Cumberland Partners Ltd

13F filer, CIK 1578985, TORONTO, Ontario, Canada

Cumberland Partners Ltd reported $1,440,504,095 across 178 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-05. Its ten largest share positions make up 36.63% of the portfolio.

Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001104659-24-114380

Period: 2024-09-30
Reported value: $1.44B
Holdings: 178
Top 10 weight: 36.63%
New: 30
Sold out: 21

Part of the filer group Cumberland Partners Ltd

How groups are built

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+92,197	$15.9M
NVDAadded	+116,505	$14.1M
LLYadded	+13,942	$12.4M
NDAQnew	+142,444	$10.4M
WMTadded	+109,665	$8.86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NVOexited	-149,653	-$21.4M
TRIreduced	-97,592	-$16.7M
ADIreduced	-58,018	-$13.4M
SCHWexited	-156,898	-$11.6M
TMOreduced	-14,600	-$9.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001104659-24-114380, largest first. % of portfolio is the value over $1,440,504,095, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	178,339	$76.7M	5.33%	+444	Timeline
METAMETA PLATFORMS INC	113,023	$64.7M	4.49%	-6,774	Timeline
WMTWALMART INC	767,827	$62M	4.3%	+109,665	Timeline
ETNEATON CORP PLC	166,357	$55.1M	3.83%	-7,296	Timeline
RYROYAL BK CDA	408,530	$51M	3.54%	+5,103	Timeline
SPGIS&P GLOBAL INC	98,160	$50.7M	3.52%	-819	Timeline
GOOGALPHABET INC	276,031	$46.1M	3.2%	-487	Timeline
COSTCOSTCO WHOLESALE CORPORATION	47,732	$42.3M	2.94%	-1,198	Timeline
VVISA INC	151,902	$41.8M	2.9%	-2,735	Timeline
CPCANADIAN PACIFIC KANSAS CITY	433,902	$37.1M	2.58%	-4,968	Timeline
UNHUNITEDHEALTH GROUP INC	60,974	$35.7M	2.47%	+9,718	Timeline
AAPLAPPLE INC	152,558	$35.5M	2.47%	-660	Timeline
LINLINDE PLC	74,528	$35.5M	2.47%	-188	Timeline
AMZNAMAZON COM INC	182,888	$34.1M	2.37%	+2,462	Timeline
CNICANADIAN NATL RY CO	278,413	$32.6M	2.27%	+16,630	Timeline
HDHOME DEPOT INC	77,374	$31.4M	2.18%	-3,880	Timeline
MRSHMARSH & MCLENNAN COS INC	139,483	$31.1M	2.16%	-993	Timeline
MAMASTERCARD INCORPORATED	61,549	$30.4M	2.11%	+555	Timeline
AJGGALLAGHER ARTHUR J & CO	93,371	$26.3M	1.82%	-322	Timeline
TFIITFI INTERNATIONAL INC	183,381	$25.1M	1.75%	-660	Timeline
AMATAPPLIED MATLS INC	111,695	$22.6M	1.57%	+2,464	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	34,768	$21.5M	1.49%	-14,600	Timeline
VRTXVERTEX PHARMACEUTICALS INC	43,200	$20.1M	1.39%	+14,541	Timeline
TRITHOMSON REUTERS CORP	115,580	$19.7M	1.37%	-97,592	Timeline
LLYELI LILLY & CO	21,984	$19.5M	1.35%	+13,942	Timeline
GOOGLALPHABET INC	114,996	$19.1M	1.32%	-16,911	Timeline
AVGOBROADCOM INC	99,558	$17.2M	1.19%	+92,197	Timeline
NVDANVIDIA CORPORATION	130,755	$15.9M	1.1%	+116,505	Timeline
BLACKROCK INCBLACKROCK INC	15,246	$14.5M	1%	-160
ORLYOREILLY AUTOMOTIVE INC	12,164	$14M	0.97%	-51	Timeline
CCJCAMECO CORP	274,843	$13.1M	0.91%	+4,140	Timeline
NDAQNASDAQ INC	142,444	$10.4M	0.72%	new	Timeline
MSIMOTOROLA SOLUTIONS INC	22,945	$10.3M	0.72%	+4,835	Timeline
ELVELEVANCE HEALTH INC FORMERLY	19,396	$10.1M	0.7%	+155	Timeline
STNSTANTEC INC	112,200	$9.03M	0.63%	+102,125	Timeline
DSGXDESCARTES SYS GROUP INC	85,903	$8.85M	0.61%	+3,065	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	48,892	$8.49M	0.59%	+1,740	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	51,675	$8.41M	0.58%	+14,620	Timeline
ARESARES MANAGEMENT CORPORATION	51,515	$8.03M	0.56%	-14,440	Timeline
CDNSCADENCE DESIGN SYSTEM INC	29,053	$7.87M	0.55%	+177	Timeline
DLRDIGITAL RLTY TR INC	46,595	$7.54M	0.52%	+31,430	Timeline
HWMHOWMET AEROSPACE INC	75,020	$7.52M	0.52%	-25,285	Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUN	322,944	$7.09M	0.49%	+21,586	Timeline
ICLRICON PUB LTD CO	24,495	$7.04M	0.49%	+7,505	Timeline
PHPARKER-HANNIFIN CORP	10,744	$6.79M	0.47%	-232	Timeline
PMPHILIP MORRIS INTL INC	55,860	$6.78M	0.47%	+45,860	Timeline
CARRCARRIER GLOBAL CORPORATION	83,725	$6.74M	0.47%	-7,335	Timeline
FSVFIRSTSERVICE CORP NEW	36,840	$6.74M	0.47%	+70	Timeline
AVYAVERY DENNISON CORP	30,054	$6.63M	0.46%	-421	Timeline
ETENERGY TRANSFER L P	366,705	$5.89M	0.41%	0	Timeline
MCKMCKESSON CORP	11,830	$5.85M	0.41%	+1,295	Timeline
EMNEASTMAN CHEM CO	51,535	$5.77M	0.4%	0	Timeline
UNITS-GRANITE REIT-STAPLUNITS-GRANITE REIT-STAPL	92,800	$5.61M	0.39%	+6,720
ABBVABBVIE INC	27,997	$5.53M	0.38%	-14,850	Timeline
CNQCANADIAN NAT RES LTD MED TER	166,294	$5.53M	0.38%	-44,082	Timeline
AGIALAMOS GOLD INC	275,400	$5.49M	0.38%	+200	Timeline
ADIANALOG DEVICES INC	23,024	$5.3M	0.37%	-58,018	Timeline
ACGLARCH CAP GROUP LTD	45,480	$5.09M	0.35%	+4,100	Timeline
TDTORONTO DOMINION BK ONT	77,551	$4.91M	0.34%	+6,408	Timeline
ASMLASML HLDG NV	5,532	$4.61M	0.32%	-3,830	Timeline
WCNWASTE CONNECTIONS INC	25,740	$4.61M	0.32%	+1,600	Timeline
APHAMPHENOL CORP	69,330	$4.52M	0.31%	+64,780	Timeline
DECKDECKERS OUTDOOR CORP	28,143	$4.49M	0.31%	+23,385	Timeline
TOLTOLL BROTHERS INC	28,795	$4.45M	0.31%	0	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	9,367	$4.31M	0.3%	-98	Timeline
TUASIMPLIFY EXCHANGE TRADED FUN	184,105	$4.24M	0.29%	+60,169	Timeline
BNSBANK NOVA SCOTIA B C	76,030	$4.15M	0.29%	+451	Timeline
NFLXNETFLIX INC.	5,780	$4.1M	0.28%	+2,160	Timeline
DHRDANAHER CORP DEL	14,317	$3.98M	0.28%	-145	Timeline
PBAPEMBINA PIPELINE CORP	95,847	$3.96M	0.27%	+1,464	Timeline
CRMSALESFORCE INC	14,100	$3.86M	0.27%	-1,000	Timeline
HBMHUDBAY MINERALS INC	414,700	$3.82M	0.27%	-1,575	Timeline
ABNBAIRBNB INC	30,040	$3.81M	0.26%	-2,000	Timeline
MELIMERCADOLIBRE INC	1,800	$3.69M	0.26%	-200	Timeline
WIXWIX COM LTD	19,000	$3.18M	0.22%	+3,000	Timeline
PEPPEPSICO INC	18,055	$3.07M	0.21%	+2,355	Timeline
AMTAMERICAN TOWER CORP	12,928	$3.01M	0.21%	new	Timeline
ACNACCENTURE PLC IRELAND	8,065	$2.85M	0.2%	-18,804	Timeline
SCCOSOUTHERN COPPER CORP	24,532	$2.84M	0.2%	-33,107	Timeline
GLDSPDR GOLD TR	11,085	$2.69M	0.19%	+2,650	Timeline
GSKGSK PLC	62,500	$2.56M	0.18%	0	Timeline
AESIATLAS ENERGY SOLUTIONS INC	116,300	$2.54M	0.18%	0	Timeline
JNJJOHNSON & JOHNSON	15,450	$2.5M	0.17%	+8,350	Timeline
VCSHVANGUARD SCOTTSDALE FDS	31,450	$2.5M	0.17%	-17,510	Timeline
APPAPPLOVIN CORP	19,000	$2.48M	0.17%	-3,000	Timeline
HONHONEYWELL INTL INC	11,000	$2.27M	0.16%	new	Timeline
TWTRADEWEB MKTS INC	18,000	$2.23M	0.15%	+4,000	Timeline
NVRNVR INC	225	$2.21M	0.15%	-15	Timeline
BACBANK OF AMER CORP	54,985	$2.18M	0.15%	-2,625	Timeline
ALSNALLISON TRANSMISSION HLDGS I	22,500	$2.16M	0.15%	0	Timeline
RSGREPUBLIC SVCS INC	10,650	$2.14M	0.15%	+1,050	Timeline
AZOAUTOZONE INC	675	$2.13M	0.15%	-50	Timeline
BKNGBOOKING HOLDINGS INC	500	$2.11M	0.15%	+100	Timeline
HLTHILTON WORLDWIDE HLDGS INC	9,000	$2.07M	0.14%	-2,000	Timeline
FMXFOMENTO ECONOMICO MEXICANO S	21,000	$2.07M	0.14%	+2,000	Timeline
NOANORTH AMERN CONSTR GROUP LTD	110,100	$2.06M	0.14%	-33,400	Timeline
FTNTFORTINET INC	26,500	$2.06M	0.14%	0	Timeline
CMCANADIAN IMPERIAL BANK OF CO	33,102	$2.03M	0.14%	+19,994	Timeline
WRBBERKLEY W R CORP	35,035	$1.99M	0.14%	new	Timeline
GNTXGENTEX CORP	64,820	$1.92M	0.13%	-116,795	Timeline
GDDYGODADDY INC	12,000	$1.88M	0.13%	+2,000	Timeline
CVSCVS HEALTH CORP	29,150	$1.83M	0.13%	-1,245	Timeline
PAYXPAYCHEX INC	13,000	$1.74M	0.12%	+5,000	Timeline
EMEEMCOR GROUP INC	4,000	$1.72M	0.12%	+1,500	Timeline
NSSCNAPCO SEC TECHNOLOGIES INC	42,500	$1.72M	0.12%	0	Timeline
INTUINTUIT	2,750	$1.71M	0.12%	0	Timeline
BNDVANGUARD BD INDEX FDS	22,220	$1.67M	0.12%	-295	Timeline
PGRPROGRESSIVE CORP	6,500	$1.65M	0.11%	+3,500	Timeline
IBMINTERNATIONAL BUSINESS MACHS	7,430	$1.64M	0.11%	+1,030	Timeline
LECOLINCOLN ELEC HLDGS INC	8,300	$1.59M	0.11%	+1,500	Timeline
PLDPROLOGIS INC.	12,400	$1.57M	0.11%	new	Timeline
AITAPPLIED INDL TECHNOLOGIES IN	7,000	$1.56M	0.11%	0	Timeline
FIXCOMFORT SYS USA INC	4,000	$1.56M	0.11%	new	Timeline
CITHE CIGNA GROUP	4,500	$1.56M	0.11%	0	Timeline
BXBLACKSTONE INC	10,000	$1.53M	0.11%	new	Timeline
AXPAMERICAN EXPRESS CO	5,500	$1.49M	0.1%	+3,500	Timeline
PEGAPEGASYSTEMS INC	20,000	$1.46M	0.1%	new	Timeline
RYANRYAN SPECIALTY HOLDINGS INC	22,000	$1.46M	0.1%	+12,000	Timeline
MSCIMSCI INC	2,500	$1.46M	0.1%	new	Timeline
ADBEADOBE INC	2,748	$1.42M	0.1%	+30	Timeline
HCAHCA HEALTHCARE INC	3,500	$1.42M	0.1%	-500	Timeline
ENBENBRIDGE INC	34,975	$1.42M	0.1%	-21,140	Timeline
CSCOCISCO SYS INC	26,300	$1.4M	0.1%	-18,200	Timeline
FCXFREEPORT MCMORAN INC	27,800	$1.39M	0.1%	+5,700	Timeline
ORCLORACLE CORP	8,100	$1.38M	0.1%	new	Timeline
PYPLPAYPAL HLDGS INC	17,535	$1.37M	0.09%	new	Timeline
TUTELUS CORPORATION	79,824	$1.34M	0.09%	-23,620	Timeline
MKLMARKEL GROUP INC	850	$1.33M	0.09%	+500	Timeline
EMREMERSON ELEC CO	11,850	$1.3M	0.09%	+900	Timeline
SPOTSPOTIFY TECHNOLOGY S A	3,500	$1.29M	0.09%	+500	Timeline
FTSFORTIS INC	26,200	$1.19M	0.08%	-6,300	Timeline
QCOMQUALCOMM INC	7,000	$1.19M	0.08%	+3,000	Timeline
SCHOSCHWAB STRATEGIC TR	24,265	$1.19M	0.08%	new	Timeline
IBKRINTERACTIVE BROKERS GROUP IN	8,500	$1.18M	0.08%	+2,000	Timeline
AMDADVANCED MICRO DEVICES INC	7,150	$1.17M	0.08%	new	Timeline
MEDPMEDPACE HLDGS INC	3,500	$1.17M	0.08%	+1,100	Timeline
KNSLKINSALE CAP GROUP INC	2,500	$1.16M	0.08%	-2,500	Timeline
RJFRAYMOND JAMES FINL INC	9,100	$1.11M	0.08%	+1,800	Timeline
DCIDONALDSON INC	15,000	$1.11M	0.08%	+5,000	Timeline
BKLNINVESCO EXCH TRADED FD TR II	50,000	$1.05M	0.07%	0	Timeline
BMOBANK OF MONTREAL	10,583	$956K	0.07%	-2,578	Timeline
FALNISHARES TR	33,600	$919K	0.06%	-12,600	Timeline
KLACKLA CORP	1,100	$852K	0.06%	+100	Timeline
VOOVANGUARD INDEX FDS	1,463	$772K	0.05%	0	Timeline
SBACSBA COMMUNICATIONS CORP	3,000	$722K	0.05%	new	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	2,000	$717K	0.05%	0	Timeline
IGSBISHARES TR	10,965	$577K	0.04%	+6,755	Timeline
POWLPOWELL INDS INC	2,500	$555K	0.04%	new	Timeline
CLSCELESTICA INC	10,800	$553K	0.04%	+4,900	Timeline
XLFSELECT SECTOR SPDR TR	11,881	$538K	0.04%	+349	Timeline
BCEBCE INC	14,886	$518K	0.04%	-3,418	Timeline
MKTXMARKETAXESS HLDGS INC	2,000	$512K	0.04%	new	Timeline
WBDWARNER BROS DISCOVERY INC	60,300	$497K	0.03%	-850	Timeline
IGIBISHARES TR	9,135	$491K	0.03%	new	Timeline
RMDRESMED INC	2,000	$488K	0.03%	new	Timeline
URIUNITED RENTALS INC	588	$476K	0.03%	+34	Timeline
DPZDOMINOS PIZZA INC	1,000	$430K	0.03%	new	Timeline
IQVIQVIA HLDGS INC	1,660	$393K	0.03%	+65	Timeline
RSSBTIDAL TRUST II	15,000	$375K	0.03%	new	Timeline
USIGISHARES TR	7,080	$372K	0.03%	new	Timeline
RSSTTIDAL TRUST II	15,000	$368K	0.03%	new	Timeline
EAELECTRONIC ARTS INC	2,500	$359K	0.02%	new	Timeline
JPMJPMORGAN CHASE & CO	1,700	$358K	0.02%	-205	Timeline
NEMNEWMONT CORP	6,600	$353K	0.02%	-2,500	Timeline
SLFSUN LIFE FINANCIAL INC.	5,946	$345K	0.02%	0	Timeline
AZNASTRAZENECA PLC-SPONS ADR	4,398	$343K	0.02%	+233	Timeline
RCIROGERS COMMUNICATIONS INC	7,980	$321K	0.02%	-69,245	Timeline
BSVVANGUARD BD INDEX FDS	4,005	$315K	0.02%	-10,950	Timeline
MFCMANULIFE FINL CORP	9,813	$290K	0.02%	new	Timeline
TLHISHARES TR	2,620	$286K	0.02%	new	Timeline
RBARB GLOBAL INC	3,500	$282K	0.02%	new	Timeline
TSLATESLA INC	909	$238K	0.02%	new	Timeline
QSRRESTAURANT BRANDS INTL INC	3,200	$231K	0.02%	new	Timeline
SJNKSPDR SERIES TRUST	8,970	$231K	0.02%	new	Timeline
GILGILDAN ACTIVEWEAR INC	4,900	$231K	0.02%	new	Timeline
YUMYUM BRANDS INC	1,610	$225K	0.02%	-10	Timeline
TSITCW STRATEGIC INCOME FD INC	35,045	$180K	0.01%	0	Timeline
BKTBLACKROCK INCOME TR INC	10,794	$134K	0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
NVONOVO-NORDISK A S	149,653	$21.4M	shares
SCHWCHARLES SCHWAB CORP (THE)	156,898	$11.6M	shares
FERGUSON PLCFERGUSON PLC	23,740	$4.57M	shares
SGISOMNIGROUP INTERNATIONAL INC	69,780	$3.3M	shares
APOAPOLLO GLOBAL MGMT INC	23,000	$2.72M	shares
SYYSYSCO CORP	37,650	$2.69M	shares
AAGILENT TECHNOLOGIES INC	17,275	$2.24M	shares
TGTTARGET CORP	10,500	$1.55M	shares
CPAYCORPAY INC	5,750	$1.53M	shares
BLDRBUILDERS FIRSTSOURCE INC	9,250	$1.28M	shares
BDXBECTON DICKINSON & CO	5,300	$1.24M	shares
MNSTMONSTER BEVERAGE CORP NEW	22,782	$1.14M	shares
TPLTEXAS PACIFIC LAND CORPORATI	1,400	$1.03M	shares
CBOECBOE GLOBAL MKTS INC	6,000	$1.02M	shares
VEREN INCVEREN INC	121,600	$959K	shares
LMTLOCKHEED MARTIN CORP	2,000	$934K	shares
PSAPUBLIC STORAGE	3,100	$892K	shares
STZCONSTELLATION BRANDS INC	3,035	$781K	shares
PCARPACCAR INC	6,500	$669K	shares
CVECENOVUS ENERGY INC	10,400	$204K	shares
VBNKVERSABANK NEW	18,400	$198K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001104659-24-114380	base		2024-11-05	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC