Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 11, 2021

Total Value ($000): $1,115,722 (100.0% shares, 0.0% debt)

Holdings (165)

MSFT Microsoft Corp 4.2%
Value ($000) $47,395 Shares 213,089 Est. Cost $61.02 Unrealized +237.7%
Brookfield Asset Mgt A LV 3.5%
Value ($000) $38,502 Shares 933,360 Est. Cost $37.41 Unrealized
RY Royal Bank of Canada 3.3%
Value ($000) $36,402 Shares 443,925 Est. Cost $62.34 Unrealized +24.1%
V Visa Inc 3.2%
Value ($000) $35,480 Shares 162,212 Est. Cost $83.07 Unrealized +137.4%
JPM JPMorgan Chase & Company 3.0%
Value ($000) $33,847 Shares 266,365 Est. Cost $54.53 Unrealized +80.0%
GOOG Alphabet Inc Cl-C 3.0%
Value ($000) $33,781 Shares 19,283 Est. Cost $42.11 Unrealized +98.8%
TD Toronto-Dominion Bank 2.8%
Value ($000) $31,022 Shares 550,195 Est. Cost $57.43 Unrealized -11.8%
META Facebook Inc Cl-A 2.7%
Value ($000) $30,182 Shares 110,489 Est. Cost $183.34 Unrealized +48.5%
NKE NIKE, Inc Class B 2.5%
Value ($000) $28,322 Shares 200,198 Est. Cost $79.05 Unrealized +55.9%
TMO Thermo Fisher Scientific, Inc 2.5%
Value ($000) $28,118 Shares 60,367 Est. Cost $279.45 Unrealized +65.5%
COST Costco Wholesale Corp 2.3%
Value ($000) $25,159 Shares 66,774 Est. Cost $244.73 Unrealized +41.9%
UNH UnitedHealth Group Inc 2.2%
Value ($000) $24,985 Shares 71,247 Est. Cost $246.01 Unrealized +25.3%
BDX Becton, Dickinson & Co 2.1%
Value ($000) $23,319 Shares 93,194 Est. Cost $177.07 Unrealized +21.2%
Canadian Pacific Railway Ltd 2.0%
Value ($000) $22,510 Shares 65,040 Est. Cost $237.08 Unrealized
SPGI S&P Global Inc 2.0%
Value ($000) $22,403 Shares 68,147 Est. Cost $245.91 Unrealized +31.4%
SHW SHERWIN WILLIAMS CO 2.0%
Value ($000) $21,807 Shares 29,673 Est. Cost $207.65 Unrealized +9.2%
STZ Constellation Brands Inc-A 2.0%
Value ($000) $21,804 Shares 99,538 Est. Cost $172.56 Unrealized +4.8%
AAPL Apple Inc 1.9%
Value ($000) $21,229 Shares 159,985 Est. Cost $91.36 Unrealized +28.1%
Shaw Communications Inc -B 1.9%
Value ($000) $21,026 Shares 1,200,745 Est. Cost $18.95 Unrealized
HON Honeywell International Inc 1.9%
Value ($000) $20,999 Shares 98,727 Est. Cost $112.77 Unrealized +45.2%
HD Home Depot Inc 1.8%
Value ($000) $20,202 Shares 76,055 Est. Cost $192.53 Unrealized +25.9%
ABT Abbott Laboratories 1.8%
Value ($000) $20,136 Shares 183,910 Est. Cost $75.53 Unrealized +31.4%
CNI Canadian National Railway Company 1.8%
Value ($000) $19,974 Shares 182,056 Est. Cost $78.35 Unrealized +25.0%
ACN Accenture PLC Cl-A 1.4%
Value ($000) $16,106 Shares 61,661 Est. Cost $137.88 Unrealized +61.8%
MA Mastercard Inc Cl-A 1.4%
Value ($000) $15,845 Shares 44,391 Est. Cost $272.35 Unrealized +18.7%
BAX Baxter International Inc 1.3%
Value ($000) $14,064 Shares 175,273 Est. Cost $68.66 Unrealized +3.5%
FRCB First Republic Bank 1.2%
Value ($000) $13,574 Shares 92,387 Est. Cost $98.57 Unrealized +30.2%
INTU Intuit Inc 1.1%
Value ($000) $12,109 Shares 31,876 Est. Cost $340.30 Unrealized 0.0%
CVS CVS Health Corporation 1.0%
Value ($000) $11,433 Shares 167,400 Est. Cost $48.73 Unrealized +13.3%
GOOGL Alphabet Inc Cl A 1.0%
Value ($000) $11,249 Shares 6,418 Est. Cost $55.29 Unrealized +51.0%
ET Energy Transfer LP 1.0%
Value ($000) $11,172 Shares 1,807,800 Est. Cost $8.98 Unrealized
MDT MEDTRONIC PLC 1.0%
Value ($000) $10,625 Shares 90,707 Est. Cost $74.04 Unrealized +28.4%
ADI Analog Devices Inc 0.9%
Value ($000) $10,469 Shares 70,866 Est. Cost $121.19 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing SP/ADR 0.9%
Value ($000) $10,302 Shares 94,482 Est. Cost $47.70 Unrealized
DEO Diageo PLC SP/ADR 0.9%
Value ($000) $9,764 Shares 61,478 Est. Cost $155.19 Unrealized
EMQQ Emerging Markets Internet and Ecommerce ETF 0.9%
Value ($000) $9,722 Shares 152,921 Est. Cost $58.04 Unrealized
CMCSA Comcast Corp Cl-A 0.9%
Value ($000) $9,596 Shares 183,135 Est. Cost $31.95 Unrealized +30.4%
GLD SPDR Gold Trust ETF 0.8%
Value ($000) $9,244 Shares 51,824 Est. Cost $168.42 Unrealized
GPN GLOBAL PAYMENTS INC 0.8%
Value ($000) $8,905 Shares 41,339 Est. Cost $174.25 Unrealized +2.4%
BAC Bank of America 0.8%
Value ($000) $8,627 Shares 284,635 Est. Cost $18.35 Unrealized +28.9%
AMZN AMAZON COM INC 0.8%
Value ($000) $8,556 Shares 2,627 Est. Cost $112.71 Unrealized +41.6%
VCSH Vanguard S/T Corp Bond ETF 0.7%
Value ($000) $8,244 Shares 99,027 Est. Cost $81.01 Unrealized
DD Dupont De Nemours Inc 0.7%
Value ($000) $7,739 Shares 108,838 Est. Cost $18.15 Unrealized +30.7%
AVGO Broadcom Inc 0.7%
Value ($000) $7,546 Shares 17,235 Est. Cost $24.40 Unrealized +42.7%
GDX VanEck Vectors Gold Miners ETF 0.7%
Value ($000) $7,470 Shares 207,385 Est. Cost $36.68 Unrealized
BNS Bank of Nova Scotia 0.7%
Value ($000) $7,308 Shares 135,485 Est. Cost $40.91 Unrealized -11.7%
FSV FIRSTSERVICE CORP 0.7%
Value ($000) $7,303 Shares 53,400 Est. Cost $86.92 Unrealized +50.3%
WAB Wabtec Corp/De . 0.6%
Value ($000) $6,901 Shares 94,277 Est. Cost $62.20 Unrealized +6.8%
BAH Booz Allen Hamilton Holdings A 0.6%
Value ($000) $6,687 Shares 76,700 Est. Cost $67.00 Unrealized +15.0%
DOO BRP INC 0.6%
Value ($000) $6,594 Shares 99,900 Est. Cost $36.09 Unrealized +53.9%
PBA Pembina Pipeline Corp 0.6%
Value ($000) $6,590 Shares 279,336 Est. Cost $17.85 Unrealized +0.2%
EHC Encompass Health Corp 0.6%
Value ($000) $6,570 Shares 79,455 Est. Cost $49.90 Unrealized +11.4%
CAE CAE Inc 0.6%
Value ($000) $6,352 Shares 229,765 Est. Cost $21.49 Unrealized 0.0%
Discovery Inc Ser-A 0.6%
Value ($000) $6,340 Shares 210,725 Est. Cost $24.05 Unrealized
MRSH Marsh & McLennan Companies, Inc 0.6%
Value ($000) $6,166 Shares 52,700 Est. Cost $93.00 Unrealized +13.2%
EL Estee Lauder Companies Inc CL-A 0.5%
Value ($000) $6,095 Shares 22,897 Est. Cost $151.22 Unrealized +47.9%
Discover Financial Svcs 0.5%
Value ($000) $6,060 Shares 66,935 Est. Cost $59.80 Unrealized
HDB HDFC Bank Ltd ADR 0.5%
Value ($000) $5,780 Shares 79,991 Est. Cost $85.71 Unrealized
ECL Ecolab Inc 0.5%
Value ($000) $5,722 Shares 26,448 Est. Cost $160.75 Unrealized +22.8%
PM Philip Morris Intl Inc 0.5%
Value ($000) $5,561 Shares 67,175 Est. Cost $60.03 Unrealized +0.5%
TXN Texas Instruments-Cum Rts 0.5%
Value ($000) $5,440 Shares 33,140 Est. Cost $100.60 Unrealized +33.8%
ENB Enbridge Inc 0.5%
Value ($000) $5,194 Shares 162,635 Est. Cost $24.44 Unrealized -11.2%
ETN Eaton Corporation 0.4%
Value ($000) $4,788 Shares 39,855 Est. Cost $70.10 Unrealized +48.2%
NEM Newmont Mining Corp. (Holding Co.) 0.4%
Value ($000) $4,650 Shares 77,650 Est. Cost $51.85 Unrealized +1.0%
CNQ Canadian Natural Resources Limited 0.4%
Value ($000) $4,406 Shares 183,596 Est. Cost $8.25 Unrealized -3.7%
OI O-I Glass 0.4%
Value ($000) $4,318 Shares 362,845 Est. Cost $9.90 Unrealized +15.2%
DHR Danaher Corp 0.4%
Value ($000) $4,302 Shares 19,365 Est. Cost $89.32 Unrealized +119.4%
DSGX Descartes Systems Group Inc 0.4%
Value ($000) $4,252 Shares 72,765 Est. Cost $30.78 Unrealized +84.0%
DCBO DOCEBO INC 0.4%
Value ($000) $4,073 Shares 62,700 Est. Cost $53.01 Unrealized 0.0%
SPHR Madison Square Garden 0.4%
Value ($000) $3,923 Shares 37,350 Est. Cost $35.51 Unrealized -0.7%
JNJ Johnson & Johnson 0.3%
Value ($000) $3,903 Shares 24,795 Est. Cost $110.94 Unrealized +14.9%
ELV ANTHEM INC 0.3%
Value ($000) $3,798 Shares 11,828 Est. Cost $253.01 Unrealized +13.1%
NOA NORTH AMERICAN CONS 0.3%
Value ($000) $3,543 Shares 362,800 Est. Cost $6.46 Unrealized +35.7%
NTR NUTRIEN LTD 0.3%
Value ($000) $3,447 Shares 71,700 Est. Cost $37.75 Unrealized -0.2%
SBUX Starbucks Corp 0.3%
Value ($000) $3,364 Shares 31,451 Est. Cost $66.65 Unrealized +27.7%
GDDY GODADDY INC 0.2%
Value ($000) $2,779 Shares 33,500 Est. Cost $67.87 Unrealized +15.7%
PEP PEPSICO INC 0.2%
Value ($000) $2,765 Shares 18,647 Est. Cost $104.26 Unrealized +16.3%
BMO Bank of Montreal 0.2%
Value ($000) $2,667 Shares 35,136 Est. Cost $54.66 Unrealized +1.4%
AQN ALGONQUIN POWER&UTI 0.2%
Value ($000) $2,569 Shares 156,250 Est. Cost $10.34 Unrealized +16.6%
WMT Walmart Inc 0.2%
Value ($000) $2,486 Shares 17,246 Est. Cost $28.64 Unrealized +58.0%
LBRDK LIBERTY BROADBAND 0.2%
Value ($000) $2,434 Shares 15,370 Est. Cost $142.46 Unrealized 0.0%
TU TELUS CORP 0.2%
Value ($000) $2,402 Shares 121,395 Est. Cost $18.67 Unrealized +0.8%
NVR NVR INC 0.2%
Value ($000) $2,244 Shares 550 Est. Cost $4157.18 Unrealized 0.0%
DIS Walt Disney Co 0.2%
Value ($000) $2,213 Shares 12,214 Est. Cost $117.91 Unrealized +18.9%
GOOS CANADA GOOSE HLDING 0.2%
Value ($000) $2,079 Shares 70,000 Est. Cost $37.32 Unrealized -10.7%
UNP Union Pacific Corp 0.2%
Value ($000) $2,049 Shares 9,840 Est. Cost $161.88 Unrealized +10.0%
WSM Williams Sonoma Inc 0.2%
Value ($000) $2,022 Shares 19,860 Est. Cost $46.50 Unrealized 0.0%
AMGN Amgen Inc 0.2%
Value ($000) $1,983 Shares 8,623 Est. Cost $175.80 Unrealized +11.7%
IBKR INTERACTIVE BROKERS 0.2%
Value ($000) $1,980 Shares 32,500 Est. Cost $12.09 Unrealized +6.5%
Blackrock Inc 0.2%
Value ($000) $1,901 Shares 2,635 Est. Cost $470.58 Unrealized
TSLA Tesla Motors Inc. 0.2%
Value ($000) $1,824 Shares 2,585 Est. Cost $103.34 Unrealized +65.1%
TFII TFI INTERNATIONAL 0.2%
Value ($000) $1,795 Shares 34,900 Est. Cost $42.51 Unrealized +16.8%
WCN WASTE CONNECTIONS 0.2%
Value ($000) $1,793 Shares 17,500 Est. Cost $99.79 Unrealized 0.0%
ROKU ROKU INC 0.1%
Value ($000) $1,660 Shares 5,000 Est. Cost $262.32 Unrealized 0.0%
MGA MAGNA INTL INC 0.1%
Value ($000) $1,648 Shares 23,300 Est. Cost $50.00 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $1,594 Shares 14,000 Est. Cost $104.85 Unrealized +2.8%
TEXAS PAC LD TR 0.1%
Value ($000) $1,527 Shares 2,100 Est. Cost $520.60 Unrealized
CACI CACI INTERNATIONAL 0.1%
Value ($000) $1,496 Shares 6,000 Est. Cost $218.48 Unrealized +5.4%
BCE BCE Inc 0.1%
Value ($000) $1,496 Shares 35,038 Est. Cost $28.77 Unrealized +4.5%
WSO Watsco Inc 0.1%
Value ($000) $1,467 Shares 6,475 Est. Cost $188.24 Unrealized +22.1%
MO Altria Group Inc 0.1%
Value ($000) $1,446 Shares 35,275 Est. Cost $27.18 Unrealized -1.8%
ICE INTER CONTINENTAL E 0.1%
Value ($000) $1,441 Shares 12,500 Est. Cost $97.11 Unrealized 0.0%
RVTY PERKINELMER INC 0.1%
Value ($000) $1,435 Shares 10,000 Est. Cost $83.69 Unrealized +57.2%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $1,395 Shares 20,657 Est. Cost $48.66 Unrealized +23.5%
CM Canadian Imperial Bank of Commerce 0.1%
Value ($000) $1,345 Shares 15,761 Est. Cost $30.90 Unrealized +5.0%
LLY Eli Lilly & Co 0.1%
Value ($000) $1,274 Shares 7,545 Est. Cost $144.46 Unrealized -2.1%
GRANITE REAL ESTATE 0.1%
Value ($000) $1,180 Shares 19,300 Est. Cost $57.24 Unrealized
EBAY Ebay Inc 0.1%
Value ($000) $1,161 Shares 23,096 Est. Cost $46.69 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1,140 Shares 21,500 Est. Cost $41.79 Unrealized +1.3%
SAIC SCIENCE APLCTNS INT 0.1%
Value ($000) $1,136 Shares 12,000 Est. Cost $79.52 Unrealized +10.6%
AMT American Tower Corp 0.1%
Value ($000) $1,103 Shares 4,915 Est. Cost $143.11 Unrealized +39.6%
KMB Kimberly Clark Corp 0.1%
Value ($000) $1,097 Shares 8,135 Est. Cost $101.63 Unrealized +14.1%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,087 Shares 24,300 Est. Cost $35.27 Unrealized 0.0%
GRFS GRIFOLS S.A. 0.1%
Value ($000) $1,060 Shares 57,500 Est. Cost $17.45 Unrealized
ACTIVISION BLIZZARD 0.1%
Value ($000) $1,040 Shares 11,200 Est. Cost $92.86 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $1,034 Shares 17,600 Est. Cost $43.98 Unrealized 0.0%
SLF Sun Life Financial Services Canada Inc 0.1%
Value ($000) $1,009 Shares 22,716 Est. Cost $41.27 Unrealized +4.9%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,005 Shares 7,000 Est. Cost $125.41 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $955 Shares 14,758 Est. Cost $55.51 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.1%
Value ($000) $950 Shares 7,190 Est. Cost $99.69 Unrealized +15.5%
FTS FORTIS INC 0.1%
Value ($000) $939 Shares 23,000 Est. Cost $33.70 Unrealized 0.0%
TRGP Targa Resources Corp 0.1%
Value ($000) $923 Shares 35,000 Est. Cost $26.12 Unrealized -26.3%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $899 Shares 25,000 Est. Cost $38.56 Unrealized -6.5%
BIL SPDR Bloomberg Barclays 1-3 mth T-Bill 0.1%
Value ($000) $881 Shares 9,626 Est. Cost $91.62 Unrealized
FNV FRANCO NEVADA CORP 0.1%
Value ($000) $880 Shares 7,025 Est. Cost $117.48 Unrealized +9.6%
BR BROADRIDGE FINL SOL 0.1%
Value ($000) $858 Shares 5,600 Est. Cost $133.05 Unrealized 0.0%
MCO MOODYS CORP 0.1%
Value ($000) $813 Shares 2,800 Est. Cost $175.48 Unrealized +52.7%
SHOP SHOPIFY INC 0.1%
Value ($000) $790 Shares 700 Est. Cost $104.97 Unrealized 0.0%
BARRICK GOLD CORP 0.1%
Value ($000) $725 Shares 31,867 Est. Cost $21.41 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $725 Shares 1,890 Est. Cost $282.12 Unrealized +30.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $688 Shares 3,208 Est. Cost $151.42 Unrealized +27.6%
SHYG ISHARES TR 0.1%
Value ($000) $650 Shares 14,300 Est. Cost $46.45 Unrealized
SBAC SBA COMMUNICATIONS 0.1%
Value ($000) $649 Shares 2,300 Est. Cost $273.42 Unrealized 0.0%
TRP TC ENERGY 0.1%
Value ($000) $613 Shares 15,100 Est. Cost $33.63 Unrealized -3.1%
JNK SPDR SERIES TRUST 0.1%
Value ($000) $590 Shares 5,412 Est. Cost $102.46 Unrealized
BTG B2GOLD CORP 0.1%
Value ($000) $579 Shares 103,500 Est. Cost $3.14 Unrealized +58.2%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $568 Shares 12,500 Est. Cost $31.43 Unrealized +18.1%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $542 Shares 73,900 Est. Cost $7.70 Unrealized +3.6%
BLACK KNIGHT INC 0.0%
Value ($000) $508 Shares 5,750 Est. Cost $61.92 Unrealized
Crescent Point Energy Corp. 0.0%
Value ($000) $479 Shares 205,803 Est. Cost $7.46 Unrealized
HII HUNTINGTON INGALLS 0.0%
Value ($000) $477 Shares 2,800 Est. Cost $141.39 Unrealized 0.0%
TJX TJX Companies, Inc 0.0%
Value ($000) $442 Shares 6,465 Est. Cost $46.44 Unrealized +21.6%
HYG ISHARES TR 0.0%
Value ($000) $437 Shares 5,000 Est. Cost $81.58 Unrealized
VET Vermilion Energy Inc 0.0%
Value ($000) $434 Shares 97,513 Est. Cost $27.11 Unrealized -86.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $426 Shares 1,818 Est. Cost $103.32 Unrealized +100.1%
AXP American Express Co 0.0%
Value ($000) $411 Shares 3,395 Est. Cost $86.42 Unrealized +20.2%
AEM AGNICO EAGLE MINES 0.0%
Value ($000) $408 Shares 5,800 Est. Cost $65.59 Unrealized 0.0%
PRN Invesco DWA Industrials Momentum ETF 0.0%
Value ($000) $404 Shares 4,348 Est. Cost $77.79 Unrealized
LOW Lowe's Companies Inc 0.0%
Value ($000) $393 Shares 2,449 Est. Cost $139.87 Unrealized +5.8%
NUSC Nuveen ESG Small-Cap ETF 0.0%
Value ($000) $362 Shares 9,443 Est. Cost $38.34 Unrealized
IVOL Kraneshares Quadratic Interest Rate ETF 0.0%
Value ($000) $331 Shares 11,840 Est. Cost $26.38 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $321 Shares 52,933 Est. Cost $8.38 Unrealized -49.7%
PGR Progressive Corp Ohio 0.0%
Value ($000) $297 Shares 3,010 Est. Cost $57.13 Unrealized +41.1%
DVY Ishares DJ Sel Dvd Fd 0.0%
Value ($000) $249 Shares 2,590 Est. Cost $81.53 Unrealized
BRK/B Berkshire Hathaway B New 0.0%
Value ($000) $241 Shares 1,040 Est. Cost $168.86 Unrealized +30.4%
SYK Stryker Corp 0.0%
Value ($000) $230 Shares 939 Est. Cost $214.57 Unrealized 0.0%
VIG Vanguard Div Appr ETF 0.0%
Value ($000) $226 Shares 1,600 Est. Cost $128.75 Unrealized
TCW Strategic Income Fund 0.0%
Value ($000) $173 Shares 30,425 Est. Cost $5.41 Unrealized
BlackRock Income Trust 0.0%
Value ($000) $170 Shares 27,985 Est. Cost $6.01 Unrealized
MFC Manulife Financial Corporation 0.0%
Value ($000) $155 Shares 8,747 Est. Cost $17.38 Unrealized -8.2%
BIP Brookfield Infra Ptnr LPU 0.0%
Value ($000) $111 Shares 2,243 Est. Cost $49.49 Unrealized
TSQ Townsquare Media Inc Cl A 0.0%
Value ($000) $67 Shares 10,000 Est. Cost $5.80 Unrealized 0.0%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $38 Shares 85 Est. Cost $30.19 Unrealized 0.0%
LNG Cheniere Energy Inc 0.0%
Value ($000) $32 Shares 535 Est. Cost $53.63 Unrealized 0.0%
VRTX Vertex Pharmaceutical Inc 0.0%
Value ($000) $27 Shares 115 Est. Cost $229.44 Unrealized 0.0%