Cumberland Partners
Latest statistics and disclosures from Cumberland Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, WMT, RY, META, and represent 22.38% of Cumberland Partners's stock portfolio.
- Added to shares of these 10 stocks: SHOP (+$42M), BNS (+$19M), PHM (+$15M), URNM (+$12M), NFLX (+$11M), TSM (+$9.6M), DELL (+$5.5M), JPM (+$5.4M), MSFT (+$5.1M), AME.
- Started 24 new stock positions in TEL, CELH, PHM, URNM, MKL, KVUE, CNI, QCOM, COPX, KNSL. RPRX, BRK.B, EW, AME, SU, OKE, IAG, TOST, BGSI, RBA, VET, MFC, WPM, LOW.
- Reduced shares in these 10 stocks: Marsh & McLennan Companies (-$27M), AJG (-$17M), CRM (-$16M), CP (-$11M), TW (-$6.2M), DE, PGR, ARES, TMUS, DIS.
- Sold out of its positions in CME, CCK, DECK, DG, DLTR, DKNG, IBKR, Marsh & McLennan Companies, PYPL, QSR. SSNC, TMUS, WBD, BBU.
- Cumberland Partners was a net buyer of stock by $73M.
- Cumberland Partners has $1.6B in assets under management (AUM), dropping by 6.70%.
- Central Index Key (CIK): 0001578985
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Portfolio Holdings for Cumberland Partners
Cumberland Partners holds 172 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $93M | +5% | 192k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 4.6 | $76M | +4% | 405k | 186.50 |
|
| Wal-Mart Stores (WMT) | 4.1 | $67M | -3% | 600k | 111.41 |
|
| Rbc Cad (RY) | 4.1 | $67M | 391k | 170.58 |
|
|
| Meta Platforms Cl A (META) | 3.9 | $64M | +5% | 97k | 660.09 |
|
| Amazon (AMZN) | 3.9 | $64M | +4% | 275k | 230.82 |
|
| Apple (AAPL) | 3.3 | $54M | 200k | 271.86 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $53M | 170k | 313.80 |
|
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| Visa Com Cl A (V) | 3.0 | $50M | +4% | 142k | 350.71 |
|
| S&p Global (SPGI) | 3.0 | $49M | -3% | 93k | 522.59 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.7 | $44M | +1781% | 272k | 161.07 |
|
| Broadcom (AVGO) | 2.5 | $42M | +3% | 120k | 346.10 |
|
| Bk Nova Cad (BNS) | 2.5 | $41M | +89% | 553k | 73.80 |
|
| Eaton Corp SHS (ETN) | 2.2 | $37M | -2% | 115k | 318.51 |
|
| Eli Lilly & Co. (LLY) | 2.2 | $37M | +7% | 34k | 1074.68 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $37M | -2% | 42k | 862.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $36M | +6% | 114k | 313.00 |
|
| Mastercard Incorporated Cl A (MA) | 2.0 | $32M | -6% | 56k | 570.88 |
|
| Linde SHS (LIN) | 1.9 | $31M | 72k | 426.39 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.3 | $22M | +79% | 71k | 303.89 |
|
| UnitedHealth (UNH) | 1.3 | $22M | +22% | 65k | 330.11 |
|
| Home Depot (HD) | 1.3 | $21M | 60k | 344.10 |
|
|
| Amphenol Corp Cl A (APH) | 1.3 | $21M | 152k | 135.14 |
|
|
| Canadian Pacific Kansas City (CP) | 1.1 | $18M | -38% | 238k | 73.67 |
|
| O'reilly Automotive (ORLY) | 1.0 | $16M | 178k | 91.21 |
|
|
| Stantec (STN) | 0.9 | $15M | 160k | 94.42 |
|
|
| Pulte (PHM) | 0.9 | $15M | NEW | 124k | 117.26 |
|
| Cameco Corporation (CCJ) | 0.9 | $14M | -14% | 157k | 91.66 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.8 | $12M | NEW | 225k | 54.89 |
|
| Johnson & Johnson (JNJ) | 0.8 | $12M | -12% | 59k | 206.95 |
|
| Netflix (NFLX) | 0.7 | $12M | +4161% | 123k | 93.76 |
|
| Astrazeneca Sponsored Adr | 0.7 | $12M | 125k | 91.93 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.6 | $10M | 109k | 94.35 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $9.5M | +135% | 29k | 322.22 |
|
| Nasdaq Omx (NDAQ) | 0.6 | $9.4M | -20% | 97k | 97.13 |
|
| Cisco Systems (CSCO) | 0.6 | $9.4M | -11% | 122k | 77.03 |
|
| Alamos Gold Com Cl A (AGI) | 0.6 | $9.4M | 242k | 38.66 |
|
|
| Parker-Hannifin Corporation (PH) | 0.6 | $9.3M | 11k | 878.96 |
|
|
| Abbvie (ABBV) | 0.6 | $9.1M | -9% | 40k | 228.49 |
|
| Canadian Natural Resources (CNQ) | 0.5 | $8.8M | +48% | 260k | 33.91 |
|
| Howmet Aerospace (HWM) | 0.5 | $8.7M | -4% | 43k | 205.02 |
|
| Uber Technologies (UBER) | 0.5 | $8.6M | +75% | 105k | 81.71 |
|
| Ge Aerospace Com New (GE) | 0.5 | $8.3M | -8% | 27k | 308.03 |
|
| TJX Companies (TJX) | 0.5 | $8.1M | +72% | 53k | 153.61 |
|
| Autodesk (ADSK) | 0.5 | $7.6M | +65% | 26k | 296.01 |
|
| Granite Real Estate Invt Tr Tr Unit New (GRTUF) | 0.5 | $7.6M | +2% | 127k | 59.60 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $7.4M | -8% | 19k | 396.31 |
|
| Dell Technologies CL C (DELL) | 0.4 | $7.3M | +314% | 58k | 125.88 |
|
| McKesson Corporation (MCK) | 0.4 | $6.6M | -23% | 8.0k | 820.29 |
|
| Philip Morris International (PM) | 0.4 | $6.5M | -34% | 41k | 160.40 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $6.3M | 380k | 16.49 |
|
|
| salesforce (CRM) | 0.4 | $6.0M | -72% | 23k | 264.91 |
|
| Applied Materials (AMAT) | 0.4 | $6.0M | 23k | 256.99 |
|
|
| Blackrock (BLK) | 0.4 | $5.8M | -13% | 5.5k | 1070.34 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.4 | $5.8M | +22% | 266k | 21.91 |
|
| Expedia Group Com New (EXPE) | 0.4 | $5.8M | +9% | 21k | 283.31 |
|
| Veeva Sys Cl A Com (VEEV) | 0.4 | $5.8M | +67% | 26k | 223.23 |
|
| Pembina Pipeline Corp (PBA) | 0.3 | $5.4M | +2% | 143k | 38.14 |
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| Monster Beverage Corp (MNST) | 0.3 | $5.4M | +46% | 70k | 76.67 |
|
| Bank Of Montreal Cadcom (BMO) | 0.3 | $5.3M | +89% | 41k | 129.94 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $5.2M | -21% | 99k | 52.44 |
|
| MercadoLibre (MELI) | 0.3 | $5.1M | +2% | 2.6k | 2014.26 |
|
| ResMed (RMD) | 0.3 | $5.1M | +61% | 21k | 240.87 |
|
| Viking Holdings Ord Shs (VIK) | 0.3 | $5.0M | +75% | 70k | 71.41 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $4.9M | -76% | 19k | 258.79 |
|
| Booking Holdings (BKNG) | 0.3 | $4.8M | +38% | 900.00 | 5355.33 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $4.8M | +137% | 285k | 16.74 |
|
| Ametek (AME) | 0.3 | $4.7M | NEW | 23k | 205.31 |
|
| Vistra Energy (VST) | 0.3 | $4.7M | -7% | 29k | 161.33 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.3 | $4.7M | 126k | 37.09 |
|
|
| Nutrien (NTR) | 0.3 | $4.7M | -3% | 76k | 61.79 |
|
| Raymond James Financial (RJF) | 0.3 | $4.7M | +56% | 29k | 160.59 |
|
| HudBay Minerals (HBM) | 0.3 | $4.6M | -36% | 233k | 19.88 |
|
| Leidos Holdings (LDOS) | 0.3 | $4.5M | +150% | 25k | 180.40 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $4.4M | NEW | 19k | 227.51 |
|
| Williams-Sonoma (WSM) | 0.3 | $4.4M | -12% | 25k | 178.59 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $4.4M | 9.6k | 453.36 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $4.3M | 48k | 90.70 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.3 | $4.3M | +100% | 15k | 287.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $4.2M | +108% | 12k | 349.99 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $4.0M | +50% | 6.0k | 673.82 |
|
| Walt Disney Company (DIS) | 0.2 | $4.0M | -46% | 35k | 113.77 |
|
| Msci (MSCI) | 0.2 | $3.9M | +92% | 6.8k | 573.73 |
|
| Emcor (EME) | 0.2 | $3.9M | +80% | 6.3k | 611.79 |
|
| Hca Holdings (HCA) | 0.2 | $3.9M | +10% | 8.3k | 466.86 |
|
| Firstservice Corp (FSV) | 0.2 | $3.8M | -27% | 25k | 155.68 |
|
| Cadence Design Systems (CDNS) | 0.2 | $3.8M | 12k | 312.58 |
|
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| Intuit (INTU) | 0.2 | $3.7M | -30% | 5.6k | 662.42 |
|
| Tradeweb Mkts Cl A (TW) | 0.2 | $3.7M | -62% | 34k | 107.54 |
|
| Watts Water Technologies Cl A (WTS) | 0.2 | $3.6M | +100% | 13k | 276.02 |
|
| Aon Shs Cl A (AON) | 0.2 | $3.4M | 9.7k | 352.88 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $3.4M | +12% | 2.8k | 1215.08 |
|
| Kkr & Co (KKR) | 0.2 | $3.3M | 26k | 127.48 |
|
|
| Pfizer (PFE) | 0.2 | $3.3M | +70% | 131k | 24.90 |
|
| Sprott Com New (SII) | 0.2 | $3.2M | 32k | 98.06 |
|
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| Bank of America Corporation (BAC) | 0.2 | $3.1M | 56k | 55.00 |
|
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.2 | $3.0M | -5% | 110k | 27.26 |
|
| Deere & Company (DE) | 0.2 | $3.0M | -62% | 6.4k | 465.57 |
|
| Capital One Financial (COF) | 0.2 | $2.9M | +60% | 12k | 242.36 |
|
| Technipfmc (FTI) | 0.2 | $2.9M | +85% | 65k | 44.56 |
|
| Iqvia Holdings (IQV) | 0.2 | $2.9M | +676% | 13k | 225.41 |
|
| Kenvue (KVUE) | 0.2 | $2.8M | NEW | 161k | 17.25 |
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| Descartes Sys Grp (DSGX) | 0.2 | $2.8M | -43% | 32k | 87.78 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $2.5M | +38% | 19k | 132.04 |
|
| Republic Services (RSG) | 0.2 | $2.5M | +18% | 12k | 211.93 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.4M | -12% | 25k | 96.03 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $2.3M | NEW | 6.0k | 391.12 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $2.3M | NEW | 50k | 45.74 |
|
| Fortinet (FTNT) | 0.1 | $2.1M | -16% | 27k | 79.41 |
|
| Insulet Corporation (PODD) | 0.1 | $2.1M | -16% | 7.5k | 284.24 |
|
| Progressive Corporation (PGR) | 0.1 | $2.1M | -67% | 9.3k | 227.72 |
|
| Boyd Group Services (BGSI) | 0.1 | $2.1M | NEW | 13k | 159.46 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.9M | 24k | 79.73 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.8M | -69% | 11k | 161.63 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $1.7M | +33% | 3.0k | 580.71 |
|
| Oneok (OKE) | 0.1 | $1.7M | NEW | 24k | 73.50 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $1.7M | +2% | 32k | 53.88 |
|
| EOG Resources (EOG) | 0.1 | $1.6M | +431% | 16k | 105.01 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $1.4M | +230% | 23k | 62.57 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $1.4M | 5.9k | 239.64 |
|
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| Canadian Natl Ry (CNI) | 0.1 | $1.4M | NEW | 14k | 99.01 |
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| Cibc Cad (CM) | 0.1 | $1.4M | +14% | 15k | 90.71 |
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| Paycom Software (PAYC) | 0.1 | $1.4M | -26% | 8.5k | 159.36 |
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| Royalty Pharma Shs Class A (RPRX) | 0.1 | $1.4M | NEW | 35k | 38.64 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.3M | -8% | 25k | 52.88 |
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| Waste Connections (WCN) | 0.1 | $1.3M | +22% | 7.6k | 175.36 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | -41% | 9.4k | 132.72 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.2M | -4% | 17k | 74.07 |
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| International Business Machines (IBM) | 0.1 | $1.2M | -5% | 4.0k | 296.21 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.1M | +107% | 11k | 101.67 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $1.1M | NEW | 15k | 71.79 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $1.1M | +4% | 39k | 27.30 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $1.1M | 50k | 21.00 |
|
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| Fortis (FTS) | 0.1 | $1.0M | 19k | 52.05 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.0M | +6% | 19k | 51.77 |
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| Qualcomm (QCOM) | 0.1 | $966k | NEW | 5.7k | 171.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $918k | 1.5k | 627.13 |
|
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| Oracle Corporation (ORCL) | 0.1 | $914k | -72% | 4.7k | 194.91 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $895k | 10k | 85.77 |
|
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $886k | 36k | 24.37 |
|
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| Edwards Lifesciences (EW) | 0.1 | $853k | NEW | 10k | 85.25 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $825k | 12k | 70.12 |
|
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| Cardinal Health (CAH) | 0.1 | $822k | -33% | 4.0k | 205.50 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $794k | NEW | 6.8k | 117.69 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $779k | +202% | 33k | 23.67 |
|
| Open Text Corp (OTEX) | 0.0 | $766k | +176% | 24k | 32.60 |
|
| Atlas Energy Solutions Com New (AESI) | 0.0 | $755k | -44% | 80k | 9.42 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $701k | +2% | 13k | 54.77 |
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| Enbridge (ENB) | 0.0 | $687k | 14k | 47.88 |
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|
| Celestica (CLS) | 0.0 | $678k | +35% | 2.3k | 296.13 |
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| Tidal Trust Ii Stkd 100 Bitcoin (BTGD) | 0.0 | $618k | +11% | 18k | 34.33 |
|
| Vermilion Energy (VET) | 0.0 | $560k | NEW | 67k | 8.32 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $500k | -74% | 2.2k | 222.63 |
|
| Iamgold Corp (IAG) | 0.0 | $453k | NEW | 27k | 16.52 |
|
| Toast Cl A (TOST) | 0.0 | $444k | NEW | 13k | 35.51 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $441k | +6% | 8.5k | 51.90 |
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| Sun Life Financial (SLF) | 0.0 | $404k | -3% | 6.5k | 62.46 |
|
| Kinross Gold Corp (KGC) | 0.0 | $395k | -10% | 14k | 28.20 |
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| Manulife Finl Corp (MFC) | 0.0 | $384k | NEW | 11k | 36.33 |
|
| Rb Global (RBA) | 0.0 | $381k | NEW | 3.7k | 103.07 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $344k | +3% | 8.3k | 41.27 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $320k | +3% | 15k | 21.55 |
|
| Rockwell Automation (ROK) | 0.0 | $310k | +6% | 796.00 | 389.08 |
|
| Suncor Energy (SU) | 0.0 | $294k | NEW | 6.6k | 44.41 |
|
| Analog Devices (ADI) | 0.0 | $285k | +8% | 1.1k | 271.20 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $236k | 7.6k | 30.96 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $226k | NEW | 450.00 | 502.65 |
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| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $224k | -37% | 8.8k | 25.32 |
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| Rogers Communications CL B (RCI) | 0.0 | $224k | 5.9k | 37.77 |
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| Markel Corporation (MKL) | 0.0 | $215k | NEW | 100.00 | 2149.65 |
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| Lowe's Companies (LOW) | 0.0 | $200k | NEW | 831.00 | 241.16 |
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| Telus Ord (TU) | 0.0 | $189k | -40% | 14k | 13.19 |
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Past Filings by Cumberland Partners
SEC 13F filings are viewable for Cumberland Partners going back to 2013
- Cumberland Partners 2025 Q4 filed Feb. 6, 2026
- Cumberland Partners 2025 Q3 filed Nov. 7, 2025
- Cumberland Partners 2025 Q2 filed Aug. 12, 2025
- Cumberland Partners 2025 Q1 filed May 9, 2025
- Cumberland Partners 2024 Q4 filed Feb. 3, 2025
- Cumberland Partners 2024 Q3 filed Nov. 5, 2024
- Cumberland Partners 2024 Q2 filed Aug. 13, 2024
- Cumberland Partners 2024 Q1 filed May 9, 2024
- Cumberland Partners 2023 Q4 filed Feb. 1, 2024
- Cumberland Partners 2023 Q3 filed Nov. 8, 2023
- Cumberland Partners 2023 Q2 filed Aug. 9, 2023
- Cumberland Partners 2023 Q1 filed May 8, 2023
- Cumberland Partners 2022 Q4 filed Feb. 6, 2023
- Cumberland Partners 2022 Q3 filed Nov. 14, 2022
- Cumberland Partners 2022 Q2 filed Aug. 10, 2022
- Cumberland Partners 2022 Q1 filed May 10, 2022