Cumberland Partners Ltd

Q3 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
162
Total value ($000)
$1,530,143
Net value change ($000)
+88,175 (6.1%)
New positions
24
Sold out positions
31
Turnover %
9.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/12/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 37,510 278.6%
UNH 18,378 NEW
BNS 16,436 672.2%
APH 12,124 179.9%
GOOGL 11,257 37.1%
NVDA 10,820 17.6%
JNJ 10,772 597.8%
RY 9,717 19.9%
CSCO 9,394 NEW
GOOGL 8,748 50.9%
Top Reduces (Value $000, Stocks/ETFs)
TRI -20,635 -90.6%
VRTX -16,917 -81.6%
AVGO -11,005 -22.3%
CNI -10,878 -100.0%
AMAT -9,824 -67.1%
COST -8,479 -17.5%
ACN -8,073 -100.0%
WMT -7,218 -10.1%
MSI -7,104 -100.0%
WCN -5,624 -83.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type