Cumberland Partners
Latest statistics and disclosures from Cumberland Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, WMT, META, ETN, GOOG, and represent 22.40% of Cumberland Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$16M), BLK (+$10M), BAH (+$6.1M), ORCL (+$5.8M), CDNS (+$5.7M), GRP.U (+$5.5M), ETN, AMZN, EA, UBER.
- Started 21 new stock positions in UBER, NVO, CMCSA, AME, GIB, DCBO, VEEV, BIP, PFE, CPAY. PAYC, TT, TPL, EPAM, FDS, CSL, CME, MNST, BLK, ZTS, GRP.U.
- Reduced shares in these 10 stocks: , UNH (-$13M), ELV (-$10M), Granite Real Estate (-$5.6M), ADI (-$5.3M), AVY (-$5.2M), APP, , ASML, CP.
- Sold out of its positions in AMD, ALSN, AXP, AMT, ADI, ELV, AIT, AZO, BCE, BKT.
- Cumberland Partners was a net seller of stock by $-13M.
- Cumberland Partners has $1.4B in assets under management (AUM), dropping by -0.45%.
- Central Index Key (CIK): 0001578985
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Portfolio Holdings for Cumberland Partners
Cumberland Partners holds 164 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Microsoft Corporation (MSFT) | 5.3 | $76M | 180k | 421.50 |
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Wal-Mart Stores (WMT) | 4.8 | $68M | 758k | 90.35 |
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Meta Platforms Cl A (META) | 4.5 | $65M | 111k | 585.51 |
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Eaton Corp SHS (ETN) | 4.1 | $59M | +7% | 179k | 331.87 |
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Alphabet Cap Stk Cl C (GOOG) | 3.7 | $52M | 275k | 190.44 |
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Rbc Cad (RY) | 3.4 | $49M | 409k | 120.51 |
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S&p Global (SPGI) | 3.4 | $49M | 98k | 498.03 |
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Visa Com Cl A (V) | 3.4 | $48M | 153k | 316.04 |
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Amazon (AMZN) | 3.0 | $44M | +8% | 199k | 219.39 |
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Costco Wholesale Corporation (COST) | 3.0 | $44M | 48k | 916.27 |
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Broadcom (AVGO) | 2.7 | $39M | +67% | 166k | 231.84 |
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Apple (AAPL) | 2.7 | $38M | 152k | 250.42 |
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Mastercard Incorporated Cl A (MA) | 2.3 | $33M | 62k | 526.57 |
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Linde SHS (LIN) | 2.2 | $31M | 74k | 418.67 |
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Home Depot (HD) | 2.2 | $31M | +2% | 80k | 388.99 |
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Marsh & McLennan Companies (MMC) | 2.1 | $30M | 139k | 212.41 |
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Canadian Pacific Kansas City (CP) | 2.0 | $28M | -9% | 393k | 72.37 |
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Canadian Natl Ry (CNI) | 2.0 | $28M | 279k | 101.32 |
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Arthur J. Gallagher & Co. (AJG) | 1.8 | $26M | 93k | 283.85 |
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Tfii Cn (TFII) | 1.7 | $25M | 184k | 134.83 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $22M | 114k | 189.30 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $19M | +9% | 47k | 402.70 |
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NVIDIA Corporation (NVDA) | 1.3 | $19M | +6% | 139k | 134.29 |
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Thomson Reuters Corp. (TRI) | 1.3 | $19M | 115k | 160.21 |
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Thermo Fisher Scientific (TMO) | 1.3 | $18M | 35k | 520.23 |
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Eli Lilly & Co. (LLY) | 1.3 | $18M | +5% | 23k | 772.00 |
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UnitedHealth (UNH) | 1.2 | $18M | -42% | 35k | 505.86 |
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Applied Materials (AMAT) | 1.2 | $17M | -5% | 106k | 162.63 |
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O'reilly Automotive (ORLY) | 1.0 | $14M | 12k | 1185.80 |
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Cadence Design Systems (CDNS) | 1.0 | $14M | +64% | 48k | 300.46 |
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Nasdaq Omx (NDAQ) | 0.9 | $13M | +19% | 170k | 77.31 |
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Cameco Corporation (CCJ) | 0.9 | $13M | -8% | 252k | 51.39 |
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Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.9 | $13M | +92% | 99k | 128.70 |
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Blackrock (BLK) | 0.7 | $10M | NEW | 10k | 1025.11 |
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Stantec (STN) | 0.7 | $9.8M | +11% | 125k | 78.42 |
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Howmet Aerospace (HWM) | 0.7 | $9.7M | +17% | 89k | 109.37 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $9.7M | 49k | 197.49 |
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Ares Management Corporation Cl A Com Stk (ARES) | 0.6 | $9.1M | 52k | 177.03 |
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Motorola Solutions Com New (MSI) | 0.6 | $8.9M | -16% | 19k | 462.23 |
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Digital Realty Trust (DLR) | 0.6 | $8.3M | 47k | 177.33 |
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Descartes Sys Grp (DSGX) | 0.6 | $8.0M | -17% | 71k | 113.61 |
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Philip Morris International (PM) | 0.5 | $7.6M | +12% | 63k | 120.35 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $7.2M | 367k | 19.59 |
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Oracle Corporation (ORCL) | 0.5 | $7.2M | +430% | 43k | 166.64 |
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Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.5 | $7.0M | +3% | 335k | 20.79 |
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Parker-Hannifin Corporation (PH) | 0.5 | $6.8M | 11k | 636.03 |
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Firstservice Corp (FSV) | 0.5 | $6.7M | 37k | 181.05 |
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Eastman Chemical Company (EMN) | 0.4 | $5.8M | +22% | 63k | 91.32 |
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Deckers Outdoor Corporation (DECK) | 0.4 | $5.7M | 28k | 203.09 |
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Granite Real Estate Invt Tr Tr Unit New (GRP.U) | 0.4 | $5.5M | NEW | 113k | 48.51 |
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Alamos Gold Com Cl A (AGI) | 0.4 | $5.1M | 277k | 18.44 |
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Canadian Natural Resources (CNQ) | 0.3 | $4.8M | -5% | 157k | 30.80 |
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Amphenol Corp Cl A (APH) | 0.3 | $4.8M | 69k | 69.45 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $4.6M | +62% | 13k | 351.79 |
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McKesson Corporation (MCK) | 0.3 | $4.5M | -33% | 7.9k | 569.91 |
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Carrier Global Corporation (CARR) | 0.3 | $4.5M | -21% | 66k | 68.26 |
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Waste Connections (WCN) | 0.3 | $4.5M | 26k | 171.46 |
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Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.3 | $4.2M | +7% | 198k | 21.22 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.0M | -6% | 8.8k | 453.28 |
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MercadoLibre (MELI) | 0.3 | $3.9M | +27% | 2.3k | 1700.44 |
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Toronto Dominion Bk Ont Com New (TD) | 0.3 | $3.9M | -5% | 73k | 53.12 |
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Pembina Pipeline Corp (PBA) | 0.3 | $3.9M | +9% | 105k | 36.93 |
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salesforce (CRM) | 0.3 | $3.7M | -21% | 11k | 334.33 |
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Electronic Arts (EA) | 0.3 | $3.6M | +894% | 25k | 146.30 |
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Wix SHS (WIX) | 0.2 | $3.5M | -13% | 17k | 214.55 |
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Danaher Corporation (DHR) | 0.2 | $3.4M | +4% | 15k | 229.55 |
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Abbvie (ABBV) | 0.2 | $3.4M | -30% | 19k | 177.70 |
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Netflix (NFLX) | 0.2 | $3.4M | -33% | 3.9k | 891.32 |
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Msci (MSCI) | 0.2 | $3.3M | +120% | 5.5k | 600.01 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $3.3M | +166% | 7.3k | 444.68 |
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Atlas Energy Solutions Com New (AESI) | 0.2 | $3.1M | +20% | 140k | 22.18 |
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Toll Brothers (TOL) | 0.2 | $3.0M | -16% | 24k | 125.95 |
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Airbnb Com Cl A (ABNB) | 0.2 | $3.0M | -23% | 23k | 131.40 |
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Uber Technologies (UBER) | 0.2 | $3.0M | NEW | 50k | 60.32 |
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ResMed (RMD) | 0.2 | $3.0M | +550% | 13k | 228.69 |
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HudBay Minerals (HBM) | 0.2 | $3.0M | -12% | 365k | 8.11 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.9M | +6% | 12k | 242.13 |
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Fortinet (FTNT) | 0.2 | $2.8M | +13% | 30k | 94.48 |
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W.R. Berkley Corporation (WRB) | 0.2 | $2.8M | +37% | 48k | 58.52 |
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Pepsi (PEP) | 0.2 | $2.7M | 18k | 152.06 |
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Veeva Sys Cl A Com (VEEV) | 0.2 | $2.7M | NEW | 13k | 210.25 |
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Johnson & Johnson (JNJ) | 0.2 | $2.6M | +18% | 18k | 144.62 |
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Tradeweb Mkts Cl A (TW) | 0.2 | $2.6M | +11% | 20k | 130.92 |
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Arch Cap Group Ord (ACGL) | 0.2 | $2.6M | -39% | 28k | 92.35 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $2.6M | NEW | 30k | 86.02 |
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MarketAxess Holdings (MKTX) | 0.2 | $2.5M | +450% | 11k | 226.04 |
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Bank of America Corporation (BAC) | 0.2 | $2.5M | +2% | 57k | 43.95 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.5M | 32k | 78.01 |
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Bk Nova Cad (BNS) | 0.2 | $2.4M | -39% | 46k | 53.58 |
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North American Const (NOA) | 0.2 | $2.4M | 110k | 21.54 |
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Republic Services (RSG) | 0.2 | $2.4M | +9% | 12k | 201.18 |
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Trane Technologies SHS (TT) | 0.2 | $2.3M | NEW | 6.2k | 369.35 |
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Godaddy Cl A (GDDY) | 0.2 | $2.3M | -4% | 12k | 197.37 |
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Southern Copper Corporation (SCCO) | 0.2 | $2.2M | 25k | 91.13 |
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Pegasystems (PEGA) | 0.2 | $2.2M | +20% | 24k | 93.20 |
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Icon SHS (ICLR) | 0.2 | $2.2M | -57% | 11k | 209.71 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.2M | +25% | 13k | 172.42 |
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Docebo (DCBO) | 0.1 | $2.1M | NEW | 48k | 44.82 |
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Emerson Electric (EMR) | 0.1 | $2.1M | +45% | 17k | 123.93 |
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Applovin Corp Com Cl A (APP) | 0.1 | $2.1M | -65% | 6.5k | 323.83 |
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Hilton Worldwide Holdings (HLT) | 0.1 | $2.1M | -5% | 8.5k | 247.16 |
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Kinsale Cap Group (KNSL) | 0.1 | $2.1M | +80% | 4.5k | 465.13 |
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Pfizer (PFE) | 0.1 | $2.0M | NEW | 77k | 26.53 |
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Cibc Cad (CM) | 0.1 | $2.0M | -3% | 32k | 63.22 |
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Booking Holdings (BKNG) | 0.1 | $1.9M | -25% | 375.00 | 4968.42 |
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Gentex Corporation (GNTX) | 0.1 | $1.9M | 65k | 28.73 |
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Cme (CME) | 0.1 | $1.9M | NEW | 8.0k | 232.23 |
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Progressive Corporation (PGR) | 0.1 | $1.8M | +18% | 7.7k | 239.61 |
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Monster Beverage Corp (MNST) | 0.1 | $1.8M | NEW | 34k | 52.56 |
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Paycom Software (PAYC) | 0.1 | $1.7M | NEW | 8.5k | 204.96 |
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Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $1.7M | -4% | 20k | 85.49 |
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Spotify Technology S A SHS (SPOT) | 0.1 | $1.7M | +7% | 3.8k | 447.38 |
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Enbridge (ENB) | 0.1 | $1.6M | +9% | 39k | 42.42 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.6M | 22k | 71.91 |
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Domino's Pizza (DPZ) | 0.1 | $1.6M | +275% | 3.8k | 419.76 |
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NVR (NVR) | 0.1 | $1.6M | -15% | 190.00 | 8178.90 |
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Paychex (PAYX) | 0.1 | $1.5M | -15% | 11k | 140.22 |
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Zoetis Cl A (ZTS) | 0.1 | $1.5M | NEW | 9.2k | 162.93 |
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Paypal Holdings (PYPL) | 0.1 | $1.5M | 18k | 85.35 |
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International Business Machines (IBM) | 0.1 | $1.5M | -10% | 6.7k | 219.83 |
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Raymond James Financial (RJF) | 0.1 | $1.4M | -4% | 8.7k | 155.33 |
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Bank Of Montreal Cadcom (BMO) | 0.1 | $1.3M | +31% | 14k | 96.86 |
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Texas Pacific Land Corp (TPL) | 0.1 | $1.3M | NEW | 1.2k | 1105.96 |
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Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $1.2M | -13% | 19k | 64.16 |
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Ishares Tr Faln Angls Usd (FALN) | 0.1 | $1.2M | +34% | 45k | 26.71 |
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Fortis (FTS) | 0.1 | $1.2M | +6% | 28k | 41.53 |
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Emcor (EME) | 0.1 | $1.1M | -37% | 2.5k | 453.90 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.1M | +87% | 46k | 24.06 |
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $1.1M | 50k | 21.07 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $1.0M | NEW | 28k | 37.53 |
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Epam Systems (EPAM) | 0.1 | $935k | NEW | 4.0k | 233.82 |
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Lincoln Electric Holdings (LECO) | 0.1 | $919k | -40% | 4.9k | 187.47 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $866k | -77% | 1.3k | 693.08 |
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FactSet Research Systems (FDS) | 0.1 | $841k | NEW | 1.8k | 480.28 |
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Kla Corp Com New (KLAC) | 0.1 | $819k | +18% | 1.3k | 630.12 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $788k | 1.5k | 538.81 |
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Sun Life Financial (SLF) | 0.0 | $685k | +94% | 12k | 59.35 |
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Corpay Com Shs (CPAY) | 0.0 | $677k | NEW | 2.0k | 338.42 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $676k | +19% | 13k | 51.70 |
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United Therapeutics Corporation (UTHR) | 0.0 | $670k | -5% | 1.9k | 352.84 |
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Warner Bros Discovery Com Ser A (WBD) | 0.0 | $639k | 60k | 10.57 |
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Intuit (INTU) | 0.0 | $629k | -63% | 1.0k | 628.50 |
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Select Sector Spdr Tr Financial (XLF) | 0.0 | $587k | +2% | 12k | 48.33 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $582k | +23% | 11k | 51.51 |
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Carlisle Companies (CSL) | 0.0 | $553k | NEW | 1.5k | 368.84 |
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Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $552k | +54% | 11k | 50.28 |
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Avery Dennison Corporation (AVY) | 0.0 | $424k | -92% | 2.3k | 187.13 |
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Tidal Tr Ii Return Stckd Us (RSST) | 0.0 | $359k | 15k | 23.90 |
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Tesla Motors (TSLA) | 0.0 | $353k | -3% | 874.00 | 403.84 |
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Celestica (CLS) | 0.0 | $351k | -64% | 3.8k | 92.24 |
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Tidal Tr Ii Ret Stckd Gl Stk (RSSB) | 0.0 | $349k | 15k | 23.24 |
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Iqvia Holdings (IQV) | 0.0 | $346k | +5% | 1.8k | 196.51 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $316k | +20% | 3.2k | 99.54 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $310k | 4.0k | 77.27 |
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Astrazeneca Sponsored Adr (AZN) | 0.0 | $302k | +4% | 4.6k | 65.52 |
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Cgi Cl A Sub Vtg (GIB) | 0.0 | $242k | NEW | 2.2k | 109.36 |
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Gildan Activewear Inc Com Cad (GIL) | 0.0 | $231k | 4.9k | 47.04 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $228k | NEW | 7.2k | 31.71 |
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Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $227k | 9.0k | 25.25 |
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Rb Global (RBA) | 0.0 | $226k | -28% | 2.5k | 90.21 |
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Rogers Communications CL B (RCI) | 0.0 | $223k | -8% | 7.3k | 30.67 |
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United Rentals (URI) | 0.0 | $217k | -47% | 308.00 | 704.44 |
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Ametek (AME) | 0.0 | $208k | NEW | 1.2k | 180.26 |
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Telus Ord (TU) | 0.0 | $182k | -83% | 13k | 13.53 |
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Past Filings by Cumberland Partners
SEC 13F filings are viewable for Cumberland Partners going back to 2013
- 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
- Cumberland Partners 2021 Q4 filed Feb. 10, 2022
- Cumberland Partners 2021 Q3 filed Nov. 10, 2021
- Cumberland Partners 2021 Q2 filed Aug. 9, 2021
- Cumberland Partners 2021 Q1 filed May 11, 2021