13F-HR filed by Cumberland Partners Ltd
Cumberland Partners Ltd filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-09, with 168 holding rows worth $1,296,595,409.
- Accession
- 0001104659-25-046329
- Filer
- CIK 1578985
- Filed
- 2025-05-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 262 entries on the cover page, a total value of $1,296,595,409 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,296,595,409 with VALUE read as dollars as filed, 13F file number 028-15541. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerCumberland Private Wealth Management Inc.028-15542
- included managerCumberland Investment Counsel Inc.028-18948
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 175,267 | $65,793,479 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 734,801 | $64,508,180 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 149,889 | $52,530,099 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 88,205 | $50,837,834 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 97,000 | $49,285,700 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 48,338 | $45,717,114 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 395,548 | $44,568,436 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 271,583 | $42,429,412 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 207,491 | $39,477,238 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 320,624 | $34,749,229 | dollars as filed | |
| Linde plc | G54950103 | COM | 73,893 | $34,407,536 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 136,164 | $33,228,101 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 60,538 | $33,182,089 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 92,156 | $31,815,937 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 181,098 | $30,321,238 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 109,090 | $29,653,935 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 35,229 | $29,095,983 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 74,631 | $27,351,515 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 378,939 | $26,604,604 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 46,747 | $22,663,880 | dollars as filed | |
| THOMSON REUTERS CORP COM | 884903808 | Stock | 113,681 | $19,625,844 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 118,807 | $18,372,314 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 12,078 | $17,302,701 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 34,423 | $17,128,885 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 104,400 | $15,150,528 | dollars as filed | |
| Apple Inc | 037833100 | COM | 66,394 | $14,748,100 | dollars as filed | |
| STANTEC INC COM | 85472N109 | Stock | 173,355 | $14,374,395 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 160,972 | $12,211,336 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 103,754 | $10,100,951 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 63,545 | $10,086,498 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 14,070 | $9,468,969 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 125,344 | $9,212,784 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 220,159 | $9,063,644 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 17,630 | $7,718,591 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 58,570 | $7,598,286 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 45,602 | $7,569,932 | dollars as filed | |
| ALAMOS GOLD INC COM CL A | 011532108 | Stock | 273,700 | $7,311,978 | dollars as filed | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 70,485 | $7,095,872 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 376,705 | $7,002,946 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 46,540 | $6,668,717 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 10,722 | $6,517,368 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 20,850 | $6,506,034 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 43,785 | $6,121,581 | dollars as filed | |
| FIRSTSERVICE CORP NEW COM | 33767E202 | Stock | 36,710 | $6,086,323 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 20,515 | $5,911,192 | dollars as filed | |
| GRANITE REAL ESTATE INVT TR | 387437205 | TR UNIT NEW | 122,250 | $5,695,232 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 20,065 | $5,678,595 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 114,845 | $5,558,522 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 20,433 | $5,349,359 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 5,445 | $5,153,584 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 34,030 | $4,989,138 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 23,557 | $4,935,663 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 160,150 | $4,928,839 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 24,140 | $4,704,553 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 76,698 | $4,597,838 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 69,400 | $4,551,946 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 8,517 | $4,535,984 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N657 | N SHORT TERM TREA | 206,132 | $4,524,597 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 47,330 | $4,170,247 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 18,010 | $4,098,176 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 2,100 | $4,096,827 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 9,730 | $3,883,146 | dollars as filed | |
| ISHARES TR MSCI EURO FL ETF | 464289180 | MSCI EURO FL ETF | 122,935 | $3,502,418 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 12,600 | $3,381,336 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 111,979 | $3,314,579 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 2,500 | $3,312,475 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 5,750 | $3,251,625 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 12,430 | $3,161,322 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 23,000 | $3,149,620 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 14,000 | $3,133,900 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 27,991 | $3,129,674 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 26,040 | $3,110,738 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 19,000 | $3,104,220 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 14,025 | $3,064,182 | dollars as filed | |
| PEMBINA PIPELINE CORP COM | 706327103 | Stock | 76,543 | $3,061,480 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 14,626 | $2,998,330 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 30,000 | $2,887,800 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 7,315 | $2,805,522 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 29,781 | $2,783,034 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 364,700 | $2,764,549 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,940 | $2,741,639 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 11,500 | $2,663,745 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 27,680 | $2,662,262 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 10,900 | $2,639,544 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 35,000 | $2,550,100 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 32,300 | $2,549,762 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 550 | $2,533,801 | dollars as filed | |
| ATLAS ENERGY SOLUTIONS INC | 642045108 | COM NEW | 139,900 | $2,495,816 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 16,500 | $2,449,590 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 14,530 | $2,409,655 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 32,175 | $2,404,116 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 56,485 | $2,357,119 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N863 | N VOLATILITY PREM | 126,665 | $2,283,646 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 8,000 | $2,264,480 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 14,710 | $2,205,618 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 3,900 | $2,145,117 | dollars as filed | |
| BANK NOVA SCOTIA B C COM | 064149107 | Stock | 44,351 | $2,103,730 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 6,175 | $2,080,481 | dollars as filed | |
| GODADDY INC CL A | 380237107 | Stock | 11,500 | $2,071,610 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 12,050 | $2,025,605 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 25,000 | $1,957,000 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 76,600 | $1,941,044 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 8,750 | $1,856,838 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 12,000 | $1,851,360 | dollars as filed | |
| DOCEBO INC COM | 25609L105 | Stock | 63,600 | $1,829,011 | dollars as filed | |
| SUN LIFE FINANCIAL INC. COM | 866796105 | Stock | 30,916 | $1,769,348 | dollars as filed | |
| NORTH AMERN CONSTR GROUP LTD | 656811106 | COM | 110,100 | $1,735,744 | dollars as filed | |
| FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | 344419106 | ADR | 17,500 | $1,707,650 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 6,500 | $1,706,965 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 9,500 | $1,703,350 | dollars as filed | |
| ISHARES FALLEN ANGELS USD BOND ETF | 46435G474 | ETF | 60,800 | $1,628,832 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 27,500 | $1,556,225 | dollars as filed | |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | Stock | 14,515 | $1,517,979 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 13,750 | $1,507,550 | dollars as filed | |
| FORTIS INC | 349553107 | COM | 32,950 | $1,500,693 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 22,095 | $1,400,823 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 14,495 | $1,379,536 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 18,640 | $1,369,108 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 5,000 | $1,324,850 | dollars as filed | |
| BANK MONTREAL MEDIUM COM | 063671101 | Stock | 13,550 | $1,294,495 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 30,000 | $1,248,600 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 47,555 | $1,157,489 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 2,750 | $1,154,863 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 17,535 | $1,144,159 | dollars as filed | |
| LINCOLN ELEC HLDGS INC | 533900106 | COM | 5,900 | $1,116,044 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 4,410 | $1,096,591 | dollars as filed | |
| NVR INC COM | 62944T105 | Stock | 150 | $1,086,659 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 3,500 | $1,078,945 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 7,700 | $1,069,607 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 3,000 | $1,046,160 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 50,000 | $1,035,000 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,920 | $1,005,600 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 30,000 | $950,700 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 7,000 | $914,060 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 19,173 | $848,773 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 7,750 | $839,536 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 11,765 | $837,197 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 15,490 | $811,211 | dollars as filed | |
| AUTONATION INC COM | 05329W102 | Stock | 5,000 | $809,600 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,463 | $751,850 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 13,905 | $730,291 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,000 | $662,630 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 60,420 | $648,307 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 12,575 | $642,331 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 16,750 | $634,155 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 20,000 | $620,000 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 12,160 | $558,995 | dollars as filed | |
| CANADIAN IMPERIAL BANK OF COMM COM | 136069101 | Stock | 9,607 | $540,508 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 2,000 | $530,580 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 10,281 | $512,096 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 3,000 | $493,950 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 5,450 | $429,865 | dollars as filed | |
| TELUS CORPORATION COM | 87971M103 | Stock | 28,924 | $414,875 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 3,825 | $396,844 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 2,915 | $373,820 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,430 | $337,823 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 2,875 | $332,379 | dollars as filed | |
| TIDAL TRUST II | 88636J816 | RETURN STCKD US | 15,000 | $331,350 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 4,679 | $324,910 | dollars as filed | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 3,100 | $311,088 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 1,714 | $302,179 | dollars as filed | |
| CGI INC CL A SUB VTG | 12532H104 | Stock | 2,810 | $280,485 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 10,865 | $273,364 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 5,900 | $260,801 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 3,900 | $259,946 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 5,495 | $226,009 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 5,242 | $222,889 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,000 | $218,100 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-046329 | this filing | 2025-05-09 | acceptance time not in the bulk data set |