio
19,235
Q4 2024 Reduced 16.17%
$44.9B
$8.26 Million 0.62% of portfolio
46,595
Q3 2024 Added 207.25%
$9.45B
$8.03 Million 0.6% of portfolio
70,670
Q4 2024 Reduced 17.73%
$241B
$7.56 Million 0.57% of portfolio
62,825
Q4 2024 Added 12.47%
$59.5B
$7.18 Million 0.54% of portfolio
366,705
Q1 2024 New
$448B
$7.17 Million 0.54% of portfolio
43,000
Q4 2024 Added 430.86%
$85.9B
$6.83 Million 0.51% of portfolio
10,736
Q4 2024 Reduced 0.07%
$7.8B
$6.67 Million 0.5% of portfolio
36,860
Q4 2024 Added 0.05%
$11.7B
$5.76 Million 0.43% of portfolio
63,125
Q4 2024 Added 22.49%
$3.7B
$5.66 Million 0.43% of portfolio
27,893
Q4 2024 Reduced 0.89%
$8.97B
$5.11 Million 0.38% of portfolio
277,000
Q4 2024 Added 0.58%
$39.6B
$4.82 Million 0.36% of portfolio
69,447
Q4 2024 Added 0.17%
$32.6B
$4.84 Million 0.36% of portfolio
156,653
Q4 2024 Reduced 5.8%
$220B
$4.62 Million 0.35% of portfolio
13,125
Q4 2024 Added 62.74%
$54.2B
$4.47 Million 0.34% of portfolio
65,465
Q4 2024 Reduced 21.81%
$48.8B
$4.47 Million 0.34% of portfolio
26,040
Q4 2024 Added 1.17%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $1.33 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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