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
$35.7B
$1.71 Million 0.14% of portfolio
17,500
Q1 2025 Reduced 12.5%
$23B
$1.5 Million 0.13% of portfolio
32,950
Q1 2025 Added 18.1%
$84.5B
$1.51 Million 0.13% of portfolio
13,750
Q1 2025 Reduced 20.06%
$14.5B
$1.52 Million 0.13% of portfolio
14,515
Q1 2025 Reduced 85.39%
$11B
$1.56 Million 0.13% of portfolio
27,500
Q1 2025 New
$153B
$1.38 Million 0.12% of portfolio
14,495
Q1 2025 New
$63.5B
$1.4 Million 0.12% of portfolio
22,095
Q1 2025 Reduced 66.25%
$0
$1.37 Million 0.12% of portfolio
18,640
Q1 2025 Reduced 16.11%
$87.2B
$1.25 Million 0.11% of portfolio
30,000
Q1 2025 New
$77.5B
$1.29 Million 0.11% of portfolio
13,550
Q1 2025 Reduced 2.53%
$107B
$1.32 Million 0.11% of portfolio
5,000
Q1 2025 Reduced 23.08%
$86.5B
$1.14 Million 0.1% of portfolio
17,535
Q3 2024 New
$0
$1.16 Million 0.1% of portfolio
47,555
Q1 2025 Added 4.59%
$43.4B
$1.15 Million 0.1% of portfolio
2,750
Q1 2025 New
$13.3B
$1.08 Million 0.09% of portfolio
3,500
Q1 2025 Added 84.21%
$34.3B
$1.07 Million 0.09% of portfolio
7,700
Q1 2025 Reduced 11.49%
$12.6B
$1.12 Million 0.09% of portfolio
5,900
Q1 2025 Added 20.41%
$255B
$1.1 Million 0.09% of portfolio
4,410
Q1 2025 Reduced 34.03%
$0
$1.04 Million 0.09% of portfolio
50,000
Q2 2024 Added 150.0%
$34.4B
$914,000 0.08% of portfolio
7,000
Q1 2025 New
$14.4B
$950,000 0.08% of portfolio
30,000
Q1 2025 New
$264B
$1.01 Million 0.08% of portfolio
1,920
Q1 2025 Reduced 94.52%
$0
$811,000 0.07% of portfolio
15,490
Q1 2025 Added 18.52%
$90.3B
$849,000 0.07% of portfolio
19,173
Q1 2025 Reduced 50.15%
$18B
$837,000 0.07% of portfolio
11,765
Q1 2025 Reduced 75.51%
$9.86B
$809,000 0.07% of portfolio
5,000
Q1 2025 New
$55.8B
$840,000 0.07% of portfolio
7,750
Q1 2025 New
$286B
$662,000 0.06% of portfolio
1,000
Q1 2025 Reduced 20.0%
$0
$751,000 0.06% of portfolio
1,463
Q1 2024 New
$0
$730,000 0.06% of portfolio
13,905
Q1 2025 Added 23.05%
$31.2B
$648,000 0.05% of portfolio
60,420
Q4 2024 Added 0.2%
$0
$642,000 0.05% of portfolio
12,575
Q1 2025 Added 14.63%
$0
$558,000 0.05% of portfolio
12,160
Q1 2025 New
$22.3B
$620,000 0.05% of portfolio
20,000
Q1 2025 New
$64.6B
$634,000 0.05% of portfolio
16,750
Q1 2025 New
$66.4B
$540,000 0.05% of portfolio
9,607
Q1 2025 Reduced 70.01%
$69B
$493,000 0.04% of portfolio
3,000
Q1 2025 Reduced 67.39%
$0
$512,000 0.04% of portfolio
10,281
Q1 2025 Reduced 15.39%
$98.8B
$530,000 0.04% of portfolio
2,000
Q1 2025 Reduced 75.0%
$147B
$324,000 0.03% of portfolio
4,679
Q1 2025 Reduced 84.23%
$124B
$332,000 0.03% of portfolio
2,875
Q1 2025 New
$139B
$337,000 0.03% of portfolio
1,430
Q1 2025 New
$68.3B
$373,000 0.03% of portfolio
2,915
Q1 2025 New
$23.3B
$414,000 0.03% of portfolio
28,924
Q1 2025 Added 115.46%
$0
$396,000 0.03% of portfolio
3,825
Q1 2025 Added 20.66%
$29.5B
$302,000 0.03% of portfolio
1,714
Q1 2025 Reduced 2.56%
$21.2B
$280,000 0.02% of portfolio
2,810
Q1 2025 Added 27.15%
$0
$273,000 0.02% of portfolio
10,865
Q1 2025 Added 21.13%
$9.37B
$260,000 0.02% of portfolio
5,900
Q1 2025 Added 20.41%

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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