Fund Holdings — Cumberland Partners Ltd

Total Portfolio Value
$1.53B
Total Bought
$258.89M
Total Sold
$238.06M
Net Transaction
+$20.83M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)65,615200,179+134,56413,46250,9723.33%+37,509
UNITEDHEALTH GROUP INC(UNH)053,222+53,222018,3781.20%+18,378
BANK NOVA SCOTIA HALIFAX44,231292,060+247,8292,44518,8811.23%+16,436
AMPHENOL CORP NEW68,229152,417+84,1886,73818,8621.23%+12,124
ALPHABET INC(GOOG)171,228170,934-29430,37441,6312.72%+11,257
NVIDIA CORPORATION(NVDA)389,648387,928-1,72061,56072,3804.73%+10,819
JOHNSON & JOHNSON(JNJ)11,80067,815+56,0151,80212,5740.82%+10,772
ROYAL BK CDA(RY)371,191397,710+26,51948,88658,6033.83%+9,717
CISCO SYS INC(CSCO)0137,305+137,30509,3940.61%+9,394
ALPHABET INC(GOOG)97,489106,655+9,16617,18025,9281.69%+8,747
AMAZON COM INC(AMZN)225,700263,505+37,80549,51657,8583.78%+8,341
MICROSOFT CORP(MSFT)173,204181,031+7,82786,15393,7656.13%+7,612
TRADEWEB MKTS INC(TW)23,78191,271+67,4903,48210,1290.66%+6,648
EATON CORP PLC(ETN)107,093117,926+10,83338,23144,1342.88%+5,903
ABBVIE INC(ABBV)25,10244,232+19,1304,65910,2410.67%+5,582
WILLIAMS SONOMA INC(WSM)028,060+28,06005,4840.36%+5,484
INTUIT(INTU)07,965+7,96505,4390.36%+5,439
DISNEY WALT CO(DIS)22,51865,088+42,5702,7927,4530.49%+4,660
NUTRIEN LTD(NTR)078,050+78,05004,5820.30%+4,582
META PLATFORMS INC(META)85,49591,840+6,34563,10367,4454.41%+4,342
JPMORGAN CHASE & CO.(JPM)012,514+12,51403,9470.26%+3,947
BROOKFIELD ASSET MANAGMT LTD(BAM)70,790126,015+55,2253,9107,1680.47%+3,258
VISTRA CORP(VST)15,50031,525+16,0253,0046,1760.40%+3,172
OREILLY AUTOMOTIVE INC(ORLY)179,961179,406-55516,22019,3421.26%+3,122
KKR & CO INC(KKR)2,81525,791+22,9763743,3520.22%+2,977
INSULET CORP(PODD)09,000+9,00002,7790.18%+2,779
SPROTT INC(SII)032,180+32,18002,6730.17%+2,673
DEERE & CO(DE)10,10516,981+6,8765,1387,7650.51%+2,626
DOLLAR TREE INC(DLTR)027,500+27,50002,5950.17%+2,595
T-MOBILE US INC(TMUS)5,50015,895+10,3951,3103,8050.25%+2,495
MONSTER BEVERAGE CORP NEW(MNST)12,28247,782+35,5007693,2160.21%+2,447
BLACKROCK INC(BLK)5,0506,350+1,3005,2997,4030.48%+2,105
HOME DEPOT INC(HD)61,68060,820-86022,61424,6441.61%+2,029
GE AEROSPACE(GE)26,76529,565+2,8006,8898,8940.58%+2,005
COCA-COLA EUROPACIFIC PARTNE
SHS
25,14047,920+22,7802,3314,3320.28%+2,001
ALAMOS GOLD INC NEW243,360242,460-9006,4608,4480.55%+1,988
DELL TECHNOLOGIES INC(DELL)014,000+14,00001,9850.13%+1,985
FERGUSON ENTERPRISES INC(FERG)08,745+8,74501,9640.13%+1,964
CME GROUP INC(CME)1,0008,200+7,2002762,2160.14%+1,940
ARES MANAGEMENT CORPORATION(ARES)22,46536,170+13,7053,8915,7830.38%+1,892
RAYMOND JAMES FINL INC(RJF)9,10018,600+9,5001,3963,2100.21%+1,815
TAIWAN SEMICONDUCTOR MFG LTD(TSM)41,10239,702-1,4009,30911,0880.72%+1,779
HUDBAY MINERALS INC(HBM)364,700364,70003,8625,5220.36%+1,660
CAPITAL ONE FINL CORP(COF)07,500+7,50001,5940.10%+1,594
PEMBINA PIPELINE CORP(PBA)108,300139,081+30,7814,0595,6210.37%+1,562
DOLLAR GEN CORP NEW(DG)015,000+15,00001,5500.10%+1,550
INTERACTIVE BROKERS GROUP IN(IBKR)022,500+22,50001,5480.10%+1,548
APPLOVIN CORP(APP)4,0004,00001,4002,8740.19%+1,474
CROWN HLDGS INC(CCK)5,00020,000+15,0005151,9320.13%+1,417
SPDR GOLD TR(GLD)18,97020,247+1,2775,7837,1970.47%+1,415
TORONTO DOMINION BK ONT(TD)100,558109,173+8,6157,3928,7270.57%+1,336
KLA CORP(KLAC)1,7502,500+7501,5682,6970.18%+1,129
WATTS WATER TECHNOLOGIES INC(WTS)3,0006,500+3,5007381,8150.12%+1,078
VEEVA SYS INC(VEEV)12,50015,500+3,0003,6004,6180.30%+1,018
LEIDOS HOLDINGS INC(LDOS)6,00010,000+4,0009471,8900.12%+943
CARDINAL HEALTH INC(CAH)06,000+6,00009420.06%+942
DRAFTKINGS INC NEW(DKNG)025,000+25,00009350.06%+935
CAMECO CORP(CCJ)195,432183,472-11,96014,49415,3931.01%+899
HCA HEALTHCARE INC(HCA)6,0007,500+1,5002,2993,1970.21%+898
ASTRAZENECA PLC(AZN)125,311125,161-1508,7579,6020.63%+846
TJX COS INC NEW(TJX)29,04530,527+1,4823,5874,4120.29%+826
CANADIAN NAT RES LTD(CNQ)152,947175,625+22,6784,8025,6140.37%+811
EMCOR GROUP INC(EME)2,7503,500+7501,4712,2730.15%+802
VANECK ETF TRUST
GOLD MINERS ETF
010,440+10,44007980.05%+798
TIDAL TRUST II
STKD 100 100 ETF
016,200+16,20006970.05%+697
PARKER-HANNIFIN CORP(PH)10,60610,661+557,4088,0830.53%+675
GRANITE REAL ESTATE INVT TR(GRTUF)123,210124,410+1,2006,2476,9100.45%+663
BOOKING HOLDINGS INC(BKNG)500650+1502,8953,5100.23%+615
HILTON WORLDWIDE HLDGS INC(HLT)5,0007,500+2,5001,3321,9460.13%+614
CADENCE DESIGN SYSTEM INC(CDNS)12,24812,251+33,7744,3030.28%+529
BANK MONTREAL QUE20,80121,627+8262,3032,8170.18%+514
VIKING HOLDINGS LTD(VIK)37,50040,000+2,5001,9982,4860.16%+488
WARNER BROS DISCOVERY INC(WBD)60,30060,30006911,1780.08%+487
SHOPIFY INC(SHOP)14,49514,470-251,6712,1490.14%+478
UBER TECHNOLOGIES INC(UBER)58,00060,000+2,0005,4115,8780.38%+467
SS&C TECHNOLOGIES HLDGS INC(SSNC)16,50020,000+3,5001,3661,7750.12%+409
KINROSS GOLD CORP(KGC)015,700+15,70003890.03%+389
NU HLDGS LTD(NU)112,500120,000+7,5001,5441,9210.13%+378
AUTODESK INC14,72015,482+7624,5574,9180.32%+361
MERCADOLIBRE INC(MELI)2,1002,500+4005,4895,8420.38%+354
ISHARES TR127,435127,43504,0314,3760.29%+345
BROOKFIELD BUSINESS PARTNERS09,700+9,70003180.02%+318
OPEN TEXT CORP(OTEX)08,500+8,50003180.02%+318
PAN AMERN SILVER CORP(PAAS)08,000+8,00003100.02%+310
NETFLIX INC(NFLX)2,3902,890+5003,2013,4650.23%+264
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
112,220116,423+4,2033,0013,2560.21%+256
ANALOG DEVICES INC(ADI)0972+97202390.02%+239
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
206,803217,780+10,9774,5554,7690.31%+215
ISHARES TR27,25530,810+3,5551,4521,6670.11%+214
RESMED INC(RMD)13,00013,00003,3543,5580.23%+204
ROGERS COMMUNICATIONS INC(RCI)05,920+5,92002040.01%+204
LINCOLN ELEC HLDGS INC(LECO)5,9005,90001,2231,3910.09%+168
ENBRIDGE INC(ENB)12,86014,504+1,6445837320.05%+149
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,66012,533+1,8735586750.04%+117
LINDE PLC(LIN)73,67872,996-68234,56834,6732.27%+105
ISHARES TR25,85527,689+1,8341,3641,4680.10%+104
PFIZER INC(PFE)76,60076,60001,8571,9520.13%+95
ISHARES TR16,71018,107+1,3978609460.06%+86
REPUBLIC SVCS INC(RSG)8,8009,800+1,0002,1702,2490.15%+79
SPDR SERIES TRUST
ST TERM HIGH ETF
11,64014,238+2,5982973640.02%+68
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