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
$622B
$4.54 Million 0.38% of portfolio
8,517
Q1 2025 Reduced 2.94%
$120B
$4.1 Million 0.35% of portfolio
2,100
Q1 2025 Reduced 8.7%
$9.49B
$4.17 Million 0.35% of portfolio
47,330
Q1 2025 Reduced 25.02%
$74.1B
$4.1 Million 0.35% of portfolio
18,010
Q1 2025 Added 111.88%
$73.3B
$3.88 Million 0.33% of portfolio
9,730
Q1 2025 New
$0
$3.5 Million 0.3% of portfolio
122,935
Q1 2025 New
$264B
$3.38 Million 0.29% of portfolio
12,600
Q1 2025 Added 13.51%
$0
$3.31 Million 0.28% of portfolio
111,979
Q1 2025 New
$7.23B
$3.31 Million 0.28% of portfolio
2,500
Q1 2025 Added 117.39%
$89.8B
$3.15 Million 0.27% of portfolio
23,000
Q1 2025 New
$87.7B
$3.16 Million 0.27% of portfolio
12,430
Q1 2025 Reduced 74.06%
$42.1B
$3.25 Million 0.27% of portfolio
5,750
Q1 2025 Added 4.55%
$55.7B
$3.11 Million 0.26% of portfolio
26,040
Q1 2025 Added 13.02%
$8.88B
$3.1 Million 0.26% of portfolio
19,000
Q1 2025 Added 15.15%
$39.2B
$3.13 Million 0.26% of portfolio
14,000
Q1 2025 Added 7.69%
$14B
$3.06 Million 0.26% of portfolio
14,025
Q1 2025 Added 64.52%
$2.8B
$3.13 Million 0.26% of portfolio
27,991
Q1 2025 Added 0.35%
$138B
$3 Million 0.25% of portfolio
14,626
Q1 2025 Reduced 2.54%
$173B
$2.81 Million 0.24% of portfolio
7,315
Q1 2025 Reduced 0.07%
$82.6B
$2.89 Million 0.24% of portfolio
30,000
Q4 2024 Added 13.21%
$0
$2.78 Million 0.23% of portfolio
29,781
Q1 2025 New
$2.61B
$2.77 Million 0.23% of portfolio
364,700
Q4 2024 Reduced 12.06%
$530B
$2.74 Million 0.23% of portfolio
2,940
Q1 2025 Reduced 23.77%
$32.9B
$2.66 Million 0.22% of portfolio
27,680
Q4 2024 Reduced 39.14%
$76.6B
$2.64 Million 0.22% of portfolio
10,900
Q1 2025 Reduced 6.84%
$40.1B
$2.66 Million 0.22% of portfolio
11,500
Q1 2025 Reduced 11.54%
$0
$2.55 Million 0.21% of portfolio
32,300
Q1 2025 Added 2.7%
$229B
$2.53 Million 0.21% of portfolio
550
Q1 2025 Added 46.67%
$15B
$2.45 Million 0.21% of portfolio
16,500
Q1 2025 Reduced 17.5%
$182B
$2.55 Million 0.21% of portfolio
35,000
Q1 2025 Reduced 30.0%
$439B
$2.41 Million 0.2% of portfolio
14,530
Q1 2025 Reduced 20.6%
$383B
$2.36 Million 0.2% of portfolio
56,485
Q4 2024 Added 2.73%
$0
$2.4 Million 0.2% of portfolio
32,175
Q1 2025 New
$201B
$2.21 Million 0.19% of portfolio
14,710
Q1 2025 Reduced 18.53%
$0
$2.3 Million 0.19% of portfolio
126,665
Q1 2025 Reduced 62.21%
$27.4B
$2.26 Million 0.19% of portfolio
8,000
Q1 2025 New
$67.2B
$2.1 Million 0.18% of portfolio
44,351
Q1 2025 Reduced 2.92%
$104B
$2.08 Million 0.18% of portfolio
6,175
Q4 2024 New
$131B
$2.15 Million 0.18% of portfolio
3,900
Q1 2025 Added 4.0%
$26.5B
$2.07 Million 0.17% of portfolio
11,500
Q4 2024 Reduced 4.17%
$28.8B
$2.03 Million 0.17% of portfolio
12,050
Q1 2025 New
$173B
$1.96 Million 0.16% of portfolio
25,000
Q1 2025 New
$52.1B
$1.85 Million 0.16% of portfolio
12,000
Q1 2025 Added 9.09%
$141B
$1.94 Million 0.16% of portfolio
76,600
Q4 2024 New
$36.7B
$1.77 Million 0.15% of portfolio
30,916
Q1 2025 Added 167.76%
$405M
$1.74 Million 0.15% of portfolio
110,100
Q3 2024 Reduced 23.28%
$83.4B
$1.7 Million 0.14% of portfolio
9,500
Q1 2025 New
$0
$1.63 Million 0.14% of portfolio
60,800
Q1 2025 Added 34.51%
$19.8B
$1.71 Million 0.14% of portfolio
6,500
Q1 2025 New

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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