Fund Holdings — Cumberland Partners Ltd

Total Portfolio Value
$1.32B
Total Bought
$229.48M
Total Sold
$547.97M
Net Transaction
-$318.49M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ASTRAZENECA PLC(AZN)0145,746+145,746028,7442.18%+28,744
AMETEK INC23,063143,536+120,4734,73530,7682.34%+26,033
CANADIAN NAT RES LTD MED TER(CNQ)260,352623,704+363,3528,82730,3592.30%+21,532
UNION PAC CORP(UNP)073,753+73,753017,8941.36%+17,894
NETFLIX INC.(NFLX)123,159298,074+174,91511,54728,6602.18%+17,112
GILDAN ACTIVEWEAR INC(GIL)23,100325,168+302,0681,44518,0741.37%+16,629
PULTE GROUP INC(PHM)123,603213,571+89,96814,49425,1181.91%+10,624
AMPHENOL CORP152,105244,081+91,97620,55530,8402.34%+10,284
TJX COS INC NEW(TJX)52,802114,648+61,8468,11118,3091.39%+10,198
COSTCO WHOLESALE CORPORATION(COST)42,39845,532+3,13436,56145,3693.44%+8,808
LINDE PLC(LIN)72,34374,633+2,29030,84637,0002.81%+6,154
MDA SPACE LTD(MDA)0185,700+185,70004,6910.36%+4,691
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
022,591+22,59103,6950.28%+3,695
FERGUSON ENTERPRISES INC(FERG)2,24516,419+14,1745003,8300.29%+3,330
COMFORT SYS USA INC(FIX)02,000+2,00002,7580.21%+2,758
LAM RESEARCH CORP(LRCX)012,500+12,50002,6710.20%+2,671
TAPESTRY INC(TPR)017,000+17,00002,3990.18%+2,399
MICRON TECHNOLOGY INC(MU)06,900+6,90002,3310.18%+2,331
PFIZER INC(PFE)130,570191,855+61,2853,2515,3870.41%+2,136
SPROTT INC(SII)32,30036,200+3,9003,1675,1500.39%+1,982
CANADIAN NATL RY CO(CNI)14,15032,950+18,8001,4013,3810.26%+1,980
DELL TECHNOLOGIES INC(DELL)57,98056,130-1,8507,2999,2130.70%+1,914
BOYD GROUP SERVICES INC(BGSI)13,10030,900+17,8002,0893,9320.30%+1,843
SPROTT FDS TR
URANI MINER ETF
224,686222,133-2,55312,33414,0281.06%+1,694
JPMORGAN CHASE & CO(JPM)29,42737,958+8,5319,48211,1660.85%+1,684
CHUBB LTD SWITZ
COM
05,000+5,00001,6300.12%+1,630
ISHARES TR014,613+14,61301,2620.10%+1,262
RIO TINTO PLC(RIO)012,700+12,70001,1850.09%+1,185
SCHWAB CHARLES CORP(SCHW)012,332+12,33201,1590.09%+1,159
REGENERON PHARMACEUTICALS(REGN)01,500+1,50001,1590.09%+1,159
VALERO ENERGY CORP(VLO)04,600+4,60001,1370.09%+1,137
AGNICO EAGLE MINES LTD(AEM)05,450+5,45001,1030.08%+1,103
ENERGY TRANSFER L P(ET)380,005380,00506,2667,3340.56%+1,068
TRANSFORCE INC(TFII)09,710+9,71001,0550.08%+1,055
ZOETIS INC(ZTS)08,900+8,90001,0520.08%+1,052
ROYALTY PHARMA PLC(RPRX)35,00050,000+15,0001,3522,3990.18%+1,046
ARIS MINING CORPORATION(ARIS)054,600+54,60001,0110.08%+1,011
EATON CORP PLC(ETN)115,148104,875-10,27336,67637,5112.85%+835
LAS VEGAS SANDS CORP(LVS)015,000+15,00008080.06%+808
REDDIT INC(RDDT)06,000+6,00008080.06%+808
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
110,322125,469+15,1473,0073,7920.29%+784
FRANKLIN TEMPLETON ETF TR
SYSTMTC STYL PRE
027,214+27,21407400.06%+740
DOLLAR GEN CORP(DG)06,000+6,00007120.05%+712
ENBRIDGE INC(ENB)14,34223,900+9,5586871,2920.10%+606
REPUBLIC SVCS INC(RSG)11,65013,650+2,0002,4692,9900.23%+521
RESTAURANT BRANDS INTL INC(QSR)05,400+5,40003980.03%+398
ISHARES TR24,90028,467+3,5672,3912,7650.21%+374
MANULIFE FINL CORP(MFC)10,56219,962+9,4003846860.05%+302
HUDBAY MINERALS INC(HBM)232,800232,80004,6274,8590.37%+232
SCHWAB STRATEGIC TR36,34646,048+9,7028861,1180.08%+232
ATLAS ENERGY SOLUTIONS INC(AESI)80,10072,700-7,4007559540.07%+199
IAMGOLD CORP(IAG)27,40033,500+6,1004536280.05%+175
ISHARES TR31,45834,953+3,4951,6951,8600.14%+165
CELESTICA INC(CLS)2,2902,960+6706788320.06%+154
ANALOG DEVICES INC(ADI)1,0521,379+3272854390.03%+153
ISHARES TR19,37222,407+3,0351,0031,1480.09%+145
DEERE & CO(DE)6,4235,551-8722,9903,1270.24%+137
EMERSON ELEC CO(EMR)9,40010,550+1,1501,2481,3820.10%+135
RB GLOBAL INC(RBA)3,7005,300+1,6003815070.04%+125
ISHARES TR10,83511,945+1,1101,1021,2030.09%+102
KINROSS GOLD CORP(KGC)14,00015,900+1,9003954850.04%+90
ISHARES TR25,23226,977+1,7451,3341,4180.11%+84
ISHARES TR7,6208,875+1,2552362690.02%+33
SPDR SERIES TRUST
ST PORT HIGH ETF
32,90634,596+1,6907798070.06%+28
OREILLY AUTOMOTIVE INC(ORLY)177,807175,952-1,85516,21816,2421.23%+24
SPDR SERIES TRUST
ST TERM HIGH ETF
8,8439,873+1,0302242470.02%+23
SUN LIFE FINANCIAL INC.(SLF)6,4696,678+2094044180.03%+14
SSGA ACTIVE ETF TR
ST STR BL LN ETF
8,3248,869+5453443560.03%+12
SUNCOR ENERGY INC NEW(SU)6,6204,607-2,0132943040.02%+10
ETFIS SER TR I
VIRTUS INFRCAP
14,82716,177+1,3503203290.02%+10
ROGERS COMMUNICATIONS INC(RCI)5,9205,92002242270.02%+4
FORTIS INC(FTS)19,40018,150-1,2501,0101,0090.08%-0
KENVUE INC(KVUE)161,370161,37002,7842,7820.21%-2
VANGUARD BD INDEX FDS16,67516,67501,2351,2280.09%-7
BERKSHIRE HATHAWAY INC DEL45045002262160.02%-11
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
24,00024,00001,9141,9020.14%-11
VANGUARD INDEX FDS1,4631,46309178740.07%-43
COCA-COLA EUROPACIFIC PARTNE
SHS
47,69047,090-6004,3254,2700.32%-56
ROCKWELL AUTOMATION INC(ROK)796701-953102520.02%-58
TIDAL TRUST II
STKD 100 100 ETF
17,99319,338+1,3456185290.04%-88
CANADIAN IMPERIAL BANK OF CO(CM)15,14013,540-1,6001,3741,2800.10%-94
VERTEX PHARMACEUTICALS INC(VRTX)9,6079,376-2314,3554,1870.32%-169
LINCOLN ELEC HLDGS INC(LECO)5,9004,950-9501,4141,2330.09%-181
TELUS CORPORATION(TU)14,3640-14,3641890—-189
LOWES COS INC(LOW)8310-8312000—-200
ONEOK INC NEW(OKE)23,57016,790-6,7801,7321,5180.12%-215
MARKEL GROUP INC(MKL)1000-1002150—-215
EOG RES INC(EOG)15,4709,533-5,9371,6251,3780.10%-246
ALAMOS GOLD INC242,260204,300-37,9609,3659,0600.69%-305
SPDR GOLD TR(GLD)18,60816,405-2,2037,3757,0590.54%-316
OPEN TEXT CORP(OTEX)23,50019,000-4,5007664220.03%-344
BANK AMERICA CORP55,56055,525-353,0562,7070.21%-349
FIRSTSERVICE CORP NEW24,55024,480-703,8223,3950.26%-427
PAN AMERN SILVER CORP(PAAS)8,5000-8,5004410—-441
TOAST INC(TOST)12,5000-12,5004440—-444
PEMBINA PIPELINE CORP(PBA)142,856111,322-31,5345,4484,9680.38%-480
DESCARTES SYS GROUP INC(DSGX)31,45031,45002,7622,2450.17%-517
VERMILION ENERGY INC(VET)67,3130-67,3135610—-561
BANK MONTREAL MEDIUM41,00834,895-6,1135,3294,7170.36%-613
NUTRIEN LTD(NTR)75,65053,000-22,6504,6753,9880.30%-687
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Cumberland Partners Ltd — 13F Holdings — Q1 2026 | TickerTrail