Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 9, 2023

Total Value ($000): $1,089,956 (100.0% shares, 0.0% debt)

Holdings (158)

MSFT MICROSOFT CORP 5.5%
Value ($000) $60,260 Shares 176,955 Est. Cost $81.63 Unrealized +276.3%
ETN EATON CORP PLC 3.9%
Value ($000) $42,432 Shares 210,999 Est. Cost $146.62 Unrealized +16.2%
CP CANADIAN PACIFIC KANSAS CITY 3.6%
Value ($000) $38,871 Shares 480,897 Est. Cost $77.51 Unrealized 0.0%
RY ROYAL BK CDA 3.5%
Value ($000) $38,006 Shares 397,633 Est. Cost $71.20 Unrealized +34.1%
SPGI S&P GLOBAL INC 3.4%
Value ($000) $37,301 Shares 93,045 Est. Cost $312.53 Unrealized +14.5%
V VISA INC 3.4%
Value ($000) $37,067 Shares 156,084 Est. Cost $90.81 Unrealized +147.1%
META META PLATFORMS INC 3.3%
Value ($000) $35,799 Shares 124,743 Est. Cost $167.83 Unrealized +46.0%
RCI ROGERS COMMUNICATIONS INC 3.0%
Value ($000) $32,592 Shares 713,857 Est. Cost $49.56 Unrealized -5.4%
UNH UNITEDHEALTH GROUP INC 2.8%
Value ($000) $30,892 Shares 64,272 Est. Cost $264.72 Unrealized +75.6%
CNI CANADIAN NATL RY CO 2.8%
Value ($000) $30,556 Shares 252,139 Est. Cost $90.89 Unrealized +23.7%
TRI THOMSON REUTERS CORP. 2.8%
Value ($000) $30,142 Shares 223,093 Est. Cost $122.38 Unrealized 0.0%
LIN LINDE PLC 2.6%
Value ($000) $28,482 Shares 74,739 Est. Cost $322.30 Unrealized +9.5%
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $27,999 Shares 52,006 Est. Cost $272.89 Unrealized +78.5%
MRSH MARSH & MCLENNAN COS INC 2.5%
Value ($000) $27,107 Shares 144,126 Est. Cost $134.92 Unrealized +26.3%
TMO THERMO FISHER SCIENTIFIC INC 2.5%
Value ($000) $27,036 Shares 51,818 Est. Cost $306.23 Unrealized +74.8%
ADI ANALOG DEVICES INC 2.4%
Value ($000) $26,144 Shares 134,200 Est. Cost $141.22 Unrealized +25.3%
GOOG ALPHABET INC 2.3%
Value ($000) $25,432 Shares 210,234 Est. Cost $107.87 Unrealized +6.5%
AAPL APPLE INC 2.3%
Value ($000) $25,118 Shares 129,492 Est. Cost $114.17 Unrealized +50.7%
AJG GALLAGHER ARTHUR J & CO 2.1%
Value ($000) $23,395 Shares 106,547 Est. Cost $180.76 Unrealized +12.4%
HD HOME DEPOT INC 1.8%
Value ($000) $19,863 Shares 63,942 Est. Cost $216.33 Unrealized +27.8%
ACN ACCENTURE PLC IRELAND 1.7%
Value ($000) $18,381 Shares 59,565 Est. Cost $191.43 Unrealized +46.1%
GM GENERAL MTRS CO 1.4%
Value ($000) $15,386 Shares 399,020 Est. Cost $36.65 Unrealized -8.2%
AVY AVERY DENNISON CORP 1.4%
Value ($000) $14,845 Shares 86,410 Est. Cost $170.72 Unrealized -4.6%
ELV ELEVANCE HEALTH INC 1.2%
Value ($000) $13,359 Shares 30,069 Est. Cost $405.98 Unrealized +9.0%
AON AON PLC 1.2%
Value ($000) $13,289 Shares 38,496 Est. Cost $259.31 Unrealized +22.9%
AMAT APPLIED MATLS INC 1.2%
Value ($000) $12,712 Shares 87,945 Est. Cost $122.26 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 1.0%
Value ($000) $11,271 Shares 181,697 Est. Cost $70.61 Unrealized -14.8%
GOOGL ALPHABET INC 1.0%
Value ($000) $10,715 Shares 89,515 Est. Cost $107.82 Unrealized +6.0%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $9,427 Shares 23,970 Est. Cost $327.35 Unrealized +13.0%
CCJ CAMECO CORP 0.8%
Value ($000) $8,803 Shares 280,795 Est. Cost $21.24 Unrealized +31.6%
AVGO BROADCOM INC 0.8%
Value ($000) $8,384 Shares 9,665 Est. Cost $40.09 Unrealized +71.5%
NVO NOVO-NORDISK A S 0.7%
Value ($000) $7,474 Shares 46,182 Est. Cost $161.83 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $7,405 Shares 67,920 Est. Cost $79.31 Unrealized +27.9%
ORCL ORACLE CORP 0.6%
Value ($000) $6,783 Shares 56,955 Est. Cost $89.79 Unrealized +11.8%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $6,705 Shares 37,245 Est. Cost $147.41 Unrealized +7.9%
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $6,613 Shares 16,955 Est. Cost $321.10 Unrealized +2.3%
WCN WASTE CONNECTIONS INC 0.6%
Value ($000) $6,482 Shares 45,300 Est. Cost $137.25 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.6%
Value ($000) $6,447 Shares 114,549 Est. Cost $9.03 Unrealized +184.5%
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $6,160 Shares 154,010 Est. Cost $38.99 Unrealized -5.7%
TOL TOLL BROTHERS INC 0.6%
Value ($000) $6,026 Shares 76,210 Est. Cost $52.74 Unrealized +27.2%
LLY LILLY ELI & CO 0.5%
Value ($000) $5,873 Shares 12,523 Est. Cost $342.27 Unrealized +20.2%
DSGX DESCARTES SYS GROUP INC 0.5%
Value ($000) $5,830 Shares 72,700 Est. Cost $38.98 Unrealized +99.8%
BNS BANK NOVA SCOTIA HALIFAX 0.5%
Value ($000) $5,764 Shares 115,119 Est. Cost $43.59 Unrealized -1.2%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.5%
Value ($000) $5,747 Shares 250,399 Est. Cost $25.19 Unrealized
PBA PEMBINA PIPELINE CORP 0.5%
Value ($000) $5,707 Shares 181,385 Est. Cost $25.94 Unrealized +8.9%
FSV FIRSTSERVICE CORP NEW 0.5%
Value ($000) $5,694 Shares 36,930 Est. Cost $86.92 Unrealized +64.5%
SBUX STARBUCKS CORP 0.5%
Value ($000) $5,577 Shares 56,300 Est. Cost $97.07 Unrealized +0.2%
PEP PEPSICO INC 0.5%
Value ($000) $5,571 Shares 30,080 Est. Cost $144.81 Unrealized +17.8%
SGI TEMPUR SEALY INTL INC 0.5%
Value ($000) $5,371 Shares 134,032 Est. Cost $39.41 Unrealized -4.5%
WMT WALMART INC 0.5%
Value ($000) $5,197 Shares 33,067 Est. Cost $37.94 Unrealized +29.0%
NOA NORTH AMERN CONSTR GROUP LTD 0.5%
Value ($000) $5,065 Shares 264,400 Est. Cost $7.25 Unrealized +159.1%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $5,043 Shares 9,557 Est. Cost $80.39 Unrealized 0.0%
MCD MCDONALDS CORP 0.5%
Value ($000) $5,033 Shares 16,866 Est. Cost $273.09 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.4%
Value ($000) $4,760 Shares 28,425 Est. Cost $165.71 Unrealized -6.4%
QCOM QUALCOMM INC 0.4%
Value ($000) $4,713 Shares 39,589 Est. Cost $116.20 Unrealized -6.8%
ET ENERGY TRANSFER L P 0.4%
Value ($000) $4,657 Shares 366,705 Est. Cost $8.98 Unrealized
YUM YUM BRANDS INC 0.4%
Value ($000) $4,656 Shares 33,605 Est. Cost $128.82 Unrealized 0.0%
ASML ASML HOLDING N V 0.4%
Value ($000) $4,614 Shares 6,366 Est. Cost $684.14 Unrealized
AGI ALAMOS GOLD INC NEW 0.4%
Value ($000) $4,577 Shares 383,810 Est. Cost $8.65 Unrealized +45.1%
BLACKROCK INC 0.4%
Value ($000) $3,956 Shares 5,724 Est. Cost $669.12 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $3,946 Shares 39,097 Est. Cost $90.73 Unrealized
ENB ENBRIDGE INC 0.4%
Value ($000) $3,871 Shares 104,026 Est. Cost $25.94 Unrealized +23.6%
FERG1GBX FERGUSON PLC NEW 0.3%
Value ($000) $3,802 Shares 24,115 Est. Cost $130.85 Unrealized
GRANITE REAL ESTATE INVT TR 0.3%
Value ($000) $3,429 Shares 57,887 Est. Cost $58.39 Unrealized
DOO BRP INC 0.3%
Value ($000) $3,318 Shares 39,200 Est. Cost $44.67 Unrealized +65.3%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,273 Shares 13,639 Est. Cost $112.22 Unrealized +86.0%
DISCOVER FINL SVCS 0.3%
Value ($000) $2,973 Shares 25,446 Est. Cost $73.25 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $2,868 Shares 12,708 Est. Cost $186.52 Unrealized +6.0%
TU TELUS CORPORATION 0.3%
Value ($000) $2,847 Shares 146,129 Est. Cost $21.94 Unrealized -8.2%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,845 Shares 69,940 Est. Cost $40.40 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $2,826 Shares 37,350 Est. Cost $80.39 Unrealized
DE DEERE & CO 0.3%
Value ($000) $2,764 Shares 6,821 Est. Cost $332.50 Unrealized +10.6%
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $2,757 Shares 76,145 Est. Cost $38.73 Unrealized -23.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,736 Shares 8,023 Est. Cost $297.83 Unrealized +9.6%
ABBV ABBVIE INC 0.3%
Value ($000) $2,730 Shares 20,262 Est. Cost $131.44 Unrealized +1.7%
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,713 Shares 94,579 Est. Cost $20.91 Unrealized +27.3%
DEO DIAGEO PLC 0.2%
Value ($000) $2,683 Shares 15,467 Est. Cost $172.76 Unrealized
BCE BCE INC 0.2%
Value ($000) $2,663 Shares 58,350 Est. Cost $35.63 Unrealized +6.0%
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $2,582 Shares 80,000 Est. Cost $29.63 Unrealized -1.5%
HBM HUDBAY MINERALS INC 0.2%
Value ($000) $2,503 Shares 521,600 Est. Cost $6.61 Unrealized -26.1%
MCK MCKESSON CORP 0.2%
Value ($000) $2,474 Shares 5,789 Est. Cost $379.54 Unrealized 0.0%
ABNB AIRBNB INC 0.2%
Value ($000) $2,408 Shares 18,790 Est. Cost $115.92 Unrealized +0.9%
YUMC YUM CHINA HLDGS INC 0.2%
Value ($000) $2,393 Shares 42,360 Est. Cost $60.32 Unrealized -0.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $2,322 Shares 17,812 Est. Cost $114.20 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $2,282 Shares 14,900 Est. Cost $125.01 Unrealized +10.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $2,254 Shares 12,645 Est. Cost $170.45 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $2,220 Shares 4,540 Est. Cost $334.58 Unrealized +20.4%
FTNT FORTINET INC 0.2%
Value ($000) $2,200 Shares 29,100 Est. Cost $59.57 Unrealized +14.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,183 Shares 31,585 Est. Cost $53.74 Unrealized +19.6%
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $2,145 Shares 73,075 Est. Cost $19.02 Unrealized +42.6%
MSCI MSCI INC 0.2%
Value ($000) $2,048 Shares 4,364 Est. Cost $511.54 Unrealized -7.5%
FMX FOMENTO ECONOMICO MEXICANO S 0.2%
Value ($000) $1,995 Shares 18,000 Est. Cost $82.61 Unrealized
SJNK SPDR SER TR 0.2%
Value ($000) $1,990 Shares 80,575 Est. Cost $27.44 Unrealized
BMO BANK MONTREAL QUE 0.2%
Value ($000) $1,838 Shares 20,333 Est. Cost $89.52 Unrealized -11.7%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,798 Shares 24,740 Est. Cost $78.47 Unrealized
CAE CAE INC 0.2%
Value ($000) $1,780 Shares 79,490 Est. Cost $24.83 Unrealized -10.8%
CRM SALESFORCE INC 0.2%
Value ($000) $1,764 Shares 8,350 Est. Cost $184.60 Unrealized +9.3%
NVR NVR INC 0.2%
Value ($000) $1,683 Shares 265 Est. Cost $4257.74 Unrealized +36.7%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $1,633 Shares 5,382 Est. Cost $226.01 Unrealized +20.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,620 Shares 16,600 Est. Cost $76.83 Unrealized +10.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $1,582 Shares 7,040 Est. Cost $221.11 Unrealized -9.2%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $1,500 Shares 13,445 Est. Cost $76.42 Unrealized +22.5%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $1,457 Shares 1,800 Est. Cost $395.60 Unrealized +89.5%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,437 Shares 8,679 Est. Cost $157.47 Unrealized -5.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,434 Shares 38,550 Est. Cost $31.02 Unrealized +0.6%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $1,419 Shares 9,750 Est. Cost $133.70 Unrealized +5.7%
H HYATT HOTELS CORP 0.1%
Value ($000) $1,375 Shares 12,000 Est. Cost $110.26 Unrealized +1.4%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $1,371 Shares 16,500 Est. Cost $15.70 Unrealized +23.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,362 Shares 5,535 Est. Cost $222.70 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $1,355 Shares 24,000 Est. Cost $43.91 Unrealized +8.3%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $1,306 Shares 17,000 Est. Cost $63.88 Unrealized +0.3%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1,303 Shares 1,100 Est. Cost $1186.71 Unrealized +6.0%
UHAL/B U HAUL HOLDING COMPANY 0.1%
Value ($000) $1,260 Shares 24,870 Est. Cost $57.85 Unrealized -9.5%
ICLR ICON PLC 0.1%
Value ($000) $1,126 Shares 4,500 Est. Cost $221.98 Unrealized -4.4%
NTR NUTRIEN LTD 0.1%
Value ($000) $1,111 Shares 18,800 Est. Cost $51.04 Unrealized +13.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,111 Shares 26,729 Est. Cost $35.59 Unrealized +3.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $1,109 Shares 6,000 Est. Cost $153.70 Unrealized +8.1%
HDB HDFC BANK LTD 0.1%
Value ($000) $1,046 Shares 15,000 Est. Cost $77.24 Unrealized
FTS FORTIS INC 0.1%
Value ($000) $1,001 Shares 23,200 Est. Cost $35.33 Unrealized +11.2%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value ($000) $973 Shares 18,647 Est. Cost $48.05 Unrealized +2.3%
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $961 Shares 12,000 Est. Cost $92.24 Unrealized -21.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $915 Shares 5,250 Est. Cost $157.64 Unrealized -0.9%
VRSN VERISIGN INC 0.1%
Value ($000) $904 Shares 4,000 Est. Cost $215.00 Unrealized +1.6%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $832 Shares 11,005 Est. Cost $79.65 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $792 Shares 63,179 Est. Cost $18.55 Unrealized -30.0%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $769 Shares 18,470 Est. Cost $33.72 Unrealized +9.4%
AZO AUTOZONE INC 0.1%
Value ($000) $748 Shares 300 Est. Cost $2020.10 Unrealized +26.3%
TW TRADEWEB MKTS INC 0.1%
Value ($000) $719 Shares 10,500 Est. Cost $70.83 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $716 Shares 750 Est. Cost $56.46 Unrealized +8.2%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $602 Shares 6,369 Est. Cost $80.59 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $599 Shares 8,000 Est. Cost $65.62 Unrealized +4.8%
KMLM KRANESHARES TR 0.1%
Value ($000) $582 Shares 19,108 Est. Cost $36.69 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $521 Shares 2,250 Est. Cost $227.82 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $519 Shares 14,200 Est. Cost $52.40 Unrealized
STN STANTEC INC 0.0%
Value ($000) $483 Shares 7,390 Est. Cost $47.88 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $478 Shares 2,815 Est. Cost $169.81 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $445 Shares 3,000 Est. Cost $131.68 Unrealized 0.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $445 Shares 2,250 Est. Cost $182.38 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $433 Shares 6,500 Est. Cost $62.48 Unrealized 0.0%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $425 Shares 10,155 Est. Cost $45.13 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $421 Shares 20,000 Est. Cost $22.14 Unrealized
DAVA ENDAVA PLC 0.0%
Value ($000) $414 Shares 8,000 Est. Cost $51.79 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $395 Shares 300 Est. Cost $178.34 Unrealized -12.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $383 Shares 5,345 Est. Cost $66.11 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $377 Shares 20,505 Est. Cost $24.17 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $367 Shares 10,000 Est. Cost $34.91 Unrealized 0.0%
LEA LEAR CORP 0.0%
Value ($000) $363 Shares 2,530 Est. Cost $127.87 Unrealized -3.9%
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $361 Shares 8,447 Est. Cost $38.65 Unrealized -2.6%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $351 Shares 4,130 Est. Cost $36.78 Unrealized +3.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $328 Shares 1,750 Est. Cost $202.41 Unrealized 0.0%
IVOL KRANESHARES TR 0.0%
Value ($000) $298 Shares 14,480 Est. Cost $27.14 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $292 Shares 3,225 Est. Cost $79.31 Unrealized +1.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $289 Shares 15,298 Est. Cost $19.02 Unrealized +0.4%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $285 Shares 16,767 Est. Cost $15.70 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $245 Shares 4,600 Est. Cost $45.46 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $244 Shares 934 Est. Cost $199.96 Unrealized 0.0%
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $162 Shares 35,045 Est. Cost $5.48 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $131 Shares 10,794 Est. Cost $12.34 Unrealized