Cumberland Partners Ltd
154 holdingsFiling period: 2026-06-30Current AUM: $1.61Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RY | Royal BK Cda | 386.4K | $79.9M | $76.8M | 4.78% | +25.4K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 353.7K | $70.8M | $76.6M | 4.76% | -1,772 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 177.0K | $66.0M | $94.1M | 5.86% | +27.2K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 260.5K | $62.1M | $68.4M | 4.26% | -1,646 | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 167.6K | $59.2M | $56.4M | 3.51% | -919 | 2026-06-30 |
| 6 | WMT | Walmart Inc | 446.4K | $50.6M | $52.6M | 3.27% | +27.3K | 2026-06-30 |
| 7 | — | Linde PLC | 92.0K | $47.7M | $47.7M | 2.97% | +17.4K | 2026-06-30 |
| 8 | LLY | Eli Lilly & Co | 39.4K | $47.3M | $50.6M | 3.15% | +3.2K | 2026-06-30 |
| 9 | AAPL | Apple Inc | 161.5K | $46.7M | $54.8M | 3.41% | -1,114 | 2026-06-30 |
| 10 | BNS | Bank Nova Scotia B C | 522.4K | $45.3M | $48.1M | 3.00% | -3,963 | 2026-06-30 |
| 11 | COST | Costco Wholesale Corporation | 46.4K | $43.4M | $46.2M | 2.87% | +902 | 2026-06-30 |
| 12 | — | Eaton Corp PLC | 83.5K | $35.6M | $35.6M | 2.21% | -21,347 | 2026-06-30 |
| 13 | UNP | Union Pac Corp | 129.0K | $35.1M | $37.1M | 2.31% | +55.3K | 2026-06-30 |
| 14 | AME | Ametek Inc | 142.8K | $34.6M | $35.3M | 2.20% | -697 | 2026-06-30 |
| 15 | MCK | McKesson Corp | 44.0K | $33.2M | $45.3M | 2.82% | +39.6K | 2026-06-30 |
| 16 | CNQ | Canadian Nat Res Ltd Med Ter | 832.4K | $32.9M | $45.1M | 2.81% | +208.7K | 2026-06-30 |
| 17 | AVGO | Broadcom Inc | 83.6K | $31.6M | $28.0M | 1.74% | -20,426 | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 52.8K | $29.7M | $36.7M | 2.28% | +1.8K | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 80.9K | $28.9M | $27.5M | 1.71% | +9.6K | 2026-06-30 |
| 20 | UNH | Unitedhealth Group Inc | 64.7K | $26.9M | $27.1M | 1.69% | -503 | 2026-06-30 |
| 21 | GIL | Gildan Activewear Inc | 461.7K | $23.8M | $18.8M | 1.17% | +136.6K | 2026-06-30 |
| 22 | V | Visa Inc | 68.4K | $23.5M | $27.8M | 1.73% | -16,314 | 2026-06-30 |
| 23 | — | Astrazeneca PLC | 121.8K | $23.1M | $23.1M | 1.44% | -23,912 | 2026-06-30 |
| 24 | TSM | Taiwan Semiconductor Manufac | 47.5K | $22.7M | $20.2M | 1.26% | +10.1K | 2026-06-30 |
| 25 | NFLX | Netflix Inc. | 302.8K | $21.6M | $20.8M | 1.29% | +4.7K | 2026-06-30 |
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