Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $831,473 (100.0% shares, 0.0% debt)

Holdings (165)

MSFT Microsoft Corp 4.3%
Value ($000) $35,592 Shares 225,676 Est. Cost $59.33 Unrealized +163.5%
Brookfield Asset Mgt A LV 4.1%
Value ($000) $34,077 Shares 772,176 Est. Cost $39.65 Unrealized
TD Toronto Dominion Bank 3.6%
Value ($000) $29,780 Shares 703,969 Est. Cost $57.43 Unrealized -10.7%
BNS Bank of Nova Scotia 3.4%
Value ($000) $28,502 Shares 701,038 Est. Cost $40.91 Unrealized -10.3%
RY Royal Bank of Canada 3.1%
Value ($000) $25,522 Shares 414,276 Est. Cost $61.99 Unrealized +19.7%
JPM J.P. Morgan Chase&Company 2.8%
Value ($000) $23,669 Shares 262,895 Est. Cost $48.59 Unrealized +113.3%
V Visa Inc 2.8%
Value ($000) $23,524 Shares 145,996 Est. Cost $72.36 Unrealized +149.7%
Shaw Communications Inc -B 2.7%
Value ($000) $22,338 Shares 1,381,995 Est. Cost $18.95 Unrealized
GOOG Alphabet Inc Cl-C 2.6%
Value ($000) $21,829 Shares 18,773 Est. Cost $41.10 Unrealized +63.9%
BDX Becton Dickinson & Co 2.6%
Value ($000) $21,716 Shares 94,513 Est. Cost $174.21 Unrealized +29.1%
META Facebook Inc Cl-A 2.4%
Value ($000) $20,004 Shares 119,924 Est. Cost $183.34 Unrealized +6.0%
COST Costco Wholesale Corp 2.3%
Value ($000) $19,350 Shares 67,864 Est. Cost $242.89 Unrealized +14.4%
SPGI S&P Global Inc 2.2%
Value ($000) $18,672 Shares 76,196 Est. Cost $240.61 Unrealized +8.5%
NKE NIKE Inc Class B 2.1%
Value ($000) $17,368 Shares 209,897 Est. Cost $76.78 Unrealized +11.9%
CMCSA Comcast Corp Cl-A 2.0%
Value ($000) $16,740 Shares 486,908 Est. Cost $29.84 Unrealized +20.8%
Canadian Pacific Railway Ltd 2.0%
Value ($000) $16,372 Shares 74,481 Est. Cost $237.08 Unrealized
TMO Thermo Fisher Scientific Inc 2.0%
Value ($000) $16,324 Shares 57,561 Est. Cost $274.07 Unrealized +13.3%
UNH UnitedHealth Group Inc 1.9%
Value ($000) $15,565 Shares 62,419 Est. Cost $234.10 Unrealized +6.7%
AAPL Apple Inc 1.8%
Value ($000) $14,979 Shares 58,903 Est. Cost $40.37 Unrealized +76.0%
BAX Baxter International Inc 1.8%
Value ($000) $14,578 Shares 179,555 Est. Cost $66.67 Unrealized +15.1%
ABT Abbott Laboratories 1.8%
Value ($000) $14,558 Shares 184,482 Est. Cost $75.08 Unrealized +0.3%
RCI Rogers Communications Inc -B 1.6%
Value ($000) $13,672 Shares 328,741 Est. Cost $49.40 Unrealized -5.3%
MDT Medtronic PLC 1.6%
Value ($000) $13,459 Shares 149,245 Est. Cost $74.04 Unrealized +21.8%
Raytheon Company 1.6%
Value ($000) $13,351 Shares 101,798 Est. Cost $194.57 Unrealized
TJX TJX Companies Inc 1.6%
Value ($000) $13,265 Shares 277,455 Est. Cost $46.44 Unrealized +14.9%
GPN Global Payments Inc. 1.6%
Value ($000) $13,167 Shares 91,295 Est. Cost $174.25 Unrealized 0.0%
BIL SPDR Bloomberg Barclays 1-3 mth T-Bill 1.6%
Value ($000) $13,033 Shares 142,236 Est. Cost $91.62 Unrealized
CNI Canadian National Railway Company 1.3%
Value ($000) $11,111 Shares 142,790 Est. Cost $77.04 Unrealized +1.2%
PEP PepsiCo Inc 1.2%
Value ($000) $9,652 Shares 80,371 Est. Cost $104.26 Unrealized +8.2%
HON Honeywell International Inc 1.1%
Value ($000) $9,406 Shares 70,307 Est. Cost $106.03 Unrealized +28.8%
CVS CVS Health Corporation 1.1%
Value ($000) $9,367 Shares 157,880 Est. Cost $48.37 Unrealized +14.3%
DEO Diageo PLC SP/ADR 1.0%
Value ($000) $8,575 Shares 67,461 Est. Cost $155.19 Unrealized
STZ Constellation Brands Inc Cl-A 0.9%
Value ($000) $7,855 Shares 54,794 Est. Cost $165.29 Unrealized -3.1%
GOOGL Alphabet Inc Cl A 0.9%
Value ($000) $7,632 Shares 6,569 Est. Cost $54.13 Unrealized +24.2%
BABA Alibaba Group ADR 0.9%
Value ($000) $7,627 Shares 39,214 Est. Cost $174.50 Unrealized
ACN Accenture PLC Cl-A 0.9%
Value ($000) $7,563 Shares 46,321 Est. Cost $118.93 Unrealized +48.9%
WMT Walmart Inc. 0.9%
Value ($000) $7,438 Shares 65,467 Est. Cost $28.64 Unrealized +23.5%
FRCB First Republic Bank 0.8%
Value ($000) $6,953 Shares 84,501 Est. Cost $94.96 Unrealized +9.3%
ET Energy Transfer LP 0.8%
Value ($000) $6,309 Shares 1,371,555 Est. Cost $9.74 Unrealized
TSM Taiwan Semiconductor Manufacturing SP/ADR 0.7%
Value ($000) $5,479 Shares 114,650 Est. Cost $34.81 Unrealized
FSV FIRSTSERVICE CORP 0.6%
Value ($000) $5,337 Shares 70,000 Est. Cost $86.95 Unrealized +6.4%
BHF Brighthouse Financial Inc 0.6%
Value ($000) $5,278 Shares 218,339 Est. Cost $50.63 Unrealized -30.1%
United Technologies Corp 0.6%
Value ($000) $5,241 Shares 55,555 Est. Cost $107.69 Unrealized
Discovery Inc Ser-A 0.6%
Value ($000) $5,140 Shares 264,440 Est. Cost $24.65 Unrealized
PBA Pembina Pipeline Corp 0.6%
Value ($000) $4,730 Shares 253,054 Est. Cost $17.85 Unrealized +31.7%
BCE BCE Inc 0.6%
Value ($000) $4,640 Shares 114,022 Est. Cost $28.78 Unrealized +4.6%
ENB Enbridge Inc 0.5%
Value ($000) $4,432 Shares 153,308 Est. Cost $24.86 Unrealized +0.6%
JNJ Johnson & Johnson 0.5%
Value ($000) $4,382 Shares 33,419 Est. Cost $106.89 Unrealized +12.4%
BAC Bank of America 0.5%
Value ($000) $4,338 Shares 204,300 Est. Cost $16.88 Unrealized +53.5%
DSGX Descartes Systems Group Inc 0.5%
Value ($000) $4,216 Shares 123,949 Est. Cost $30.30 Unrealized +37.2%
MA Mastercard Inc Cl-A 0.5%
Value ($000) $4,148 Shares 17,166 Est. Cost $247.46 Unrealized +16.3%
HD Home Depot Inc 0.5%
Value ($000) $4,129 Shares 22,114 Est. Cost $163.62 Unrealized +16.2%
VCSH Vanguard S/T Corp Bond ETF 0.5%
Value ($000) $4,047 Shares 51,162 Est. Cost $79.25 Unrealized
DD Dupont De Nemours Inc 0.5%
Value ($000) $3,965 Shares 116,273 Est. Cost $18.15 Unrealized 0.0%
Discover Financial Svcs 0.5%
Value ($000) $3,896 Shares 109,225 Est. Cost $70.76 Unrealized
ETN Eaton Corporation 0.5%
Value ($000) $3,863 Shares 49,734 Est. Cost $67.60 Unrealized +22.2%
AMZN Amazon.com Inc 0.4%
Value ($000) $3,662 Shares 1,878 Est. Cost $87.28 Unrealized +10.9%
OI O-I Glass 0.4%
Value ($000) $3,646 Shares 512,845 Est. Cost $9.90 Unrealized +10.2%
DHR Danaher Corp 0.4%
Value ($000) $3,622 Shares 26,165 Est. Cost $89.32 Unrealized +47.0%
PM Philip Morris Intl Inc 0.4%
Value ($000) $3,553 Shares 48,700 Est. Cost $62.75 Unrealized -3.2%
KIRKLAND LAKE GOLD 0.4%
Value ($000) $3,480 Shares 119,482 Est. Cost $37.28 Unrealized
BAH Booz Allen Hamilton Holdings A 0.4%
Value ($000) $3,473 Shares 50,597 Est. Cost $66.02 Unrealized 0.0%
HDB HDFC Bank Ltd ADR 0.4%
Value ($000) $3,277 Shares 85,200 Est. Cost $85.71 Unrealized
Cowen Group Inc - Cl A New 0.4%
Value ($000) $3,239 Shares 335,275 Est. Cost $14.72 Unrealized
ECL Ecolab Inc 0.4%
Value ($000) $3,210 Shares 20,594 Est. Cost $151.44 Unrealized +16.4%
SHW Sherwin-Williams Co 0.4%
Value ($000) $3,103 Shares 6,751 Est. Cost $146.51 Unrealized +16.9%
AVGO Broadcom Inc 0.3%
Value ($000) $2,823 Shares 11,910 Est. Cost $23.52 Unrealized +3.2%
NOA NORTH AMERICAN CONST 0.3%
Value ($000) $2,766 Shares 555,200 Est. Cost $6.47 Unrealized +47.1%
STN STANTEC INC 0.3%
Value ($000) $2,729 Shares 107,900 Est. Cost $25.98 Unrealized
EL Estee Lauder Companies Inc CL-A 0.3%
Value ($000) $2,641 Shares 16,577 Est. Cost $143.94 Unrealized +24.0%
SBUX Starbucks Corp 0.3%
Value ($000) $2,588 Shares 39,360 Est. Cost $60.04 Unrealized +18.3%
MFC Manulife Financial Corporation 0.3%
Value ($000) $2,576 Shares 206,998 Est. Cost $17.68 Unrealized -1.7%
SU Suncor Energy Inc 0.3%
Value ($000) $2,544 Shares 160,942 Est. Cost $24.03 Unrealized -13.6%
TM Toyota Motor Corp ADR 0.3%
Value ($000) $2,522 Shares 21,025 Est. Cost $119.29 Unrealized
BMO Bank of Montreal 0.3%
Value ($000) $2,230 Shares 44,511 Est. Cost $54.66 Unrealized -3.7%
KMB Kimberly Clark Corp 0.3%
Value ($000) $2,223 Shares 17,385 Est. Cost $96.85 Unrealized +15.7%
GIS GENERAL MILLS INC 0.3%
Value ($000) $2,218 Shares 42,034 Est. Cost $33.92 Unrealized +27.7%
DIS Walt Disney Co 0.2%
Value ($000) $2,033 Shares 21,044 Est. Cost $117.91 Unrealized +4.8%
SWK STANLEY BLACK&DECKR 0.2%
Value ($000) $2,015 Shares 20,151 Est. Cost $115.96 Unrealized +2.7%
GOOS CANADA GOOSE HLDINGS 0.2%
Value ($000) $1,969 Shares 99,600 Est. Cost $38.48 Unrealized -27.3%
Blackrock Inc 0.2%
Value ($000) $1,936 Shares 4,400 Est. Cost $467.07 Unrealized
ADP Automatc Data Proc 0.2%
Value ($000) $1,896 Shares 13,875 Est. Cost $116.40 Unrealized +22.0%
GDDY GODADDY INC 0.2%
Value ($000) $1,799 Shares 31,500 Est. Cost $66.83 Unrealized -1.0%
AMGN Amgen Inc 0.2%
Value ($000) $1,798 Shares 8,874 Est. Cost $159.51 Unrealized +14.2%
ROST Ross Stores Inc 0.2%
Value ($000) $1,737 Shares 19,975 Est. Cost $85.50 Unrealized +17.8%
FIS Fidelity Natl Info Svcs 0.2%
Value ($000) $1,597 Shares 13,125 Est. Cost $123.12 Unrealized 0.0%
IBKR INTERACTIVE BROKERS 0.2%
Value ($000) $1,576 Shares 36,500 Est. Cost $12.41 Unrealized -6.0%
GCI LIBERTY INC 0.2%
Value ($000) $1,339 Shares 23,500 Est. Cost $60.67 Unrealized
OTEX Open Text Corporation 0.1%
Value ($000) $1,238 Shares 35,825 Est. Cost $31.15 Unrealized +16.8%
CVX Chevron Corp 0.1%
Value ($000) $1,210 Shares 16,693 Est. Cost $87.28 Unrealized -12.9%
SPOT SPOTIFY TECHNOLOGY 0.1%
Value ($000) $1,154 Shares 9,506 Est. Cost $179.89 Unrealized -21.3%
FMX FOMENTO ECON MEXI 0.1%
Value ($000) $1,119 Shares 18,500 Est. Cost $84.69 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $1,104 Shares 5,071 Est. Cost $124.82 Unrealized +58.0%
WSO Watsco Inc 0.1%
Value ($000) $1,102 Shares 6,975 Est. Cost $167.94 Unrealized +0.5%
MCD McDonald's Corp 0.1%
Value ($000) $1,075 Shares 6,498 Est. Cost $151.42 Unrealized +13.5%
TU Telus Corporation 0.1%
Value ($000) $1,064 Shares 68,056 Est. Cost $18.52 Unrealized -0.0%
PSX Phillips 66 0.1%
Value ($000) $1,049 Shares 19,550 Est. Cost $76.86 Unrealized -17.0%
AQN ALGONQUIN POWER&UTIL 0.1%
Value ($000) $1,027 Shares 77,150 Est. Cost $10.28 Unrealized +4.6%
DE Deere & Co 0.1%
Value ($000) $1,008 Shares 7,300 Est. Cost $134.77 Unrealized +8.1%
TXN Texas Instruments-Cum Rts 0.1%
Value ($000) $979 Shares 9,790 Est. Cost $89.70 Unrealized +13.3%
CNQ Canadian Natural Resources Limited 0.1%
Value ($000) $970 Shares 71,396 Est. Cost $10.98 Unrealized -20.4%
DOO BRP INC 0.1%
Value ($000) $966 Shares 59,900 Est. Cost $40.20 Unrealized -2.3%
SHYG ISHARES TR 0.1%
Value ($000) $940 Shares 23,000 Est. Cost $46.45 Unrealized
BLACK KNIGHT INC 0.1%
Value ($000) $929 Shares 16,000 Est. Cost $61.25 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $818 Shares 13,000 Est. Cost $60.51 Unrealized +11.4%
VET Vermilion Energy Inc 0.1%
Value ($000) $801 Shares 262,153 Est. Cost $27.11 Unrealized -58.8%
CBOE CBOE GLOBAL MARKET 0.1%
Value ($000) $790 Shares 8,850 Est. Cost $105.58 Unrealized -2.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $762 Shares 5,490 Est. Cost $90.11 Unrealized +42.2%
COOPER COMPANIES INC 0.1%
Value ($000) $744 Shares 2,700 Est. Cost $321.11 Unrealized
CAE CAE Inc 0.1%
Value ($000) $720 Shares 57,292 Est. Cost $25.29 Unrealized -0.5%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $718 Shares 22,000 Est. Cost $39.22 Unrealized -0.4%
BKNG Booking Holdings Inc 0.1%
Value ($000) $711 Shares 528 Est. Cost $1833.75 Unrealized -5.9%
RVTY PERKINELMER INC 0.1%
Value ($000) $708 Shares 9,400 Est. Cost $78.37 Unrealized +11.7%
SLF Sun Life Financial Services Canada Inc 0.1%
Value ($000) $693 Shares 21,722 Est. Cost $40.99 Unrealized +4.5%
MCO MOODYS CORP 0.1%
Value ($000) $687 Shares 3,250 Est. Cost $160.04 Unrealized +44.6%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $672 Shares 20,000 Est. Cost $41.75 Unrealized -7.4%
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $656 Shares 4,000 Est. Cost $35.62 Unrealized -2.0%
ELV ANTHEM INC 0.1%
Value ($000) $647 Shares 2,850 Est. Cost $251.02 Unrealized +0.2%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $646 Shares 6,750 Est. Cost $103.32 Unrealized +6.6%
LMT Lockheed Martin Corp 0.1%
Value ($000) $636 Shares 1,877 Est. Cost $282.25 Unrealized +18.7%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $600 Shares 1,850 Est. Cost $243.01 Unrealized +18.2%
BARRICK GOLD CORP 0.1%
Value ($000) $592 Shares 32,600 Est. Cost $18.16 Unrealized
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $590 Shares 10,221 Est. Cost $30.74 Unrealized -8.2%
BTG B2GOLD CORP 0.1%
Value ($000) $519 Shares 173,400 Est. Cost $2.82 Unrealized +12.6%
FNV Franco-Nevada Corp 0.1%
Value ($000) $501 Shares 5,037 Est. Cost $102.98 Unrealized 0.0%
TRP TC ENERGY 0.1%
Value ($000) $481 Shares 10,950 Est. Cost $37.40 Unrealized -0.2%
SBAC SBA COMMUNICATIONS 0.1%
Value ($000) $459 Shares 1,700 Est. Cost $244.52 Unrealized 0.0%
ENERPLUS CORP 0.1%
Value ($000) $453 Shares 311,400 Est. Cost $10.00 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $439 Shares 15,288 Est. Cost $43.04 Unrealized -14.9%
PGR Progressive Corp Ohio 0.1%
Value ($000) $433 Shares 5,870 Est. Cost $57.13 Unrealized +14.4%
VZ Verizon Communications Inc 0.1%
Value ($000) $430 Shares 8,005 Est. Cost $34.76 Unrealized +18.0%
FISV FISERV INC 0.1%
Value ($000) $427 Shares 4,500 Est. Cost $111.08 Unrealized 0.0%
Crescent Point Energy Corp. 0.1%
Value ($000) $419 Shares 543,992 Est. Cost $7.46 Unrealized
QSR RESTAURANT BRANDS 0.0%
Value ($000) $415 Shares 10,425 Est. Cost $60.90 Unrealized -7.1%
PH Parker-Hannifin Corp 0.0%
Value ($000) $402 Shares 3,095 Est. Cost $156.03 Unrealized +6.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $396 Shares 10,237 Est. Cost $28.73 Unrealized -4.1%
TFII TFI INTERNATIONAL 0.0%
Value ($000) $381 Shares 17,475 Est. Cost $30.02 Unrealized 0.0%
WCN WASTE CONNECTIONS 0.0%
Value ($000) $376 Shares 4,900 Est. Cost $90.25 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value ($000) $372 Shares 2,640 Est. Cost $117.74 Unrealized +23.1%
ASML ASML HLDS NV NY 0.0%
Value ($000) $340 Shares 1,300 Est. Cost $207.86 Unrealized
KEYS Keysight Technologies Inc 0.0%
Value ($000) $336 Shares 4,013 Est. Cost $102.35 Unrealized -7.2%
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $324 Shares 3,000 Est. Cost $141.11 Unrealized +1.3%
TRGP Targa Resources Corp 0.0%
Value ($000) $311 Shares 45,000 Est. Cost $26.12 Unrealized 0.0%
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $304 Shares 1,666 Est. Cost $168.86 Unrealized +25.9%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $298 Shares 2,014 Est. Cost $139.05 Unrealized
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $281 Shares 900 Est. Cost $342.17 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $277 Shares 8,200 Est. Cost $40.70 Unrealized -19.4%
TSLA Tesla Motors Inc. 0.0%
Value ($000) $264 Shares 504 Est. Cost $41.46 Unrealized 0.0%
GRANITE REAL ESTATE 0.0%
Value ($000) $261 Shares 6,400 Est. Cost $40.78 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $250 Shares 1,600 Est. Cost $183.53 Unrealized 0.0%
FTS FORTIS INC 0.0%
Value ($000) $240 Shares 6,300 Est. Cost $32.38 Unrealized +1.1%
RITCHIE BROS AUCTNRS 0.0%
Value ($000) $227 Shares 6,700 Est. Cost $42.98 Unrealized
IVOL Kraneshares Quadratic Interest Rate ETF 0.0%
Value ($000) $201 Shares 7,800 Est. Cost $25.77 Unrealized
PAAS PAN AMERICAN SILVER 0.0%
Value ($000) $196 Shares 13,800 Est. Cost $20.77 Unrealized 0.0%
TCW Strategic Income Fund 0.0%
Value ($000) $154 Shares 29,720 Est. Cost $5.18 Unrealized
TEXAS PAC LD TR 0.0%
Value ($000) $152 Shares 400 Est. Cost $385.85 Unrealized
BlackRock Income Trust 0.0%
Value ($000) $148 Shares 25,685 Est. Cost $5.93 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $130 Shares 65,010 Est. Cost $8.38 Unrealized -25.4%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $59 Shares 250,379 Est. Cost $2.92 Unrealized -69.9%
TSQ Townsquare Media Inc Cl A 0.0%
Value ($000) $46 Shares 10,000 Est. Cost $7.35 Unrealized +12.6%
OVV Ovintiv Inc 0.0%
Value ($000) $34 Shares 12,490 Est. Cost $13.13 Unrealized 0.0%
Precision Drilling Corp 0.0%
Value ($000) $15 Shares 48,009 Est. Cost $3.27 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $14 Shares 425 Est. Cost $61.55 Unrealized -16.7%
Royal Dutch Shell ADR A 0.0%
Value ($000) $5 Shares 140 Est. Cost $35.71 Unrealized
Fleetcor Technologies Inc 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.47 Unrealized