Cumberland Partners LTD Portfolio Holdings

Cumberland Partners LTD

  • $1.33 Billion
  • Q4 2024

Cumberland Partners LTD has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Billion distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $76M, Walmart Inc. with a value of $68.4M, Meta Platforms, Inc. with a value of $65.5M, Eaton Corp PLC with a value of $59.4M, and Alphabet Inc. with a value of $52.4M.

Examining the 13F form we can see an decrease of $1.83M in the current position value, from $1.33B to 1.33B.

Cumberland Partners LTD is based out at Toronto, A6

Below you can find more details about Cumberland Partners LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.33 Billion
Financial Services: $301 Million
Technology: $276 Million
Industrials: $172 Million
Communication Services: $150 Million
Consumer Defensive: $126 Million
Consumer Cyclical: $114 Million
Healthcare: $102 Million
Energy: $34.1 Million
Other: $53.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.6B
$4.47 Million 0.34% of portfolio
26,040
Q4 2024 Added 1.17%
$96B
$4.51 Million 0.34% of portfolio
7,920
Q4 2024 Reduced 33.05%
$683B
$3.98 Million 0.3% of portfolio
8,775
Q4 2024 Reduced 6.32%
$103B
$3.91 Million 0.29% of portfolio
2,300
Q4 2024 Added 27.78%
$22.2B
$3.88 Million 0.29% of portfolio
105,080
Q4 2024 Added 9.63%
$109B
$3.89 Million 0.29% of portfolio
73,151
Q4 2024 Reduced 5.67%
$270B
$3.71 Million 0.28% of portfolio
11,100
Q4 2024 Reduced 21.28%
$40.1B
$3.64 Million 0.27% of portfolio
24,872
Q4 2024 Added 894.88%
$9.56B
$3.54 Million 0.27% of portfolio
16,500
Q4 2024 Reduced 13.16%
$363B
$3.44 Million 0.26% of portfolio
19,382
Q4 2024 Reduced 30.77%
$416B
$3.44 Million 0.26% of portfolio
3,857
Q4 2024 Reduced 33.27%
$150B
$3.44 Million 0.26% of portfolio
15,007
Q4 2024 Added 4.82%
$44.7B
$3.3 Million 0.25% of portfolio
5,500
Q4 2024 Added 120.0%
$179B
$3.26 Million 0.24% of portfolio
7,320
Q4 2024 Added 166.38%
$144B
$3.02 Million 0.23% of portfolio
50,000
Q4 2024 New
$48.2B
$3.03 Million 0.23% of portfolio
23,040
Q4 2024 Reduced 23.3%
$2.01B
$2.95 Million 0.22% of portfolio
364,700
Q4 2024 Reduced 12.06%
$32.2B
$2.97 Million 0.22% of portfolio
13,000
Q4 2024 Added 550.0%
$32.9B
$2.73 Million 0.21% of portfolio
13,000
Q4 2024 New
$76.2B
$2.83 Million 0.21% of portfolio
30,000
Q4 2024 Added 13.21%
$98B
$2.85 Million 0.21% of portfolio
11,785
Q4 2024 Added 6.31%
$18.9B
$2.81 Million 0.21% of portfolio
48,035
Q4 2024 Added 37.11%
$206B
$2.75 Million 0.21% of portfolio
18,055
Q3 2024 Added 15.0%
$428B
$2.65 Million 0.2% of portfolio
18,300
Q4 2024 Added 18.45%
$16.3B
$2.62 Million 0.2% of portfolio
20,000
Q4 2024 Added 11.11%
$8.16B
$2.49 Million 0.19% of portfolio
11,000
Q4 2024 Added 450.0%
$331B
$2.48 Million 0.19% of portfolio
56,485
Q4 2024 Added 2.73%
$35.1B
$2.56 Million 0.19% of portfolio
27,680
Q4 2024 Reduced 39.14%
$156B
$2.55 Million 0.19% of portfolio
29,679
Q4 2024 New
$0
$2.45 Million 0.18% of portfolio
31,450
Q3 2024 Reduced 35.76%
$422M
$2.38 Million 0.18% of portfolio
110,100
Q3 2024 Reduced 23.28%
$56.9B
$2.45 Million 0.18% of portfolio
45,683
Q4 2024 Reduced 39.91%
$75.4B
$2.35 Million 0.18% of portfolio
11,700
Q4 2024 Added 9.86%
$28B
$2.27 Million 0.17% of portfolio
11,500
Q4 2024 Reduced 4.17%
$5.71B
$2.24 Million 0.17% of portfolio
24,000
Q4 2024 Added 20.0%
$76.9B
$2.28 Million 0.17% of portfolio
6,175
Q4 2024 New
$14.6B
$2.2 Million 0.17% of portfolio
10,470
Q4 2024 Reduced 57.26%
$72.8B
$2.25 Million 0.17% of portfolio
24,683
Q4 2024 Added 0.62%
$61B
$2.1 Million 0.16% of portfolio
8,500
Q4 2024 Reduced 5.56%
$79.5B
$2.1 Million 0.16% of portfolio
6,500
Q4 2024 Reduced 65.79%
$97.9B
$2.16 Million 0.16% of portfolio
12,500
Q4 2024 Added 25.0%
$64.2B
$2.13 Million 0.16% of portfolio
17,200
Q4 2024 Added 45.15%
$11.1B
$2.09 Million 0.16% of portfolio
4,500
Q4 2024 Added 80.0%
$141B
$2.03 Million 0.15% of portfolio
76,600
Q4 2024 New
$50.8B
$2.03 Million 0.15% of portfolio
32,037
Q4 2024 Reduced 3.22%
$163B
$1.84 Million 0.14% of portfolio
7,680
Q4 2024 Added 18.15%
$5.5B
$1.86 Million 0.14% of portfolio
64,820
Q3 2024 Reduced 64.31%
$94.3B
$1.86 Million 0.14% of portfolio
8,000
Q4 2024 New
$184B
$1.86 Million 0.14% of portfolio
375
Q4 2024 Reduced 25.0%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $1.33 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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