Cumberland Partners

Latest statistics and disclosures from Cumberland Partners's latest quarterly 13F-HR filing:

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Positions held by Cumberland Partners consolidated in one spreadsheet with up to 7 years of data

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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
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

View all past filings