Filed: 8/12/2025ACC: 0001104659-25-076298
📋 What this filing means
CUMBERLAND PARTNERS LTD filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$1.44B
Total AUM (reported)
9.67M
Total Shares
Allocation by class
COM$1.01B70.1%
CL A$112.52M7.8%
SHS$78.51M5.4%
COM CL A$56.11M3.9%
COM NEW$31.83M2.2%
CAP STK CL C$30.37M2.1%
CAP STK CL A$17.18M1.2%
Portfolio Concentration
Top 3$220.55M15.3%
4–10$357.75M24.8%
11–25$395.10M27.4%
Rest$468.56M32.5%
Top 3 weight
15.3%
Top 10 weight
40.1%
Voting Authority Distribution
Total shares with voting rights: 9.67M
Sole
Full voting authority
9.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other169
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings169
Rows:
MICROSOFT CORP
DFNDShares173.20K
TypeSH
Market value$86.15M
5.97%
Sole
173.20K
Shared
0.00
None
0.00
WALMART INC
DFNDShares729.17K
TypeSH
Market value$71.30M
4.94%
Sole
729.17K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares85.50K
TypeSH
Market value$63.10M
4.38%
Sole
85.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares389.65K
TypeSH
Market value$61.56M
4.27%
Sole
389.65K
Shared
0.00
None
0.00
S&P GLOBAL INC
DFNDShares98.10K
TypeSH
Market value$51.73M
3.59%
Sole
98.10K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares225.70K
TypeSH
Market value$49.52M
3.43%
Sole
225.70K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares178.66K
TypeSH
Market value$49.25M
3.42%
Sole
178.66K
Shared
0.00
None
0.00
ROYAL BK CDA
DFNDShares371.19K
TypeSH
Market value$48.89M
3.39%
Sole
371.19K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
DFNDShares49.05K
TypeSH
Market value$48.56M
3.37%
Sole
49.05K
Shared
0.00
None
0.00
VISA INC
DFNDShares135.90K
TypeSH
Market value$48.25M
3.35%
Sole
135.90K
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares107.09K
TypeSH
Market value$38.23M
2.65%
Sole
107.09K
Shared
0.00
None
0.00
LINDE PLC
DFNDShares73.68K
TypeSH
Market value$34.57M
2.40%
Sole
73.68K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares60.88K
TypeSH
Market value$34.21M
2.37%
Sole
60.88K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
DFNDShares392.41K
TypeSH
Market value$31.16M
2.16%
Sole
392.41K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares171.23K
TypeSH
Market value$30.37M
2.11%
Sole
171.23K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
DFNDShares135.23K
TypeSH
Market value$29.57M
2.05%
Sole
135.23K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares36.60K
TypeSH
Market value$28.53M
1.98%
Sole
36.60K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
DFNDShares83.49K
TypeSH
Market value$26.73M
1.85%
Sole
83.49K
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares86.15K
TypeSH
Market value$23.49M
1.63%
Sole
86.15K
Shared
0.00
None
0.00
THOMSON REUTERS CORP
DFNDShares113.25K
TypeSH
Market value$22.77M
1.58%
Sole
113.25K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares61.68K
TypeSH
Market value$22.61M
1.57%
Sole
61.68K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
DFNDShares46.57K
TypeSH
Market value$20.73M
1.44%
Sole
46.57K
Shared
0.00
None
0.00
STANTEC INC
DFNDShares172.16K
TypeSH
Market value$18.72M
1.30%
Sole
172.16K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares97.49K
TypeSH
Market value$17.18M
1.19%
Sole
97.49K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
DFNDShares179.96K
TypeSH
Market value$16.22M
1.12%
Sole
179.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 173.20K | SH | $86.15M 5.97% | 173.20K | 0.00 | 0.00 |
WALMART INCDFND | COM | 729.17K | SH | $71.30M 4.94% | 729.17K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 85.50K | SH | $63.10M 4.38% | 85.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 389.65K | SH | $61.56M 4.27% | 389.65K | 0.00 | 0.00 |
S&P GLOBAL INCDFND | COM | 98.10K | SH | $51.73M 3.59% | 98.10K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 225.70K | SH | $49.52M 3.43% | 225.70K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 178.66K | SH | $49.25M 3.42% | 178.66K | 0.00 | 0.00 |
ROYAL BK CDADFND | COM | 371.19K | SH | $48.89M 3.39% | 371.19K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 49.05K | SH | $48.56M 3.37% | 49.05K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 135.90K | SH | $48.25M 3.35% | 135.90K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 107.09K | SH | $38.23M 2.65% | 107.09K | 0.00 | 0.00 |
LINDE PLCDFND | SHS | 73.68K | SH | $34.57M 2.40% | 73.68K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 60.88K | SH | $34.21M 2.37% | 60.88K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 392.41K | SH | $31.16M 2.16% | 392.41K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 171.23K | SH | $30.37M 2.11% | 171.23K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCDFND | COM | 135.23K | SH | $29.57M 2.05% | 135.23K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 36.60K | SH | $28.53M 1.98% | 36.60K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & CODFND | COM | 83.49K | SH | $26.73M 1.85% | 83.49K | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 86.15K | SH | $23.49M 1.63% | 86.15K | 0.00 | 0.00 |
THOMSON REUTERS CORPDFND | COM | 113.25K | SH | $22.77M 1.58% | 113.25K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 61.68K | SH | $22.61M 1.57% | 61.68K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCDFND | COM | 46.57K | SH | $20.73M 1.44% | 46.57K | 0.00 | 0.00 |
STANTEC INCDFND | COM | 172.16K | SH | $18.72M 1.30% | 172.16K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 97.49K | SH | $17.18M 1.19% | 97.49K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCDFND | COM | 179.96K | SH | $16.22M 1.12% | 179.96K | 0.00 | 0.00 |
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