Cumberland Partners Ltd Top Holdings and 13F Report (2025) About Cumberland Partners LtdInvestment ActivityCumberland Partners Ltd has $1.43 billion in total holdings as of December 31, 2024.Cumberland Partners Ltd owns shares of 164 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 8.49% of the portfolio was purchased this quarter.About 9.38% of the portfolio was sold this quarter.This quarter, Cumberland Partners Ltd has purchased 178 new stocks and bought additional shares in 69 stocks.Cumberland Partners Ltd sold shares of 57 stocks and completely divested from 35 stocks this quarter.Largest Holdings Microsoft $76,024,691Walmart $68,444,643Meta Platforms $65,011,518Eaton $59,408,712Alphabet $52,356,717 Largest New Holdings this Quarter BLACKROCK INC $10,256,226 HoldingGRANITE REAL ESTATE INVT TR $5,456,821 HoldingUber Technologies $3,016,000 HoldingVeeva Systems $2,733,250 HoldingNovo Nordisk A/S $2,552,988 Holding Largest Purchases this Quarter Broadcom 66,872 shares (about $15.50M)BLACKROCK INC 10,005 shares (about $10.26M)Booz Allen Hamilton 47,655 shares (about $6.13M)Oracle 34,900 shares (about $5.82M)Cadence Design Systems 18,874 shares (about $5.67M) Largest Sales this Quarter UnitedHealth Group 25,944 shares (about $13.12M)Avery Dennison 27,789 shares (about $5.20M)APPLOVIN CORP 12,500 shares (about $4.05M)ASML 4,282 shares (about $2.97M)Canadian Pacific Kansas City 40,872 shares (about $2.95M) 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$76,024,691$854,802 ▲1.1%180,3675.3%Computer and TechnologyWMTWalmart$68,444,643$928,527 ▼-1.3%757,5504.8%Retail/WholesaleMETAMeta Platforms$65,011,518$1,164,579 ▼-1.8%111,0344.5%Computer and TechnologyETNEaton$59,408,712$4,199,815 ▲7.6%179,0124.1%Industrial ProductsGOOGAlphabet$52,356,717$210,627 ▼-0.4%274,9253.7%Computer and TechnologyRYRoyal Bank of Canada$49,246,682$75,827 ▲0.2%409,1603.4%FinanceSPGIS&P Global$49,017,606$130,982 ▲0.3%98,4233.4%Business ServicesVVisa$48,244,138$237,030 ▲0.5%152,6523.4%Business ServicesAMZNAmazon.com$43,607,491$3,483,694 ▲8.7%198,7673.0%Retail/WholesaleCOSTCostco Wholesale$43,605,289$130,110 ▼-0.3%47,5903.0%Retail/WholesaleAVGOBroadcom$38,585,132$15,503,605 ▲67.2%166,4302.7%Computer and TechnologyAAPLApple$38,129,951$73,623 ▼-0.2%152,2642.7%Computer and TechnologyMAMastercard$32,872,712$462,855 ▲1.4%62,4282.3%Business ServicesLINDE PLC$31,166,214$36,424 ▼-0.1%74,4412.2%SHSHDHome Depot$30,966,716$869,004 ▲2.9%79,6082.2%Retail/WholesaleMMCMarsh & McLennan Companies$29,462,753$164,830 ▼-0.6%138,7072.1%FinanceCPCanadian Pacific Kansas City$28,394,357$2,952,788 ▼-9.4%393,0302.0%TransportationCNICanadian National Railway$28,279,401$71,125 ▲0.3%279,1152.0%TransportationAJGArthur J. Gallagher & Co.$26,391,521$111,837 ▼-0.4%92,9771.8%FinanceTFIITFI International$24,850,562$125,526 ▲0.5%184,3121.7%TransportationGOOGLAlphabet$21,492,744$275,999 ▼-1.3%113,5381.5%Computer and TechnologyVRTXVertex Pharmaceuticals$19,058,180$1,661,540 ▲9.6%47,3261.3%MedicalNVDANVIDIA$18,704,449$1,145,359 ▲6.5%139,2841.3%Computer and TechnologyTRIThomson Reuters$18,487,421$29,960 ▼-0.2%115,3931.3%Business ServicesTMOThermo Fisher Scientific$18,049,380$37,977 ▼-0.2%34,6951.3%MedicalLLYEli Lilly and Company$17,966,756$995,108 ▲5.9%23,2731.3%MedicalUNHUnitedHealth Group$17,720,276$13,124,032 ▼-42.5%35,0301.2%MedicalAMATApplied Materials$17,161,206$1,003,752 ▼-5.5%105,5231.2%Computer and TechnologyORLYO'Reilly Automotive$14,440,673$16,601 ▲0.1%12,1781.0%Retail/WholesaleCDNSCadence Design Systems$14,400,146$5,670,882 ▲65.0%47,9271.0%Computer and TechnologyNDAQNasdaq$13,142,313$2,129,968 ▲19.3%169,9950.9%FinanceCCJCameco$12,918,678$1,197,645 ▼-8.5%251,5250.9%Basic MaterialsBAHBooz Allen Hamilton$12,783,772$6,133,199 ▲92.2%99,3300.9%Business ServicesBLACKROCK INC$10,256,226$10,256,226 ▲New Holding10,0050.7%COMSTNStantec$9,809,999$1,024,925 ▲11.7%125,2900.7%Business ServicesHWMHowmet Aerospace$9,676,510$1,471,573 ▲17.9%88,4750.7%AerospaceTSMTaiwan Semiconductor Manufacturing$9,655,6810.0%48,8920.7%Computer and TechnologyARESAres Management$9,119,7000.0%51,5150.6%FinanceMSIMotorola Solutions$8,890,994$1,714,873 ▼-16.2%19,2350.6%Computer and TechnologyDLRDigital Realty Trust$8,262,6910.0%46,5950.6%FinanceDSGXThe Descartes Systems Group$8,027,209$1,730,274 ▼-17.7%70,6700.6%Computer and TechnologyPMPhilip Morris International$7,560,989$838,238 ▲12.5%62,8250.5%Consumer StaplesETEnergy Transfer$7,183,7510.0%366,7050.5%Oils/EnergyORCLOracle$7,165,520$5,815,736 ▲430.9%43,0000.5%Computer and TechnologySVOLSimplify Volatility Premium ETF$6,968,027$253,732 ▲3.8%335,1480.5%ETFPHParker-Hannifin$6,828,417$5,088 ▼-0.1%10,7360.5%Industrial ProductsFSVFirstService$6,673,603$3,621 ▲0.1%36,8600.5%FinanceEMNEastman Chemical$5,764,575$1,058,399 ▲22.5%63,1250.4%Basic MaterialsDECKDeckers Outdoor$5,664,790$50,773 ▼-0.9%27,8930.4%Retail/WholesaleGRANITE REAL ESTATE INVT TR$5,456,821$5,456,821 ▲New Holding112,5000.4%TR UNIT NEWAGIAlamos Gold$5,107,801$29,504 ▲0.6%277,0000.4%Basic MaterialsCNQCanadian Natural Resources$4,828,730$297,178 ▼-5.8%156,6530.3%Oils/EnergyAPHAmphenol$4,823,094$8,126 ▲0.2%69,4470.3%Computer and TechnologyACNAccenture$4,617,244$1,780,057 ▲62.7%13,1250.3%Computer and TechnologyMCKMcKesson$4,513,687$2,228,348 ▼-33.1%7,9200.3%MedicalCARRCarrier Global$4,468,641$1,246,428 ▼-21.8%65,4650.3%Computer and TechnologyWCNWaste Connections$4,464,931$51,439 ▲1.2%26,0400.3%Business ServicesTUASimplify Short Term Treasury Futures Strategy ETF$4,209,666$302,958 ▲7.8%198,3820.3%ETFBRK.BBerkshire Hathaway$3,977,532$268,342 ▼-6.3%8,7750.3%FinanceMELIMercadoLibre$3,911,012$850,220 ▲27.8%2,3000.3%Retail/WholesaleTDToronto-Dominion Bank$3,885,755$233,726 ▼-5.7%73,1510.3%FinancePBAPembina Pipeline$3,877,164$340,672 ▲9.6%105,0800.3%Oils/EnergyCRMSalesforce$3,711,063$1,002,990 ▼-21.3%11,1000.3%Computer and TechnologyEAElectronic Arts$3,638,774$3,273,024 ▲894.9%24,8720.3%Consumer DiscretionaryWIXWix.com$3,540,075$536,375 ▼-13.2%16,5000.2%Computer and TechnologyDHRDanaher$3,444,857$158,390 ▲4.8%15,0070.2%MedicalABBVAbbVie$3,444,182$1,530,886 ▼-30.8%19,3820.2%MedicalNFLXNetflix$3,437,821$1,714,008 ▼-33.3%3,8570.2%Consumer DiscretionaryMSCIMSCI$3,300,055$1,800,030 ▲120.0%5,5000.2%FinanceADBEAdobe$3,255,057$2,033,077 ▲166.4%7,3200.2%Computer and TechnologyATLAS ENERGY SOLUTIONS INC$3,102,982$523,448 ▲20.3%139,9000.2%COM NEWTOLToll Brothers$3,029,098$597,633 ▼-16.5%24,0500.2%ConstructionABNBAirbnb$3,027,686$919,870 ▼-23.3%23,0400.2%Consumer DiscretionaryUBERUber Technologies$3,016,000$3,016,000 ▲New Holding50,0000.2%Computer and TechnologyRMDResMed$2,972,970$2,515,590 ▲550.0%13,0000.2%MedicalHBMHudbay Minerals$2,956,753$405,368 ▼-12.1%364,7000.2%Basic MaterialsGLDSPDR Gold Shares$2,853,502$169,491 ▲6.3%11,7850.2%FinanceFTNTFortinet$2,834,400$330,680 ▲13.2%30,0000.2%Computer and TechnologyWRBW. R. Berkley$2,811,008$760,760 ▲37.1%48,0350.2%FinancePEPPepsiCo$2,745,4430.0%18,0550.2%Consumer StaplesVEEVVeeva Systems$2,733,250$2,733,250 ▲New Holding13,0000.2%MedicalJNJJohnson & Johnson$2,646,546$412,167 ▲18.4%18,3000.2%MedicalTWTradeweb Markets$2,618,400$261,840 ▲11.1%20,0000.2%FinanceACGLArch Capital Group$2,556,249$1,643,831 ▼-39.1%27,6800.2%FinanceNVONovo Nordisk A/S$2,552,988$2,552,988 ▲New Holding29,6790.2%MedicalMKTXMarketAxess$2,486,440$2,034,360 ▲450.0%11,0000.2%FinanceBACBank of America$2,482,516$65,925 ▲2.7%56,4850.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$2,453,4150.0%31,4500.2%ETFBNSBank of Nova Scotia$2,447,592$1,625,924 ▼-39.9%45,6830.2%FinanceNOANorth American Construction Group$2,371,6440.0%110,1000.2%ConstructionRSGRepublic Services$2,353,806$211,239 ▲9.9%11,7000.2%Business ServicesTTTrane Technologies$2,280,737$2,280,737 ▲New Holding6,1750.2%ConstructionGDDYGoDaddy$2,269,755$98,685 ▼-4.2%11,5000.2%Computer and TechnologySCCOSouthern Copper$2,249,362$13,761 ▲0.6%24,6830.2%Basic MaterialsPEGAPegasystems$2,236,800$372,800 ▲20.0%24,0000.2%Computer and TechnologyICLRICON Public$2,195,664$2,941,183 ▼-57.3%10,4700.2%MedicalBXBlackstone$2,155,250$431,050 ▲25.0%12,5000.2%FinanceDCBODocebo$2,137,910$2,137,910 ▲New Holding47,7000.1%Computer and TechnologyEMREmerson Electric$2,131,597$663,026 ▲45.1%17,2000.1%Industrial ProductsAPPLOVIN CORP$2,104,895$4,047,875 ▼-65.8%6,5000.1%COM CL AShowing 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. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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