Fund HoldingsCumberland Partners Ltd

Total Portfolio Value
$1.09B
Total Bought
$102.68M
Total Sold
$59.88M
Net Transaction
+$42.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
TFI INTL INC(TFII)087,505+87,505011,2951.03%+11,295
CARRIER GLOBAL CORPORATION(CARR)0100,290+100,29005,7620.53%+5,762
MOTOROLA SOLUTIONS INC(MSI)015,200+15,20004,7590.44%+4,759
ALPHABET INC(GOOG)99,259126,289+27,03012,98917,3851.59%+4,396
BLACKROCK INC(BLK)8,24612,761+4,5155,3319,6910.89%+4,360
UNITEDHEALTH GROUP INC(UNH)64,34471,607+7,26332,44236,4843.34%+4,042
ARES MANAGEMENT CORPORATION(ARES)48,25072,610+24,3604,9638,5900.79%+3,627
TOLL BROTHERS INC(TOL)088,515+88,51508,9640.82%+8,964
GENTEX CORP(GNTX)90,460184,655+94,1952,9446,0300.55%+3,087
HOWMET AEROSPACE INC(HWM)76,330115,670+39,3403,5306,2160.57%+2,686
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
0360,883+360,88308,1520.75%+8,152
TEMPUR SEALY INTL INC(SGI)134,032159,577+25,5455,8098,0640.74%+2,255
ACCENTURE PLC IRELAND
SHS CLASS A
60,36064,012+3,65218,53720,7911.90%+2,254
INVESCO EXCH TRADED FD TR II29,30051,805+22,5052,0544,2470.39%+2,193
S&P GLOBAL INC(SPGI)095,875+95,875036,4543.34%+36,454
SOUTHERN COPPER CORP(SCCO)022,625+22,62501,9470.18%+1,947
BROADCOM INC(AVGO)07,540+7,54008,3150.76%+8,315
DIGITAL RLTY TR INC(DLR)013,900+13,90001,8710.17%+1,871
MICROSOFT CORP(MSFT)0174,701+174,701056,8425.20%+56,842
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
070,000+70,00001,6180.15%+1,618
XPEL INC(XPEL)027,500+27,50001,4810.14%+1,481
HOME DEPOT INC(HD)045,723+45,723014,2231.30%+14,223
BOOZ ALLEN HAMILTON HLDG COR35,92040,480+4,5603,9255,1340.47%+1,209
ROGERS COMMUNICATIONS INC(RCI)0718,261+718,261027,8772.55%+27,877
TAIWAN SEMICONDUCTOR MFG LTD(TSM)050,877+50,87704,8640.45%+4,864
AMGEN INC(AMGN)03,580+3,58001,0280.09%+1,028
NAPCO SEC TECHNOLOGIES INC(NSSC)030,000+30,00001,0280.09%+1,028
COSTCO WHSL CORP NEW(COST)54,47254,974+50230,77531,7652.91%+990
GRANITE REAL ESTATE INVT TR64,98776,587+11,6003,4654,4300.41%+966
INTERACTIVE BROKERS GROUP IN(IBKR)20,00032,500+12,5001,7312,6940.25%+963
CISCO SYS INC(CSCO)017,600+17,60008890.08%+889
CAMECO CORP(CCJ)281,916287,696+5,78011,23112,1161.11%+885
CANADIAN NATL RY CO(CNI)0241,700+241,700026,5032.43%+26,503
SALESFORCE INC(CRM)10,10011,100+1,0002,0482,9150.27%+867
BUILDERS FIRSTSOURCE INC(BLDR)05,000+5,00008350.08%+835
TORONTO DOMINION BK ONT(TD)0118,347+118,34707,2650.66%+7,265
ALAMOS GOLD INC NEW0378,010+378,01005,1090.47%+5,109
STANTEC INC(STN)014,658+14,65801,1830.11%+1,183
DESCARTES SYS GROUP INC(DSGX)072,750+72,75006,1420.56%+6,142
LIVE NATION ENTERTAINMENT IN(LYV)10,50017,500+7,0008721,6380.15%+766
ELECTRONIC ARTS INC(EA)05,500+5,50007520.07%+752
FERGUSON PLC NEW23,90027,765+3,8653,9664,7160.43%+750
GSK PLC(GSK)020,000+20,00007410.07%+741
RAYMOND JAMES FINL INC(RJF)06,400+6,40007140.07%+714
LINCOLN ELEC HLDGS INC(LECO)3,3006,000+2,7006001,3050.12%+705
SIMPSON MFG INC(SSD)03,500+3,50006930.06%+693
TEXAS PACIFIC LAND CORPORATI(TPL)7001,250+5501,2761,9660.18%+689
WIX COM LTD
SHS
5,0009,000+4,0004591,1070.10%+648
CANADIAN NAT RES LTD(CNQ)102,257110,877+8,6206,6407,2680.67%+627
KLA CORP(KLAC)1,6312,381+7507481,3680.13%+620
CASEYS GEN STORES INC(CASY)02,250+2,25006180.06%+618
FIRSTSERVICE CORP NEW036,500+36,50005,9420.54%+5,942
FLEETCOR TECHNOLOGIES INC1,6003,500+1,9004099890.09%+581
MARRIOTT INTL INC NEW(MAR)02,500+2,50005640.05%+564
BANK MONTREAL QUE025,603+25,60302,2460.21%+2,246
ENBRIDGE INC(ENB)0101,124+101,12403,6030.33%+3,603
BOOKING HOLDINGS INC(BKNG)140265+1254329330.09%+501
AMAZON COM INC(AMZN)19,35121,551+2,2002,4602,9550.27%+496
T-MOBILE US INC(TMUS)03,000+3,00004810.04%+481
ANHEUSER BUSCH INBEV SA/NV(BUD)07,000+7,00004520.04%+452
SHERWIN WILLIAMS CO(SHW)8002,000+1,2002046240.06%+420
STARBUCKS CORP(SBUX)014,035+14,03501,3410.12%+1,341
CENOVUS ENERGY INC(CVE)023,600+23,60003950.04%+395
TRANE TECHNOLOGIES PLC(TT)01,635+1,63503930.04%+393
HILTON WORLDWIDE HLDGS INC(HLT)12,00012,00001,8022,1850.20%+383
RB GLOBAL INC(RBA)05,500+5,50003700.03%+370
WALMART INC(WMT)024,260+24,26003,8750.35%+3,875
BERKLEY W R CORP17,00020,000+3,0001,0791,4140.13%+335
KINSALE CAP GROUP INC(KNSL)01,000+1,00003350.03%+335
HUDBAY MINERALS INC(HBM)685,100685,10003,3483,6820.34%+334
THOMSON REUTERS CORP.(TRI)0228,779+228,779028,2672.59%+28,267
NVIDIA CORPORATION(NVDA)5691,119+5502485470.05%+299
EATON CORP PLC(ETN)0195,019+195,019042,2633.87%+42,263
MERCADOLIBRE INC(MELI)1,4001,300-1001,7752,0430.19%+268
REPUBLIC SVCS INC(RSG)011,900+11,90001,9620.18%+1,962
COCA-COLA EUROPACIFIC PARTNE
SHS
6,50010,000+3,5004066670.06%+261
NVR INC(NVR)0250+25001,7500.16%+1,750
VISA INC(V)0152,821+152,821035,7503.27%+35,750
MEDPACE HLDGS INC(MEDP)3,7503,75009081,1490.11%+242
WILLSCOT MOBIL MINI HLDNG CO(WSC)05,000+5,00002230.02%+223
ADOBE INC(ADBE)04,040+4,04002,4070.22%+2,407
AUTOZONE INC(AZO)300375+757629700.09%+208
VERISIGN INC01,000+1,00002060.02%+206
ARISTA NETWORKS INC2,7503,000+2505067070.06%+201
ALLISON TRANSMISSION HLDGS I(ALSN)23,00026,500+3,5001,3581,5410.14%+183
THE CIGNA GROUP(CI)2,1602,660+5006187940.07%+176
INTUIT(INTU)2,3652,215-1501,2081,3710.13%+163
FORTIS INC(FTS)27,90029,500+1,6001,0651,2200.11%+155
LPL FINL HLDGS INC(LPLA)2,0002,750+7504756260.06%+151
EMERSON ELEC CO(EMR)11,98013,380+1,4001,1571,2990.12%+143
APPLIED MATLS INC114,375113,660-71515,83515,9701.46%+135
ICON PLC(ICLR)5,5005,250-2501,3541,4860.14%+132
CARDINAL HEALTH INC(CAH)9,6199,61908359640.09%+129
MURPHY USA INC(MUSA)2,2502,500+2507698910.08%+123
AIRBNB INC22,04023,040+1,0003,0243,1370.29%+113
COMCAST CORP NEW(CCZ)36,53739,287+2,7501,6201,7240.16%+104
APOLLO GLOBAL MGMT INC(APO)24,00024,00002,1542,2370.20%+82
META PLATFORMS INC(META)124,110122,900-1,21037,25937,3373.42%+77
FOMENTO ECONOMICO MEXICANO S(FMX)013,000+13,00001,6950.16%+1,695
DOMINOS PIZZA INC(DPZ)1,6501,65006256800.06%+55
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