Cumberland Partners Ltd

Q3 2025 13F-HR Detailed Holdings

Location

Toronto, A6

Holdings as of

9/30/2025

Date filed

11/7/2025

Form type

13F-HR

Num holdings

259

Total value ($000)

$1,530,143

Net value change ($000)

+88,175 (6.1%)

New positions

Sold out positions

Turnover %

9.4%

Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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	Discretion	Other Manager	Sole	Shared	None

Other Managers

Num	Name	File Number
1	Cumberland Private Wealth Management Inc.	028-15542
2	Cumberland Investment Counsel Inc.	028-18948