Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 4, 2020

Total Value ($000): $963,780 (100.0% shares, 0.0% debt)

Holdings (155)

MSFT Microsoft Corp 4.8%
Value ($000) $46,621 Shares 229,084 Est. Cost $61.02 Unrealized +183.6%
Brookfield Asset Mgt A LV 3.9%
Value ($000) $37,669 Shares 1,148,147 Est. Cost $37.41 Unrealized
RY Royal Bank of Canada 3.3%
Value ($000) $31,586 Shares 467,001 Est. Cost $62.17 Unrealized +2.3%
V Visa Inc 3.1%
Value ($000) $30,259 Shares 156,639 Est. Cost $79.37 Unrealized +121.2%
GOOG Alphabet Inc Cl-C 2.9%
Value ($000) $27,618 Shares 19,537 Est. Cost $42.11 Unrealized +59.0%
TD Toronto Dominion Bank 2.8%
Value ($000) $26,807 Shares 602,489 Est. Cost $57.43 Unrealized -25.9%
META Facebook Inc Cl-A 2.8%
Value ($000) $26,656 Shares 117,391 Est. Cost $183.34 Unrealized +13.1%
BNS BANK OF NOVA SCOTIA 2.7%
Value ($000) $25,682 Shares 622,542 Est. Cost $40.91 Unrealized -28.0%
JPM JPMorgan Chase & Company 2.6%
Value ($000) $25,428 Shares 270,339 Est. Cost $49.50 Unrealized +65.1%
SPGI S&P Global Inc 2.6%
Value ($000) $24,891 Shares 75,546 Est. Cost $240.61 Unrealized +19.3%
BDX Becton Dickinson & Co 2.4%
Value ($000) $23,005 Shares 96,147 Est. Cost $174.99 Unrealized +25.9%
TMO Thermo Fisher Scientific Inc 2.3%
Value ($000) $21,819 Shares 60,218 Est. Cost $276.55 Unrealized +19.4%
COST Costco Wholesale Corp 2.2%
Value ($000) $20,935 Shares 69,043 Est. Cost $243.51 Unrealized +14.6%
Shaw Communications Inc -B 2.1%
Value ($000) $20,484 Shares 1,259,899 Est. Cost $18.95 Unrealized
NKE NIKE Inc Class B 2.1%
Value ($000) $20,290 Shares 206,936 Est. Cost $76.78 Unrealized +11.3%
UNH UnitedHealth Group Inc 2.0%
Value ($000) $19,315 Shares 65,486 Est. Cost $235.36 Unrealized +10.9%
BAX Baxter International Inc 2.0%
Value ($000) $18,873 Shares 219,205 Est. Cost $68.66 Unrealized +13.1%
HD Home Depot Inc 1.8%
Value ($000) $17,430 Shares 69,576 Est. Cost $188.25 Unrealized +6.1%
Canadian Pacific Railway Ltd 1.8%
Value ($000) $17,123 Shares 67,524 Est. Cost $237.08 Unrealized
CNI Canadian National Railway Company 1.8%
Value ($000) $16,935 Shares 192,009 Est. Cost $76.46 Unrealized -2.2%
ABT Abbott Laboratories 1.7%
Value ($000) $16,779 Shares 183,514 Est. Cost $75.08 Unrealized +9.1%
AAPL Apple Inc 1.4%
Value ($000) $13,842 Shares 37,946 Est. Cost $40.37 Unrealized +86.0%
TJX TJX Companies Inc 1.3%
Value ($000) $12,468 Shares 246,586 Est. Cost $46.44 Unrealized +0.4%
HON Honeywell International Inc 1.3%
Value ($000) $12,308 Shares 85,124 Est. Cost $108.09 Unrealized +9.0%
GPN Global Payments Inc. 1.2%
Value ($000) $11,983 Shares 70,646 Est. Cost $174.25 Unrealized -8.8%
ACN Accenture PLC Cl-A 1.2%
Value ($000) $11,770 Shares 54,815 Est. Cost $127.56 Unrealized +36.9%
RCI Rogers Communications Inc -B 1.2%
Value ($000) $11,765 Shares 293,714 Est. Cost $49.40 Unrealized -15.7%
ET Energy Transfer LP 1.2%
Value ($000) $11,674 Shares 1,639,580 Est. Cost $9.31 Unrealized
BIL SPDR Bloomberg Barclays 1-3 mth T-Bill 1.2%
Value ($000) $11,370 Shares 124,221 Est. Cost $91.62 Unrealized
MA Mastercard Inc Cl-A 1.1%
Value ($000) $10,817 Shares 36,579 Est. Cost $261.20 Unrealized +4.6%
GDX Vaneck Vec Gld Miners ETF 1.1%
Value ($000) $10,718 Shares 292,210 Est. Cost $36.68 Unrealized
PEP PepsiCo Inc 1.1%
Value ($000) $10,214 Shares 77,225 Est. Cost $104.26 Unrealized +6.3%
CVS CVS Health Corporation 1.0%
Value ($000) $9,998 Shares 153,880 Est. Cost $48.37 Unrealized +8.7%
BABA Alibaba Group ADR 0.9%
Value ($000) $8,969 Shares 41,583 Est. Cost $176.84 Unrealized
GOOGL Alphabet Inc Cl A 0.9%
Value ($000) $8,935 Shares 6,301 Est. Cost $54.13 Unrealized +23.6%
MDT Medtronic PLC 0.9%
Value ($000) $8,910 Shares 97,158 Est. Cost $74.04 Unrealized +10.5%
DEO Diageo PLC SP/ADR 0.9%
Value ($000) $8,609 Shares 64,060 Est. Cost $155.19 Unrealized
FRCB First Republic Bank 0.9%
Value ($000) $8,457 Shares 79,785 Est. Cost $94.96 Unrealized +6.2%
WMT Walmart Inc. 0.8%
Value ($000) $7,313 Shares 61,057 Est. Cost $28.64 Unrealized +32.9%
FSV FIRSTSERVICE CORP 0.7%
Value ($000) $7,219 Shares 71,900 Est. Cost $86.92 Unrealized -1.4%
GLD SPDR Gold Trust ETF 0.7%
Value ($000) $7,079 Shares 42,297 Est. Cost $166.02 Unrealized
TSM Taiwan Semiconductor Manufacturing SP/ADR 0.7%
Value ($000) $6,866 Shares 120,949 Est. Cost $35.96 Unrealized
DSGX DESCARTES SYSTEMS 0.7%
Value ($000) $6,751 Shares 128,300 Est. Cost $30.78 Unrealized +44.4%
Discovery Inc Ser-A 0.7%
Value ($000) $6,717 Shares 318,365 Est. Cost $24.05 Unrealized
VCSH Vanguard S/T Corp Bond ETF 0.7%
Value ($000) $6,457 Shares 78,112 Est. Cost $80.43 Unrealized
PBA Pembina Pipeline Corp 0.6%
Value ($000) $6,241 Shares 250,416 Est. Cost $17.85 Unrealized -5.1%
BAC Bank of America 0.6%
Value ($000) $6,235 Shares 262,510 Est. Cost $17.70 Unrealized +16.2%
DD Dupont De Nemours Inc 0.6%
Value ($000) $6,090 Shares 114,613 Est. Cost $18.15 Unrealized -3.9%
MRSH Marsh & McLennan Companies, Inc 0.6%
Value ($000) $5,890 Shares 54,860 Est. Cost $93.00 Unrealized 0.0%
ECL Ecolab Inc 0.6%
Value ($000) $5,876 Shares 29,538 Est. Cost $160.75 Unrealized +13.3%
INTC Intel Corporation 0.6%
Value ($000) $5,759 Shares 96,262 Est. Cost $53.20 Unrealized 0.0%
BAH Booz Allen Hamilton Holdings A 0.6%
Value ($000) $5,696 Shares 73,229 Est. Cost $66.61 Unrealized +2.0%
CMCSA Comcast Corp Cl-A 0.6%
Value ($000) $5,627 Shares 144,369 Est. Cost $29.84 Unrealized +9.8%
PM Philip Morris Intl Inc 0.5%
Value ($000) $5,164 Shares 73,700 Est. Cost $60.05 Unrealized -8.8%
AVGO Broadcom Inc 0.5%
Value ($000) $5,093 Shares 16,135 Est. Cost $23.78 Unrealized +3.1%
AMZN Amazon.com Inc 0.5%
Value ($000) $5,056 Shares 1,833 Est. Cost $87.28 Unrealized +38.4%
KIRKLAND LAKE GOLD 0.5%
Value ($000) $4,933 Shares 120,182 Est. Cost $37.28 Unrealized
BCE BCE Inc 0.5%
Value ($000) $4,790 Shares 115,216 Est. Cost $28.77 Unrealized -2.4%
ENB Enbridge Inc 0.5%
Value ($000) $4,642 Shares 153,163 Est. Cost $24.86 Unrealized -15.2%
DOO BRP INC 0.4%
Value ($000) $4,332 Shares 101,900 Est. Cost $35.44 Unrealized -19.1%
EL Estee Lauder Companies Inc CL-A 0.4%
Value ($000) $4,252 Shares 22,536 Est. Cost $149.66 Unrealized +10.6%
DHR Danaher Corp 0.4%
Value ($000) $4,149 Shares 23,463 Est. Cost $89.32 Unrealized +56.8%
JNJ Johnson & Johnson 0.4%
Value ($000) $3,999 Shares 28,435 Est. Cost $106.89 Unrealized +16.2%
SHW Sherwin-Williams Co 0.4%
Value ($000) $3,888 Shares 6,729 Est. Cost $146.51 Unrealized +17.1%
HDB HDFC Bank Ltd ADR 0.4%
Value ($000) $3,810 Shares 83,816 Est. Cost $85.71 Unrealized
Cowen Group Inc - Cl A New 0.4%
Value ($000) $3,731 Shares 230,165 Est. Cost $14.72 Unrealized
EHC Encompass Health Corp 0.4%
Value ($000) $3,592 Shares 58,010 Est. Cost $50.52 Unrealized 0.0%
STN STANTEC INC 0.4%
Value ($000) $3,524 Shares 114,500 Est. Cost $26.26 Unrealized
NOA NORTH AMERICAN CONST 0.4%
Value ($000) $3,515 Shares 562,600 Est. Cost $6.46 Unrealized -12.7%
TXN Texas Instruments-Cum Rts 0.4%
Value ($000) $3,500 Shares 27,565 Est. Cost $96.03 Unrealized +3.6%
ETN EATON CORPORATION 0.4%
Value ($000) $3,484 Shares 39,830 Est. Cost $67.60 Unrealized +10.6%
OI O-I Glass 0.3%
Value ($000) $3,315 Shares 369,195 Est. Cost $9.90 Unrealized -21.9%
SU Suncor Energy Inc. 0.3%
Value ($000) $3,205 Shares 190,683 Est. Cost $22.43 Unrealized -38.8%
NEM Newmont Mining Corp. (Holding Co.) 0.3%
Value ($000) $3,152 Shares 51,075 Est. Cost $49.87 Unrealized 0.0%
MFC Manulife Financial Corporation 0.3%
Value ($000) $2,983 Shares 219,923 Est. Cost $17.38 Unrealized -27.6%
SPHR Madison Square Garden 0.3%
Value ($000) $2,900 Shares 38,675 Est. Cost $35.51 Unrealized 0.0%
STZ Constellation Brands Inc Cl-A 0.3%
Value ($000) $2,867 Shares 16,385 Est. Cost $165.29 Unrealized -8.1%
BLACKROCK INC 0.3%
Value ($000) $2,508 Shares 4,610 Est. Cost $470.58 Unrealized
KMB Kimberly Clark Corp 0.3%
Value ($000) $2,485 Shares 17,585 Est. Cost $97.03 Unrealized +16.1%
GOOS CANADA GOOSE HLDINGS 0.3%
Value ($000) $2,411 Shares 104,200 Est. Cost $37.76 Unrealized -41.2%
DIS Walt Disney Co 0.2%
Value ($000) $2,311 Shares 20,734 Est. Cost $117.91 Unrealized -8.5%
ELV Anthem Inc. 0.2%
Value ($000) $2,251 Shares 8,559 Est. Cost $248.40 Unrealized -0.5%
GDDY GODADDY INC 0.2%
Value ($000) $2,200 Shares 30,000 Est. Cost $66.83 Unrealized +7.5%
CVX Chevron Corp 0.2%
Value ($000) $2,086 Shares 23,376 Est. Cost $82.29 Unrealized -15.1%
ROST Ross Stores Inc 0.2%
Value ($000) $2,064 Shares 24,212 Est. Cost $85.53 Unrealized +0.2%
GCI LIBERTY INC 0.2%
Value ($000) $1,956 Shares 27,500 Est. Cost $62.19 Unrealized
BMO BANK OF MONTREAL 0.2%
Value ($000) $1,942 Shares 36,611 Est. Cost $54.66 Unrealized -26.6%
SBUX Starbucks Corp 0.2%
Value ($000) $1,886 Shares 25,627 Est. Cost $60.04 Unrealized +10.5%
SPOT SPOTIFY TECHNOLOGY 0.2%
Value ($000) $1,858 Shares 7,197 Est. Cost $179.89 Unrealized -4.7%
IBKR INTERACTIVE BROKERS 0.2%
Value ($000) $1,775 Shares 42,500 Est. Cost $12.09 Unrealized -16.3%
FIS Fidelity Natl Info Svcs 0.2%
Value ($000) $1,772 Shares 13,214 Est. Cost $123.12 Unrealized -5.2%
OTEX Open Text Corporation 0.2%
Value ($000) $1,669 Shares 39,425 Est. Cost $31.43 Unrealized +8.8%
ADP Automatc Data Proc 0.1%
Value ($000) $1,426 Shares 9,575 Est. Cost $116.40 Unrealized +9.1%
AMGN Amgen Inc 0.1%
Value ($000) $1,367 Shares 5,799 Est. Cost $159.51 Unrealized +20.2%
FNV Franco-Nevada Corp 0.1%
Value ($000) $1,293 Shares 9,287 Est. Cost $113.66 Unrealized +11.1%
TU Telus Corporation 0.1%
Value ($000) $1,252 Shares 74,895 Est. Cost $18.35 Unrealized -9.3%
BLACK KNIGHT INC 0.1%
Value ($000) $1,234 Shares 17,000 Est. Cost $61.92 Unrealized
AQN ALGONQUIN POWER&UTI 0.1%
Value ($000) $1,160 Shares 90,050 Est. Cost $10.27 Unrealized -0.5%
KEYS Keysight Technologies Inc 0.1%
Value ($000) $1,108 Shares 10,990 Est. Cost $99.69 Unrealized -1.5%
Barrick Gold Corporation 0.1%
Value ($000) $1,106 Shares 41,231 Est. Cost $19.97 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $1,099 Shares 4,000 Est. Cost $175.48 Unrealized +38.1%
COOPER COMPANIES IN 0.1%
Value ($000) $1,092 Shares 3,850 Est. Cost $309.92 Unrealized
FMX FOMENTO ECON MEXI 0.1%
Value ($000) $1,085 Shares 17,500 Est. Cost $84.69 Unrealized
TRP TC ENERGY 0.1%
Value ($000) $1,066 Shares 25,025 Est. Cost $35.18 Unrealized -4.9%
AMT American Tower Corp 0.1%
Value ($000) $1,065 Shares 4,121 Est. Cost $124.82 Unrealized +68.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,061 Shares 14,000 Est. Cost $60.39 Unrealized -2.4%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,060 Shares 18,641 Est. Cost $47.48 Unrealized 0.0%
VET Vermilion Energy Inc 0.1%
Value ($000) $1,052 Shares 237,153 Est. Cost $27.11 Unrealized -82.6%
WCN WASTE CONNECTIONS 0.1%
Value ($000) $1,051 Shares 11,250 Est. Cost $87.74 Unrealized -2.2%
WSO WATSCO INC 0.1%
Value ($000) $1,013 Shares 5,700 Est. Cost $167.94 Unrealized -1.5%
SHYG ISHARES TR 0.1%
Value ($000) $986 Shares 23,000 Est. Cost $46.45 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $979 Shares 12,000 Est. Cost $81.58 Unrealized
FISV FISERV INC 0.1%
Value ($000) $927 Shares 9,500 Est. Cost $105.61 Unrealized -4.7%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $919 Shares 5,273 Est. Cost $103.32 Unrealized +33.5%
ENERPLUS CORP 0.1%
Value ($000) $902 Shares 321,600 Est. Cost $9.77 Unrealized
TEXAS PAC LD TR 0.1%
Value ($000) $892 Shares 1,500 Est. Cost $538.98 Unrealized
CBOE CBOE GLOBAL MARKET 0.1%
Value ($000) $886 Shares 9,500 Est. Cost $104.60 Unrealized -12.7%
RVTY PERKINELMER INC 0.1%
Value ($000) $883 Shares 9,000 Est. Cost $78.37 Unrealized +15.2%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $878 Shares 25,000 Est. Cost $38.84 Unrealized -7.3%
CNQ Canadian Natural Resources Limited 0.1%
Value ($000) $809 Shares 46,808 Est. Cost $10.98 Unrealized -43.9%
BTG B2GOLD CORP 0.1%
Value ($000) $741 Shares 130,700 Est. Cost $2.82 Unrealized +42.7%
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $723 Shares 10,853 Est. Cost $30.35 Unrealized -20.5%
ADSK AUTODESK INC 0.1%
Value ($000) $718 Shares 3,000 Est. Cost $189.62 Unrealized +3.7%
TRGP Targa Resources Corp 0.1%
Value ($000) $702 Shares 35,000 Est. Cost $26.12 Unrealized -48.6%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $675 Shares 20,000 Est. Cost $41.75 Unrealized -20.5%
QSR RESTAURANT BRANDS 0.1%
Value ($000) $671 Shares 12,375 Est. Cost $59.25 Unrealized -14.9%
LMT Lockheed Martin Corp 0.1%
Value ($000) $667 Shares 1,827 Est. Cost $282.25 Unrealized +14.7%
MCD McDonald's Corp 0.1%
Value ($000) $654 Shares 3,548 Est. Cost $151.42 Unrealized +6.3%
SLF Sun Life Financial Services Canada Inc 0.1%
Value ($000) $651 Shares 17,767 Est. Cost $40.99 Unrealized -16.2%
Crescent Point Energy Corp. 0.1%
Value ($000) $608 Shares 376,600 Est. Cost $7.46 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $554 Shares 1,500 Est. Cost $243.01 Unrealized +41.5%
TSLA Tesla Motors Inc. 0.1%
Value ($000) $533 Shares 494 Est. Cost $41.46 Unrealized +30.5%
TFII TFI INTERNATIONAL 0.1%
Value ($000) $525 Shares 14,825 Est. Cost $30.02 Unrealized -5.3%
JNK SPDR SERIES TRUST 0.1%
Value ($000) $497 Shares 4,912 Est. Cost $101.18 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $472 Shares 1,085 Est. Cost $370.53 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value ($000) $446 Shares 2,640 Est. Cost $117.74 Unrealized +20.1%
THOMSON REUTERS COR 0.0%
Value ($000) $427 Shares 6,300 Est. Cost $67.78 Unrealized
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $427 Shares 1,100 Est. Cost $342.96 Unrealized +1.0%
AXP American Express Co 0.0%
Value ($000) $356 Shares 3,745 Est. Cost $85.61 Unrealized 0.0%
IVOL Kraneshares Quadratic Interest Rate ETF 0.0%
Value ($000) $345 Shares 12,726 Est. Cost $26.29 Unrealized
SBAC SBA COMMUNICATIONS 0.0%
Value ($000) $328 Shares 1,100 Est. Cost $244.52 Unrealized +12.1%
CVE Cenovus Energy Inc 0.0%
Value ($000) $303 Shares 65,010 Est. Cost $8.38 Unrealized -58.5%
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $294 Shares 1,647 Est. Cost $168.86 Unrealized +8.2%
ASML ASML HLDS NV NY 0.0%
Value ($000) $294 Shares 800 Est. Cost $207.86 Unrealized
GRANITE REAL ESTATE 0.0%
Value ($000) $278 Shares 5,400 Est. Cost $40.78 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $263 Shares 8,200 Est. Cost $40.70 Unrealized -28.9%
PGR Progressive Corp Ohio 0.0%
Value ($000) $241 Shares 3,010 Est. Cost $57.13 Unrealized +16.1%
VZ Verizon Communications Inc 0.0%
Value ($000) $226 Shares 4,105 Est. Cost $34.76 Unrealized +17.2%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $215 Shares 29,900 Est. Cost $6.49 Unrealized 0.0%
OVV Ovintiv Inc 0.0%
Value ($000) $138 Shares 14,490 Est. Cost $12.28 Unrealized -43.2%
TCW Strategic Income Fund 0.0%
Value ($000) $92 Shares 16,825 Est. Cost $5.18 Unrealized
BlackRock Income Trust 0.0%
Value ($000) $83 Shares 13,475 Est. Cost $5.93 Unrealized
TSQ Townsquare Media Inc Cl A 0.0%
Value ($000) $45 Shares 10,000 Est. Cost $7.35 Unrealized -37.7%
Precision Drilling Corp 0.0%
Value ($000) $37 Shares 48,009 Est. Cost $3.27 Unrealized
CMPR Cimpress PLC 0.0%
Value ($000) $22 Shares 290 Est. Cost $71.21 Unrealized 0.0%