Cumberland Partners Ltd Top Holdings and 13F Report (2024) About Cumberland Partners LtdInvestment ActivityCumberland Partners Ltd has $1.44 billion in total holdings as of September 30, 2024.Cumberland Partners Ltd owns shares of 178 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 11.02% of the portfolio was purchased this quarter.About 10.77% of the portfolio was sold this quarter.This quarter, Cumberland Partners Ltd has purchased 169 new stocks and bought additional shares in 71 stocks.Cumberland Partners Ltd sold shares of 60 stocks and completely divested from 21 stocks this quarter.Largest Holdings Microsoft $76,739,272Meta Platforms $64,698,886Walmart $62,002,031Eaton $55,137,364Royal Bank of Canada $51,039,489 Largest New Holdings this Quarter Nasdaq $10,399,837 HoldingAmerican Tower $3,006,536 HoldingHoneywell International $2,273,810 HoldingW. R. Berkley $1,987,536 HoldingPrologis $1,565,872 Holding Largest Purchases this Quarter Broadcom 92,197 shares (about $15.90M)NVIDIA 116,505 shares (about $14.15M)Eli Lilly and Company 13,942 shares (about $12.35M)Nasdaq 142,444 shares (about $10.40M)Walmart 109,665 shares (about $8.86M) Largest Sales this Quarter Thomson Reuters 97,592 shares (about $16.66M)Analog Devices 58,018 shares (about $13.35M)Thermo Fisher Scientific 14,600 shares (about $9.03M)Accenture 18,804 shares (about $6.65M)Meta Platforms 6,774 shares (about $3.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCumberland Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$76,739,272$191,053 ▲0.2%178,3395.3%Computer and TechnologyMETAMeta Platforms$64,698,886$3,877,709 ▼-5.7%113,0234.5%Computer and TechnologyWMTWalmart$62,002,031$8,855,449 ▲16.7%767,8274.3%Retail/WholesaleETNEaton$55,137,364$2,418,186 ▼-4.2%166,3573.8%Industrial ProductsRYRoyal Bank of Canada$51,039,489$637,541 ▲1.3%408,5303.5%FinanceSPGIS&P Global$50,711,420$423,112 ▼-0.8%98,1603.5%Business ServicesGOOGAlphabet$46,149,623$81,422 ▼-0.2%276,0313.2%Computer and TechnologyCOSTCostco Wholesale$42,315,372$1,062,051 ▼-2.4%47,7322.9%Retail/WholesaleVVisa$41,765,456$751,988 ▼-1.8%151,9022.9%Business ServicesCPCanadian Pacific Kansas City$37,145,226$425,298 ▼-1.1%433,9022.6%TransportationUNHUnitedHealth Group$35,650,279$5,681,920 ▲19.0%60,9742.5%MedicalAAPLApple$35,546,014$153,780 ▼-0.4%152,5582.5%Computer and TechnologyLINDE PLC$35,539,422$89,650 ▼-0.3%74,5282.5%SHSAMZNAmazon.com$34,077,521$458,744 ▲1.4%182,8882.4%Retail/WholesaleCNICanadian National Railway$32,632,687$1,949,196 ▲6.4%278,4132.3%TransportationHDHome Depot$31,351,945$1,572,176 ▼-4.8%77,3742.2%Retail/WholesaleMMCMarsh & McLennan Companies$31,117,262$221,528 ▼-0.7%139,4832.2%FinanceMAMastercard$30,392,896$274,059 ▲0.9%61,5492.1%Business ServicesAJGArthur J. Gallagher & Co.$26,271,798$90,601 ▼-0.3%93,3711.8%FinanceTFIITFI International$25,141,959$90,488 ▼-0.4%183,3811.7%TransportationAMATApplied Materials$22,567,975$497,851 ▲2.3%111,6951.6%Computer and TechnologyTMOThermo Fisher Scientific$21,506,442$9,031,122 ▼-29.6%34,7681.5%MedicalVRTXVertex Pharmaceuticals$20,091,456$6,762,728 ▲50.7%43,2001.4%MedicalTRIThomson Reuters$19,733,397$16,662,240 ▼-45.8%115,5801.4%Business ServicesLLYEli Lilly and Company$19,476,505$12,351,776 ▲173.4%21,9841.4%MedicalGOOGLAlphabet$19,072,086$2,804,689 ▼-12.8%114,9961.3%Computer and TechnologyAVGOBroadcom$17,173,756$15,903,983 ▲1,252.5%99,5581.2%Computer and TechnologyNVDANVIDIA$15,878,887$14,148,367 ▲817.6%130,7551.1%Computer and TechnologyBLKBlackRock$14,476,229$151,922 ▼-1.0%15,2461.0%FinanceORLYO'Reilly Automotive$14,008,062$58,732 ▼-0.4%12,1641.0%Retail/WholesaleCCJCameco$13,143,904$197,989 ▲1.5%274,8430.9%Basic MaterialsNDAQNasdaq$10,399,837$10,399,837 ▲New Holding142,4440.7%FinanceMSIMotorola Solutions$10,316,760$2,173,961 ▲26.7%22,9450.7%Computer and TechnologyELVElevance Health$10,085,920$80,600 ▲0.8%19,3960.7%MedicalSTNStantec$9,031,175$8,220,221 ▲1,013.6%112,2000.6%Business ServicesDSGXThe Descartes Systems Group$8,849,081$315,733 ▲3.7%85,9030.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$8,491,073$302,186 ▲3.7%48,8920.6%Computer and TechnologyBAHBooz Allen Hamilton$8,410,623$2,379,551 ▲39.5%51,6750.6%Business ServicesARESAres Management$8,028,097$2,250,329 ▼-21.9%51,5150.6%FinanceCDNSCadence Design Systems$7,874,234$47,972 ▲0.6%29,0530.5%Computer and TechnologyDLRDigital Realty Trust$7,540,469$5,086,317 ▲207.3%46,5950.5%FinanceHWMHowmet Aerospace$7,520,755$2,534,821 ▼-25.2%75,0200.5%AerospaceSVOLSimplify Volatility Premium ETF$7,092,225$474,054 ▲7.2%322,9440.5%ETFICLRICON Public$7,037,658$2,156,261 ▲44.2%24,4950.5%MedicalPHParker-Hannifin$6,788,274$146,582 ▼-2.1%10,7440.5%Industrial ProductsPMPhilip Morris International$6,781,404$5,567,404 ▲458.6%55,8600.5%Consumer StaplesCARRCarrier Global$6,739,025$590,394 ▼-8.1%83,7250.5%Computer and TechnologyFSVFirstService$6,738,615$12,804 ▲0.2%36,8400.5%FinanceAVYAvery Dennison$6,634,721$92,940 ▼-1.4%30,0540.5%Industrial ProductsETEnergy Transfer$5,885,6150.0%366,7050.4%Oils/EnergyMCKMcKesson$5,848,988$640,274 ▲12.3%11,8300.4%MedicalEMNEastman Chemical$5,769,3430.0%51,5350.4%Basic MaterialsGRP.UGranite Real Estate Inc. Staple$5,607,361$406,050 ▲7.8%92,8000.4%FinanceABBVAbbVie$5,528,847$2,932,578 ▼-34.7%27,9970.4%MedicalCNQCanadian Natural Resources$5,527,693$1,465,307 ▼-21.0%166,2940.4%Oils/EnergyAGIAlamos Gold$5,493,933$3,990 ▲0.1%275,4000.4%Basic MaterialsADIAnalog Devices$5,299,435$13,354,005 ▼-71.6%23,0240.4%Computer and TechnologyACGLArch Capital Group$5,088,302$458,708 ▲9.9%45,4800.4%FinanceTDToronto-Dominion Bank$4,908,568$405,592 ▲9.0%77,5510.3%FinanceASMLASML$4,609,539$3,191,348 ▼-40.9%5,5320.3%Computer and TechnologyWCNWaste Connections$4,606,125$286,317 ▲6.6%25,7400.3%Business ServicesAPHAmphenol$4,517,542$4,221,064 ▲1,423.7%69,3300.3%Computer and TechnologyDECKDeckers Outdoor$4,487,401$3,728,738 ▲491.5%28,1430.3%Retail/WholesaleTOLToll Brothers$4,448,5400.0%28,7950.3%ConstructionBRK.BBerkshire Hathaway$4,311,255$45,105 ▼-1.0%9,3670.3%FinanceTUASimplify Short Term Treasury Futures Strategy ETF$4,237,178$1,384,790 ▲48.5%184,1050.3%ETFBNSBank of Nova Scotia$4,146,522$24,597 ▲0.6%76,0300.3%FinanceNFLXNetflix$4,099,581$1,532,023 ▲59.7%5,7800.3%Consumer DiscretionaryDHRDanaher$3,980,412$40,313 ▼-1.0%14,3170.3%Multi-Sector ConglomeratesPBAPembina Pipeline$3,955,010$60,410 ▲1.6%95,8470.3%Oils/EnergyCRMSalesforce$3,859,311$273,710 ▼-6.6%14,1000.3%Computer and TechnologyHBMHudbay Minerals$3,818,696$14,503 ▼-0.4%414,7000.3%Basic MaterialsABNBAirbnb$3,809,372$253,620 ▼-6.2%30,0400.3%Consumer DiscretionaryMELIMercadoLibre$3,693,528$410,392 ▼-10.0%1,8000.3%Retail/WholesaleWIXWix.com$3,176,230$501,510 ▲18.8%19,0000.2%Computer and TechnologyPEPPepsiCo$3,070,253$400,468 ▲15.0%18,0550.2%Consumer StaplesAMTAmerican Tower$3,006,536$3,006,536 ▲New Holding12,9280.2%FinanceACNAccenture$2,850,817$6,646,840 ▼-70.0%8,0650.2%Computer and TechnologySCCOSouthern Copper$2,837,617$3,829,487 ▼-57.4%24,5320.2%Basic MaterialsGLDSPDR Gold Shares$2,694,320$644,109 ▲31.4%11,0850.2%FinanceGSKGSK$2,555,0000.0%62,5000.2%MedicalATLAS ENERGY SOLUTIONS INC$2,535,3400.0%116,3000.2%COM NEWJNJJohnson & Johnson$2,503,827$1,353,201 ▲117.6%15,4500.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$2,497,759$1,390,644 ▼-35.8%31,4500.2%ETFAPPLOVIN CORP$2,480,450$391,650 ▼-13.6%19,0000.2%COM CL AHONHoneywell International$2,273,810$2,273,810 ▲New Holding11,0000.2%Multi-Sector ConglomeratesTWTradeweb Markets$2,226,060$494,680 ▲28.6%18,0000.2%FinanceNVRNVR$2,207,655$147,177 ▼-6.3%2250.2%ConstructionBACBank of America$2,181,805$104,160 ▼-4.6%54,9850.2%FinanceALSNAllison Transmission$2,161,5750.0%22,5000.2%Auto/Tires/TrucksRSGRepublic Services$2,138,946$210,882 ▲10.9%10,6500.1%Business ServicesAZOAutoZone$2,126,277$157,502 ▼-6.9%6750.1%Retail/WholesaleBKNGBooking$2,106,060$421,212 ▲25.0%5000.1%Retail/WholesaleHLTHilton Worldwide$2,074,500$461,000 ▼-18.2%9,0000.1%Consumer DiscretionaryFMXFomento Económico Mexicano$2,072,910$197,420 ▲10.5%21,0000.1%Consumer StaplesNOANorth American Construction Group$2,061,090$625,253 ▼-23.3%110,1000.1%ConstructionFTNTFortinet$2,055,0750.0%26,5000.1%Computer and TechnologyCMCanadian Imperial Bank of Commerce$2,032,683$1,227,765 ▲152.5%33,1020.1%FinanceWRBW. R. Berkley$1,987,536$1,987,536 ▲New Holding35,0350.1%FinanceGNTXGentex$1,924,506$3,467,644 ▼-64.3%64,8200.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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