Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 13, 2019

Total Value ($000): $1,040,235 (100.0% shares, 0.0% debt)

Holdings (162)

Brookfield Asset Mgt A LV 4.3%
Value ($000) $44,947 Shares 846,313 Est. Cost $39.65 Unrealized
TD Toronto Dominion Bank 4.3%
Value ($000) $44,542 Shares 763,723 Est. Cost $57.43 Unrealized -1.0%
BNS Bank of Nova Scotia 4.1%
Value ($000) $43,025 Shares 757,372 Est. Cost $40.91 Unrealized -6.9%
RY Royal Bank of Canada 3.4%
Value ($000) $35,217 Shares 434,023 Est. Cost $61.73 Unrealized +26.5%
JPM J.P. Morgan Chase&Company 3.4%
Value ($000) $35,204 Shares 299,128 Est. Cost $48.59 Unrealized +95.7%
MSFT Microsoft Corp 2.9%
Value ($000) $29,857 Shares 214,754 Est. Cost $54.72 Unrealized +137.4%
PBA Pembina Pipeline Corp 2.7%
Value ($000) $28,447 Shares 767,334 Est. Cost $17.85 Unrealized +45.0%
V Visa Inc 2.6%
Value ($000) $27,210 Shares 158,186 Est. Cost $72.36 Unrealized +135.4%
SU Suncor Energy Inc 2.6%
Value ($000) $27,094 Shares 858,773 Est. Cost $24.02 Unrealized -2.8%
IMO Imperial Oil Ltd 2.5%
Value ($000) $25,615 Shares 983,524 Est. Cost $25.42 Unrealized -13.3%
GOOG Alphabet Inc Cl-C 2.4%
Value ($000) $24,916 Shares 20,440 Est. Cost $41.10 Unrealized +42.9%
Raytheon Company 2.3%
Value ($000) $24,445 Shares 124,602 Est. Cost $194.57 Unrealized
Shaw Communications Inc -B 2.3%
Value ($000) $23,800 Shares 1,211,135 Est. Cost $18.73 Unrealized
CMCSA Comcast Corp Cl-A 2.1%
Value ($000) $22,152 Shares 491,381 Est. Cost $29.61 Unrealized +26.7%
META Facebook Inc Cl-A 2.1%
Value ($000) $21,820 Shares 122,527 Est. Cost $183.34 Unrealized +3.0%
UNH UnitedHealth Group Inc 1.9%
Value ($000) $19,825 Shares 91,224 Est. Cost $234.10 Unrealized -7.3%
BDX Becton Dickinson & Co 1.9%
Value ($000) $19,523 Shares 77,177 Est. Cost $162.21 Unrealized +37.8%
STZ Constellation Brands Inc Cl-A 1.8%
Value ($000) $18,787 Shares 90,636 Est. Cost $165.29 Unrealized +9.4%
NKE NIKE Inc Class B 1.8%
Value ($000) $18,738 Shares 199,510 Est. Cost $75.83 Unrealized +3.9%
BAX Baxter International Inc 1.8%
Value ($000) $18,454 Shares 210,973 Est. Cost $64.76 Unrealized +16.6%
RCI Rogers Communications Inc -B 1.7%
Value ($000) $18,001 Shares 371,618 Est. Cost $49.40 Unrealized +4.3%
MDT Medtronic PLC 1.7%
Value ($000) $17,503 Shares 161,133 Est. Cost $74.04 Unrealized +18.2%
TMO Thermo Fisher Scientific Inc 1.7%
Value ($000) $17,331 Shares 59,501 Est. Cost $274.07 Unrealized +2.8%
TJX TJX Companies Inc 1.6%
Value ($000) $16,864 Shares 302,535 Est. Cost $46.44 Unrealized +7.9%
BHF Brighthouse Financial Inc 1.4%
Value ($000) $14,925 Shares 368,810 Est. Cost $50.63 Unrealized -26.5%
AAPL Apple Inc 1.3%
Value ($000) $14,019 Shares 62,594 Est. Cost $40.37 Unrealized +24.4%
CVS CVS Health Corporation 1.3%
Value ($000) $13,341 Shares 211,515 Est. Cost $48.37 Unrealized 0.0%
HON Honeywell International Inc 1.2%
Value ($000) $12,931 Shares 76,421 Est. Cost $106.03 Unrealized +31.4%
DEO Diageo PLC SP/ADR 1.1%
Value ($000) $11,421 Shares 69,850 Est. Cost $155.02 Unrealized
PEP PepsiCo Inc 1.1%
Value ($000) $11,385 Shares 83,040 Est. Cost $104.26 Unrealized +4.9%
ET Energy Transfer LP 1.0%
Value ($000) $10,698 Shares 817,895 Est. Cost $13.61 Unrealized
Discovery Inc Ser-A 0.9%
Value ($000) $9,874 Shares 370,775 Est. Cost $24.65 Unrealized
Discover Financial Svcs 0.9%
Value ($000) $9,359 Shares 115,415 Est. Cost $65.06 Unrealized
EHC Encompass Health Corp 0.9%
Value ($000) $9,277 Shares 146,605 Est. Cost $45.08 Unrealized +3.0%
ACN Accenture PLC Cl-A 0.9%
Value ($000) $8,918 Shares 45,911 Est. Cost $116.81 Unrealized +51.1%
COST Costco Wholesale Corp 0.8%
Value ($000) $8,821 Shares 30,618 Est. Cost $198.59 Unrealized +29.1%
BAC Bank of America 0.8%
Value ($000) $8,473 Shares 290,475 Est. Cost $16.88 Unrealized +45.5%
C Citigroup Inc New 0.8%
Value ($000) $8,444 Shares 122,225 Est. Cost $38.76 Unrealized +39.7%
WMT Walmart Inc. 0.8%
Value ($000) $8,130 Shares 68,496 Est. Cost $28.64 Unrealized +20.3%
GOOGL Alphabet Inc Cl A 0.8%
Value ($000) $8,100 Shares 6,633 Est. Cost $54.13 Unrealized +8.6%
United Technologies Corp 0.8%
Value ($000) $8,095 Shares 59,296 Est. Cost $106.86 Unrealized
AIG American Intl Group New 0.8%
Value ($000) $7,960 Shares 142,922 Est. Cost $40.32 Unrealized +16.0%
Owens-Illinois Inc 0.8%
Value ($000) $7,920 Shares 771,175 Est. Cost $16.97 Unrealized
FRCB First Republic Bank 0.7%
Value ($000) $7,508 Shares 77,638 Est. Cost $94.11 Unrealized -1.5%
HD Home Depot Inc 0.7%
Value ($000) $7,466 Shares 32,175 Est. Cost $163.62 Unrealized +14.3%
FSV FIRSTSERVICE CORP 0.7%
Value ($000) $7,243 Shares 70,600 Est. Cost $86.95 Unrealized +12.7%
MET MetLife Inc 0.7%
Value ($000) $6,969 Shares 147,780 Est. Cost $31.56 Unrealized +21.9%
NOA NORTH AMERICAN CONST 0.6%
Value ($000) $6,666 Shares 578,000 Est. Cost $6.36 Unrealized +80.1%
VET Vermilion Energy Inc 0.6%
Value ($000) $6,439 Shares 386,436 Est. Cost $27.11 Unrealized -36.0%
BABA Alibaba Group ADR 0.6%
Value ($000) $6,418 Shares 37,380 Est. Cost $172.56 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $6,333 Shares 48,948 Est. Cost $106.89 Unrealized +2.9%
Cowen Group Inc - Cl A New 0.6%
Value ($000) $6,095 Shares 396,025 Est. Cost $14.72 Unrealized
TSM Taiwan Semiconductor Manufacturing SP/ADR 0.5%
Value ($000) $5,280 Shares 113,605 Est. Cost $34.39 Unrealized
DSGX DESCARTES SYSTEMS 0.5%
Value ($000) $5,231 Shares 129,500 Est. Cost $30.30 Unrealized +22.1%
SPGI S&P Global Inc 0.5%
Value ($000) $5,150 Shares 21,022 Est. Cost $175.13 Unrealized +35.3%
BCE BCE Inc 0.5%
Value ($000) $5,036 Shares 104,083 Est. Cost $28.46 Unrealized +7.6%
HDB HDFC Bank Ltd ADR 0.5%
Value ($000) $4,878 Shares 85,500 Est. Cost $85.71 Unrealized
WFC Wells Fargo & Co 0.5%
Value ($000) $4,800 Shares 95,163 Est. Cost $42.34 Unrealized -6.0%
BA Boeing Company 0.4%
Value ($000) $4,611 Shares 10,716 Est. Cost $350.60 Unrealized +0.5%
ETN Eaton Corporation 0.4%
Value ($000) $4,277 Shares 51,438 Est. Cost $67.32 Unrealized +7.1%
Blackrock Inc 0.4%
Value ($000) $4,202 Shares 9,430 Est. Cost $467.07 Unrealized
ECL Ecolab Inc 0.4%
Value ($000) $3,973 Shares 20,060 Est. Cost $149.96 Unrealized +24.8%
KSS Kohl's Corp. 0.4%
Value ($000) $3,827 Shares 77,070 Est. Cost $40.96 Unrealized +19.7%
DHR Danaher Corp 0.4%
Value ($000) $3,686 Shares 25,519 Est. Cost $88.36 Unrealized +37.8%
MFC Manulife Financial Corporation 0.3%
Value ($000) $3,457 Shares 188,373 Est. Cost $17.63 Unrealized +0.2%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $3,338 Shares 6,070 Est. Cost $138.32 Unrealized +16.2%
SWK STANLEY BLACK&DECKR 0.3%
Value ($000) $3,133 Shares 21,693 Est. Cost $115.96 Unrealized +0.6%
AVGO Broadcom Inc 0.3%
Value ($000) $3,087 Shares 11,185 Est. Cost $23.44 Unrealized +2.5%
BUD ANHEUSER BUSCH INBEV 0.3%
Value ($000) $2,995 Shares 31,476 Est. Cost $99.54 Unrealized
ENERPLUS CORP 0.3%
Value ($000) $2,976 Shares 399,300 Est. Cost $10.00 Unrealized
TM Toyota Motor Corp ADR 0.3%
Value ($000) $2,894 Shares 21,515 Est. Cost $119.29 Unrealized
MA Mastercard Inc Cl-A 0.3%
Value ($000) $2,864 Shares 10,543 Est. Cost $192.82 Unrealized +38.0%
GOOS CANADA GOOSE HLDINGS 0.3%
Value ($000) $2,851 Shares 64,800 Est. Cost $41.79 Unrealized 0.0%
EL Estee Lauder Companies Inc CL-A 0.3%
Value ($000) $2,846 Shares 14,302 Est. Cost $138.35 Unrealized +27.3%
CNI Canadian National Railway Company 0.2%
Value ($000) $2,575 Shares 28,650 Est. Cost $73.22 Unrealized +11.8%
KMB Kimberly Clark Corp 0.2%
Value ($000) $2,470 Shares 17,385 Est. Cost $96.85 Unrealized +13.3%
ADP Automatc Data Proc 0.2%
Value ($000) $2,401 Shares 14,875 Est. Cost $116.40 Unrealized +23.7%
BMO Bank of Montreal 0.2%
Value ($000) $2,356 Shares 31,981 Est. Cost $56.41 Unrealized -1.7%
Crescent Point Energy Corp. 0.2%
Value ($000) $2,323 Shares 543,592 Est. Cost $7.46 Unrealized
GIS GENERAL MILLS INC 0.2%
Value ($000) $2,317 Shares 42,031 Est. Cost $33.67 Unrealized +28.9%
ROST Ross Stores Inc 0.2%
Value ($000) $2,216 Shares 20,175 Est. Cost $84.66 Unrealized +17.0%
OTEX Open Text Corporation 0.2%
Value ($000) $2,004 Shares 49,100 Est. Cost $31.15 Unrealized +10.9%
CVX Chevron Corp 0.2%
Value ($000) $1,993 Shares 16,808 Est. Cost $87.07 Unrealized +5.1%
HBM HUDBAY MINERALS 0.2%
Value ($000) $1,948 Shares 539,600 Est. Cost $6.71 Unrealized -39.3%
SBUX Starbucks Corp 0.2%
Value ($000) $1,894 Shares 21,427 Est. Cost $48.41 Unrealized +66.6%
SCHW Schwab Charles Corp 0.2%
Value ($000) $1,852 Shares 44,275 Est. Cost $41.75 Unrealized -11.6%
DE Deere & Co 0.2%
Value ($000) $1,784 Shares 10,575 Est. Cost $132.88 Unrealized +9.9%
CNQ Canadian Natural Resources Limited 0.2%
Value ($000) $1,771 Shares 66,516 Est. Cost $11.64 Unrealized -23.5%
PSX Phillips 66 0.2%
Value ($000) $1,765 Shares 17,235 Est. Cost $71.72 Unrealized +7.7%
DIS Walt Disney Co 0.2%
Value ($000) $1,740 Shares 13,352 Est. Cost $110.48 Unrealized +21.5%
IBKR INTERACTIVE BROKERS 0.2%
Value ($000) $1,667 Shares 31,000 Est. Cost $12.59 Unrealized -5.0%
AMT American Tower Corp 0.1%
Value ($000) $1,498 Shares 5,371 Est. Cost $124.82 Unrealized +46.9%
SLF Sun Life Financial Services Canada Inc 0.1%
Value ($000) $1,320 Shares 29,501 Est. Cost $40.99 Unrealized +1.9%
MCD McDonald's Corp 0.1%
Value ($000) $1,202 Shares 5,598 Est. Cost $148.13 Unrealized +24.7%
AMZN Amazon.com Inc 0.1%
Value ($000) $1,155 Shares 665 Est. Cost $84.90 Unrealized +9.2%
BKLN INVESCO EXCHNG TRADE 0.1%
Value ($000) $1,148 Shares 50,800 Est. Cost $23.17 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.1%
Value ($000) $1,091 Shares 9,570 Est. Cost $181.22 Unrealized -22.1%
AMGN Amgen Inc 0.1%
Value ($000) $1,069 Shares 5,524 Est. Cost $145.73 Unrealized +8.4%
BKNG Booking Holdings Inc 0.1%
Value ($000) $1,047 Shares 533 Est. Cost $1791.59 Unrealized +6.3%
TXN Texas Instruments-Cum Rts 0.1%
Value ($000) $1,039 Shares 8,040 Est. Cost $86.77 Unrealized +18.5%
BR Broadridge Finl Solns Inc 0.1%
Value ($000) $1,036 Shares 8,325 Est. Cost $100.08 Unrealized +15.3%
YUM YUM! Brands Inc. 0.1%
Value ($000) $1,015 Shares 9,965 Est. Cost $86.84 Unrealized +16.9%
FMX FOMENTO ECON MEXI 0.1%
Value ($000) $1,007 Shares 11,000 Est. Cost $88.91 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $964 Shares 12,700 Est. Cost $68.63 Unrealized -17.4%
WSO Watsco Inc 0.1%
Value ($000) $955 Shares 5,650 Est. Cost $157.07 Unrealized +3.2%
GCI LIBERTY INC 0.1%
Value ($000) $931 Shares 15,000 Est. Cost $56.84 Unrealized
GDDY GODADDY INC 0.1%
Value ($000) $891 Shares 13,500 Est. Cost $67.77 Unrealized 0.0%
PGR Progressive Corp Ohio 0.1%
Value ($000) $877 Shares 11,350 Est. Cost $57.13 Unrealized +13.1%
SHYG ISHARES TR 0.1%
Value ($000) $869 Shares 18,700 Est. Cost $46.47 Unrealized
ASML ASML HLDS NV NY 0.1%
Value ($000) $869 Shares 3,500 Est. Cost $207.86 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $834 Shares 7,455 Est. Cost $90.11 Unrealized +14.0%
ELV ANTHEM INC 0.1%
Value ($000) $780 Shares 3,250 Est. Cost $250.49 Unrealized +0.3%
Encana Corporation 0.1%
Value ($000) $777 Shares 169,600 Est. Cost $9.02 Unrealized
GIL GILDAN ACTIVEWEAR 0.1%
Value ($000) $760 Shares 21,400 Est. Cost $32.46 Unrealized +4.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $704 Shares 8,500 Est. Cost $55.39 Unrealized +24.8%
RVTY PERKINELMER INC 0.1%
Value ($000) $703 Shares 8,250 Est. Cost $77.04 Unrealized +11.9%
SPHY SPDR SER TR 0.1%
Value ($000) $699 Shares 26,700 Est. Cost $26.18 Unrealized
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $690 Shares 8,355 Est. Cost $30.51 Unrealized -4.9%
BLACK KNIGHT INC 0.1%
Value ($000) $672 Shares 11,000 Est. Cost $60.69 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $666 Shares 3,250 Est. Cost $160.04 Unrealized +24.2%
BTE BAYTEX ENERGY CORP 0.1%
Value ($000) $630 Shares 425,379 Est. Cost $2.92 Unrealized -53.3%
CCJ CAMECO CORP 0.1%
Value ($000) $618 Shares 65,000 Est. Cost $10.82 Unrealized -15.3%
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $611 Shares 3,000 Est. Cost $33.82 Unrealized +4.7%
Canadian Pacific Railway Ltd 0.1%
Value ($000) $583 Shares 2,621 Est. Cost $186.76 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $581 Shares 11,650 Est. Cost $41.80 Unrealized -1.8%
CBOE CBOE GLOBAL MARKET 0.1%
Value ($000) $575 Shares 5,000 Est. Cost $106.30 Unrealized 0.0%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $549 Shares 13,500 Est. Cost $38.46 Unrealized +10.2%
UNP Union Pacific Corp 0.1%
Value ($000) $534 Shares 3,295 Est. Cost $117.74 Unrealized +23.8%
PH Parker-Hannifin Corp 0.1%
Value ($000) $532 Shares 2,945 Est. Cost $148.65 Unrealized +4.3%
CVE Cenovus Energy Inc 0.1%
Value ($000) $528 Shares 56,174 Est. Cost $8.74 Unrealized -8.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $522 Shares 1,337 Est. Cost $263.55 Unrealized +20.1%
EQIX EQUINIX INC 0.0%
Value ($000) $519 Shares 900 Est. Cost $353.13 Unrealized +35.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $518 Shares 5,000 Est. Cost $102.35 Unrealized +7.4%
PRETIUM RESOURCES 0.0%
Value ($000) $512 Shares 44,400 Est. Cost $8.80 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $481 Shares 4,214 Est. Cost $84.88 Unrealized +23.2%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $448 Shares 3,000 Est. Cost $140.29 Unrealized +10.9%
KIRKLAND LAKE GOLD 0.0%
Value ($000) $444 Shares 9,900 Est. Cost $21.69 Unrealized
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $428 Shares 1,200 Est. Cost $267.00 Unrealized +31.0%
TYL TYLER TECHN INC 0.0%
Value ($000) $420 Shares 1,600 Est. Cost $227.42 Unrealized +7.7%
THOMSON REUTERS CORP 0.0%
Value ($000) $415 Shares 6,200 Est. Cost $64.64 Unrealized
GIB CGI INC 0.0%
Value ($000) $411 Shares 5,200 Est. Cost $66.13 Unrealized +17.3%
ABT Abbott Laboratories 0.0%
Value ($000) $402 Shares 4,800 Est. Cost $64.53 Unrealized +17.9%
VZ Verizon Communications Inc 0.0%
Value ($000) $392 Shares 6,500 Est. Cost $33.15 Unrealized +22.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $391 Shares 1,600 Est. Cost $240.96 Unrealized -4.7%
ENBRIDGE INC 0.0%
Value ($000) $351 Shares 20,000 Est. Cost $17.55 Unrealized
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $350 Shares 1,682 Est. Cost $168.86 Unrealized +22.0%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $311 Shares 2,022 Est. Cost $153.30 Unrealized
SSRM SSR MINING 0.0%
Value ($000) $303 Shares 20,900 Est. Cost $11.92 Unrealized +29.0%
EMB Ishares JPM USD Emrg Mkt 0.0%
Value ($000) $296 Shares 2,615 Est. Cost $107.83 Unrealized
BHC BAUSCH HEALTH COMPAN 0.0%
Value ($000) $284 Shares 13,000 Est. Cost $23.74 Unrealized -3.6%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $270 Shares 1,944 Est. Cost $138.89 Unrealized
MFIC Apollo Investment Corp-New 0.0%
Value ($000) $250 Shares 15,519 Est. Cost $6.30 Unrealized +17.4%
SVM SILVERCORP METALS 0.0%
Value ($000) $248 Shares 63,900 Est. Cost $2.41 Unrealized +48.6%
TECK Teck Resources Ltd B 0.0%
Value ($000) $244 Shares 15,050 Est. Cost $25.88 Unrealized -27.0%
DOO BRP INC 0.0%
Value ($000) $230 Shares 5,900 Est. Cost $39.07 Unrealized -14.0%
SYK Stryker Corp 0.0%
Value ($000) $213 Shares 985 Est. Cost $154.79 Unrealized +29.3%
EOG EOG RESOURCES INC 0.0%
Value ($000) $163 Shares 2,200 Est. Cost $61.49 Unrealized 0.0%
BIP Brookfield Infra Ptnr LPU 0.0%
Value ($000) $159 Shares 3,218 Est. Cost $49.41 Unrealized
ENBRIDGE INC 0.0%
Value ($000) $96 Shares 5,000 Est. Cost $19.20 Unrealized
TSQ Townsquare Media Inc Cl A 0.0%
Value ($000) $70 Shares 10,000 Est. Cost $7.35 Unrealized -17.7%
Precision Drilling Corp 0.0%
Value ($000) $54 Shares 47,009 Est. Cost $3.31 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $18 Shares 12,000 Est. Cost $10.82 Unrealized -15.3%