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 Market Cap. of $10 Billions to $200 Billions