Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value ($000): $1,530,143 (100.0% shares, 0.0% debt)

Holdings (162)

MSFT MICROSOFT CORP 6.1%
Value ($000) $93,765 Shares 181,031 Est. Cost $123.89 Unrealized +310.6%
NVDA NVIDIA CORPORATION 4.7%
Value ($000) $72,380 Shares 387,928 Est. Cost $123.12 Unrealized +41.6%
META META PLATFORMS INC 4.4%
Value ($000) $67,445 Shares 91,840 Est. Cost $237.87 Unrealized +212.4%
WMT WALMART INC 4.2%
Value ($000) $64,080 Shares 621,774 Est. Cost $58.36 Unrealized +70.0%
RY ROYAL BK CDA 3.8%
Value ($000) $58,603 Shares 397,710 Est. Cost $79.11 Unrealized +74.2%
AMZN AMAZON COM INC 3.8%
Value ($000) $57,858 Shares 263,505 Est. Cost $177.69 Unrealized +27.4%
AAPL APPLE INC 3.3%
Value ($000) $50,972 Shares 200,179 Est. Cost $194.16 Unrealized +16.2%
SPGI S&P GLOBAL INC 3.1%
Value ($000) $46,844 Shares 96,246 Est. Cost $322.37 Unrealized +65.6%
V VISA INC 3.0%
Value ($000) $46,588 Shares 136,471 Est. Cost $93.06 Unrealized +270.9%
ETN EATON CORP PLC 2.9%
Value ($000) $44,134 Shares 117,926 Est. Cost $179.40 Unrealized +102.5%
GOOG ALPHABET INC 2.7%
Value ($000) $41,631 Shares 170,934 Est. Cost $113.93 Unrealized +84.3%
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $40,083 Shares 43,303 Est. Cost $305.41 Unrealized +213.2%
AVGO BROADCOM INC 2.5%
Value ($000) $38,244 Shares 115,922 Est. Cost $166.71 Unrealized +83.4%
LIN LINDE PLC 2.3%
Value ($000) $34,673 Shares 72,996 Est. Cost $323.08 Unrealized +45.7%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $34,213 Shares 60,149 Est. Cost $408.87 Unrealized +40.3%
CP CANADIAN PACIFIC KANSAS CITY 1.9%
Value ($000) $28,687 Shares 385,255 Est. Cost $77.47 Unrealized -1.6%
MRSH MARSH & MCLENNAN COS INC 1.8%
Value ($000) $26,988 Shares 133,918 Est. Cost $134.92 Unrealized +51.2%
GOOGL ALPHABET INC 1.7%
Value ($000) $25,928 Shares 106,655 Est. Cost $128.62 Unrealized +62.7%
AJG GALLAGHER ARTHUR J & CO 1.7%
Value ($000) $25,582 Shares 82,593 Est. Cost $180.76 Unrealized +66.1%
HD HOME DEPOT INC 1.6%
Value ($000) $24,644 Shares 60,820 Est. Cost $280.10 Unrealized +38.9%
LLY ELI LILLY & CO 1.6%
Value ($000) $24,321 Shares 31,875 Est. Cost $757.13 Unrealized -2.0%
CRM SALESFORCE INC 1.3%
Value ($000) $19,484 Shares 82,212 Est. Cost $259.79 Unrealized -3.2%
ORLY OREILLY AUTOMOTIVE INC 1.3%
Value ($000) $19,342 Shares 179,406 Est. Cost $89.71 Unrealized +12.1%
BNS BANK NOVA SCOTIA HALIFAX 1.2%
Value ($000) $18,881 Shares 292,060 Est. Cost $56.61 Unrealized +4.1%
APH AMPHENOL CORP NEW 1.2%
Value ($000) $18,862 Shares 152,417 Est. Cost $88.38 Unrealized +23.8%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $18,378 Shares 53,222 Est. Cost $298.94 Unrealized 0.0%
STN STANTEC INC 1.1%
Value ($000) $17,439 Shares 161,734 Est. Cost $81.18 Unrealized
CCJ CAMECO CORP 1.0%
Value ($000) $15,393 Shares 183,472 Est. Cost $21.98 Unrealized +252.1%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $12,574 Shares 67,815 Est. Cost $166.15 Unrealized +2.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $11,088 Shares 39,702 Est. Cost $93.96 Unrealized
NDAQ NASDAQ INC 0.7%
Value ($000) $10,880 Shares 123,003 Est. Cost $68.54 Unrealized +34.4%
ABBV ABBVIE INC 0.7%
Value ($000) $10,241 Shares 44,232 Est. Cost $181.87 Unrealized +11.0%
TW TRADEWEB MKTS INC 0.7%
Value ($000) $10,129 Shares 91,271 Est. Cost $126.03 Unrealized +2.0%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $10,048 Shares 61,950 Est. Cost $108.39 Unrealized +52.4%
AZN ASTRAZENECA PLC 0.6%
Value ($000) $9,602 Shares 125,161 Est. Cost $73.25 Unrealized
CSCO CISCO SYS INC 0.6%
Value ($000) $9,394 Shares 137,305 Est. Cost $67.38 Unrealized 0.0%
GE GE AEROSPACE 0.6%
Value ($000) $8,894 Shares 29,565 Est. Cost $223.71 Unrealized +21.9%
HWM HOWMET AEROSPACE INC 0.6%
Value ($000) $8,766 Shares 44,670 Est. Cost $57.82 Unrealized +215.0%
TD TORONTO DOMINION BK ONT 0.6%
Value ($000) $8,727 Shares 109,173 Est. Cost $68.10 Unrealized +10.2%
AGI ALAMOS GOLD INC NEW 0.6%
Value ($000) $8,448 Shares 242,460 Est. Cost $8.65 Unrealized +230.6%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $8,083 Shares 10,661 Est. Cost $321.10 Unrealized +128.9%
MCK MCKESSON CORP 0.5%
Value ($000) $8,065 Shares 10,440 Est. Cost $528.14 Unrealized +33.1%
DE DEERE & CO 0.5%
Value ($000) $7,765 Shares 16,981 Est. Cost $486.68 Unrealized +0.6%
DIS DISNEY WALT CO 0.5%
Value ($000) $7,453 Shares 65,088 Est. Cost $112.08 Unrealized +4.4%
BLK BLACKROCK INC 0.5%
Value ($000) $7,403 Shares 6,350 Est. Cost $1015.15 Unrealized +9.2%
GLD SPDR GOLD TR 0.5%
Value ($000) $7,197 Shares 20,247 Est. Cost $240.20 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.5%
Value ($000) $7,168 Shares 126,015 Est. Cost $55.47 Unrealized +5.8%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $6,981 Shares 28,270 Est. Cost $243.58 Unrealized -4.9%
GRTUF GRANITE REAL ESTATE INVT TR 0.5%
Value ($000) $6,910 Shares 124,410 Est. Cost $48.35 Unrealized
ET ENERGY TRANSFER L P 0.4%
Value ($000) $6,464 Shares 376,705 Est. Cost $15.81 Unrealized
FSV FIRSTSERVICE CORP NEW 0.4%
Value ($000) $6,433 Shares 33,780 Est. Cost $86.92 Unrealized +121.9%
VST VISTRA CORP 0.4%
Value ($000) $6,176 Shares 31,525 Est. Cost $172.98 Unrealized +14.3%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $5,878 Shares 60,000 Est. Cost $76.33 Unrealized +22.5%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $5,842 Shares 2,500 Est. Cost $1625.39 Unrealized +47.7%
ARES ARES MANAGEMENT CORPORATION 0.4%
Value ($000) $5,783 Shares 36,170 Est. Cost $129.04 Unrealized +38.2%
PBA PEMBINA PIPELINE CORP 0.4%
Value ($000) $5,621 Shares 139,081 Est. Cost $32.03 Unrealized +17.8%
CNQ CANADIAN NAT RES LTD 0.4%
Value ($000) $5,614 Shares 175,625 Est. Cost $23.78 Unrealized +31.7%
HBM HUDBAY MINERALS INC 0.4%
Value ($000) $5,522 Shares 364,700 Est. Cost $6.24 Unrealized +83.4%
WSM WILLIAMS SONOMA INC 0.4%
Value ($000) $5,484 Shares 28,060 Est. Cost $190.33 Unrealized 0.0%
INTU INTUIT 0.4%
Value ($000) $5,439 Shares 7,965 Est. Cost $719.44 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC 0.3%
Value ($000) $5,286 Shares 56,159 Est. Cost $51.77 Unrealized +97.5%
ADSK AUTODESK INC 0.3%
Value ($000) $4,918 Shares 15,482 Est. Cost $285.41 Unrealized +6.8%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $4,814 Shares 23,515 Est. Cost $128.13 Unrealized +41.1%
ORCL ORACLE CORP 0.3%
Value ($000) $4,770 Shares 16,960 Est. Cost $169.53 Unrealized +49.9%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value ($000) $4,769 Shares 217,780 Est. Cost $22.55 Unrealized
VEEV VEEVA SYS INC 0.3%
Value ($000) $4,618 Shares 15,500 Est. Cost $233.64 Unrealized +20.5%
NTR NUTRIEN LTD 0.3%
Value ($000) $4,582 Shares 78,050 Est. Cost $58.28 Unrealized 0.0%
TJX TJX COS INC NEW 0.3%
Value ($000) $4,412 Shares 30,527 Est. Cost $126.19 Unrealized +4.8%
EUFN ISHARES TR 0.3%
Value ($000) $4,376 Shares 127,435 Est. Cost $28.60 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value ($000) $4,332 Shares 47,920 Est. Cost $89.43 Unrealized +2.1%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $4,303 Shares 12,251 Est. Cost $293.95 Unrealized +17.0%
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $4,029 Shares 18,850 Est. Cost $167.08 Unrealized +19.9%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $3,947 Shares 12,514 Est. Cost $295.93 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $3,816 Shares 9,744 Est. Cost $444.00 Unrealized -5.9%
TMUS T-MOBILE US INC 0.2%
Value ($000) $3,805 Shares 15,895 Est. Cost $240.72 Unrealized -0.2%
RMD RESMED INC 0.2%
Value ($000) $3,558 Shares 13,000 Est. Cost $235.43 Unrealized +15.6%
AON AON PLC 0.2%
Value ($000) $3,523 Shares 9,880 Est. Cost $381.29 Unrealized -5.2%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $3,510 Shares 650 Est. Cost $4188.50 Unrealized +32.8%
NFLX NETFLIX INC 0.2%
Value ($000) $3,465 Shares 2,890 Est. Cost $73.75 Unrealized +65.5%
KKR KKR & CO INC 0.2%
Value ($000) $3,352 Shares 25,791 Est. Cost $141.13 Unrealized +0.4%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $3,256 Shares 116,423 Est. Cost $29.54 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $3,216 Shares 47,782 Est. Cost $62.08 Unrealized +0.5%
RJF RAYMOND JAMES FINL INC 0.2%
Value ($000) $3,210 Shares 18,600 Est. Cost $138.90 Unrealized +18.6%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $3,197 Shares 7,500 Est. Cost $364.16 Unrealized +6.1%
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,875 Shares 55,735 Est. Cost $28.10 Unrealized +72.0%
APP APPLOVIN CORP 0.2%
Value ($000) $2,874 Shares 4,000 Est. Cost $59.67 Unrealized +672.8%
BMO BANK MONTREAL QUE 0.2%
Value ($000) $2,817 Shares 21,627 Est. Cost $92.77 Unrealized +27.2%
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $2,816 Shares 27,778 Est. Cost $140.35 Unrealized -22.3%
PODD INSULET CORP 0.2%
Value ($000) $2,779 Shares 9,000 Est. Cost $313.31 Unrealized 0.0%
FTNT FORTINET INC 0.2%
Value ($000) $2,733 Shares 32,500 Est. Cost $75.74 Unrealized +17.8%
KLAC KLA CORP 0.2%
Value ($000) $2,697 Shares 2,500 Est. Cost $803.09 Unrealized +15.8%
SII SPROTT INC 0.2%
Value ($000) $2,673 Shares 32,180 Est. Cost $69.74 Unrealized 0.0%
EFA ISHARES TR 0.2%
Value ($000) $2,656 Shares 28,441 Est. Cost $89.39 Unrealized
DLTR DOLLAR TREE INC 0.2%
Value ($000) $2,595 Shares 27,500 Est. Cost $107.01 Unrealized 0.0%
VIK VIKING HOLDINGS LTD 0.2%
Value ($000) $2,486 Shares 40,000 Est. Cost $45.11 Unrealized +32.2%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $2,399 Shares 11,525 Est. Cost $204.99 Unrealized +9.5%
EME EMCOR GROUP INC 0.1%
Value ($000) $2,273 Shares 3,500 Est. Cost $476.32 Unrealized +27.3%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $2,249 Shares 9,800 Est. Cost $152.49 Unrealized +53.0%
CME CME GROUP INC 0.1%
Value ($000) $2,216 Shares 8,200 Est. Cost $263.74 Unrealized +2.3%
SHOP SHOPIFY INC 0.1%
Value ($000) $2,149 Shares 14,470 Est. Cost $108.97 Unrealized +24.4%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $2,132 Shares 13,738 Est. Cost $122.43 Unrealized +48.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,125 Shares 16,200 Est. Cost $102.00 Unrealized +32.8%
ADBE ADOBE INC 0.1%
Value ($000) $2,028 Shares 5,750 Est. Cost $453.45 Unrealized -20.9%
MSCI MSCI INC 0.1%
Value ($000) $1,986 Shares 3,500 Est. Cost $562.63 Unrealized -0.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $1,985 Shares 14,000 Est. Cost $129.18 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC 0.1%
Value ($000) $1,964 Shares 8,745 Est. Cost $224.73 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $1,952 Shares 76,600 Est. Cost $25.12 Unrealized -3.9%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $1,946 Shares 7,500 Est. Cost $224.46 Unrealized +20.3%
CCK CROWN HLDGS INC 0.1%
Value ($000) $1,932 Shares 20,000 Est. Cost $98.61 Unrealized +1.3%
NU NU HLDGS LTD 0.1%
Value ($000) $1,921 Shares 120,000 Est. Cost $12.10 Unrealized +15.3%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,918 Shares 24,000 Est. Cost $79.42 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $1,890 Shares 10,000 Est. Cost $157.45 Unrealized +10.1%
WTS WATTS WATER TECHNOLOGIES INC 0.1%
Value ($000) $1,815 Shares 6,500 Est. Cost $248.20 Unrealized +8.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $1,775 Shares 20,000 Est. Cost $80.00 Unrealized +8.2%
IGIB ISHARES TR 0.1%
Value ($000) $1,667 Shares 30,810 Est. Cost $53.32 Unrealized
AESI ATLAS ENERGY SOLUTIONS INC 0.1%
Value ($000) $1,648 Shares 144,900 Est. Cost $20.31 Unrealized -40.3%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,594 Shares 7,500 Est. Cost $217.80 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $1,571 Shares 2,250 Est. Cost $323.18 Unrealized +116.4%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1,550 Shares 15,000 Est. Cost $108.94 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $1,548 Shares 22,500 Est. Cost $62.79 Unrealized 0.0%
IGSB ISHARES TR 0.1%
Value ($000) $1,468 Shares 27,689 Est. Cost $52.41 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $1,391 Shares 5,900 Est. Cost $196.66 Unrealized +19.1%
FTI TECHNIPFMC PLC 0.1%
Value ($000) $1,381 Shares 35,000 Est. Cost $29.93 Unrealized +22.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,300 Shares 17,475 Est. Cost $78.47 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,199 Shares 4,250 Est. Cost $173.10 Unrealized +49.9%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $1,178 Shares 60,300 Est. Cost $18.55 Unrealized -26.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,176 Shares 17,535 Est. Cost $66.73 Unrealized +5.4%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $1,081 Shares 6,150 Est. Cost $158.21 Unrealized +14.9%
CM CANADIAN IMPERIAL BANK OF CO 0.1%
Value ($000) $1,058 Shares 13,250 Est. Cost $53.08 Unrealized +41.8%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,047 Shares 50,000 Est. Cost $21.48 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $1,031 Shares 37,100 Est. Cost $26.44 Unrealized
FTS FORTIS INC 0.1%
Value ($000) $981 Shares 19,350 Est. Cost $37.13 Unrealized +30.8%
USIG ISHARES TR 0.1%
Value ($000) $946 Shares 18,107 Est. Cost $51.66 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $942 Shares 6,000 Est. Cost $153.58 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $935 Shares 25,000 Est. Cost $44.34 Unrealized 0.0%
WRB BERKLEY W R CORP 0.1%
Value ($000) $901 Shares 11,765 Est. Cost $54.96 Unrealized +27.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $896 Shares 1,463 Est. Cost $480.70 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $878 Shares 36,001 Est. Cost $35.52 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $798 Shares 10,440 Est. Cost $76.40 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $732 Shares 14,504 Est. Cost $29.57 Unrealized +56.0%
BTGD TIDAL TRUST II 0.0%
Value ($000) $697 Shares 16,200 Est. Cost $43.02 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $675 Shares 12,533 Est. Cost $43.59 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $539 Shares 5,230 Est. Cost $105.66 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $416 Shares 1,690 Est. Cost $67.68 Unrealized +197.9%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $404 Shares 7,000 Est. Cost $43.74 Unrealized +22.1%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $401 Shares 6,678 Est. Cost $56.26 Unrealized +6.9%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $389 Shares 15,700 Est. Cost $19.24 Unrealized 0.0%
TU TELUS CORPORATION 0.0%
Value ($000) $382 Shares 24,264 Est. Cost $16.13 Unrealized +0.5%
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $364 Shares 14,238 Est. Cost $25.63 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $336 Shares 8,074 Est. Cost $41.28 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $326 Shares 2,908 Est. Cost $124.93 Unrealized -5.6%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $318 Shares 9,700 Est. Cost $32.79 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $318 Shares 8,500 Est. Cost $31.62 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $314 Shares 4,900 Est. Cost $65.21 Unrealized +0.9%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $311 Shares 1,637 Est. Cost $221.08 Unrealized -17.8%
PFFA ETFIS SER TR I 0.0%
Value ($000) $310 Shares 14,282 Est. Cost $20.93 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $310 Shares 8,000 Est. Cost $32.15 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $260 Shares 745 Est. Cost $282.18 Unrealized +21.7%
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $260 Shares 10,876 Est. Cost $23.81 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $239 Shares 972 Est. Cost $238.95 Unrealized 0.0%
PFF ISHARES TR 0.0%
Value ($000) $237 Shares 7,490 Est. Cost $30.74 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $204 Shares 5,920 Est. Cost $34.43 Unrealized 0.0%