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Cumberland Partners Ltd
Period ended Jun 30, 2026 · Latest filing Aug 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,544,646,505
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ROYAL BK CDA · COM · 780087102 · shares: $79,890,188
- NVIDIA CORPORATION · COM · 67066G104 · shares: $70,770,433
- MICROSOFT CORP · COM · 594918104 · shares: $66,019,690
- AMAZON COM INC · COM · 023135106 · shares: $62,079,228
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $59,232,241
- WALMART INC · COM · 931142103 · shares: $50,556,885
- LINDE PLC · SHS · G54950103 · shares: $47,746,632
- ELI LILLY & CO · COM · 532457108 · shares: $47,265,939
- APPLE INC · COM · 037833100 · shares: $46,724,985
- BANK NOVA SCOTIA B C · COM · 064149107 · shares: $45,312,173
Reported holdings
240 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ONEOK INC NEW | COM | 682680103 | — | 3,950 shares | $343,413 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 684 shares | $338,635 |
| SPDR SERIES TRUST | ST PORT HIGH ETF | 78468R606 | — | 14,395 shares | $337,419 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 13,070 shares | $315,510 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 603 shares | $287,975 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | — | 2,850 shares | $285,200 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 4,427 shares | $237,696 |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | 78467V608 | — | 5,864 shares | $236,261 |
| PROGRESSIVE CORP | COM | 743315103 | — | 1,054 shares | $230,246 |
| IMPERIAL OIL LTD | COM NEW | 453038408 | — | 1,970 shares | $220,780 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 8,743 shares | $218,837 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 2,875 shares | $211,054 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 5,062 shares | $204,894 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 400 shares | $200,156 |
| ETFIS SER TR I | VIRTUS INFRCAP | 26923G822 | — | 9,460 shares | $194,592 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 613 shares | $192,844 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 5,470 shares | $166,780 |
| ETFIS SER TR I | VIRTUS INFRCAP | 26923G822 | — | 8,087 shares | $166,350 |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | 78467V608 | — | 4,070 shares | $163,980 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 1,900 shares | $139,479 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 4,330 shares | $132,022 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 540 shares | $108,869 |
| AMER SPORTS INC | COM SHS | G0260P102 | — | 2,655 shares | $89,845 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 2,625 shares | $65,704 |
| ABBVIE INC | COM | 00287Y109 | — | 227 shares | $57,122 |
| CENOVUS ENERGY INC | COM | 15135U109 | — | 1,816 shares | $44,970 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 300 shares | $35,730 |
| GE AEROSPACE | COM NEW | 369604301 | — | 83 shares | $31,020 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 332 shares | $30,634 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 282 shares | $27,106 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 100 shares | $25,397 |
| EOG RES INC | COM | 26875P101 | — | 142 shares | $18,422 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 37 shares | $18,318 |
| ONEOK INC NEW | COM | 682680103 | — | 210 shares | $18,257 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 35 shares | $11,011 |
| PROGRESSIVE CORP | COM | 743315103 | — | 50 shares | $10,923 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 13 shares | $10,788 |
| DISNEY WALT CO | COM | 254687106 | — | 98 shares | $9,433 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 30 shares | $8,436 |
| OPEN TEXT CORP | COM | 683715106 | — | 100 shares | $2,209 |