Cumberland Partners Ltd
•CIK: 1578985•Filing: Q4 2025
**Cumberland Partners Ltd** manages $1.6B across a diversified portfolio of 172 positions. The firm maintains significant exposure to technology and consumer staples, highlighted by top holdings including MSFT ($92.7M) and NVDA ($75.6M). Further concentration is evident in consumer discretionary and financial sectors, with WMT ($66.8M), RY ($66.7M), and META ($63.7M) anchoring the top quartile. This structure suggests a conviction-driven, large-cap allocation strategy across growth and defensive sectors.
Total AUM
$1.6B
QoQ Performance
+6.7%
Positions
162
Top 10 Concentration
38.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT5.7%
NVDA4.6%
WMT4.1%
RY4.1%
META3.9%
AMZN3.9%
AAPL3.3%
GOOG3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.8%
Technology27.1%
Consumer12.6%
Financial6.5%
Healthcare5.1%
Materials1.9%
Communication1.1%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW24 new positions
↑74 increased
↓67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023