Cumberland Partners Ltd

TORONTO, A6 · CIK 1578985 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyToronto

$1.5bn reported value +17.2% vs Q1 2026

153positions

37.3%in top 10

16 new 74 added 48 reduced 20 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Cumberland Investment Counsel Inc. – reports through this filing
Cumberland Private Wealth Management Inc. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ROYAL BK CDA COM RY	RY	386,426	$79.9m5.17%	5.17%	Added +25.4k	+25,423 7.0%
2	NVIDIA CORPORATION COM NVDA	NVDA	353,693	$70.8m4.58%	4.58%	Reduced -1.8k	-1,772 -0.5%
3	MICROSOFT CORP COM MSFT	MSFT	176,987	$66.0m4.27%	4.27%	Added +27.2k	+27,230 18.2%
4	AMAZON COM INC COM AMZN	AMZN	260,465	$62.1m4.02%	4.02%	Reduced -1.6k	-1,646 -0.6%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	167,640	$59.2m3.83%	3.83%	Reduced -919	-919 -0.6%
6	WALMART INC COM WMT	WMT	446,379	$50.6m3.27%	3.27%	Added +27.3k	+27,279 6.5%
7	LINDE PLC SHS LIN	LIN	92,008	$47.7m3.09%	3.09%	Added +17.4k	+17,375 23.3%
8	ELI LILLY & CO COM LLY	LLY	39,407	$47.3m3.06%	3.06%	Added +3.2k	+3,172 8.8%
9	APPLE INC COM AAPL	AAPL	161,477	$46.7m3.02%	3.02%	Reduced -1.1k	-1,114 -0.7%
10	BANK NOVA SCOTIA HALIFAX COM BNS	BNS	522,360	$45.3m2.93%	2.93%	Reduced -4.0k	-3,963 -0.8%
11	COSTCO WHSL CORP NEW COM COST	COST	46,434	$43.4m2.81%	2.81%	Added +902	+902 2.0%
12	EATON CORP PLC SHS ETN	ETN	83,528	$35.6m2.30%	2.30%	Reduced -21.3k	-21,347 -20.4%
13	UNION PAC CORP COM UNP	UNP	129,041	$35.1m2.27%	2.27%	Added +55.3k	+55,288 75.0%
14	AMETEK INC COM AME	AME	142,839	$34.6m2.24%	2.24%	Reduced -697	-697 -0.5%
15	MCKESSON CORP COM MCK	MCK	43,950	$33.2m2.15%	2.15%	Added +39.6k	+39,575 904.6%
16	CANADIAN NAT RES LTD COM CNQ	CNQ	832,392	$32.9m2.13%	2.13%	Added +208.7k	+208,688 33.5%
17	BROADCOM INC COM AVGO	AVGO	83,644	$31.6m2.05%	2.05%	Reduced -20.4k	-20,426 -19.6%
18	META PLATFORMS INC CL A META	META	52,806	$29.7m1.93%	1.93%	Added +1.8k	+1,764 3.5%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	80,921	$28.9m1.87%	1.87%	Added +9.6k	+9,574 13.4%
20	UNITEDHEALTH GROUP INC COM UNH	UNH	64,734	$26.9m1.74%	1.74%	Reduced -503	-503 -0.8%
21	GILDAN ACTIVEWEAR INC COM GIL	GIL	461,735	$23.8m1.54%	1.54%	Added +136.6k	+136,567 42.0%
22	VISA INC COM CL A V	V	68,418	$23.5m1.52%	1.52%	Reduced -16.3k	-16,314 -19.2%
23	ASTRAZENECA PLC ORD AZN	AZN	121,834	$23.1m1.50%	1.50%	Reduced -23.9k	-23,912 -16.4%
24	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	47,543	$22.7m1.47%	1.47%	Added +10.1k	+10,120 27.0%
25	NETFLIX INC COM NFLX	NFLX	302,802	$21.6m1.40%	1.40%	Added +4.7k	+4,728 1.6%
26	DELL TECHNOLOGIES INC CL C DELL	DELL	49,530	$21.4m1.38%	1.38%	Reduced -6.6k	-6,600 -11.8%
27	TJX COS INC NEW COM TJX	TJX	130,887	$19.8m1.28%	1.28%	Added +16.2k	+16,239 14.2%
28	AMPHENOL CORP CL A APH	APH	110,784	$19.5m1.26%	1.26%	Reduced -133.3k	-133,297 -54.6%
29	SPROTT FDS TR URANIUM MINERS E URNM	URNM	366,088	$19.3m1.25%	1.25%	Added +144.0k	+143,955 64.8%
30	ANALOG DEVICES INC COM ADI	ADI	42,227	$16.8m1.09%	1.09%	Added +40.8k	+40,848 2962.2%
31	CAMECO CORP COM CCJ	CCJ	164,268	$16.7m1.08%	1.08%	Added +39.9k	+39,892 32.1%
32	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	173,884	$16.0m1.04%	1.04%	Reduced -2.1k	-2,068 -1.2%
33	CISCO SYS INC COM CSCO	CSCO	129,475	$15.2m0.98%	0.98%	Added +60.1k	+60,080 86.6%
34	PULTE GROUP INC COM PHM	PHM	107,923	$14.8m0.96%	0.96%	Reduced -105.6k	-105,648 -49.5%
35	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	53,349	$12.7m0.82%	0.82%	Added +36.9k	+36,930 224.9%
36	HOWMET AEROSPACE INC COM HWM	HWM	46,440	$12.5m0.81%	0.81%	Added +24.4k	+24,435 111.0%
37	JPMORGAN CHASE & CO COM JPM	JPM	37,954	$12.4m0.80%	0.80%	Reduced -4	-4 -0.0%
38	TORONTO DOMINION BK ONT COM NEW TD	TD	97,731	$11.9m0.77%	0.77%	Added +2.8k	+2,802 3.0%
39	ABBVIE INC COM ABBV	ABBV	46,647	$11.7m0.76%	0.76%	Added +21.1k	+21,140 82.9%
40	GE AEROSPACE COM NEW GE	GE	29,748	$11.1m0.72%	0.72%	Added +12.5k	+12,498 72.5%
41	NASDAQ INC COM NDAQ	NDAQ	122,725	$9.7m0.63%	0.63%	Added +25.6k	+25,600 26.4%
42	WILLIAMS SONOMA INC COM WSM	WSM	35,380	$8.2m0.53%	0.53%	Added +18.4k	+18,400 108.4%
43	MDA SPACE LTD COM MDA	MDA	195,695	$8.1m0.52%	0.52%	Added +10.0k	+9,995 5.4%
44	JOHNSON & JOHNSON COM JNJ	JNJ	31,490	$8.0m0.52%	0.52%	Reduced -570	-570 -1.8%
45	PHILIP MORRIS INTL INC COM PM	PM	41,960	$7.6m0.49%	0.49%	Added +10.4k	+10,380 32.9%
46	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	380,005	$7.3m0.47%	0.47%	Unchanged
47	APPLIED MATLS INC COM AMAT	AMAT	9,641	$7.0m0.45%	0.45%	Reduced -62	-62 -0.6%
48	BANK MONTREAL QUE COM BMO	BMO	38,479	$6.8m0.44%	0.44%	Added +3.6k	+3,584 10.3%
49	MICRON TECHNOLOGY INC COM MU	MU	5,826	$6.7m0.44%	0.44%	Reduced -1.1k	-1,074 -15.6%
50	PARKER-HANNIFIN CORP COM PH	PH	6,804	$6.7m0.43%	0.43%	Reduced -467	-467 -6.4%
51	ALAMOS GOLD INC NEW COM CL A AGI	AGI	206,200	$6.2m0.40%	0.40%	Added +1.9k	+1,900 0.9%
52	SPDR GOLD TR GOLD SHS GLD	GLD	16,304	$6.0m0.39%	0.39%	Reduced -101	-101 -0.6%
53	BLACKROCK INC COM BLK	BLK	6,015	$5.8m0.37%	0.37%	Added +2.6k	+2,620 77.2%
54	EXPEDIA GROUP INC COM NEW EXPE	EXPE	22,550	$5.8m0.37%	0.37%	Added +6.4k	+6,375 39.4%
55	HUDBAY MINERALS INC COM HBM	HBM	232,800	$5.5m0.36%	0.36%	Unchanged
56	PEMBINA PIPELINE CORP COM PBA	PBA	117,655	$5.4m0.35%	0.35%	Added +6.3k	+6,333 5.7%
57	LAM RESEARCH CORP COM NEW LRCX	LRCX	12,500	$5.4m0.35%	0.35%	Unchanged
58	CANADIAN PACIFIC KANSAS CITY COM CP	CP	61,876	$5.4m0.35%	0.35%	Added +5.3k	+5,304 9.4%
59	NUTRIEN LTD COM NTR	NTR	84,810	$5.3m0.35%	0.35%	Added +31.8k	+31,810 60.0%
60	CANADIAN NATL RY CO COM CNI	CNI	38,450	$4.6m0.30%	0.30%	Added +5.5k	+5,500 16.7%
61	COCA-COLA EUROPACIFIC PARTNE SHS CCEP	CCEP	45,090	$4.5m0.29%	0.29%	Reduced -2.0k	-2,000 -4.2%
62	PFIZER INC COM PFE	PFE	187,055	$4.5m0.29%	0.29%	Reduced -4.8k	-4,800 -2.5%
63	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	22,596	$4.3m0.28%	0.28%	Added +5	+5 0.0%
64	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	8,368	$4.2m0.27%	0.27%	Reduced -1.0k	-1,008 -10.8%
65	COMFORT SYS USA INC COM FIX	FIX	2,000	$4.0m0.26%	0.26%	Unchanged
66	DISNEY WALT CO COM DIS	DIS	39,413	$3.8m0.25%	0.25%	Added +20.9k	+20,935 113.3%
67	SPROTT INC COM NEW SII	SII	32,400	$3.6m0.24%	0.24%	Reduced -3.8k	-3,800 -10.5%
68	DEERE & CO COM DE	DE	5,602	$3.6m0.23%	0.23%	Added +51	+51 0.9%
69	FIRSTSERVICE CORP NEW COM FSV	FSV	24,300	$3.5m0.22%	0.22%	Reduced -180	-180 -0.7%
70	SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES CTA	CTA	125,198	$3.2m0.21%	0.21%	Reduced -271	-271 -0.2%
71	REPUBLIC SVCS INC COM RSG	RSG	14,800	$3.2m0.20%	0.20%	Added +1.1k	+1,150 8.4%
72	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	55,900	$3.1m0.20%	0.20%	Added +5.9k	+5,900 11.8%
73	KENVUE INC COM KVUE	KVUE	159,280	$3.0m0.20%	0.20%	Reduced -2.1k	-2,090 -1.3%
74	BANK AMERICA CORP COM BAC	BAC	52,675	$3.0m0.19%	0.19%	Reduced -2.9k	-2,850 -5.1%
75	ISHARES TR MSCI EAFE ETF EFA	EFA	28,476	$3.0m0.19%	0.19%	Added +9	+9 0.0%
76	BOYD GROUP SERVICES INC COM BGSI	BGSI	31,000	$2.9m0.19%	0.19%	Added +100	+100 0.3%
77	APPLOVIN CORP COM CL A APP	APP	5,500	$2.8m0.18%	0.18%	Unchanged
78	MONSTER BEVERAGE CORP NEW COM MNST	MNST	28,382	$2.7m0.18%	0.18%	Added +3.6k	+3,600 14.5%
79	EMCOR GROUP INC COM EME	EME	3,263	$2.7m0.18%	0.18%	Added +13	+13 0.4%
80	VISTRA CORP COM VST	VST	17,015	$2.7m0.17%	0.17%	Added +7.0k	+7,015 70.2%
81	TAPESTRY INC COM TPR	TPR	17,000	$2.5m0.16%	0.16%	Unchanged
82	PRICESMART INC COM PSMT	PSMT	12,310	$2.4m0.16%	0.16%	New
83	CHUBB LIMITED COM CB	CB	7,000	$2.4m0.15%	0.15%	Added +2.0k	+2,000 40.0%
84	CASEYS GEN STORES INC COM CASY	CASY	3,000	$2.4m0.15%	0.15%	New
85	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	52,825	$2.4m0.15%	0.15%	Added +25.5k	+25,515 93.4%
86	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	26,880	$2.3m0.15%	0.15%	New
87	KLA CORP COM NEW KLAC	KLAC	7,500	$2.3m0.15%	0.15%	Reduced -3.5k	-3,500 -31.8%
88	S&P GLOBAL INC COM SPGI	SPGI	5,550	$2.3m0.15%	0.15%	Added +609	+609 12.3%
89	RAYMOND JAMES FINL INC COM RJF	RJF	14,800	$2.3m0.15%	0.15%	Reduced -11.0k	-11,000 -42.6%
90	DESCARTES SYS GROUP INC COM DSGX	DSGX	31,400	$2.2m0.14%	0.14%	Reduced -50	-50 -0.2%
91	MSCI INC COM MSCI	MSCI	3,800	$2.1m0.14%	0.14%	Added +800	+800 26.7%
92	WEATHERFORD INTL PLC ORD SHS WFRD	WFRD	26,100	$2.1m0.14%	0.14%	New
93	TE CONNECTIVITY PLC ORD SHS TEL	TEL	9,945	$2.0m0.13%	0.13%	Reduced -430	-430 -4.1%
94	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	37,673	$2.0m0.13%	0.13%	Added +2.7k	+2,720 7.8%
95	CURTISS WRIGHT CORP COM CW	CW	2,600	$2.0m0.13%	0.13%	New
96	WOODWARD INC COM WWD	WWD	4,600	$2.0m0.13%	0.13%	New
97	FABRINET SHS FN	FN	3,470	$2.0m0.13%	0.13%	New
98	ROSS STORES INC COM ROST	ROST	8,700	$1.9m0.12%	0.12%	New
99	RESMED INC COM RMD	RMD	9,500	$1.9m0.12%	0.12%	Unchanged
100	AMER SPORTS INC COM SHS AS	AS	54,335	$1.8m0.12%	0.12%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HOME DEPOT INC HD	HD	14,212	$4.7m14.2k shares
UBER TECHNOLOGIES INC UBER	UBER	55,000	$4.0m55.0k shares
BOOKING HOLDINGS INC BKNG	BKNG	16,250	$2.7m16.2k shares
NU HLDGS LTD NU	NU	190,000	$2.7m190.0k shares
VIKING HOLDINGS LTD VIK	VIK	35,000	$2.6m35.0k shares
HILTON WORLDWIDE HLDGS INC HLT	HLT	8,000	$2.4m8.0k shares
TECHNIPFMC PLC FTI	FTI	30,000	$2.1m30.0k shares
WATTS WATER TECHNOLOGIES INC WTS	WTS	6,500	$1.9m6.5k shares
IQVIA HLDGS INC IQV	IQV	10,005	$1.7m10.0k shares
AUTODESK INC ADSK	ADSK	7,000	$1.7m7.0k shares
INTUIT INTU	INTU	3,000	$1.3m3.0k shares
RIO TINTO PLC RIO	RIO	12,700	$1.2m12.7k shares
REGENERON PHARMACEUTICALS REGN	REGN	1,500	$1.2m1.5k shares
VALERO ENERGY CORP VLO	VLO	4,600	$1.1m4.6k shares
AGNICO EAGLE MINES LTD AEM	AEM	5,450	$1.1m5.5k shares
ZOETIS INC ZTS	ZTS	8,900	$1.1m8.9k shares
ATLAS ENERGY SOLUTIONS INC AESI	AESI	72,700	$953.8k72.7k shares
DOLLAR GEN CORP NEW DG	DG	6,000	$712.4k6.0k shares
RB GLOBAL INC RBA	RBA	5,300	$506.7k5.3k shares
ROGERS COMMUNICATIONS INC RCI	RCI	5,920	$227.2k5.9k shares