Fund Holdings — Cumberland Partners Ltd

Total Portfolio Value
$1.38B
Total Bought
$309.20M
Total Sold
$182.06M
Net Transaction
+$127.14M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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WALMART INC(WMT)24,260592,936+568,6763,87535,6772.59%+31,802
AMAZON COM INC(AMZN)21,551180,827+159,2762,95532,6182.37%+29,662
MICROSOFT CORP(MSFT)174,701187,246+12,54556,84278,7785.73%+21,936
TFI INTL INC(TFII)87,505203,990+116,48511,29532,5402.37%+21,246
MASTERCARD INCORPORATED(MA)22,55059,681+37,1319,55928,7412.09%+19,182
HOME DEPOT INC(HD)45,72378,952+33,22914,22330,2862.20%+16,063
EATON CORP PLC(ETN)195,019185,791-9,22842,26358,0934.22%+15,830
META PLATFORMS INC(META)122,900107,443-15,45737,33752,1723.79%+14,836
OREILLY AUTOMOTIVE INC(ORLY)65013,064+12,41461814,7481.07%+14,130
VERTEX PHARMACEUTICALS INC(VRTX)029,387+29,387012,2840.89%+12,284
NOVO-NORDISK A S(NVO)93,514154,354+60,8408,50419,8191.44%+11,315
CANADIAN NATL RY CO(CNI)241,700270,516+28,81626,50335,6372.59%+9,134
ROYAL BK CDA(RY)357,428395,787+38,35932,00639,9382.90%+7,932
APPLIED MATLS INC113,660113,290-37015,97023,3641.70%+7,394
LINDE PLC(LIN)75,36676,042+67628,15335,3082.57%+7,154
VISA INC(V)152,821152,709-11235,75042,6183.10%+6,868
ALPHABET INC(GOOG)277,378284,738+7,36036,57243,3543.15%+6,782
S&P GLOBAL INC(SPGI)95,875100,944+5,06936,45442,9473.12%+6,493
THOMSON REUTERS CORP.(TRI)228,779219,246-9,53328,26734,1312.48%+5,864
ENERGY TRANSFER L P(ET)0366,705+366,70505,7680.42%+5,768
CANADIAN PACIFIC KANSAS CITY(CP)441,482436,095-5,38732,94238,4632.80%+5,521
ABBVIE INC(ABBV)028,452+28,45205,1810.38%+5,181
COSTCO WHSL CORP NEW(COST)54,97450,377-4,59731,76536,9082.68%+5,143
STARBUCKS CORP(SBUX)14,03568,703+54,6681,3416,2790.46%+4,938
AGILENT TECHNOLOGIES INC(A)031,490+31,49004,5820.33%+4,582
ALPHABET INC(GOOG)126,289144,393+18,10417,38521,7931.58%+4,408
THERMO FISHER SCIENTIFIC INC(TMO)49,86050,737+87725,27529,4892.14%+4,214
VIATRIS INC(VTRS)0235,250+235,25002,8090.20%+2,809
MARSH & MCLENNAN COS INC(MRSH)143,476142,911-56527,30029,4372.14%+2,136
GALLAGHER ARTHUR J & CO(AJG)95,99895,797-20121,86923,9531.74%+2,084
APPLE INC(AAPL)155,748167,563+11,81526,71728,7342.09%+2,017
ACCENTURE PLC IRELAND
SHS CLASS A
64,01265,785+1,77320,79122,8021.66%+2,010
ANALOG DEVICES INC(ADI)81,56081,885+32514,35216,1961.18%+1,844
SOUTHERN COPPER CORP(SCCO)22,62535,125+12,5001,9473,7420.27%+1,794
BLACKROCK INC(BLK)12,76113,764+1,0039,69111,4750.83%+1,784
CORPAY INC(CPAY)05,750+5,75001,7740.13%+1,774
PARKER-HANNIFIN CORP(PH)11,21511,185-304,4576,2170.45%+1,759
CME GROUP INC(CME)08,000+8,00001,7220.13%+1,722
AIRBNB INC23,04029,040+6,0003,1374,7900.35%+1,654
ICON PLC(ICLR)5,2509,285+4,0351,4863,1190.23%+1,633
ASML HOLDING N V
N Y REGISTRY SHS
4,0234,102+792,3683,9810.29%+1,613
TAIWAN SEMICONDUCTOR MFG LTD(TSM)50,87747,563-3,3144,8646,4710.47%+1,607
MONSTER BEVERAGE CORP NEW(MNST)025,282+25,28201,4990.11%+1,499
AVERY DENNISON CORP30,70031,335+6355,6576,9960.51%+1,339
DIGITAL RLTY TR INC(DLR)13,90021,400+7,5001,8713,0820.22%+1,212
HOWMET AEROSPACE INC(HWM)115,670108,298-7,3726,2167,4110.54%+1,195
GODADDY INC(GDDY)010,000+10,00001,1870.09%+1,187
MCKESSON CORP(MCK)10,89911,535+6365,0216,1930.45%+1,171
BROADCOM INC(AVGO)7,5407,140-4008,3159,4630.69%+1,148
BERKSHIRE HATHAWAY INC DEL8,0209,344+1,3242,8093,9290.29%+1,120
APPLOVIN CORP(APP)016,000+16,00001,1080.08%+1,108
MCDONALDS CORP(MCD)7,59611,766+4,1702,2103,3170.24%+1,107
CANADIAN NAT RES LTD(CNQ)110,877109,635-1,2427,2688,3700.61%+1,102
QUALCOMM INC(QCOM)06,500+6,50001,1000.08%+1,100
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
70,000124,037+54,0371,6182,7140.20%+1,096
LULULEMON ATHLETICA INC(LULU)02,750+2,75001,0740.08%+1,074
WEST FRASER TIMBER CO LTD(WFG)011,700+11,70001,0110.07%+1,011
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
39,85051,800+11,9502,9954,0050.29%+1,010
STAG INDL INC(STAG)49,39076,680+27,2901,9392,9480.21%+1,009
CENTENE CORP DEL(CNC)012,672+12,67209940.07%+994
BECTON DICKINSON & CO(BDX)03,999+3,99909900.07%+990
FORTINET INC(FTNT)014,000+14,00009560.07%+956
ROSS STORES INC(ROST)06,500+6,50009540.07%+954
AUTOZONE INC(AZO)375575+2009701,8120.13%+843
FISERV INC(FISV)05,200+5,20008310.06%+831
WIX COM LTD
SHS
9,00014,000+5,0001,1071,9250.14%+818
GSK PLC(GSK)20,00036,000+16,0007411,5430.11%+802
APPLIED INDL TECHNOLOGIES IN(AIT)04,000+4,00007900.06%+790
JOHNSON & JOHNSON(JNJ)04,932+4,93207800.06%+780
HUDBAY MINERALS INC(HBM)685,100635,575-49,5253,6824,4520.32%+770
CISCO SYS INC(CSCO)17,60033,068+15,4688891,6500.12%+761
CASEYS GEN STORES INC(CASY)2,2504,250+2,0006181,3530.10%+735
ELI LILLY & CO(LLY)8,0256,832-1,1934,6085,3150.39%+707
VANGUARD INDEX FDS01,463+1,46307030.05%+703
CBOE GLOBAL MKTS INC(CBOE)2,2506,000+3,7504021,1020.08%+701
CRESCENT PT ENERGY CORP084,672+84,67206930.05%+693
COMCAST CORP NEW(CCZ)39,28755,500+16,2131,7242,4060.17%+682
AUTOMATIC DATA PROCESSING IN02,723+2,72306800.05%+680
DONALDSON INC(DCI)09,000+9,00006720.05%+672
CARDINAL HEALTH INC(CAH)9,61914,537+4,9189641,6270.12%+662
SCIENCE APPLICATIONS INTL CO(SAIC)05,000+5,00006520.05%+652
AGNICO EAGLE MINES LTD(AEM)010,700+10,70006390.05%+639
PAYCHEX INC(PAYX)05,000+5,00006140.04%+614
ELECTRONIC ARTS INC5,50010,000+4,5007521,3270.10%+574
BANK AMERICA CORP69,59564,935-4,6601,9062,4620.18%+557
EAGLE MATLS INC(EXP)02,000+2,00005440.04%+544
MERCADOLIBRE INC(MELI)1,3001,700+4002,0432,5700.19%+527
TELUS CORPORATION(TU)24,67056,840+32,1704049100.07%+506
SYSCO CORP(SYY)06,000+6,00004870.04%+487
EMCOR GROUP INC(EME)4,2504,000-2509161,4010.10%+485
FERGUSON PLC NEW27,76523,740-4,0254,7165,1930.38%+477
VERSABANK NEW(VBNK)044,600+44,60004720.03%+472
NVIDIA CORPORATION(NVDA)1,1191,127+85471,0180.07%+471
UNITED RENTALS INC(URI)0634+63404570.03%+457
AMERICAN EXPRESS CO(AXP)02,000+2,00004550.03%+455
FOMENTO ECONOMICO MEXICANO S(FMX)13,00016,500+3,5001,6952,1490.16%+455
KINSALE CAP GROUP INC(KNSL)1,0001,500+5003357870.06%+452
JPMORGAN CHASE & CO(JPM)02,223+2,22304450.03%+445
COPART INC(CPRT)07,500+7,50004340.03%+434
SALESFORCE INC(CRM)11,10011,10002,9153,3430.24%+428
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Cumberland Partners Ltd — 13F Holdings — Q1 2024 | TickerTrail