Cumberland Partners
Latest statistics and disclosures from Cumberland Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, RY, MSFT, AMZN, WMT, and represent 21.42% of Cumberland Partners's stock portfolio.
- Added to shares of these 10 stocks: AZN (+$29M), AME (+$26M), UNP (+$18M), CNQ (+$18M), NFLX (+$17M), GIL (+$17M), APH (+$12M), PHM (+$11M), TJX (+$9.9M), MDA.
- Started 23 new stock positions in DG, REGN, ARIS, AZN, MDA, TPR, VLO, MU, FLSP, LVS. RDDT, ZTS, AEM, QSR, LRCX, CB, FIX, UNP, RIO, JXI, SCHW, GRID, TFII.
- Reduced shares in these 10 stocks: SHOP (-$44M), SPGI (-$38M), META (-$26M), WMT (-$22M), V (-$17M), MSFT (-$16M), HD (-$15M), CP (-$14M), STN (-$13M), GOOGL (-$12M).
- Sold out of its positions in ADBE, ARES, AstraZeneca, WRB, CDNS, COF, CAH, CELH, EW, FTNT.
- Cumberland Partners was a net seller of stock by $-256M.
- Cumberland Partners has $1.3B in assets under management (AUM), dropping by -19.30%.
- Central Index Key (CIK): 0001578985
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Portfolio Holdings for Cumberland Partners
Cumberland Partners holds 157 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.7 | $62M | -12% | 356k | 174.40 |
|
| Rbc Cad (RY) | 4.4 | $58M | -7% | 361k | 161.14 |
|
| Microsoft Corporation (MSFT) | 4.2 | $55M | -21% | 150k | 370.17 |
|
| Amazon (AMZN) | 4.1 | $55M | -4% | 262k | 208.27 |
|
| Wal-Mart Stores (WMT) | 4.0 | $52M | -30% | 419k | 124.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $48M | 169k | 286.86 |
|
|
| Costco Wholesale Corporation (COST) | 3.4 | $45M | +7% | 46k | 996.43 |
|
| Apple (AAPL) | 3.1 | $41M | -18% | 163k | 253.79 |
|
| Eaton Corp SHS (ETN) | 2.8 | $38M | -8% | 105k | 357.67 |
|
| Linde SHS (LIN) | 2.8 | $37M | +3% | 75k | 495.76 |
|
| Bk Nova Cad (BNS) | 2.8 | $36M | -4% | 526k | 69.22 |
|
| Eli Lilly & Co. (LLY) | 2.5 | $33M | +6% | 36k | 919.77 |
|
| Broadcom (AVGO) | 2.4 | $32M | -13% | 104k | 309.51 |
|
| Amphenol Corp Cl A (APH) | 2.3 | $31M | +60% | 244k | 126.35 |
|
| Ametek (AME) | 2.3 | $31M | +522% | 144k | 214.36 |
|
| Canadian Natural Resources (CNQ) | 2.3 | $30M | +139% | 624k | 48.63 |
|
| Meta Platforms Cl A (META) | 2.2 | $29M | -47% | 51k | 572.13 |
|
| Astrazeneca Ord (AZN) | 2.2 | $29M | NEW | 146k | 197.22 |
|
| Netflix (NFLX) | 2.2 | $29M | +142% | 298k | 96.15 |
|
| Visa Com Cl A (V) | 1.9 | $26M | -40% | 85k | 302.24 |
|
| Pulte (PHM) | 1.9 | $25M | +72% | 214k | 117.61 |
|
| Mastercard Incorporated Cl A (MA) | 1.8 | $24M | -15% | 47k | 499.66 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $21M | -37% | 71k | 287.56 |
|
| TJX Companies (TJX) | 1.4 | $18M | +117% | 115k | 159.70 |
|
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $18M | +1307% | 325k | 55.51 |
|
| Union Pacific Corporation (UNP) | 1.4 | $18M | NEW | 74k | 242.62 |
|
| UnitedHealth (UNH) | 1.3 | $18M | 65k | 270.59 |
|
|
| O'reilly Automotive (ORLY) | 1.2 | $16M | 176k | 92.31 |
|
|
| Sprott Fds Tr Uranium Miners E (URNM) | 1.1 | $14M | 222k | 63.15 |
|
|
| Cameco Corporation (CCJ) | 1.0 | $14M | -20% | 124k | 108.42 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.0 | $13M | -47% | 37k | 337.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $11M | +28% | 38k | 294.16 |
|
| Dell Technologies CL C (DELL) | 0.7 | $9.2M | -3% | 56k | 164.13 |
|
| Alamos Gold Com Cl A (AGI) | 0.7 | $9.1M | -15% | 204k | 44.35 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.7 | $8.8M | -13% | 95k | 93.10 |
|
| Nasdaq Omx (NDAQ) | 0.6 | $8.2M | 97k | 84.89 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $7.8M | -46% | 32k | 244.44 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $7.3M | 380k | 19.30 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $7.1M | -11% | 16k | 430.29 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $6.5M | -31% | 7.3k | 895.24 |
|
| Abbvie (ABBV) | 0.4 | $5.5M | -36% | 26k | 217.49 |
|
| Pfizer (PFE) | 0.4 | $5.4M | +46% | 192k | 28.08 |
|
| Cisco Systems (CSCO) | 0.4 | $5.4M | -43% | 69k | 77.59 |
|
| Philip Morris International (PM) | 0.4 | $5.2M | -22% | 32k | 165.34 |
|
| Sprott Com New (SII) | 0.4 | $5.1M | +12% | 36k | 142.25 |
|
| Howmet Aerospace (HWM) | 0.4 | $5.1M | -48% | 22k | 230.46 |
|
| Pembina Pipeline Corp (PBA) | 0.4 | $5.0M | -22% | 111k | 44.62 |
|
| Ge Aerospace Com New (GE) | 0.4 | $4.9M | -36% | 17k | 283.77 |
|
| HudBay Minerals (HBM) | 0.4 | $4.9M | 233k | 20.87 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.4 | $4.7M | -14% | 35k | 135.01 |
|
| Mda-tc (MDA) | 0.4 | $4.7M | NEW | 186k | 25.25 |
|
| Home Depot (HD) | 0.4 | $4.7M | -76% | 14k | 328.89 |
|
| Canadian Pacific Kansas City (CP) | 0.3 | $4.4M | -76% | 57k | 78.53 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $4.3M | 47k | 90.67 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $4.2M | -2% | 9.4k | 446.54 |
|
| Nutrien (NTR) | 0.3 | $4.0M | -29% | 53k | 75.25 |
|
| Uber Technologies (UBER) | 0.3 | $4.0M | -47% | 55k | 71.93 |
|
| Boyd Group Services (BGSI) | 0.3 | $3.9M | +135% | 31k | 127.25 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $3.8M | +631% | 16k | 233.26 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $3.8M | +13% | 126k | 30.22 |
|
| McKesson Corporation (MCK) | 0.3 | $3.8M | -45% | 4.4k | 865.36 |
|
| Raymond James Financial (RJF) | 0.3 | $3.7M | -11% | 26k | 144.79 |
|
| Expedia Group Com New (EXPE) | 0.3 | $3.7M | -21% | 16k | 230.89 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.3 | $3.7M | NEW | 23k | 163.58 |
|
| Firstservice Corp (FSV) | 0.3 | $3.4M | 25k | 138.67 |
|
|
| Canadian Natl Ry (CNI) | 0.3 | $3.4M | +132% | 33k | 102.60 |
|
| Applied Materials (AMAT) | 0.3 | $3.3M | -58% | 9.7k | 341.79 |
|
| Blackrock (BLK) | 0.2 | $3.3M | -37% | 3.4k | 961.71 |
|
| Deere & Company (DE) | 0.2 | $3.1M | -13% | 5.6k | 563.30 |
|
| Williams-Sonoma (WSM) | 0.2 | $3.1M | -30% | 17k | 182.33 |
|
| Republic Services (RSG) | 0.2 | $3.0M | +17% | 14k | 219.02 |
|
| Kenvue (KVUE) | 0.2 | $2.8M | 161k | 17.24 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.8M | +14% | 29k | 97.13 |
|
| Comfort Systems USA (FIX) | 0.2 | $2.8M | NEW | 2.0k | 1378.99 |
|
| Booking Holdings (BKNG) | 0.2 | $2.7M | -27% | 650.00 | 4210.32 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $2.7M | -33% | 190k | 14.37 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.7M | 56k | 48.75 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $2.7M | NEW | 13k | 213.66 |
|
| Viking Holdings Ord Shs (VIK) | 0.2 | $2.6M | -50% | 35k | 73.48 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $2.4M | -46% | 8.0k | 304.08 |
|
| Emcor (EME) | 0.2 | $2.4M | -48% | 3.3k | 738.31 |
|
| Tapestry (TPR) | 0.2 | $2.4M | NEW | 17k | 141.11 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $2.4M | +42% | 50k | 47.97 |
|
| Leidos Holdings (LDOS) | 0.2 | $2.3M | -40% | 15k | 155.52 |
|
| Micron Technology (MU) | 0.2 | $2.3M | NEW | 6.9k | 337.84 |
|
| Descartes Sys Grp (DSGX) | 0.2 | $2.2M | 32k | 71.40 |
|
|
| Applovin Corp Com Cl A (APP) | 0.2 | $2.2M | -8% | 5.5k | 398.00 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $2.2M | -46% | 10k | 209.02 |
|
| ResMed (RMD) | 0.2 | $2.1M | -54% | 9.5k | 224.48 |
|
| S&p Global (SPGI) | 0.2 | $2.1M | -94% | 4.9k | 425.34 |
|
| Technipfmc (FTI) | 0.2 | $2.1M | -53% | 30k | 69.13 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.9M | 24k | 79.27 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $1.9M | -50% | 6.5k | 290.29 |
|
| salesforce (CRM) | 0.1 | $1.9M | -55% | 10k | 186.67 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $1.9M | +11% | 35k | 53.22 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.8M | -64% | 25k | 72.46 |
|
| Walt Disney Company (DIS) | 0.1 | $1.8M | -47% | 19k | 96.38 |
|
| Iqvia Holdings (IQV) | 0.1 | $1.7M | -21% | 10k | 170.60 |
|
| Autodesk (ADSK) | 0.1 | $1.7M | -72% | 7.0k | 239.40 |
|
| Chubb (CB) | 0.1 | $1.6M | NEW | 5.0k | 325.93 |
|
| Kla Corp Com New (KLAC) | 0.1 | $1.6M | -60% | 1.1k | 1472.41 |
|
| Msci (MSCI) | 0.1 | $1.6M | -55% | 3.0k | 539.01 |
|
| Oneok (OKE) | 0.1 | $1.5M | -28% | 17k | 90.39 |
|
| Vistra Energy (VST) | 0.1 | $1.5M | -65% | 10k | 150.33 |
|
| Hca Holdings (HCA) | 0.1 | $1.4M | -63% | 3.0k | 473.24 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.4M | +6% | 27k | 52.56 |
|
| Emerson Electric (EMR) | 0.1 | $1.4M | +12% | 11k | 131.02 |
|
| EOG Resources (EOG) | 0.1 | $1.4M | -38% | 9.5k | 144.57 |
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| Intuit (INTU) | 0.1 | $1.3M | -45% | 3.0k | 432.38 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $1.3M | -67% | 11k | 117.66 |
|
| Enbridge (ENB) | 0.1 | $1.3M | +66% | 24k | 54.04 |
|
| Cibc Cad (CM) | 0.1 | $1.3M | -10% | 14k | 94.47 |
|
| Ishares Tr Glob Utilits Etf (JXI) | 0.1 | $1.3M | NEW | 15k | 86.34 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $1.2M | -16% | 5.0k | 249.08 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.2M | 17k | 73.64 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $1.2M | -72% | 27k | 44.32 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.2M | +10% | 12k | 100.72 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.2M | NEW | 13k | 93.29 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.2M | NEW | 1.5k | 772.64 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.2M | NEW | 12k | 93.98 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.1M | +15% | 22k | 51.23 |
|
| Valero Energy Corporation (VLO) | 0.1 | $1.1M | NEW | 4.6k | 247.08 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.1M | +26% | 46k | 24.27 |
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| Agnico (AEM) | 0.1 | $1.1M | NEW | 5.5k | 202.34 |
|
| Tfii Cn (TFII) | 0.1 | $1.1M | NEW | 9.7k | 108.64 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.1M | -76% | 6.0k | 175.66 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.1M | NEW | 8.9k | 118.21 |
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| Stantec (STN) | 0.1 | $1.0M | -92% | 12k | 86.29 |
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| Aris Mng Corp (ARIS) | 0.1 | $1.0M | NEW | 55k | 18.51 |
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| Fortis (FTS) | 0.1 | $1.0M | -6% | 18k | 55.61 |
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| Atlas Energy Solutions Com New (AESI) | 0.1 | $954k | -9% | 73k | 13.12 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $874k | 1.5k | 597.55 |
|
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| Celestica (CLS) | 0.1 | $832k | +29% | 3.0k | 281.19 |
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| Las Vegas Sands (LVS) | 0.1 | $808k | NEW | 15k | 53.88 |
|
| Reddit Cl A (RDDT) | 0.1 | $808k | NEW | 6.0k | 134.65 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $807k | +5% | 35k | 23.32 |
|
| Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) | 0.1 | $740k | NEW | 27k | 27.20 |
|
| Dollar General (DG) | 0.1 | $712k | NEW | 6.0k | 118.73 |
|
| Manulife Finl Corp (MFC) | 0.1 | $685k | +88% | 20k | 34.34 |
|
| Iamgold Corp (IAG) | 0.0 | $628k | +22% | 34k | 18.75 |
|
| Tidal Trust Ii Stkd 100 Bitcoin (BTGD) | 0.0 | $529k | +7% | 19k | 27.37 |
|
| Rb Global (RBA) | 0.0 | $507k | +43% | 5.3k | 95.60 |
|
| Kinross Gold Corp (KGC) | 0.0 | $485k | +13% | 16k | 30.48 |
|
| Analog Devices (ADI) | 0.0 | $439k | +31% | 1.4k | 318.13 |
|
| Open Text Corp (OTEX) | 0.0 | $422k | -19% | 19k | 22.21 |
|
| Sun Life Financial (SLF) | 0.0 | $418k | +3% | 6.7k | 62.53 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.0 | $404k | -92% | 19k | 21.10 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $398k | NEW | 5.4k | 73.76 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $356k | +6% | 8.9k | 40.14 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $329k | +9% | 16k | 20.36 |
|
| Suncor Energy (SU) | 0.0 | $304k | -30% | 4.6k | 66.02 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $269k | +16% | 8.9k | 30.32 |
|
| Rockwell Automation (ROK) | 0.0 | $252k | -11% | 701.00 | 358.89 |
|
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $247k | +11% | 9.9k | 24.98 |
|
| Rogers Communications CL B (RCI) | 0.0 | $227k | 5.9k | 38.39 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $216k | 450.00 | 479.20 |
|
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| Progressive Corporation (PGR) | 0.0 | $214k | -88% | 1.1k | 198.24 |
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Past Filings by Cumberland Partners
SEC 13F filings are viewable for Cumberland Partners going back to 2013
- Cumberland Partners 2026 Q1 filed May 14, 2026
- 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