Filed: 11/7/2025ACC: 0001104659-25-108486
📋 What this filing means
CUMBERLAND PARTNERS LTD filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$1.53B
Total AUM (reported)
10.09M
Total Shares
Allocation by class
COM$1.05B68.7%
CL A$132.46M8.7%
SHS$84.71M5.5%
COM CL A$60.39M3.9%
CAP STK CL C$41.63M2.7%
COM NEW$28.67M1.9%
CAP STK CL A$25.93M1.7%
Portfolio Concentration
Top 3$233.59M15.3%
4–10$369.08M24.1%
11–25$421.56M27.6%
Rest$505.91M33.1%
Top 3 weight
15.3%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 10.09M
Sole
Full voting authority
10.09M
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
Other162
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings162
Rows:
MICROSOFT CORP
DFNDShares181.03K
TypeSH
Market value$93.77M
6.13%
Sole
181.03K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares387.93K
TypeSH
Market value$72.38M
4.73%
Sole
387.93K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares91.84K
TypeSH
Market value$67.45M
4.41%
Sole
91.84K
Shared
0.00
None
0.00
WALMART INC
DFNDShares621.77K
TypeSH
Market value$64.08M
4.19%
Sole
621.77K
Shared
0.00
None
0.00
ROYAL BK CDA
DFNDShares397.71K
TypeSH
Market value$58.60M
3.83%
Sole
397.71K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares263.50K
TypeSH
Market value$57.86M
3.78%
Sole
263.50K
Shared
0.00
None
0.00
APPLE INC
DFNDShares200.18K
TypeSH
Market value$50.97M
3.33%
Sole
200.18K
Shared
0.00
None
0.00
S&P GLOBAL INC
DFNDShares96.25K
TypeSH
Market value$46.84M
3.06%
Sole
96.25K
Shared
0.00
None
0.00
VISA INC
DFNDShares136.47K
TypeSH
Market value$46.59M
3.04%
Sole
136.47K
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares117.93K
TypeSH
Market value$44.13M
2.88%
Sole
117.93K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares170.93K
TypeSH
Market value$41.63M
2.72%
Sole
170.93K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
DFNDShares43.30K
TypeSH
Market value$40.08M
2.62%
Sole
43.30K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares115.92K
TypeSH
Market value$38.24M
2.50%
Sole
115.92K
Shared
0.00
None
0.00
LINDE PLC
DFNDShares73K
TypeSH
Market value$34.67M
2.27%
Sole
73K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares60.15K
TypeSH
Market value$34.21M
2.24%
Sole
60.15K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
DFNDShares385.25K
TypeSH
Market value$28.69M
1.87%
Sole
385.25K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
DFNDShares133.92K
TypeSH
Market value$26.99M
1.76%
Sole
133.92K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares106.66K
TypeSH
Market value$25.93M
1.69%
Sole
106.66K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
DFNDShares82.59K
TypeSH
Market value$25.58M
1.67%
Sole
82.59K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares60.82K
TypeSH
Market value$24.64M
1.61%
Sole
60.82K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares31.88K
TypeSH
Market value$24.32M
1.59%
Sole
31.88K
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares82.21K
TypeSH
Market value$19.48M
1.27%
Sole
82.21K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
DFNDShares179.41K
TypeSH
Market value$19.34M
1.26%
Sole
179.41K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
DFNDShares292.06K
TypeSH
Market value$18.88M
1.23%
Sole
292.06K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
DFNDShares152.42K
TypeSH
Market value$18.86M
1.23%
Sole
152.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 181.03K | SH | $93.77M 6.13% | 181.03K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 387.93K | SH | $72.38M 4.73% | 387.93K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 91.84K | SH | $67.45M 4.41% | 91.84K | 0.00 | 0.00 |
WALMART INCDFND | COM | 621.77K | SH | $64.08M 4.19% | 621.77K | 0.00 | 0.00 |
ROYAL BK CDADFND | COM | 397.71K | SH | $58.60M 3.83% | 397.71K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 263.50K | SH | $57.86M 3.78% | 263.50K | 0.00 | 0.00 |
APPLE INCDFND | COM | 200.18K | SH | $50.97M 3.33% | 200.18K | 0.00 | 0.00 |
S&P GLOBAL INCDFND | COM | 96.25K | SH | $46.84M 3.06% | 96.25K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 136.47K | SH | $46.59M 3.04% | 136.47K | 0.00 | 0.00 |
EATON CORP PLCDFND | SHS | 117.93K | SH | $44.13M 2.88% | 117.93K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 170.93K | SH | $41.63M 2.72% | 170.93K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWDFND | COM | 43.30K | SH | $40.08M 2.62% | 43.30K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 115.92K | SH | $38.24M 2.50% | 115.92K | 0.00 | 0.00 |
LINDE PLCDFND | SHS | 73K | SH | $34.67M 2.27% | 73K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 60.15K | SH | $34.21M 2.24% | 60.15K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYDFND | COM | 385.25K | SH | $28.69M 1.87% | 385.25K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCDFND | COM | 133.92K | SH | $26.99M 1.76% | 133.92K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 106.66K | SH | $25.93M 1.69% | 106.66K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & CODFND | COM | 82.59K | SH | $25.58M 1.67% | 82.59K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 60.82K | SH | $24.64M 1.61% | 60.82K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 31.88K | SH | $24.32M 1.59% | 31.88K | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 82.21K | SH | $19.48M 1.27% | 82.21K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCDFND | COM | 179.41K | SH | $19.34M 1.26% | 179.41K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXDFND | COM | 292.06K | SH | $18.88M 1.23% | 292.06K | 0.00 | 0.00 |
AMPHENOL CORP NEWDFND | CL A | 152.42K | SH | $18.86M 1.23% | 152.42K | 0.00 | 0.00 |
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