Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 3, 2020

Total Value ($000): $956,310 (100.0% shares, 0.0% debt)

Holdings (150)

MSFT Microsoft Corp 4.7%
Value ($000) $44,871 Shares 213,340 Est. Cost $61.02 Unrealized +229.0%
Brookfield Asset Mgt A LV 3.6%
Value ($000) $34,238 Shares 1,035,691 Est. Cost $37.41 Unrealized
V Visa Inc 3.3%
Value ($000) $31,420 Shares 157,120 Est. Cost $79.37 Unrealized +142.2%
RY Royal Bank of Canada 3.2%
Value ($000) $30,788 Shares 439,036 Est. Cost $62.17 Unrealized +15.6%
JPM JPMorgan Chase & Company 3.2%
Value ($000) $30,264 Shares 314,363 Est. Cost $54.53 Unrealized +56.7%
META Facebook Inc Cl-A 3.1%
Value ($000) $29,511 Shares 112,681 Est. Cost $183.34 Unrealized +39.7%
SPGI S&P Global Inc 3.0%
Value ($000) $28,820 Shares 79,922 Est. Cost $245.91 Unrealized +37.2%
GOOG Alphabet Inc Cl-C 3.0%
Value ($000) $28,562 Shares 19,435 Est. Cost $42.11 Unrealized +79.8%
TMO Thermo Fisher Scientific, Inc 2.8%
Value ($000) $27,190 Shares 61,581 Est. Cost $279.45 Unrealized +45.8%
TD Toronto-Dominion Bank 2.7%
Value ($000) $25,615 Shares 553,809 Est. Cost $57.43 Unrealized -18.9%
COST Costco Wholesale Corp 2.6%
Value ($000) $24,976 Shares 70,354 Est. Cost $244.73 Unrealized +26.3%
NKE NIKE, Inc Class B 2.5%
Value ($000) $23,906 Shares 190,430 Est. Cost $76.78 Unrealized +29.8%
Shaw Communications Inc -B 2.3%
Value ($000) $22,448 Shares 1,231,049 Est. Cost $18.95 Unrealized
HD Home Depot Inc 2.2%
Value ($000) $20,801 Shares 74,903 Est. Cost $191.76 Unrealized +23.9%
BDX Becton, Dickinson & Co 2.1%
Value ($000) $20,544 Shares 88,295 Est. Cost $174.99 Unrealized +28.8%
Canadian Pacific Railway Ltd 2.1%
Value ($000) $19,832 Shares 65,251 Est. Cost $237.08 Unrealized
ABT Abbott Laboratories 2.1%
Value ($000) $19,644 Shares 180,504 Est. Cost $75.08 Unrealized +23.0%
UNH UnitedHealth Group Inc 2.0%
Value ($000) $18,966 Shares 60,835 Est. Cost $235.36 Unrealized +19.5%
CNI Canadian National Railway Company 1.8%
Value ($000) $17,666 Shares 166,028 Est. Cost $76.46 Unrealized +18.6%
AAPL Apple Inc 1.8%
Value ($000) $16,937 Shares 146,247 Est. Cost $88.95 Unrealized +19.1%
HON Honeywell International Inc 1.6%
Value ($000) $15,602 Shares 94,787 Est. Cost $110.66 Unrealized +20.4%
MA Mastercard Inc Cl-A 1.6%
Value ($000) $15,504 Shares 45,993 Est. Cost $272.35 Unrealized +15.9%
BAX Baxter International Inc 1.5%
Value ($000) $14,591 Shares 181,435 Est. Cost $68.66 Unrealized +9.5%
ACN Accenture PLC Cl-A 1.3%
Value ($000) $12,753 Shares 56,434 Est. Cost $129.99 Unrealized +63.3%
BABA Alibaba Group ADR 1.2%
Value ($000) $11,107 Shares 37,782 Est. Cost $176.84 Unrealized
STZ Constellation Brands Inc-A 1.1%
Value ($000) $10,888 Shares 57,456 Est. Cost $166.51 Unrealized +0.3%
PEP PepsiCo, Inc 1.1%
Value ($000) $10,069 Shares 72,654 Est. Cost $104.26 Unrealized +10.5%
CVS CVS Health Corporation 1.0%
Value ($000) $9,867 Shares 168,955 Est. Cost $48.73 Unrealized +7.5%
MDT Medtronic, PLC 1.0%
Value ($000) $9,528 Shares 91,684 Est. Cost $74.04 Unrealized +16.5%
FRCB First Republic Bank 1.0%
Value ($000) $9,199 Shares 84,350 Est. Cost $95.73 Unrealized +14.1%
GOOGL Alphabet Inc Cl A 0.9%
Value ($000) $9,035 Shares 6,165 Est. Cost $54.13 Unrealized +39.7%
FSV FIRSTSERVICE CORP 0.9%
Value ($000) $8,827 Shares 67,100 Est. Cost $86.92 Unrealized +31.6%
ET Energy Transfer LP 0.9%
Value ($000) $8,765 Shares 1,617,080 Est. Cost $9.31 Unrealized
DEO Diageo PLC SP/ADR 0.9%
Value ($000) $8,589 Shares 62,393 Est. Cost $155.19 Unrealized
WMT Walmart Inc 0.9%
Value ($000) $8,584 Shares 61,346 Est. Cost $28.64 Unrealized +44.2%
GDX VanEck Vectors Gold Miners ETF 0.9%
Value ($000) $8,159 Shares 208,360 Est. Cost $36.68 Unrealized
BNS Bank of Nova Scotia 0.9%
Value ($000) $8,145 Shares 186,486 Est. Cost $40.91 Unrealized -23.1%
GPN Global Payments Inc. 0.8%
Value ($000) $7,494 Shares 42,199 Est. Cost $174.25 Unrealized -5.1%
CMCSA Comcast Corp Cl-A 0.8%
Value ($000) $7,493 Shares 161,970 Est. Cost $30.68 Unrealized +22.6%
GLD SPDR Gold Trust ETF 0.8%
Value ($000) $7,391 Shares 41,728 Est. Cost $166.02 Unrealized
VCSH Vanguard S/T Corp Bond ETF 0.7%
Value ($000) $6,812 Shares 82,227 Est. Cost $80.55 Unrealized
Discovery Inc Ser-A 0.7%
Value ($000) $6,642 Shares 305,100 Est. Cost $24.05 Unrealized
TSM Taiwan Semiconductor Manufacturing SP/ADR 0.7%
Value ($000) $6,429 Shares 79,304 Est. Cost $35.96 Unrealized
BAH Booz Allen Hamilton Holdings A 0.7%
Value ($000) $6,419 Shares 77,353 Est. Cost $67.00 Unrealized +10.4%
MRSH Marsh & McLennan Companies, Inc 0.6%
Value ($000) $6,172 Shares 53,803 Est. Cost $93.00 Unrealized +13.6%
BAC Bank of America 0.6%
Value ($000) $6,109 Shares 253,585 Est. Cost $17.70 Unrealized +23.3%
DD Dupont De Nemours Inc 0.6%
Value ($000) $6,102 Shares 109,988 Est. Cost $18.15 Unrealized +16.2%
AVGO Broadcom Inc 0.6%
Value ($000) $5,987 Shares 16,435 Est. Cost $23.89 Unrealized +24.1%
WAB Wabtec Corp/De . 0.6%
Value ($000) $5,865 Shares 94,775 Est. Cost $62.20 Unrealized 0.0%
SHW Sherwin-Williams Co 0.6%
Value ($000) $5,659 Shares 8,122 Est. Cost $157.10 Unrealized +32.6%
PM Philip Morris Intl Inc 0.6%
Value ($000) $5,650 Shares 75,350 Est. Cost $60.03 Unrealized -1.9%
ECL Ecolab Inc 0.6%
Value ($000) $5,639 Shares 28,221 Est. Cost $160.75 Unrealized +17.2%
DSGX Descartes Systems Group Inc 0.6%
Value ($000) $5,501 Shares 96,865 Est. Cost $30.78 Unrealized +79.8%
AMZN Amazon.com Inc 0.6%
Value ($000) $5,363 Shares 1,703 Est. Cost $87.28 Unrealized +80.6%
PBA Pembina Pipeline Corp 0.6%
Value ($000) $5,303 Shares 250,066 Est. Cost $17.85 Unrealized +2.6%
JNJ Johnson & Johnson 0.6%
Value ($000) $5,301 Shares 35,605 Est. Cost $110.94 Unrealized +14.5%
NEM Newmont Mining Corp. (Holding Co.) 0.5%
Value ($000) $5,194 Shares 81,850 Est. Cost $51.85 Unrealized +6.3%
EHC Encompass Health Corp 0.5%
Value ($000) $5,191 Shares 79,880 Est. Cost $49.90 Unrealized -3.3%
KIRKLAND LAKE GOLD 0.5%
Value ($000) $5,187 Shares 106,582 Est. Cost $37.28 Unrealized
DOO BRP INC 0.5%
Value ($000) $5,093 Shares 96,700 Est. Cost $35.44 Unrealized +29.4%
EL Estee Lauder Companies Inc CL-A 0.5%
Value ($000) $4,892 Shares 22,416 Est. Cost $149.66 Unrealized +27.5%
DHR Danaher Corp 0.5%
Value ($000) $4,716 Shares 21,900 Est. Cost $89.32 Unrealized +94.5%
ETN Eaton Corporation 0.5%
Value ($000) $4,597 Shares 45,055 Est. Cost $70.10 Unrealized +27.2%
TXN Texas Instruments-Cum Rts 0.5%
Value ($000) $4,447 Shares 31,140 Est. Cost $98.42 Unrealized +18.7%
HDB HDFC Bank Ltd ADR 0.4%
Value ($000) $4,137 Shares 82,816 Est. Cost $85.71 Unrealized
ENB Enbridge Inc 0.4%
Value ($000) $4,105 Shares 140,780 Est. Cost $24.86 Unrealized -11.5%
EMQQ Emerging Markets Internet and Ecommerce ETF 0.4%
Value ($000) $3,901 Shares 74,675 Est. Cost $52.24 Unrealized
OI O-I Glass 0.4%
Value ($000) $3,849 Shares 363,445 Est. Cost $9.90 Unrealized +7.9%
Discover Financial Svcs 0.4%
Value ($000) $3,629 Shares 62,810 Est. Cost $57.78 Unrealized
BCE BCE Inc 0.4%
Value ($000) $3,624 Shares 87,561 Est. Cost $28.77 Unrealized +1.8%
GOOS CANADA GOOSE HLDING 0.4%
Value ($000) $3,452 Shares 107,800 Est. Cost $37.32 Unrealized -34.0%
NOA NORTH AMERICAN CONS 0.3%
Value ($000) $3,298 Shares 508,100 Est. Cost $6.46 Unrealized +3.3%
AQN ALGONQUIN POWER&UTI 0.3%
Value ($000) $3,187 Shares 220,100 Est. Cost $10.34 Unrealized +0.4%
ELV Anthem Inc. 0.3%
Value ($000) $2,811 Shares 10,465 Est. Cost $248.69 Unrealized +0.5%
SPHR Madison Square Garden 0.3%
Value ($000) $2,601 Shares 37,975 Est. Cost $35.51 Unrealized -6.2%
GDDY GODADDY INC 0.3%
Value ($000) $2,431 Shares 32,000 Est. Cost $67.37 Unrealized +11.9%
GCI LIBERTY INC 0.2%
Value ($000) $2,254 Shares 27,500 Est. Cost $62.19 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $2,186 Shares 8,599 Est. Cost $175.80 Unrealized +19.2%
CNQ Canadian Natural Resources Limited 0.2%
Value ($000) $2,180 Shares 136,343 Est. Cost $8.35 Unrealized -16.5%
BMO Bank of Montreal 0.2%
Value ($000) $2,136 Shares 36,606 Est. Cost $54.66 Unrealized -15.4%
WSO Watsco Inc 0.2%
Value ($000) $2,055 Shares 8,825 Est. Cost $188.24 Unrealized +19.7%
Blackrock Inc 0.2%
Value ($000) $2,043 Shares 3,625 Est. Cost $470.58 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $1,990 Shares 23,164 Est. Cost $60.04 Unrealized +17.9%
FIS Fidelity Natl Info Svcs 0.2%
Value ($000) $1,951 Shares 13,253 Est. Cost $123.12 Unrealized +4.6%
IBKR INTERACTIVE BROKERS 0.2%
Value ($000) $1,861 Shares 38,500 Est. Cost $12.09 Unrealized +0.0%
SPOT SPOTIFY TECHNOLOGY 0.2%
Value ($000) $1,746 Shares 7,197 Est. Cost $179.89 Unrealized +43.6%
DIS Walt Disney Co 0.2%
Value ($000) $1,528 Shares 12,311 Est. Cost $117.91 Unrealized +3.6%
MO Altria Group Inc 0.1%
Value ($000) $1,364 Shares 35,300 Est. Cost $27.18 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $1,237 Shares 12,000 Est. Cost $104.36 Unrealized -4.6%
BIL SPDR Bloomberg Barclays 1-3 mth T-Bill 0.1%
Value ($000) $1,204 Shares 13,151 Est. Cost $91.62 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,180 Shares 18,916 Est. Cost $47.61 Unrealized +18.6%
RVTY PERKINELMER INC 0.1%
Value ($000) $1,130 Shares 9,000 Est. Cost $78.37 Unrealized +44.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,117 Shares 14,000 Est. Cost $60.39 Unrealized +6.9%
TSLA Tesla Motors Inc. 0.1%
Value ($000) $1,103 Shares 2,570 Est. Cost $103.34 Unrealized +14.3%
CACI CACI INTERNATIONAL 0.1%
Value ($000) $1,066 Shares 5,000 Est. Cost $216.11 Unrealized 0.0%
BLACK KNIGHT INC 0.1%
Value ($000) $1,045 Shares 12,000 Est. Cost $61.92 Unrealized
MFC Manulife Financial Corporation 0.1%
Value ($000) $952 Shares 68,673 Est. Cost $17.38 Unrealized -17.6%
SHYG ISHARES TR 0.1%
Value ($000) $932 Shares 21,200 Est. Cost $46.45 Unrealized
TEXAS PAC LD TR 0.1%
Value ($000) $926 Shares 2,050 Est. Cost $515.57 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $923 Shares 11,000 Est. Cost $81.58 Unrealized
GRFS GRIFOLS S.A. 0.1%
Value ($000) $911 Shares 52,500 Est. Cost $17.35 Unrealized
KMB Kimberly Clark Corp 0.1%
Value ($000) $910 Shares 6,160 Est. Cost $97.03 Unrealized +27.3%
AMT American Tower Corp 0.1%
Value ($000) $898 Shares 3,715 Est. Cost $124.82 Unrealized +73.6%
JNK SPDR SERIES TRUST 0.1%
Value ($000) $867 Shares 8,312 Est. Cost $102.46 Unrealized
SAIC SCIENCE APLCTNS INT 0.1%
Value ($000) $863 Shares 11,000 Est. Cost $78.76 Unrealized 0.0%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $860 Shares 22,500 Est. Cost $38.84 Unrealized -0.8%
MCO MOODYS CORP 0.1%
Value ($000) $855 Shares 2,950 Est. Cost $175.48 Unrealized +55.5%
LMT Lockheed Martin Corp 0.1%
Value ($000) $853 Shares 2,227 Est. Cost $290.65 Unrealized +13.2%
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $843 Shares 11,303 Est. Cost $30.29 Unrealized -5.1%
SLF Sun Life Financial Services Canada Inc 0.1%
Value ($000) $796 Shares 19,567 Est. Cost $40.94 Unrealized -1.2%
ADP Automatc Data Proc 0.1%
Value ($000) $792 Shares 5,675 Est. Cost $116.40 Unrealized +7.4%
LLY Eli Lilly & Co 0.1%
Value ($000) $784 Shares 5,295 Est. Cost $145.78 Unrealized 0.0%
MCD McDonald's Corp 0.1%
Value ($000) $779 Shares 3,548 Est. Cost $151.42 Unrealized +19.8%
KEYS Keysight Technologies Inc 0.1%
Value ($000) $750 Shares 7,590 Est. Cost $99.69 Unrealized -1.5%
CBOE CBOE GLOBAL MARKET 0.1%
Value ($000) $746 Shares 8,500 Est. Cost $104.60 Unrealized -19.9%
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $731 Shares 5,250 Est. Cost $113.66 Unrealized +24.5%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $725 Shares 20,000 Est. Cost $41.75 Unrealized -22.4%
TU Telus Corporation 0.1%
Value ($000) $671 Shares 38,270 Est. Cost $18.35 Unrealized -3.2%
FMX FOMENTO ECON MEXI 0.1%
Value ($000) $632 Shares 11,250 Est. Cost $84.69 Unrealized
DVY Ishares DJ Sel Dvd Fd 0.1%
Value ($000) $627 Shares 7,690 Est. Cost $81.53 Unrealized
VIG Vanguard Div Appr ETF 0.1%
Value ($000) $618 Shares 4,800 Est. Cost $128.75 Unrealized
KGC KINROSS GOLD CORP 0.1%
Value ($000) $574 Shares 65,300 Est. Cost $7.66 Unrealized +12.9%
BTG B2GOLD CORP 0.1%
Value ($000) $573 Shares 88,300 Est. Cost $2.82 Unrealized +85.8%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $553 Shares 1,300 Est. Cost $243.01 Unrealized +53.2%
OTEX Open Text Corporation 0.1%
Value ($000) $543 Shares 12,900 Est. Cost $31.43 Unrealized +20.4%
TFII TFI INTERNATIONAL 0.1%
Value ($000) $529 Shares 12,700 Est. Cost $30.02 Unrealized +40.3%
TJX TJX Companies, Inc 0.1%
Value ($000) $525 Shares 9,420 Est. Cost $46.44 Unrealized +7.8%
UNP Union Pacific Corp 0.1%
Value ($000) $520 Shares 2,640 Est. Cost $117.74 Unrealized +40.0%
TRGP Targa Resources Corp 0.1%
Value ($000) $491 Shares 35,000 Est. Cost $26.12 Unrealized -39.6%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $435 Shares 1,100 Est. Cost $342.96 Unrealized +17.4%
Barrick Gold Corporation 0.0%
Value ($000) $430 Shares 15,367 Est. Cost $19.97 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $430 Shares 11,000 Est. Cost $38.15 Unrealized -19.6%
LOW Lowe's Companies Inc 0.0%
Value ($000) $405 Shares 2,443 Est. Cost $139.87 Unrealized 0.0%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $399 Shares 2,023 Est. Cost $103.32 Unrealized +81.9%
AXP American Express Co 0.0%
Value ($000) $325 Shares 3,245 Est. Cost $85.61 Unrealized +7.3%
IVOL Kraneshares Quadratic Interest Rate ETF 0.0%
Value ($000) $307 Shares 11,205 Est. Cost $26.29 Unrealized
PRN Invesco DWA Industrials Momentum ETF 0.0%
Value ($000) $302 Shares 3,958 Est. Cost $76.30 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $284 Shares 3,010 Est. Cost $57.13 Unrealized +33.9%
THOMSON REUTERS COR 0.0%
Value ($000) $263 Shares 3,300 Est. Cost $67.78 Unrealized
TRP TC ENERGY 0.0%
Value ($000) $255 Shares 6,100 Est. Cost $35.18 Unrealized -1.8%
Crescent Point Energy Corp. 0.0%
Value ($000) $249 Shares 205,800 Est. Cost $7.46 Unrealized
VET Vermilion Energy Inc 0.0%
Value ($000) $228 Shares 97,513 Est. Cost $27.11 Unrealized -85.5%
NFRA FlexShares STOXX Global Broad Infra Index ETF 0.0%
Value ($000) $219 Shares 4,389 Est. Cost $49.90 Unrealized
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $219 Shares 1,030 Est. Cost $168.86 Unrealized +21.1%
GRANITE REAL ESTATE 0.0%
Value ($000) $214 Shares 3,700 Est. Cost $40.78 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $208 Shares 53,440 Est. Cost $8.38 Unrealized -50.5%
OVV Ovintiv Inc 0.0%
Value ($000) $118 Shares 14,490 Est. Cost $12.28 Unrealized -16.0%
TCW Strategic Income Fund 0.0%
Value ($000) $95 Shares 16,825 Est. Cost $5.18 Unrealized
BlackRock Income Trust 0.0%
Value ($000) $82 Shares 13,475 Est. Cost $5.93 Unrealized
Precision Drilling Corp 0.0%
Value ($000) $31 Shares 48,009 Est. Cost $3.27 Unrealized