Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 7, 2020

Total Value ($000): $1,126,818 (100.0% shares, 0.0% debt)

Holdings (165)

BROOKFIELD ASSET MGT 4.2%
Value ($000) $46,764 Shares 808,250 Est. Cost $39.65 Unrealized
BNS Bank of Nova Scotia 3.7%
Value ($000) $41,296 Shares 730,042 Est. Cost $40.91 Unrealized -0.4%
TD Toronto Dominion Bank 3.6%
Value ($000) $40,815 Shares 726,689 Est. Cost $57.43 Unrealized -1.3%
JPM J.P. Morgan Chase&Company 3.6%
Value ($000) $40,760 Shares 292,397 Est. Cost $48.59 Unrealized +123.7%
RY Royal Bank of Canada 3.1%
Value ($000) $34,873 Shares 440,098 Est. Cost $61.99 Unrealized +29.9%
MSFT Microsoft Corp 3.1%
Value ($000) $34,505 Shares 218,800 Est. Cost $56.28 Unrealized +147.4%
SU Suncor Energy Inc 2.6%
Value ($000) $29,010 Shares 883,863 Est. Cost $24.03 Unrealized +1.9%
V Visa Inc 2.5%
Value ($000) $28,587 Shares 152,133 Est. Cost $72.36 Unrealized +138.5%
Shaw Communications Inc -B 2.5%
Value ($000) $28,455 Shares 1,400,275 Est. Cost $18.95 Unrealized
PBA Pembina Pipeline Corp 2.5%
Value ($000) $27,917 Shares 752,142 Est. Cost $17.85 Unrealized +41.6%
GOOG Alphabet Inc Cl-C 2.4%
Value ($000) $26,702 Shares 19,971 Est. Cost $41.10 Unrealized +55.8%
UNH UnitedHealth Group Inc 2.4%
Value ($000) $26,505 Shares 90,160 Est. Cost $234.10 Unrealized +1.1%
Raytheon Company 2.3%
Value ($000) $26,373 Shares 120,018 Est. Cost $194.57 Unrealized
META Facebook Inc Cl-A 2.3%
Value ($000) $25,390 Shares 123,701 Est. Cost $183.34 Unrealized +4.9%
IMO Imperial Oil Ltd 2.2%
Value ($000) $25,227 Shares 952,294 Est. Cost $25.42 Unrealized -16.2%
CMCSA Comcast Corp Cl-A 2.0%
Value ($000) $22,721 Shares 505,256 Est. Cost $29.84 Unrealized +26.9%
BAX Baxter International Inc 2.0%
Value ($000) $22,672 Shares 271,123 Est. Cost $66.67 Unrealized +10.1%
NKE NIKE Inc Class B 2.0%
Value ($000) $22,132 Shares 218,453 Est. Cost $76.78 Unrealized +13.1%
BDX Becton Dickinson & Co 1.8%
Value ($000) $20,790 Shares 76,440 Est. Cost $162.21 Unrealized +39.6%
TMO Thermo Fisher Scientific Inc 1.7%
Value ($000) $19,461 Shares 59,904 Est. Cost $274.07 Unrealized +8.9%
AAPL Apple Inc 1.6%
Value ($000) $18,410 Shares 62,695 Est. Cost $40.37 Unrealized +53.6%
TJX TJX Companies Inc 1.6%
Value ($000) $18,225 Shares 298,480 Est. Cost $46.44 Unrealized +17.6%
MDT Medtronic PLC 1.6%
Value ($000) $17,622 Shares 155,333 Est. Cost $74.04 Unrealized +25.0%
RCI Rogers Communications Inc -B 1.5%
Value ($000) $16,856 Shares 338,976 Est. Cost $49.40 Unrealized -2.4%
STZ Constellation Brands Inc Cl-A 1.4%
Value ($000) $16,088 Shares 84,784 Est. Cost $165.29 Unrealized +3.3%
CVS CVS Health Corporation 1.3%
Value ($000) $14,896 Shares 200,515 Est. Cost $48.37 Unrealized +19.4%
BHF Brighthouse Financial Inc 1.2%
Value ($000) $13,965 Shares 355,981 Est. Cost $50.63 Unrealized -22.3%
Discover Financial Svcs 1.2%
Value ($000) $13,757 Shares 162,195 Est. Cost $70.76 Unrealized
HON Honeywell International Inc 1.2%
Value ($000) $13,570 Shares 76,666 Est. Cost $106.03 Unrealized +35.7%
DEO Diageo PLC SP/ADR 1.1%
Value ($000) $11,911 Shares 70,723 Est. Cost $155.19 Unrealized
Discovery Inc Ser-A 1.0%
Value ($000) $11,606 Shares 354,500 Est. Cost $24.65 Unrealized
PEP PepsiCo Inc 1.0%
Value ($000) $11,453 Shares 83,806 Est. Cost $104.26 Unrealized +8.2%
Canadian Pacific Railway Ltd 0.9%
Value ($000) $10,549 Shares 41,323 Est. Cost $250.94 Unrealized
ET Energy Transfer LP 0.9%
Value ($000) $10,035 Shares 782,195 Est. Cost $13.61 Unrealized
ACN Accenture PLC Cl-A 0.9%
Value ($000) $10,013 Shares 47,551 Est. Cost $118.93 Unrealized +50.0%
BAC Bank of America 0.9%
Value ($000) $9,777 Shares 277,600 Est. Cost $16.88 Unrealized +64.6%
C Citigroup Inc New 0.9%
Value ($000) $9,738 Shares 121,895 Est. Cost $38.76 Unrealized +52.9%
EHC Encompass Health Corp 0.8%
Value ($000) $9,429 Shares 136,120 Est. Cost $45.08 Unrealized +11.7%
FRCB First Republic Bank 0.8%
Value ($000) $9,413 Shares 80,143 Est. Cost $94.48 Unrealized +11.9%
United Technologies Corp 0.8%
Value ($000) $9,055 Shares 60,466 Est. Cost $107.69 Unrealized
GOOGL Alphabet Inc Cl A 0.8%
Value ($000) $8,867 Shares 6,620 Est. Cost $54.13 Unrealized +18.3%
OI O-I Glass 0.8%
Value ($000) $8,835 Shares 740,550 Est. Cost $9.90 Unrealized 0.0%
COST Costco Wholesale Corp 0.8%
Value ($000) $8,788 Shares 29,898 Est. Cost $198.59 Unrealized +36.7%
BABA Alibaba Group ADR 0.7%
Value ($000) $8,337 Shares 39,310 Est. Cost $174.50 Unrealized
WMT Walmart Inc. 0.7%
Value ($000) $8,052 Shares 67,758 Est. Cost $28.64 Unrealized +27.0%
MET MetLife Inc 0.7%
Value ($000) $7,946 Shares 155,905 Est. Cost $31.96 Unrealized +23.1%
AIG American Intl Group New 0.7%
Value ($000) $7,458 Shares 145,292 Est. Cost $40.40 Unrealized +11.7%
WFC Wells Fargo & Co 0.6%
Value ($000) $7,300 Shares 135,688 Est. Cost $43.04 Unrealized +3.9%
NOA NORTH AMERICAN CONST 0.6%
Value ($000) $7,186 Shares 592,000 Est. Cost $6.47 Unrealized +72.3%
JNJ Johnson & Johnson 0.6%
Value ($000) $6,932 Shares 47,523 Est. Cost $106.89 Unrealized +6.7%
TSM Taiwan Semiconductor Manufacturing SP/ADR 0.6%
Value ($000) $6,721 Shares 115,680 Est. Cost $34.81 Unrealized
FSV FIRSTSERVICE CORP 0.6%
Value ($000) $6,526 Shares 70,000 Est. Cost $86.95 Unrealized +4.4%
Cowen Group Inc - Cl A New 0.5%
Value ($000) $5,990 Shares 380,300 Est. Cost $14.72 Unrealized
ENB Enbridge Inc 0.5%
Value ($000) $5,628 Shares 141,367 Est. Cost $24.85 Unrealized 0.0%
HDB HDFC Bank Ltd ADR 0.5%
Value ($000) $5,362 Shares 84,620 Est. Cost $85.71 Unrealized
BCE BCE Inc 0.5%
Value ($000) $5,349 Shares 115,297 Est. Cost $28.78 Unrealized +10.2%
DSGX DESCARTES SYSTEMS 0.5%
Value ($000) $5,303 Shares 123,900 Est. Cost $30.30 Unrealized +34.7%
ETN Eaton Corporation 0.4%
Value ($000) $4,984 Shares 52,623 Est. Cost $67.60 Unrealized +17.9%
SPGI S&P Global Inc 0.4%
Value ($000) $4,972 Shares 18,212 Est. Cost $175.13 Unrealized +41.0%
HD Home Depot Inc 0.4%
Value ($000) $4,881 Shares 22,349 Est. Cost $163.62 Unrealized +19.2%
VET Vermilion Energy Inc 0.4%
Value ($000) $4,436 Shares 270,979 Est. Cost $27.11 Unrealized -44.5%
ECL Ecolab Inc 0.4%
Value ($000) $4,090 Shares 21,195 Est. Cost $151.44 Unrealized +17.3%
MFC Manulife Financial Corporation 0.4%
Value ($000) $4,007 Shares 197,098 Est. Cost $17.70 Unrealized +7.9%
DHR Danaher Corp 0.4%
Value ($000) $3,964 Shares 25,828 Est. Cost $88.78 Unrealized +38.5%
AMZN Amazon.com Inc 0.3%
Value ($000) $3,620 Shares 1,959 Est. Cost $87.28 Unrealized +1.4%
AVGO Broadcom Inc 0.3%
Value ($000) $3,614 Shares 11,435 Est. Cost $23.49 Unrealized +10.2%
SWK STANLEY BLACK&DECKR 0.3%
Value ($000) $3,595 Shares 21,693 Est. Cost $115.96 Unrealized +10.9%
KIRKLAND LAKE GOLD 0.3%
Value ($000) $3,518 Shares 79,700 Est. Cost $41.35 Unrealized
CNQ Canadian Natural Resources Limited 0.3%
Value ($000) $3,430 Shares 105,881 Est. Cost $10.98 Unrealized -10.1%
EL Estee Lauder Companies Inc CL-A 0.3%
Value ($000) $3,335 Shares 16,147 Est. Cost $143.02 Unrealized +25.3%
Blackrock Inc 0.3%
Value ($000) $3,268 Shares 6,502 Est. Cost $467.07 Unrealized
SBUX Starbucks Corp 0.3%
Value ($000) $3,213 Shares 36,544 Est. Cost $59.19 Unrealized +25.8%
BA Boeing Company 0.3%
Value ($000) $3,032 Shares 9,309 Est. Cost $350.60 Unrealized +0.1%
TM Toyota Motor Corp ADR 0.3%
Value ($000) $3,021 Shares 21,495 Est. Cost $119.29 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2,959 Shares 5,070 Est. Cost $138.32 Unrealized +30.6%
CNI Canadian National Railway Company 0.3%
Value ($000) $2,906 Shares 32,075 Est. Cost $73.94 Unrealized +8.2%
GOOS CANADA GOOSE HLDINGS 0.3%
Value ($000) $2,864 Shares 79,000 Est. Cost $41.22 Unrealized -6.4%
PSX Phillips 66 0.3%
Value ($000) $2,858 Shares 25,660 Est. Cost $76.86 Unrealized +13.7%
ADP Automatc Data Proc 0.2%
Value ($000) $2,519 Shares 14,775 Est. Cost $116.40 Unrealized +24.6%
ENERPLUS CORP 0.2%
Value ($000) $2,472 Shares 346,600 Est. Cost $10.00 Unrealized
ROST Ross Stores Inc 0.2%
Value ($000) $2,445 Shares 21,005 Est. Cost $85.50 Unrealized +23.9%
Crescent Point Energy Corp. 0.2%
Value ($000) $2,425 Shares 543,192 Est. Cost $7.46 Unrealized
WSO Watsco Inc 0.2%
Value ($000) $2,409 Shares 13,375 Est. Cost $167.94 Unrealized +4.7%
KMB Kimberly Clark Corp 0.2%
Value ($000) $2,392 Shares 17,385 Est. Cost $96.85 Unrealized +12.3%
GIS GENERAL MILLS INC 0.2%
Value ($000) $2,315 Shares 43,231 Est. Cost $33.92 Unrealized +26.2%
CVX Chevron Corp 0.2%
Value ($000) $2,199 Shares 18,253 Est. Cost $87.28 Unrealized +2.7%
MA Mastercard Inc Cl-A 0.2%
Value ($000) $2,178 Shares 7,293 Est. Cost $192.82 Unrealized +41.4%
BMO Bank of Montreal 0.2%
Value ($000) $1,852 Shares 23,861 Est. Cost $56.41 Unrealized +2.6%
GDDY GODADDY INC 0.2%
Value ($000) $1,763 Shares 25,950 Est. Cost $66.97 Unrealized -1.3%
OTEX Open Text Corporation 0.1%
Value ($000) $1,680 Shares 38,075 Est. Cost $31.15 Unrealized +15.1%
TU Telus Corporation 0.1%
Value ($000) $1,675 Shares 43,203 Est. Cost $18.53 Unrealized 0.0%
IBKR INTERACTIVE BROKERS 0.1%
Value ($000) $1,646 Shares 35,300 Est. Cost $12.43 Unrealized -9.0%
BKNG Booking Holdings Inc 0.1%
Value ($000) $1,567 Shares 763 Est. Cost $1833.75 Unrealized +5.3%
GCI LIBERTY INC 0.1%
Value ($000) $1,516 Shares 21,400 Est. Cost $61.03 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.1%
Value ($000) $1,476 Shares 9,870 Est. Cost $179.89 Unrealized -23.7%
SHYG ISHARES TR 0.1%
Value ($000) $1,439 Shares 31,000 Est. Cost $46.45 Unrealized
TRP TC ENERGY 0.1%
Value ($000) $1,436 Shares 26,925 Est. Cost $37.40 Unrealized 0.0%
FMX FOMENTO ECON MEXI 0.1%
Value ($000) $1,415 Shares 14,975 Est. Cost $90.39 Unrealized
SCHW THE CHARLES SCHWAB 0.1%
Value ($000) $1,382 Shares 29,050 Est. Cost $41.75 Unrealized -3.0%
PM Philip Morris Intl Inc 0.1%
Value ($000) $1,338 Shares 15,725 Est. Cost $66.97 Unrealized -10.4%
AMGN Amgen Inc 0.1%
Value ($000) $1,332 Shares 5,524 Est. Cost $145.73 Unrealized +25.4%
DIS Walt Disney Co 0.1%
Value ($000) $1,310 Shares 9,052 Est. Cost $110.48 Unrealized +22.8%
SLF Sun Life Financial Services Canada Inc 0.1%
Value ($000) $1,281 Shares 28,056 Est. Cost $40.99 Unrealized +9.7%
SPHY SPDR SER TR 0.1%
Value ($000) $1,278 Shares 48,500 Est. Cost $26.26 Unrealized
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $1,260 Shares 5,450 Est. Cost $35.62 Unrealized +6.2%
ELV Amgen Inc 0.1%
Value ($000) $1,216 Shares 4,025 Est. Cost $251.02 Unrealized +0.9%
TXN Texas Instruments-Cum Rts 0.1%
Value ($000) $1,192 Shares 9,290 Est. Cost $89.05 Unrealized +16.5%
MCD McDonald's Corp 0.1%
Value ($000) $1,175 Shares 5,948 Est. Cost $149.53 Unrealized +15.0%
AMT American Tower Corp 0.1%
Value ($000) $1,153 Shares 5,021 Est. Cost $124.82 Unrealized +47.3%
BTG B2GOLD CORP 0.1%
Value ($000) $1,090 Shares 271,200 Est. Cost $2.82 Unrealized 0.0%
DE Deere & Co 0.1%
Value ($000) $1,079 Shares 6,225 Est. Cost $132.88 Unrealized +18.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,046 Shares 12,300 Est. Cost $60.11 Unrealized +17.6%
BR BROADRIDGE FINL SOLN 0.1%
Value ($000) $1,028 Shares 8,325 Est. Cost $100.08 Unrealized +10.0%
DOO BRP INC 0.1%
Value ($000) $1,013 Shares 22,200 Est. Cost $41.75 Unrealized +2.3%
NTR NUTRIEN LTD 0.1%
Value ($000) $972 Shares 20,275 Est. Cost $40.70 Unrealized -3.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $971 Shares 7,390 Est. Cost $90.11 Unrealized +19.4%
BLACK KNIGHT INC 0.1%
Value ($000) $932 Shares 14,450 Est. Cost $61.60 Unrealized
YUMC YUM CHINA HOLDINGS 0.1%
Value ($000) $924 Shares 19,250 Est. Cost $44.44 Unrealized 0.0%
RVTY PERKINELMER INC 0.1%
Value ($000) $881 Shares 9,075 Est. Cost $78.04 Unrealized +12.8%
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $868 Shares 10,421 Est. Cost $30.74 Unrealized +3.0%
COOPER COMPANIES INC 0.1%
Value ($000) $867 Shares 2,700 Est. Cost $321.11 Unrealized
AQN ALGONQUIN POWER&UTIL 0.1%
Value ($000) $837 Shares 59,100 Est. Cost $10.14 Unrealized 0.0%
PH Parker-Hannifin Corp 0.1%
Value ($000) $813 Shares 3,950 Est. Cost $156.03 Unrealized +13.9%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $798 Shares 17,650 Est. Cost $39.26 Unrealized +6.6%
Encana Corporation 0.1%
Value ($000) $798 Shares 170,006 Est. Cost $9.02 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $772 Shares 3,250 Est. Cost $160.04 Unrealized +31.9%
CBOE CBOE GLOBAL MARKET 0.1%
Value ($000) $720 Shares 6,000 Est. Cost $106.60 Unrealized +1.4%
STN STANTEC INC 0.1%
Value ($000) $702 Shares 24,800 Est. Cost $28.31 Unrealized
PGR Progressive Corp Ohio 0.1%
Value ($000) $691 Shares 9,550 Est. Cost $57.13 Unrealized +3.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $665 Shares 6,150 Est. Cost $102.65 Unrealized +1.3%
LMT Lockheed Martin Corp 0.1%
Value ($000) $653 Shares 1,677 Est. Cost $275.97 Unrealized +17.7%
RITCHIE BROS AUCTNRS 0.1%
Value ($000) $606 Shares 14,100 Est. Cost $42.98 Unrealized
CVE Cenovus Energy Inc 0.1%
Value ($000) $564 Shares 55,479 Est. Cost $8.74 Unrealized -8.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $543 Shares 1,850 Est. Cost $243.01 Unrealized +5.4%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $541 Shares 3,500 Est. Cost $141.11 Unrealized +3.5%
ASML ASML HLDS NV NY 0.0%
Value ($000) $503 Shares 1,700 Est. Cost $207.86 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $486 Shares 9,737 Est. Cost $28.79 Unrealized 0.0%
SSRM SSR MINING 0.0%
Value ($000) $482 Shares 25,000 Est. Cost $12.52 Unrealized +24.4%
UNP Union Pacific Corp 0.0%
Value ($000) $477 Shares 2,640 Est. Cost $117.74 Unrealized +26.9%
VZ Verizon Communications Inc 0.0%
Value ($000) $436 Shares 7,105 Est. Cost $33.97 Unrealized +26.0%
CAE CAE Inc 0.0%
Value ($000) $435 Shares 16,407 Est. Cost $25.58 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $430 Shares 4,188 Est. Cost $102.35 Unrealized 0.0%
CORE LABORATORIES 0.0%
Value ($000) $424 Shares 11,250 Est. Cost $37.69 Unrealized
EMB Ishares JPM USD Emrg Mkt 0.0%
Value ($000) $393 Shares 3,433 Est. Cost $109.41 Unrealized
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $381 Shares 1,682 Est. Cost $168.86 Unrealized +28.6%
BIL SPDR Bloomberg Barclays 1-3 mth T-Bill 0.0%
Value ($000) $366 Shares 4,008 Est. Cost $91.32 Unrealized
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $361 Shares 250,379 Est. Cost $2.92 Unrealized -59.7%
ABT Abbott Laboratories 0.0%
Value ($000) $360 Shares 4,150 Est. Cost $64.53 Unrealized +16.7%
FTS FORTIS INC 0.0%
Value ($000) $353 Shares 8,500 Est. Cost $32.38 Unrealized 0.0%
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $347 Shares 2,092 Est. Cost $153.73 Unrealized
VCSH Vanguard S/T Corp Bond ETF 0.0%
Value ($000) $344 Shares 4,250 Est. Cost $80.94 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $290 Shares 2,034 Est. Cost $139.05 Unrealized
QSR RESTAURANT BRANDS 0.0%
Value ($000) $278 Shares 4,350 Est. Cost $66.92 Unrealized 0.0%
CRH MEDICAL CORP 0.0%
Value ($000) $269 Shares 77,400 Est. Cost $3.48 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $207 Shares 985 Est. Cost $154.79 Unrealized +25.5%
BIP Brookfield Infra Ptnr LPU 0.0%
Value ($000) $152 Shares 3,043 Est. Cost $49.41 Unrealized
SVM SILVERCORP METALS 0.0%
Value ($000) $141 Shares 24,900 Est. Cost $2.41 Unrealized +93.1%
TSQ Townsquare Media Inc Cl A 0.0%
Value ($000) $100 Shares 10,000 Est. Cost $7.35 Unrealized +6.0%
BlackRock Income Trust 0.0%
Value ($000) $94 Shares 15,550 Est. Cost $6.05 Unrealized
Precision Drilling Corp 0.0%
Value ($000) $67 Shares 48,009 Est. Cost $3.27 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $26 Shares 425 Est. Cost $61.55 Unrealized 0.0%
IHI iShares U.S. Medical Devices ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $260.00 Unrealized
XLY Consumer Dis Sel Sec-SPDR 0.0%
Value ($000) $12 Shares 92 Est. Cost $130.43 Unrealized
Barrick Gold Corporation 0.0%
Value ($000) $6 Shares 327 Est. Cost $18.35 Unrealized
Texas Pacific Land Tr SUB 0.0%
Value ($000) $5 Shares 7 Est. Cost $714.29 Unrealized